LFAO vs BSCA
Comparison between LifeX 2055 Longevity Income ETF (LFAO, ETF) and Invesco BulletShares 2036 Corporate Bond ETF (BSCA, ETF).
LFAO vs BSCA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LFAO vs BSCA - Holdings Comparison
LFAO and BSCA have 1 common holdings. Overlap is 0.00%
LFAO's top 25 holdings weight is 100.00%. BSCA's top 25 holdings weight is 34.31%.
| Rank | LFAO | BSCA |
|---|---|---|
| #1 | UNITED STATES TREASURY BONDS 2.38% (n/a) - 20.95% | META PLATFORMS INC 5.25% (n/a) - 2.81% |
| #2 | UNITED STATES TREASURY BONDS 4.5% (n/a) - 19.90% | AMAZON.COM, INC. 4.875% (n/a) - 2.78% |
| #3 | UNITED STATES TREASURY BONDS 4.63% (n/a) - 16.91% | n/a (n/a) - 2.45% |
| #4 | UNITED STATES TREASURY BONDS 4.75% (n/a) - 10.75% | ORACLE CORP. 5.7% (n/a) - 2.25% |
| #5 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 3.53% | SALESFORCE INC. 5.55% (n/a) - 2.09% |
| #6 | UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.36% | ALPHABET INC. 4.8% (n/a) - 1.97% |
| #7 | UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.31% | NVIDIA CORP. 4.95% (n/a) - 1.74% |
| #8 | UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.18% | ABBOTT LABORATORIES 4.65% (n/a) - 1.71% |
| #9 | UNITED STATES TREASURY NOTES 3.13% (n/a) - 3.15% | HOME DEPOT INC. 5.875% (n/a) - 1.52% |
| #10 | UNITED STATES TREASURY NOTES 3.75% (n/a) - 3.08% | NOVARTIS CAPITAL CORPORATION 4.9% (n/a) - 1.17% |
| #11 | UNITED STATES TREASURY NOTES 3.63% (n/a) - 2.95% | INTEL CORPORATION 5.3% (n/a) - 1.16% |
| #12 | UNITED STATES TREASURY BONDS 4.13% (n/a) - 2.07% | n/a (n/a) - 1.07% |
| #13 | UNITED STATES TREASURY NOTES 1.25% (n/a) - 1.36% | TELEFONICA EMISIONES S.A.U. 7.045% (n/a) - 1.02% |
| #14 | OTHER ASSETS AND LIABILITIES (n/a) - 1.24% | HSBC HOLDINGS PLC 6.5% (n/a) - 1.00% |
| #15 | UNITED STATES TREASURY BONDS 5% (n/a) - 1.03% | OCCIDENTAL PETROLEUM CORP. 6.45% (n/a) - 0.99% |
| #16 | UNITED STATES TREASURY NOTES 3.38% (n/a) - 0.99% | VERIZON COMMUNICATIONS INC. 5% (n/a) - 0.98% |
| #17 | UNITED STATES TREASURY NOTES 4% (n/a) - 0.78% | BROADCOM INC 4.8% (n/a) - 0.97% |
| #18 | UNITED STATES TREASURY NOTES 4.13% (n/a) - 0.71% | EATON CORP. 4.8% (n/a) - 0.90% |
| #19 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.25% | AMGEN INC. 4.85% (n/a) - 0.90% |
| #20 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.25% | MICROSOFT CORP. 3.45% (n/a) - 0.82% |
| #21 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.25% | ABBVIE INC. 4.75% (n/a) - 0.82% |
| #22 | N/A | ABBOTT LABORATORIES 4.75% (n/a) - 0.82% |
| #23 | N/A | AMPHENOL CORPORATION 4.625% (n/a) - 0.81% |
| #24 | N/A | BERKSHIRE HATHAWAY ENERGY COMPANY 6.125% (n/a) - 0.80% |
| #25 | N/A | ENTERPRISE PRODUCTS OPERATING LLC 5.2% (n/a) - 0.76% |
| Total Holdings | 21 | 188 |
LFAO vs BSCA - Historical Returns
Returns include dividend reinvestment.
LFAO vs BSCA - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LFAO | BSCA |
|---|---|---|
| 2026 | -1.27% | -0.49% |
| 2025 | +5.58% | N/A |
| 2024 | -8.36% | N/A |
LFAO vs BSCA Drawdown Comparison
The maximum drawdown for LFAO was -10.12%, occurring on Jan 14, 2025. Recovery took 363 trading sessions.
The maximum drawdown for BSCA was -1.89%, occurring on Jul 13, 2026. This drawdown has not yet recovered.
The current LFAO drawdown is -4.61%. The current BSCA drawdown is -1.89%.
| Rank | LFAO | BSCA |
|---|---|---|
| #1 | -10.12% Sep 16, 2024 - Feb 27, 2026 | -1.89% Jun 29, 2026 - Jul 13, 2026 |
| #2 | -5.86% Feb 27, 2026 - May 19, 2026 | -0.52% Jun 16, 2026 - Jun 24, 2026 |
| #3 | N/A | -0.12% Jun 11, 2026 - Jun 15, 2026 |
Correlation
Correlation between LFAO and BSCA is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2024 - 2026)
LFAO vs BSCA dividend yield comparison.
| Year | LFAO | BSCA |
|---|---|---|
| 2026 | 3.64% | 0.61% |
| 2025 | 14.33% | 0.00% |
| 2024 | 1.64% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks