Screener
LOTI vs LCR
Liberty One Tactical Income ETF vs Leuthold Core ETF
Key differences
LOTI is a fixed income ETF, while LCR is a mixed asset ETF. LOTI charges 1.01% a year and LCR 0.84%.
- LOTI is a fixed income fund, while LCR is a mixed asset fund. They carry different risk/return profiles.
- LCR costs 0.17% less per year.
- LCR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOTI | LCR | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.84% |
| Fund size (AUM) | $44M | $69M |
| Since | 2025 | 2020 |
| Dividend yield | — | 1.31% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +13.1% |
| CAGR 3Y | N/A | +11.2% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 0.90 |
| Volatility 1Y | — | 7.84% |
| Max drawdown | -4.42% | -17.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.