Screener
LOTI vs MSTI
Liberty One Tactical Income ETF vs Madison Short-Term Strategic Income ETF
Key differences
Both LOTI and MSTI are fixed income ETFs. LOTI charges 1.01% a year and MSTI 0.36%. The main difference: MSTI costs 0.65% less per year.
- MSTI costs 0.65% less per year.
Side-by-side comparison
| LOTI | MSTI | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.36% |
| Fund size (AUM) | $44M | $49M |
| Since | 2025 | 2023 |
| Dividend yield | — | 5.31% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +4.2% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 2.44% |
| Max drawdown | -4.42% | -1.47% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.