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ISBG vs LFAW

Comparison between IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF (ISBG, ETF) and LifeX 2060 Longevity Income ETF (LFAW, ETF).

ISBG vs LFAW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ISBG
$3.70M
Winner
LFAW
$3.80M
Expense Ratio
ISBG
1.14%
Winner
LFAW
0.25%
Max Drawdown
ISBG
62.50%
Winner
LFAW
18.58%
Sharpe Ratio
ISBG
-1.62
Winner
LFAW
-0.21
5Y Beta
ISBG
3.07
Winner
LFAW
0.05

ISBG vs LFAW - Holdings Comparison

ISBG and LFAW have 1 common holdings. Overlap is 0.12%

ISBG's top 25 holdings weight is 48.26%. LFAW's top 25 holdings weight is 99.99%.

RankISBGLFAW
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 48.26%
UNITED STATES TREASURY BONDS 4.25% (n/a) - 25.10%
#2N/A
UNITED STATES TREASURY BONDS 4.63% (n/a) - 15.71%
#3N/A
UNITED STATES TREASURY BONDS 4.5% (n/a) - 15.05%
#4N/A
UNITED STATES TREASURY BONDS 4.75% (n/a) - 7.84%
#5N/A
UNITED STATES TREASURY BONDS 2.38% (n/a) - 7.12%
#6N/A
UNITED STATES TREASURY BONDS 5% (n/a) - 6.42%
#7N/A
UNITED STATES TREASURY BONDS 4.13% (n/a) - 3.62%
#8N/A
UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.33%
#9N/A
UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.07%
#10N/A
UNITED STATES TREASURY NOTES 2.75% (n/a) - 2.90%
#11N/A
UNITED STATES TREASURY NOTES 3.63% (n/a) - 2.20%
#12N/A
OTHER ASSETS AND LIABILITIES (n/a) - 1.57%
#13N/A
UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.25%
#14N/A
UNITED STATES TREASURY NOTES 4.13% (n/a) - 1.04%
#15N/A
UNITED STATES TREASURY NOTES 3.13% (n/a) - 0.96%
#16N/A
UNITED STATES TREASURY NOTES 4% (n/a) - 0.93%
#17N/A
UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.76%
#18N/A
UNITED STATES TREASURY NOTES 3.5% (n/a) - 0.50%
#19N/A
UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.38%
#20N/A
MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.12%
#21N/A
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.12%
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings121

ISBG vs LFAW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ISBG
+6.36%
LFAW
-3.29%
3M
ISBG
-43.68%
Winner
LFAW
-2.29%
6M
ISBG
-52.26%
Winner
LFAW
-2.36%
1Y
ISBG
N/A
LFAW
+2.13%
Max(CAGR)
ISBG
-75.75%
Winner
LFAW
-3.19%

ISBG vs LFAW - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearISBGLFAW
2026-51.01%-1.76%
2025N/A+5.91%
2024N/A-9.41%

ISBG vs LFAW Drawdown Comparison

The maximum drawdown for ISBG was -59.18%, occurring on Jun 30, 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 ISBG drawdown is -55.27%. The current LFAW drawdown is -5.82%.

RankISBGLFAW
#1-59.18%
Jan 28, 2026 - Jun 30, 2026		-11.37%
Sep 16, 2024 - Jan 14, 2025
#2-0.77%
Jan 23, 2026 - Jan 27, 2026		N/A

Correlation

Correlation between ISBG and LFAW is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31
-101

Dividend Comparison (2024 - 2026)

ISBG vs LFAW dividend yield comparison.

YearISBGLFAW
202615.23%3.42%
20250.00%9.85%
20240.00%1.47%

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