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LOTI vs XFLX

Liberty One Tactical Income ETF vs FundX Flexible ETF

LOTI

Liberty One Tactical Income ETF

Annual cost

1.01%

Fund size

$44M

XFLX

FundX Flexible ETF

Annual cost

0.97%

Fund size

$50M

Key differences

Both LOTI and XFLX are fixed income ETFs. LOTI charges 1.01% a year and XFLX 0.97%. The main difference: XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LOTIXFLX
Annual cost (TER)1.01%0.97%
Fund size (AUM)$44M$50M
Since20252002
Dividend yield9.67%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1YN/A+4.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.62%
Max drawdown-4.42%-6.54%

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

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