Screener
LOTI vs RLY
Liberty One Tactical Income ETF vs State Street Multi-Asset Real Return ETF
Key differences
Both LOTI and RLY are fixed income ETFs. LOTI charges 1.01% a year and RLY 0.50%. The main difference: RLY costs 0.51% less per year.
- RLY costs 0.51% less per year.
- RLY is much larger than LOTI. Larger funds are usually more liquid and less likely to close.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOTI | RLY | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.50% |
| Fund size (AUM) | $44M | $1.2B |
| Since | 2025 | 2012 |
| Dividend yield | — | 2.89% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +28.0% |
| CAGR 3Y | N/A | +14.0% |
| CAGR 5Y | N/A | +10.0% |
| Sharpe 3Y | N/A | 0.90 |
| Volatility 1Y | — | 10.38% |
| Max drawdown | -4.42% | -34.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.