LFAI vs NVOH

Comparison between LifeX 2050 Longevity Income ETF (LFAI, ETF) and NOVO NORDISK A/S (B SHARES) ADRHEDGED (NVOH, ETF).

LFAI vs NVOH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFAI(ETF)	NVOH(ETF)
Net Assets	$4.50M	$4.50M
Expense Ratio	0.25%	0.19%
Max Drawdown	21.35%	62.97%
Sharpe Ratio	-0.12	-0.83
5Y Beta	0.03	0.99
P/E Ratio	N/A	10.39
Forward P/E	N/A	12.77
PEG Ratio	N/A	0.39
5Y EPS CAGR	N/A	24.26%
Debt to Equity	N/A	72.09%
P/S Ratio	N/A	0.60
P/B Ratio	N/A	6.24

Net Assets

LFAI

$4.50M

NVOH

$4.50M

Expense Ratio

LFAI

0.25%

Winner

NVOH

0.19%

Max Drawdown

Winner

LFAI

21.35%

NVOH

62.97%

Sharpe Ratio

Winner

LFAI

-0.12

NVOH

-0.83

5Y Beta

Winner

LFAI

0.03

NVOH

0.99

P/E Ratio

LFAI

N/A

NVOH

10.39

Forward P/E

LFAI

N/A

NVOH

12.77

PEG Ratio

LFAI

N/A

NVOH

0.39

5Y EPS CAGR

LFAI

N/A

NVOH

24.26%

Debt to Equity

LFAI

N/A

NVOH

72.09%

P/S Ratio

LFAI

N/A

NVOH

0.60

P/B Ratio

LFAI

N/A

NVOH

6.24

LFAI vs NVOH - Holdings Comparison

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

LFAI's top 25 holdings weight is 99.99%. NVOH's top 25 holdings weight is 95.49%.

Rank	LFAI	NVOH
#1	UNITED STATES TREASURY BONDS 4.5% (n/a) - 18.69%	NOVO NORDISK AS ADR (NVO) - 95.49%
#2	UNITED STATES TREASURY BONDS 2.38% (n/a) - 16.05%	N/A
#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	1

LFAI vs NVOH - Historical Returns

Returns include dividend reinvestment.

Period	LFAI	NVOH
1 month	-0.78%	-5.92%
3 months	-2.47%	+9.66%
6 months	-0.50%	-4.90%
1 year	+3.89%	-40.59%
Max(CAGR)	-1.23%	-38.90%

Winner

LFAI

-0.78%

NVOH

-5.92%

LFAI

-2.47%

Winner

NVOH

+9.66%

Winner

LFAI

-0.50%

NVOH

-4.90%

Winner

LFAI

+3.89%

NVOH

-40.59%

Max(CAGR)

Winner

LFAI

-1.23%

NVOH

-38.90%

LFAI vs NVOH - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LFAI	NVOH
2026	-0.55%	-15.33%
2025	+5.98%	-42.96%
2024	-7.12%	N/A

LFAI vs NVOH Drawdown Comparison

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

The maximum drawdown for NVOH was -61.59%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current LFAI drawdown is -3.59%. The current NVOH drawdown is -54.11%.

Rank	LFAI	NVOH
#1	-8.64% Sep 16, 2024 - Oct 16, 2025	-61.59% Feb 28, 2025 - Mar 27, 2026
#2	-5.29% Feb 27, 2026 - May 19, 2026	-11.28% Jan 10, 2025 - Feb 24, 2025
#3	-2.40% Oct 22, 2025 - Feb 13, 2026	-1.12% Feb 24, 2025 - Feb 28, 2025
#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