Screener
LOTI vs XRLX
Liberty One Tactical Income ETF vs FundX Conservative ETF
Key differences
Both LOTI and XRLX are fixed income ETFs. LOTI charges 1.01% a year and XRLX 1.20%. The main difference: LOTI costs 0.19% less per year.
- LOTI costs 0.19% less per year.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOTI | XRLX | |
|---|---|---|
| Annual cost (TER) | 1.01% | 1.20% |
| Fund size (AUM) | $44M | $52M |
| Since | 2025 | 2002 |
| Dividend yield | — | 2.57% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +16.1% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 8.59% |
| Max drawdown | -4.42% | -15.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.