LOTI vs SPY

ALOTI

BSPY

Measures won3–1LOTI wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY

Lowest cost0.09%SPY · $9 on $10k

Most income2.35%LOTI · $235 on $10k

Smallest drop−4.4%LOTI · worst fall in 1Y

Held in common13.4%LOTI and SPY

LOTI

SPY

Liberty One Tactical Income ETF · $51MState Street SPDR S&P 500 ETF · $792B

[…]3 years · per year[…] · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

1.04%Expense ratio$104 · $9 on $10k · lower wins0.09%

2.35%12-mo yield$235 · $100 on $10k1.00%

−4.4%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	ALOTI	Liberty One Tactical Income ETFRead Desk		1.04%	2.35%	+0.1%	+9.1%	+9.5%	new	new	−4.4%	$51M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	ALOTI	Liberty One Tactical Income ETFRead Desk		1.04%	2.35%	+0.1%	+9.1%	+9.5%	new	new	−4.4%	$51M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LOTI vs SPY

LOTI

Liberty One Tactical Income

[…]

SPY

SPDR S&P 500

$17,481

MeasureLOTISPY

Fee1.04%0.09%

Cost on $10k a year$104$9

Yield2.35%1.00%

5 years, per year[…]+11.8%

3 years, per year[…]+21.8%

Worst drop · 1Y−4.4%−8.9%

Volatility · 1Y6.4%13.7%

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LOTI vs SPY

Both

Both

$10,000 in LOTI, SPY

Overlap: LOTI, SPY

LOTI vs SPY

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Overlap: LOTI, SPY

Income After Fees on $10,000