ETFs most similar to LOTI

The funds whose holdings overlap Liberty One Tactical Income ETF the most, by weight. as of Jul 31, 2026SEC filing

By holdings overlap

FundCategoryOverlap with LOTIFeeAssets1YYieldCompare
LOTILiberty One Tactical Income ETFMultisector Bond—1.01%$47M+0.7%2.29%
EASYLiberty One Defensive Dividend Growth ETFDividend Growth38%0.85%$61M+2.2%1.05%side by side
SPCTLiberty One Spectrum ETFLarge Cap Blend31%0.85%$67M+6.8%1.05%side by side
SELVSEI QiM U.S. Large Cap Low Volatility Active ETFLow Volatility27%0.15%$259M+9.5%1.69%side by side
BBLUEA Bridgeway Blue Chip ETFSemiconductors22%0.15%$481M+15.4%1.08%side by side
DGRWWisdomTree Trust WisdomTree U.S. Quality Dividend Growth FundDividend Growth22%0.28%$17.1B+10.9%1.20%side by side

Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.