GXLC vs LFAO

Comparison between GLOBAL X U.S. 500 ETF (GXLC, ETF) and LifeX 2055 Longevity Income ETF (LFAO, ETF).

GXLC vs LFAO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GXLC(ETF)	LFAO(ETF)
Net Assets	$4.30M	$4.30M
Expense Ratio	0.02%	0.25%
Max Drawdown	9.19%	21.08%
Sharpe Ratio	1.00	-0.11
5Y Beta	1.03	0.04
P/E Ratio	29.62	N/A
Forward P/E	22.33	N/A
5Y EPS CAGR	26.06%	N/A
Debt to Equity	34.71%	N/A
P/S Ratio	3.85	N/A
P/B Ratio	5.80	N/A

Net Assets

GXLC

$4.30M

LFAO

$4.30M

Expense Ratio

Winner

GXLC

0.02%

LFAO

0.25%

Max Drawdown

Winner

GXLC

9.19%

LFAO

21.08%

Sharpe Ratio

Winner

GXLC

1.00

LFAO

-0.11

5Y Beta

GXLC

1.03

Winner

LFAO

0.04

P/E Ratio

GXLC

29.62

LFAO

N/A

Forward P/E

GXLC

22.33

LFAO

N/A

5Y EPS CAGR

GXLC

26.06%

LFAO

N/A

Debt to Equity

GXLC

34.71%

LFAO

N/A

P/S Ratio

GXLC

3.85

LFAO

N/A

P/B Ratio

GXLC

5.80

LFAO

N/A

GXLC vs LFAO - Holdings Comparison

GXLC and LFAO have 1 common holdings. Overlap is 0.04%

GXLC's top 25 holdings weight is 51.46%. LFAO's top 25 holdings weight is 100.00%.

Rank	GXLC	LFAO
#1	NVIDIA CORP (NVDA) - 7.71%	UNITED STATES TREASURY BONDS 4.5% (n/a) - 22.85%
#2	APPLE INC (AAPL) - 6.77%	UNITED STATES TREASURY BONDS 4.63% (n/a) - 19.44%
#3	MICROSOFT CORP (MSFT) - 4.68%	UNITED STATES TREASURY BONDS 2.38% (n/a) - 18.71%
#4	AMAZON.COM INC (AMZN) - 3.91%	UNITED STATES TREASURY BONDS 4.75% (n/a) - 12.15%
#5	ALPHABET INC CLASS A (GOOGL) - 3.48%	UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.85%
#6	BROADCOM INC (AVGO) - 3.01%	UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.79%
#7	ALPHABET INC CLASS C (GOOG) - 3.00%	UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.63%
#8	TESLA INC (TSLA) - 2.22%	UNITED STATES TREASURY NOTES 3.63% (n/a) - 3.36%
#9	META PLATFORMS INC CLASS A (META) - 2.06%	UNITED STATES TREASURY NOTES 3.13% (n/a) - 2.78%
#10	MICRON TECHNOLOGY INC (MU) - 1.55%	UNITED STATES TREASURY NOTES 3.75% (n/a) - 2.62%
#11	ELI LILLY AND CO (LLY) - 1.39%	UNITED STATES TREASURY NOTES 1.25% (n/a) - 1.55%
#12	JPMORGAN CHASE & CO (JPM) - 1.27%	UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.24%
#13	ADVANCED MICRO DEVICES INC (AMD) - 1.25%	UNITED STATES TREASURY NOTES 3.38% (n/a) - 1.13%
#14	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.03%	OTHER ASSETS AND LIABILITIES (n/a) - 0.76%
#15	EXXON MOBIL CORP (XOM) - 0.96%	UNITED STATES TREASURY NOTES 4% (n/a) - 0.68%
#16	JOHNSON & JOHNSON (JNJ) - 0.85%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.59%
#17	INTEL CORP (INTC) - 0.84%	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.59%
#18	VISA INC CLASS A (V) - 0.84%	UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.28%
#19	WALMART INC (WMT) - 0.79%	N/A
#20	CISCO SYSTEMS INC (CSCO) - 0.72%	N/A
#21	COSTCO WHOLESALE CORP (COST) - 0.69%	N/A
#22	CATERPILLAR INC (CAT) - 0.64%	N/A
#23	LAM RESEARCH CORP (LRCX) - 0.62%	N/A
#24	MASTERCARD INC CLASS A (MA) - 0.60%	N/A
#25	ABBVIE INC (ABBV) - 0.58%	N/A
Total Holdings	497	18

GXLC vs LFAO - Historical Returns

Returns include dividend reinvestment.

Period	GXLC	LFAO
1 month	+2.13%	-0.28%
3 months	+8.89%	-2.53%
6 months	+8.24%	-1.05%
1 year	N/A	+2.82%
Max(CAGR)	+17.68%	-2.32%

Winner

GXLC

+2.13%

LFAO

-0.28%

Winner

GXLC

+8.89%

LFAO

-2.53%

Winner

GXLC

+8.24%

LFAO

-1.05%

GXLC

N/A

LFAO

+2.82%

Max(CAGR)

Winner

GXLC

+17.68%

LFAO

-2.32%

GXLC vs LFAO - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	GXLC	LFAO
2026	+8.43%	-0.67%
2025	+3.22%	+5.58%
2024	N/A	-8.36%

GXLC vs LFAO Drawdown Comparison

The maximum drawdown for GXLC was -9.08%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.

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

The current GXLC drawdown is -2.88%. The current LFAO drawdown is -4.03%.

Rank	GXLC	LFAO
#1	-9.08% Jan 28, 2026 - Apr 15, 2026	-10.12% Sep 16, 2024 - Feb 27, 2026
#2	-5.25% Oct 28, 2025 - Dec 11, 2025	-5.86% Feb 27, 2026 - May 19, 2026
#3	-2.93% Oct 8, 2025 - Oct 24, 2025	N/A
#4	-2.88% Jun 2, 2026 - Jun 5, 2026	N/A
#5	-2.63% Dec 11, 2025 - Dec 23, 2025	N/A
#6	-2.63% Jan 12, 2026 - Jan 28, 2026	N/A
#7	-2.06% May 14, 2026 - May 26, 2026	N/A
#8	-1.17% Dec 24, 2025 - Jan 6, 2026	N/A
#9	-0.85% Apr 17, 2026 - Apr 22, 2026	N/A
#10	-0.64% Apr 27, 2026 - Apr 30, 2026	N/A
#11	-0.50% Sep 24, 2025 - Sep 26, 2025	N/A
#12	-0.49% May 6, 2026 - May 8, 2026	N/A
#13	-0.44% Apr 22, 2026 - Apr 24, 2026	N/A
#14	-0.44% May 1, 2026 - May 5, 2026	N/A
#15	-0.43% Oct 6, 2025 - Oct 8, 2025	N/A

Correlation

Correlation between GXLC and LFAO is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

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