Compare BLTD and LOTI

BLTD and LOTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Liberty One Tactical Income ETFIncome · Dividend stocks1.04%2.36%+8.9%+9.7%[…][…]−4.4%6.4%$50M1.3

Bluemonte Long Term Bond ETFBonds & Cash · Core aggregate0.28%4.72%−1.8%−2.3%[…][…]−7.9%6.9%$167M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BLTD 2025 · LOTI 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Bluemonte Long Term Bond ETF · $167M[…]

BLTD

LOTI

Liberty One Tactical Income ETF · $50M[…]

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

BLTDMeasureLOTI

−1.8%Year to dateJan 1 → Nov 4+8.9%

−2.3%1 yearTotal return+9.7%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.28%Expense ratio$28 · $104 a year on $10k · lower is better1.04%

4.72%Trailing 12-mo yield$472 · $236 a year on $10k2.36%

−7.9%Worst dropSmaller is better−4.4%

6.9%VolatilityLower is calmer6.4%

BLTDLOTI Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4LOTI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BLTD vs LOTI: Top 5 Holdings

Today

BLTD

99.4%in top 5

LOTI

in top 531.9%

BLTDStockLOTI

59.7%BKAGnot top 5

29.8%BLVnot top 5

9.9%VCLTnot top 5

not top 5JPIE7.3%

not top 5EVSD6.4%

not top 5FLXR6.3%

not top 5PYLD6.3%

not top 5VMBS5.5%

Held in common4.3%

End-of-day Nov 4, 2026 · share of each fund

BLTD vs LOTI Returns, Every Period

1Y

BluemonteBLTD

−2.3%

past year

LOTILiberty One

+9.7%

past year

BLTDLOTIFaded: behind in that period

0–2LOTI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: BLTD vs LOTI

YTD

BluemonteBLTD

−1.8%

LOTILiberty One

+8.9%

−1.8%Year to date+8.9%

−7.9%Worst drop · 1Y−4.4%

6.9%Volatility · 1Y6.4%

4.7%Yield2.4%

$167MAssets$50.4M

3–1LOTI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLTD, LOTI

Today

0.28%lowest, BLTD

FundExpense ratioFee$10k

BLTD0.28%$28

LOTI1.04%$104

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BLTD, LOTI

1Y

4.72%highest, BLTD

FundTrailing yieldYield$10k

BLTD4.72%$472

LOTI2.36%$236

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$444most kept, BLTD

BLTD$472 − $28 = $444

LOTI$236 − $104 = $132

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BLTD, LOTI

Today

4.3%most shared, BLTD and LOTI

BLTDLOTI

BLTD—4.3%

LOTI4.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.7%LOTI, at 6.4% volatility

LOTIWorst drop−4.4%6.4% vol

BLTDWorst drop−7.9%6.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BLTDLOTI

−1.8%Year to date+8.9%

4.7%Yield2.4%

−2.3%Past year+9.7%

0.28%Fee1.04%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026