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LOTI vs STOT

Liberty One Tactical Income ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF

LOTI

Liberty One Tactical Income ETF

Annual cost

1.01%

Fund size

$44M

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

Annual cost

0.45%

Fund size

$461M

Key differences

Both LOTI and STOT are fixed income ETFs. LOTI charges 1.01% a year and STOT 0.45%. The main difference: STOT costs 0.56% less per year.

  • STOT costs 0.56% less per year.
  • STOT is much larger than LOTI. Larger funds are usually more liquid and less likely to close.
  • STOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LOTISTOT
Annual cost (TER)1.01%0.45%
Fund size (AUM)$44M$461M
Since20252016
Dividend yield4.41%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+4.3%
CAGR 3YN/A+5.3%
CAGR 5YN/A+2.8%
Sharpe 3YN/A1.04
Volatility 1Y1.11%
Max drawdown-4.42%-6.07%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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