Screener
LOTI vs IG
Liberty One Tactical Income ETF vs Principal Investment Grade Corporate ETF
Key differences
Both LOTI and IG are fixed income ETFs. LOTI charges 1.01% a year and IG 0.19%. The main difference: IG costs 0.82% less per year.
- IG costs 0.82% less per year.
- IG is much larger than LOTI. Larger funds are usually more liquid and less likely to close.
- IG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOTI | IG | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.19% |
| Fund size (AUM) | $44M | $180M |
| Since | 2025 | 2018 |
| Dividend yield | — | 5.04% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +5.8% |
| CAGR 3Y | N/A | +5.7% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | N/A | 0.34 |
| Volatility 1Y | — | 4.68% |
| Max drawdown | -4.42% | -23.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.