DUKX vs LFAW

Comparison between Ocean Park International ETF (DUKX, ETF) and LifeX 2060 Longevity Income ETF (LFAW, ETF).

DUKX vs LFAW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DUKX(ETF)	LFAW(ETF)
Net Assets	$3.70M	$3.80M
Expense Ratio	1.03%	0.25%
Max Drawdown	21.17%	18.58%
Sharpe Ratio	0.77	-0.21
5Y Beta	0.56	0.05

Net Assets

DUKX

$3.70M

Winner

LFAW

$3.80M

Expense Ratio

DUKX

1.03%

Winner

LFAW

0.25%

Max Drawdown

DUKX

21.17%

Winner

LFAW

18.58%

Sharpe Ratio

Winner

DUKX

0.77

LFAW

-0.21

5Y Beta

DUKX

0.56

Winner

LFAW

0.05

DUKX vs LFAW - Holdings Comparison

DUKX and LFAW have 0 common holdings. Overlap is 0.00%

DUKX's top 25 holdings weight is 99.48%. LFAW's top 25 holdings weight is 99.99%.

Rank	DUKX	LFAW
#1	VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 47.30%	UNITED STATES TREASURY BONDS 4.25% (n/a) - 25.10%
#2	STATE STREET® SPDR® PORTFOLIO EM ETF (SPEM) - 24.80%	UNITED STATES TREASURY BONDS 4.63% (n/a) - 15.71%
#3	ISHARES INTERNATIONAL DIVIDEND GR ETF (IGRO) - 5.00%	UNITED STATES TREASURY BONDS 4.5% (n/a) - 15.05%
#4	ISHARES MSCI EMERG MKTS MIN VOL FCTR ETF (EEMV) - 5.00%	UNITED STATES TREASURY BONDS 4.75% (n/a) - 7.84%
#5	JPMORGAN BETABUILDERS DEV APAC EX-JPNETF (BBAX) - 4.96%	UNITED STATES TREASURY BONDS 2.38% (n/a) - 7.12%
#6	SCHWAB INTERNATIONAL SMALL-CAP EQ ETF„¢ (SCHC) - 4.77%	UNITED STATES TREASURY BONDS 5% (n/a) - 6.42%
#7	FRANKLIN FTSE TAIWAN ETF (FLTW) - 2.74%	UNITED STATES TREASURY BONDS 4.13% (n/a) - 3.62%
#8	FRANKLIN FTSE JAPAN ETF (FLJP) - 2.54%	UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.33%
#9	ISHARES MSCI MEXICO ETF (EWW) - 2.37%	UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.07%
#10	N/A	UNITED STATES TREASURY NOTES 2.75% (n/a) - 2.90%
#11	N/A	UNITED STATES TREASURY NOTES 3.63% (n/a) - 2.20%
#12	N/A	OTHER ASSETS AND LIABILITIES (n/a) - 1.57%
#13	N/A	UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.25%
#14	N/A	UNITED STATES TREASURY NOTES 4.13% (n/a) - 1.04%
#15	N/A	UNITED STATES TREASURY NOTES 3.13% (n/a) - 0.96%
#16	N/A	UNITED STATES TREASURY NOTES 4% (n/a) - 0.93%
#17	N/A	UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.76%
#18	N/A	UNITED STATES TREASURY NOTES 3.5% (n/a) - 0.50%
#19	N/A	UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.38%
#20	N/A	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.12%
#21	N/A	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.12%
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	9	21

DUKX vs LFAW - Historical Returns

Returns include dividend reinvestment.

Period	DUKX	LFAW
1 month	-1.34%	-3.29%
3 months	+0.79%	-2.29%
6 months	+0.98%	-2.36%
1 year	+16.02%	+2.13%
Max(CAGR)	+7.00%	-3.19%

Winner

DUKX

-1.34%

LFAW

-3.29%

Winner

DUKX

+0.79%

LFAW

-2.29%

Winner

DUKX

+0.98%

LFAW

-2.36%

Winner

DUKX

+16.02%

LFAW

+2.13%

Max(CAGR)

Winner

DUKX

+7.00%

LFAW

-3.19%

DUKX vs LFAW - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	DUKX	LFAW
2026	+5.50%	-1.76%
2025	+11.39%	+5.91%
2024	-3.53%	-9.41%

DUKX vs LFAW Drawdown Comparison

The maximum drawdown for DUKX was -19.51%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.

The maximum drawdown for LFAW was -11.37%, occurring on Jan 14, 2025. This drawdown has not yet recovered.

The current DUKX drawdown is -5.08%. The current LFAW drawdown is -5.82%.

Rank	DUKX	LFAW
#1	-19.51% Sep 26, 2024 - Oct 3, 2025	-11.37% Sep 16, 2024 - Jan 14, 2025
#2	-9.48% Feb 25, 2026 - Mar 20, 2026	N/A
#3	-8.01% Jul 12, 2024 - Aug 23, 2024	N/A
#4	-4.47% Nov 12, 2025 - Dec 23, 2025	N/A
#5	-3.76% Oct 6, 2025 - Oct 20, 2025	N/A
#6	-3.64% Aug 23, 2024 - Sep 19, 2024	N/A
#7	-2.10% Jan 27, 2026 - Feb 6, 2026	N/A
#8	-2.04% Oct 27, 2025 - Nov 12, 2025	N/A
#9	-1.05% Jan 15, 2026 - Jan 21, 2026	N/A
#10	-0.97% Feb 11, 2026 - Feb 20, 2026	N/A
#11	-0.92% Oct 20, 2025 - Oct 24, 2025	N/A
#12	-0.86% Sep 24, 2024 - Sep 26, 2024	N/A
#13	-0.76% Feb 20, 2026 - Feb 24, 2026	N/A
#14	-0.61% Sep 19, 2024 - Sep 24, 2024	N/A
#15	-0.59% Jan 12, 2026 - Jan 15, 2026	N/A