Screener
LOTI vs YLD
Liberty One Tactical Income ETF vs Principal Active High Yield ETF
Key differences
Both LOTI and YLD are fixed income ETFs. LOTI charges 1.01% a year and YLD 0.39%. The main difference: YLD costs 0.62% less per year.
- YLD costs 0.62% less per year.
- YLD is much larger than LOTI. Larger funds are usually more liquid and less likely to close.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOTI | YLD | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.39% |
| Fund size (AUM) | $44M | $545M |
| Since | 2025 | 2015 |
| Dividend yield | — | 7.29% |
| Asset class | fixed income | fixed income |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +7.3% |
| CAGR 3Y | N/A | +9.0% |
| CAGR 5Y | N/A | +4.9% |
| Sharpe 3Y | N/A | 0.91 |
| Volatility 1Y | — | 4.36% |
| Max drawdown | -4.42% | -28.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.