IBGM vs LFAW

Comparison between iShares iBonds Dec 2056 Term Treasury ETF (IBGM, ETF) and LifeX 2060 Longevity Income ETF (LFAW, ETF).

IBGM vs LFAW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBGM(ETF)	LFAW(ETF)
Net Assets	$3.70M	$3.80M
Expense Ratio	0.07%	0.25%
Max Drawdown	4.81%	18.58%
Sharpe Ratio	-1.09	-0.21
5Y Beta	0.21	0.05

Net Assets

IBGM

$3.70M

Winner

LFAW

$3.80M

Expense Ratio

Winner

IBGM

0.07%

LFAW

0.25%

Max Drawdown

Winner

IBGM

4.81%

LFAW

18.58%

Sharpe Ratio

IBGM

-1.09

Winner

LFAW

-0.21

5Y Beta

IBGM

0.21

Winner

LFAW

0.05

IBGM vs LFAW - Historical Returns

Returns include dividend reinvestment.

Period	IBGM	LFAW
1 month	-4.14%	-3.29%
3 months	-2.57%	-2.29%
6 months	N/A	-2.36%
1 year	N/A	+2.13%
Max(CAGR)	-5.29%	-3.19%

IBGM

-4.14%

Winner

LFAW

-3.29%

IBGM

-2.57%

Winner

LFAW

-2.29%

IBGM

N/A

LFAW

-2.36%

IBGM

N/A

LFAW

+2.13%

Max(CAGR)

IBGM

-5.29%

Winner

LFAW

-3.19%

IBGM vs LFAW - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	IBGM	LFAW
2026	-1.77%	-1.76%
2025	N/A	+5.91%
2024	N/A	-9.41%

IBGM vs LFAW Drawdown Comparison

The maximum drawdown for IBGM was -4.43%, occurring on Jul 23, 2026. This drawdown has not yet recovered.

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

The current IBGM drawdown is -4.30%. The current LFAW drawdown is -5.82%.

Rank	IBGM	LFAW
#1	-4.43% Jun 29, 2026 - Jul 23, 2026	-11.37% Sep 16, 2024 - Jan 14, 2025
#2	-4.36% Apr 14, 2026 - Jun 18, 2026	N/A
#3	-0.67% Jun 18, 2026 - Jun 24, 2026	N/A
#4	-0.54% Mar 26, 2026 - Mar 30, 2026	N/A
#5	-0.46% Apr 8, 2026 - Apr 14, 2026	N/A
#6	-0.25% Mar 31, 2026 - Apr 2, 2026	N/A
#7	-0.20% Apr 2, 2026 - Apr 8, 2026	N/A
#8	-0.09% Jun 24, 2026 - Jun 29, 2026	N/A