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AIUP vs LIBD

Comparison between FINQ FIRST U.S. LARGE CAP AI-MANAGED EQUITY ETF (AIUP, ETF) and Stone Ridge 2065 InflationProtected Longevity Income ETF (LIBD, ETF).

AIUP vs LIBD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AIUP
$4.20M
Winner
LIBD
$4.30M
Expense Ratio
AIUP
0.70%
Winner
LIBD
0.25%
Max Drawdown
Winner
AIUP
11.32%
LIBD
15.70%
Sharpe Ratio
Winner
AIUP
0.96
LIBD
0.04
5Y Beta
AIUP
1.09
Winner
LIBD
0.13
P/E Ratio
AIUP
30.58
LIBD
N/A
Forward P/E
AIUP
24.25
LIBD
N/A
PEG Ratio
AIUP
0.62
LIBD
N/A
5Y EPS CAGR
AIUP
46.20%
LIBD
N/A
Debt to Equity
AIUP
20.18%
LIBD
N/A
P/S Ratio
AIUP
6.23
LIBD
N/A
P/B Ratio
AIUP
8.66
LIBD
N/A

AIUP vs LIBD - Holdings Comparison

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

AIUP's top 25 holdings weight is 99.20%. LIBD's top 25 holdings weight is 4.74%.

RankAIUPLIBD
#1
NVIDIA CORP (NVDA) - 15.53%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.37%
#2
META PLATFORMS INC CLASS A (META) - 14.11%
MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 2.37%
#3
AMAZON.COM INC (AMZN) - 14.08%
N/A
#4
DATADOG INC CLASS A (DDOG) - 5.35%
N/A
#5
BROADCOM INC (AVGO) - 5.13%
N/A
#6
MICROSOFT CORP (MSFT) - 4.71%
N/A
#7
UBER TECHNOLOGIES INC (UBER) - 4.62%
N/A
#8
DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 4.55%
N/A
#9
INSULET CORP (PODD) - 4.54%
N/A
#10
BOOKING HOLDINGS INC (BKNG) - 4.51%
N/A
#11
SERVICENOW INC (NOW) - 4.49%
N/A
#12
MASTERCARD INC CLASS A (MA) - 4.44%
N/A
#13
NETFLIX INC (NFLX) - 4.42%
N/A
#14
BOSTON SCIENTIFIC CORP (BSX) - 4.40%
N/A
#15
ALPHABET INC CLASS A (GOOGL) - 4.23%
N/A
#16
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.09%
N/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings162

AIUP vs LIBD - Historical Returns

Returns include dividend reinvestment.

1M
AIUP
-2.58%
Winner
LIBD
+1.13%
3M
Winner
AIUP
+6.32%
LIBD
+0.56%
6M
AIUP
N/A
LIBD
+0.63%
1Y
AIUP
N/A
LIBD
+2.74%
Max(CAGR)
Winner
AIUP
+24.15%
LIBD
+2.87%

AIUP vs LIBD - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearAIUPLIBD
2026+7.75%+0.78%
2025N/A+3.40%

AIUP vs LIBD Drawdown Comparison

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

The maximum drawdown for LIBD was -7.30%, occurring on May 21, 2025. Recovery took 158 trading sessions.

The current AIUP drawdown is -6.64%. The current LIBD drawdown is -3.48%.

RankAIUPLIBD
#1-11.32%
Mar 5, 2026 - Apr 14, 2026
-7.30%
Mar 3, 2025 - Oct 16, 2025
#2-7.12%
Feb 10, 2026 - Mar 5, 2026
-6.20%
Oct 28, 2025 - May 19, 2026
#3-6.93%
Jun 1, 2026 - Jun 10, 2026
-2.83%
Feb 5, 2025 - Feb 25, 2025
#4-3.87%
Apr 22, 2026 - May 7, 2026
-1.22%
Jan 6, 2025 - Jan 15, 2025
#5-1.67%
May 7, 2026 - May 18, 2026
-0.90%
Feb 26, 2025 - Feb 28, 2025
#6-1.00%
May 18, 2026 - May 28, 2026
-0.51%
Jan 27, 2025 - Feb 3, 2025
#7-0.71%
Apr 17, 2026 - Apr 22, 2026
-0.50%
Oct 22, 2025 - Oct 28, 2025
#8N/A-0.36%
Jan 21, 2025 - Jan 24, 2025
#9N/A-0.32%
Oct 16, 2025 - Oct 21, 2025

Correlation

Correlation between AIUP and LIBD is -0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.14
-101

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