LOTIvsBOXXETF Comparison
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Liberty One Tactical Income ETF (LOTI) and Alpha Architect 1-3 Month Box ETF (BOXX) belong to the same industry segment: Multi-Asset: Other. LOTI's top 3 sector exposures are Healthcare, Finance and Utilities. LOTI is more expensive with a Total Expense Ratio (TER) of 1.04%, versus 0.24% for BOXX. LOTI is up 5.86% year-to-date (YTD) with +$18M in YTD flows. BOXX performs worse with 2.61% YTD performance, and +$5.13B in YTD flows. Run a side-by-side ETF comparison of LOTI and BOXX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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LOTI vs BOXX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/03/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LOTI BOXX | +0.64%+0.33% | +3.00%+1.01% | +5.86%+2.61% | n/a+4.05% | n/a+14.68% | n/an/a |
| Flows | LOTI BOXX | +$524K+$1.38B | +$3M+$2.39B | +$18M+$5.13B | -+$6.38B | -+$13.65B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LOTI BOXX | +6.24%+0.38% | n/a+0.38% | n/a+0.34% | n/an/a |
| Max drawdown | LOTI BOXX | -1.52%-0.04% | n/a-0.04% | n/a-0.06% | n/an/a |
| Max drawdown duration | LOTI BOXX | 42d2d | n/a2d | n/a4d | n/an/a |
Trading data
LOTI | BOXX | |
Last sale 9/3/2026 at 1:30 PM | $26.24 | $118.08 |
| Previous close 09/03/2026 | $26.14 | $118.06 |
| Consolidated volume 09/03/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/3/2026 at 1:30 PM
Live
Closed
LOTI | BOXX | |
|---|---|---|
| Last price | $26.24 | $118.08 |
| 1D performance | +0.39% | +0.02% |
| AuM | $47.78 M | $14.75 B |
| E/R | 1.04% | 0.24% |
Characteristics
LOTI | BOXX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Liberty One Investment Management | Alpha Architect |
| Benchmark | - | - |
| N° of holdings | 12349 | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 29, 2025 | December 28, 2022 |
| ESG | No | No |
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Exposure
Countries
LOTI
USA
67.61%
Other
32.39%
BOXX
Data will be available soon
Sectors
LOTI
Healthcare
14.18%
Finance
10.4%
Utilities
9.27%
Technology
8.98%
Industrials
7.59%
Other
49.59%
BOXX
Data will be available soon
Diversification
LOTI
Total weight of top 15 holdings out of 15
44.51%
BOXX
Data will be available soon
Top 15 holdings
Data as of July 31, 2026
LOTI
US29287L7001
6.57%
US72201R5853
6.56%
Eli Lilly & Co.
3.08%
Cardinal Health, Inc.
2.91%
Johnson & Johnson
2.75%
The Coca-Cola Co.
2.55%
Chubb Ltd.
2.42%
UnitedHealth Group, Inc.
2.38%
Broadcom Inc.
2.29%
Gilead Sciences, Inc.
2.24%
Entergy Corp.
2.23%
W.W. Grainger, Inc.
2.21%
Alphabet, Inc.
2.15%
Agree Realty Corp.
2.12%
Alliant Energy Corp.
2.06%
BOXX
Data will be available soon
Frequently asked questions about LOTI and BOXX
How have the LOTI and BOXX ETFs performed in 2026?
As of September 3, 2026, LOTI is up 5.86% year-to-date (YTD), while BOXX has returned 2.61%. That puts LOTI better performer ahead so far this year.
Which ETF is attracting more investor money: LOTI or BOXX?
Year-to-date, the LOTI ETF saw +$18M in flows, compared to +$5.13B for BOXX.
Which ETF is bigger: LOTI or BOXX?
As of September 3, 2026, LOTI holds $47.78 M in assets under management (AUM), while BOXX manages $14.75 B.
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