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LOTIvsINKMETF Comparison

ETF 1

LOTI

Liberty One Tactical Income ETF

This fund is part of

Multi-Asset: Other

-0.31%

Full LOTI fund page

VS

ETF 2

INKM

State Street SPDR Income Allocation ETF

This fund is part of

Multi-Asset: Conservative

-0.47%

Full INKM fund page

Liberty One Tactical Income ETF (LOTI) belongs to the Multi-Asset: Other segment. State Street SPDR Income Allocation ETF (INKM) is part of the Multi-Asset: Conservative segment. LOTI's top 3 sector exposures are Healthcare, Finance and Utilities. In contrast, INKM's top sector exposures are Sovereign, Finance and Technology. LOTI is more expensive with a Total Expense Ratio (TER) of 1.04%, versus 0.5% for INKM. LOTI is up 5.25% year-to-date (YTD) with +$18M in YTD flows. INKM performs better with 6.85% YTD performance, and +$9M in YTD flows. Run a side-by-side ETF comparison of LOTI and INKM 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 INKM performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 08/31/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	LOTI INKM	+0.26%-0.24%	+2.29%+1.09%	+5.25%+6.85%	n/a+9.76%	n/a+31.88%	n/a+20.86%
Flows	LOTI INKM	+$1M+$6M	+$3M+$5M	+$18M+$9M	-+$3M	--$1M	--$23M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	LOTI INKM	+6.26%+5.57%	n/a+6.04%	n/a+7.36%	n/a+8.34%
Max drawdown	LOTI INKM	-1.52%-1.20%	n/a-4.54%	n/a-6.94%	n/a-19.16%
Max drawdown duration	LOTI INKM	42d7d	n/a87d	n/a85d	n/a996d

Trading data

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	LOTI	INKM
Last sale 9/2/2026 at 1:30 PM	$26.14	$34.56
Previous close 09/01/2026	$26.12	$34.49
Consolidated volume 09/01/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 9/2/2026 at 1:30 PM

Live

Closed

	LOTI	INKM
Last price	$26.14	$34.56
1D performance	+0.11%	+0.20%
AuM	$47.50 M	$80.05 M
E/R	1.04%	0.5%

Characteristics

	LOTI	INKM
Management strategy	Active	Active
Provider	Liberty One Investment Management	State Street Investment Management
Benchmark	-	-
N° of holdings	12349	3306
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	September 29, 2025	April 25, 2012
ESG	No	No

More LOTI data on Trackinsight

More INKM data on Trackinsight

Exposure

Countries

LOTI

USA

67.61%

Other

32.39%

INKM

USA

65.04%

Other

34.96%

Sectors

LOTI

Healthcare

14.18%

Finance

10.4%

Utilities

9.27%

Technology

8.98%

Industrials

7.59%

Other

49.59%

INKM

Sovereign

25.26%

Finance

16.71%

Technology

8.41%

Industrials

7.99%

Utilities

7.71%

Other

33.91%

Diversification

LOTI

Total weight of top 15 holdings out of 15

44.51%

INKM

Total weight of top 15 holdings out of 15

14.55%

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%

INKM

US78467V6083

5.91%

US78464A3674

0.97%

NVIDIA Corp.

0.92%

Microsoft Corp.

0.70%

Transurban Group Ltd.

0.65%

Alphabet, Inc.

0.60%

NextEra Energy, Inc.

0.58%

Aena S.M.E. SA

0.58%

Apple, Inc.

0.57%

Chevron Corp.

0.55%

Amazon.com, Inc.

0.54%

The Home Depot, Inc.

0.52%

PepsiCo, Inc.

0.50%

Abbott Laboratories

0.49%

Verizon Communications, Inc.

0.49%

Frequently asked questions about LOTI and INKM

LOTIvsINKMETF Comparison

Liberty One Tactical Income ETF

State Street SPDR Income Allocation ETF

LOTI vs INKM performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the LOTI and INKM ETFs performed in 2026?

As of August 31, 2026, LOTI is up 5.25% year-to-date (YTD), while INKM has returned 6.85%. That puts INKM better performer ahead so far this year.

Which ETF is attracting more investor money: LOTI or INKM?

Year-to-date, the LOTI ETF saw +$18M in flows, compared to +$9M for INKM.

Which ETF is bigger: LOTI or INKM?

As of August 31, 2026, LOTI holds $47.50 M in assets under management (AUM), while INKM manages $80.05 M.

What sectors do the LOTI and INKM ETFs invest in?

LOTI leans toward sectors like Healthcare, Finance and Utilities. Meanwhile, INKM focuses on Sovereign, Finance and Technology.

What are the top holdings of the LOTI ETF and INKM ETF?

LOTI top holdings include US29287L7001, US72201R5853 and Eli Lilly & Co.. INKM holds in its top three: US78467V6083, US78464A3674 and NVIDIA Corp..

Which ETF is more diversified: LOTI or INKM?

LOTI holds 21750 securities with 44.51% of its assets in the top 15. INKM has 3421 securities and a top 15 weight of 14.55%.

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