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