LFAI vs LIAU
Comparison between LifeX 2050 Longevity Income ETF (LFAI, ETF) and LifeX 2060 Inflation-Protected Longevity Income ETF (LIAU, ETF).
LFAI vs LIAU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LFAI vs LIAU - Holdings Comparison
LFAI and LIAU have 2 common holdings. Overlap is 2.34%
LFAI's top 25 holdings weight is 99.99%. LIAU's top 25 holdings weight is 3.36%.
| Rank | LFAI | LIAU |
|---|---|---|
| #1 | UNITED STATES TREASURY BONDS 4.5% (n/a) - 18.69% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.68% |
| #2 | UNITED STATES TREASURY BONDS 2.38% (n/a) - 16.05% | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.68% |
| #3 | UNITED STATES TREASURY BONDS 4.75% (n/a) - 15.96% | N/A |
| #4 | UNITED STATES TREASURY BONDS 4.13% (n/a) - 15.80% | N/A |
| #5 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 5.13% | N/A |
| #6 | UNITED STATES TREASURY NOTES 3.13% (n/a) - 4.60% | N/A |
| #7 | UNITED STATES TREASURY NOTES 3.75% (n/a) - 4.16% | N/A |
| #8 | UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.84% | N/A |
| #9 | UNITED STATES TREASURY NOTES 3.63% (n/a) - 3.68% | N/A |
| #10 | UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.31% | N/A |
| #11 | UNITED STATES TREASURY BONDS 1.38% (n/a) - 2.10% | N/A |
| #12 | UNITED STATES TREASURY NOTES 1.25% (n/a) - 1.63% | N/A |
| #13 | UNITED STATES TREASURY NOTES 3.38% (n/a) - 1.23% | N/A |
| #14 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.17% | N/A |
| #15 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.17% | N/A |
| #16 | OTHER ASSETS AND LIABILITIES (n/a) - 0.41% | N/A |
| #17 | UNITED STATES TREASURY BONDS 4.63% (n/a) - 0.40% | N/A |
| #18 | UNITED STATES TREASURY NOTES 4% (n/a) - 0.39% | N/A |
| #19 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.16% | N/A |
| #20 | UNITED STATES TREASURY NOTES 3.5% (n/a) - 0.11% | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 20 | 2 |
LFAI vs LIAU - Historical Returns
Returns include dividend reinvestment.
LFAI vs LIAU - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LFAI | LIAU |
|---|---|---|
| 2026 | -0.55% | +0.29% |
| 2025 | +5.98% | +3.53% |
| 2024 | -7.12% | -8.29% |
LFAI vs LIAU Drawdown Comparison
The maximum drawdown for LFAI was -8.64%, occurring on Jan 13, 2025. Recovery took 272 trading sessions.
The maximum drawdown for LIAU was -9.95%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current LFAI drawdown is -3.59%. The current LIAU drawdown is -4.84%.
| Rank | LFAI | LIAU |
|---|---|---|
| #1 | -8.64% Sep 16, 2024 - Oct 16, 2025 | -9.95% Sep 16, 2024 - Jan 14, 2025 |
| #2 | -5.29% Feb 27, 2026 - May 19, 2026 | N/A |
| #3 | -2.40% Oct 22, 2025 - Feb 13, 2026 | N/A |
| #4 | -0.27% Feb 17, 2026 - Feb 23, 2026 | N/A |
| #5 | -0.20% Oct 16, 2025 - Oct 20, 2025 | N/A |
| #6 | -0.03% Feb 24, 2026 - Feb 26, 2026 | N/A |
Correlation
Correlation between LFAI and LIAU is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2024 - 2026)
LFAI vs LIAU dividend yield comparison.
| Year | LFAI | LIAU |
|---|---|---|
| 2026 | 3.36% | 2.03% |
| 2025 | 16.48% | 12.93% |
| 2024 | 1.91% | 1.04% |
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