LFAI vs LULG

Comparison between LifeX 2050 Longevity Income ETF (LFAI, ETF) and Leverage Shares 2X Long LULU Daily ETF (LULG, ETF).

LFAI vs LULG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFAI(ETF)	LULG(ETF)
Net Assets	$4.50M	$4.50M
Expense Ratio	0.25%	N/A
Max Drawdown	21.35%	75.99%
Sharpe Ratio	-0.11	-1.49
5Y Beta	0.03	3.03

Net Assets

LFAI

$4.50M

LULG

$4.50M

Expense Ratio

LFAI

0.25%

LULG

N/A

Max Drawdown

Winner

LFAI

21.35%

LULG

75.99%

Sharpe Ratio

Winner

LFAI

-0.11

LULG

-1.49

5Y Beta

Winner

LFAI

0.03

LULG

3.03

LFAI vs LULG - Holdings Comparison

LFAI and LULG have 0 common holdings. Overlap is 0.00%

LFAI's top 25 holdings weight is 100.01%. LULG's top 25 holdings weight is 8.25%.

Rank	LFAI	LULG
#1	UNITED STATES TREASURY BONDS 4.5% (n/a) - 18.56%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 8.25%
#2	UNITED STATES TREASURY BONDS 4.75% (n/a) - 15.91%	N/A
#3	UNITED STATES TREASURY BONDS 2.38% (n/a) - 15.89%	N/A
#4	UNITED STATES TREASURY BONDS 4.13% (n/a) - 15.69%	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) - 3.30%	N/A
#11	UNITED STATES TREASURY BONDS 1.38% (n/a) - 2.08%	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) - 0.91%	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	1

LFAI vs LULG - Historical Returns

Returns include dividend reinvestment.

Period	LFAI	LULG
1 month	-0.35%	-25.75%
3 months	-2.34%	-60.71%
6 months	-0.95%	-69.78%
1 year	+2.95%	N/A
Max(CAGR)	-1.33%	-80.96%

Winner

LFAI

-0.35%

LULG

-25.75%

Winner

LFAI

-2.34%

LULG

-60.71%

Winner

LFAI

-0.95%

LULG

-69.78%

LFAI

+2.95%

LULG

N/A

Max(CAGR)

Winner

LFAI

-1.33%

LULG

-80.96%

LFAI vs LULG - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LFAI	LULG
2026	-0.72%	-74.82%
2025	+5.98%	+47.31%
2024	-7.12%	N/A

LFAI vs LULG Drawdown Comparison

The maximum drawdown for LFAI was -8.64%, occurring on Jan 13, 2025. Recovery took 272 trading sessions.

The maximum drawdown for LULG was -75.99%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current LFAI drawdown is -3.75%. The current LULG drawdown is -75.99%.

Rank	LFAI	LULG
#1	-8.64% Sep 16, 2024 - Oct 16, 2025	-75.99% Jan 6, 2026 - Jun 5, 2026
#2	-5.29% Feb 27, 2026 - May 19, 2026	-8.60% Dec 5, 2025 - Dec 12, 2025
#3	-2.40% Oct 22, 2025 - Feb 13, 2026	-8.20% Nov 12, 2025 - Nov 25, 2025
#4	-0.27% Feb 17, 2026 - Feb 23, 2026	-7.21% Dec 18, 2025 - Jan 6, 2026
#5	-0.20% Oct 16, 2025 - Oct 20, 2025	-4.84% Nov 5, 2025 - Nov 10, 2025
#6	-0.03% Feb 24, 2026 - Feb 26, 2026	-2.76% Nov 28, 2025 - Dec 5, 2025
#7	N/A	-0.95% Nov 10, 2025 - Nov 12, 2025
#8	N/A	-0.04% Dec 15, 2025 - Dec 17, 2025