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LOTI vs TOTL

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

LOTI

Liberty One Tactical Income ETF

Annual cost

1.01%

Fund size

$44M

TOTL

State Street DoubleLine Total Return Tactical ETF

Annual cost

0.55%

Fund size

$4.2B

Key differences

Both LOTI and TOTL are fixed income ETFs. LOTI charges 1.01% a year and TOTL 0.55%. The main difference: TOTL costs 0.46% less per year.

  • TOTL costs 0.46% less per year.
  • TOTL is much larger than LOTI. Larger funds are usually more liquid and less likely to close.
  • TOTL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LOTITOTL
Annual cost (TER)1.01%0.55%
Fund size (AUM)$44M$4.2B
Since20252015
Dividend yield5.27%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+4.5%
CAGR 3YN/A+4.6%
CAGR 5YN/A+0.7%
Sharpe 3YN/A0.20
Volatility 1Y3.43%
Max drawdown-4.42%-16.47%

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

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