AIUP vs LFAO

Comparison between FINQ FIRST U.S. LARGE CAP AI-MANAGED EQUITY ETF (AIUP, ETF) and LifeX 2055 Longevity Income ETF (LFAO, ETF).

AIUP vs LFAO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIUP(ETF)	LFAO(ETF)
Net Assets	$4.20M	$4.30M
Expense Ratio	0.70%	0.25%
Max Drawdown	11.32%	21.08%
Sharpe Ratio	1.16	0.07
5Y Beta	1.10	0.04
P/E Ratio	32.88	N/A
Forward P/E	24.85	N/A
PEG Ratio	0.66	N/A
5Y EPS CAGR	46.29%	N/A
Debt to Equity	20.63%	N/A
P/S Ratio	6.53	N/A
P/B Ratio	8.94	N/A

Net Assets

AIUP

$4.20M

Winner

LFAO

$4.30M

Expense Ratio

AIUP

0.70%

Winner

LFAO

0.25%

Max Drawdown

Winner

AIUP

11.32%

LFAO

21.08%

Sharpe Ratio

Winner

AIUP

1.16

LFAO

0.07

5Y Beta

AIUP

1.10

Winner

LFAO

0.04

P/E Ratio

AIUP

32.88

LFAO

N/A

Forward P/E

AIUP

24.85

LFAO

N/A

PEG Ratio

AIUP

0.66

LFAO

N/A

5Y EPS CAGR

AIUP

46.29%

LFAO

N/A

Debt to Equity

AIUP

20.63%

LFAO

N/A

P/S Ratio

AIUP

6.53

LFAO

N/A

P/B Ratio

AIUP

8.94

LFAO

N/A

AIUP vs LFAO - Holdings Comparison

AIUP and LFAO have 1 common holdings. Overlap is 0.09%

AIUP's top 25 holdings weight is 99.20%. LFAO's top 25 holdings weight is 99.99%.

Rank	AIUP	LFAO
#1	NVIDIA CORP (NVDA) - 15.53%	UNITED STATES TREASURY BONDS 4.5% (n/a) - 22.98%
#2	META PLATFORMS INC CLASS A (META) - 14.11%	UNITED STATES TREASURY BONDS 4.63% (n/a) - 19.59%
#3	AMAZON.COM INC (AMZN) - 14.08%	UNITED STATES TREASURY BONDS 2.38% (n/a) - 18.86%
#4	DATADOG INC CLASS A (DDOG) - 5.35%	UNITED STATES TREASURY BONDS 4.75% (n/a) - 12.17%
#5	BROADCOM INC (AVGO) - 5.13%	UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.85%
#6	MICROSOFT CORP (MSFT) - 4.71%	UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.78%
#7	UBER TECHNOLOGIES INC (UBER) - 4.62%	UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.65%
#8	DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 4.55%	UNITED STATES TREASURY NOTES 3.63% (n/a) - 3.36%
#9	INSULET CORP (PODD) - 4.54%	UNITED STATES TREASURY NOTES 3.13% (n/a) - 2.78%
#10	BOOKING HOLDINGS INC (BKNG) - 4.51%	UNITED STATES TREASURY NOTES 3.75% (n/a) - 2.62%
#11	SERVICENOW INC (NOW) - 4.49%	UNITED STATES TREASURY NOTES 1.25% (n/a) - 1.54%
#12	MASTERCARD INC CLASS A (MA) - 4.44%	UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.24%
#13	NETFLIX INC (NFLX) - 4.42%	UNITED STATES TREASURY NOTES 3.38% (n/a) - 1.12%
#14	BOSTON SCIENTIFIC CORP (BSX) - 4.40%	UNITED STATES TREASURY NOTES 4% (n/a) - 0.68%
#15	ALPHABET INC CLASS A (GOOGL) - 4.23%	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.59%
#16	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.09%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.59%
#17	N/A	OTHER ASSETS AND LIABILITIES (n/a) - 0.31%
#18	N/A	UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.28%
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	16	18

AIUP vs LFAO - Historical Returns

Returns include dividend reinvestment.

Period	AIUP	LFAO
1 month	-2.02%	-0.75%
3 months	+6.49%	-2.70%
6 months	N/A	-0.61%
1 year	N/A	+3.86%
Max(CAGR)	+31.68%	-2.21%

AIUP

-2.02%

Winner

LFAO

-0.75%

Winner

AIUP

+6.49%

LFAO

-2.70%

AIUP

N/A

LFAO

-0.61%

AIUP

N/A

LFAO

+3.86%

Max(CAGR)

Winner

AIUP

+31.68%

LFAO

-2.21%

AIUP vs LFAO - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	AIUP	LFAO
2026	+9.71%	-0.51%
2025	N/A	+5.58%
2024	N/A	-8.36%

AIUP vs LFAO Drawdown Comparison

The maximum drawdown for AIUP was -11.32%, occurring on Mar 27, 2026. Recovery took 27 trading sessions.

The maximum drawdown for LFAO was -10.12%, occurring on Jan 14, 2025. Recovery took 363 trading sessions.

The current AIUP drawdown is -4.94%. The current LFAO drawdown is -3.87%.

Rank	AIUP	LFAO
#1	-11.32% Mar 5, 2026 - Apr 14, 2026	-10.12% Sep 16, 2024 - Feb 27, 2026
#2	-7.12% Feb 10, 2026 - Mar 5, 2026	-5.86% Feb 27, 2026 - May 19, 2026
#3	-5.11% Jun 1, 2026 - Jun 8, 2026	N/A
#4	-3.87% Apr 22, 2026 - May 7, 2026	N/A
#5	-1.67% May 7, 2026 - May 18, 2026	N/A
#6	-1.00% May 18, 2026 - May 28, 2026	N/A
#7	-0.71% Apr 17, 2026 - Apr 22, 2026	N/A

Correlation

Correlation between AIUP and LFAO is -0.58 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.58

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