LFAO vs GXLC

Comparison between LifeX 2055 Longevity Income ETF (LFAO, ETF) and GLOBAL X U.S. 500 ETF (GXLC, ETF).

LFAO vs GXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFAO(ETF)	GXLC(ETF)
Net Assets	$4.30M	$4.30M
Expense Ratio	0.25%	0.02%
Max Drawdown	21.08%	9.19%
Sharpe Ratio	-0.11	1.00
5Y Beta	0.04	1.03
P/E Ratio	N/A	29.62
Forward P/E	N/A	22.33
5Y EPS CAGR	N/A	26.06%
Debt to Equity	N/A	34.71%
P/S Ratio	N/A	3.85
P/B Ratio	N/A	5.80

Net Assets

LFAO

$4.30M

GXLC

$4.30M

Expense Ratio

LFAO

0.25%

Winner

GXLC

0.02%

Max Drawdown

LFAO

21.08%

Winner

GXLC

9.19%

Sharpe Ratio

LFAO

-0.11

Winner

GXLC

1.00

5Y Beta

Winner

LFAO

0.04

GXLC

1.03

P/E Ratio

LFAO

N/A

GXLC

29.62

Forward P/E

LFAO

N/A

GXLC

22.33

5Y EPS CAGR

LFAO

N/A

GXLC

26.06%

Debt to Equity

LFAO

N/A

GXLC

34.71%

P/S Ratio

LFAO

N/A

GXLC

3.85

P/B Ratio

LFAO

N/A

GXLC

5.80

LFAO vs GXLC - Holdings Comparison

LFAO and GXLC have 1 common holdings. Overlap is 0.04%

LFAO's top 25 holdings weight is 100.00%. GXLC's top 25 holdings weight is 51.46%.

Rank	LFAO	GXLC
#1	UNITED STATES TREASURY BONDS 4.5% (n/a) - 22.85%	NVIDIA CORP (NVDA) - 7.71%
#2	UNITED STATES TREASURY BONDS 4.63% (n/a) - 19.44%	APPLE INC (AAPL) - 6.77%
#3	UNITED STATES TREASURY BONDS 2.38% (n/a) - 18.71%	MICROSOFT CORP (MSFT) - 4.68%
#4	UNITED STATES TREASURY BONDS 4.75% (n/a) - 12.15%	AMAZON.COM INC (AMZN) - 3.91%
#5	UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.85%	ALPHABET INC CLASS A (GOOGL) - 3.48%
#6	UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.79%	BROADCOM INC (AVGO) - 3.01%
#7	UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.63%	ALPHABET INC CLASS C (GOOG) - 3.00%
#8	UNITED STATES TREASURY NOTES 3.63% (n/a) - 3.36%	TESLA INC (TSLA) - 2.22%
#9	UNITED STATES TREASURY NOTES 3.13% (n/a) - 2.78%	META PLATFORMS INC CLASS A (META) - 2.06%
#10	UNITED STATES TREASURY NOTES 3.75% (n/a) - 2.62%	MICRON TECHNOLOGY INC (MU) - 1.55%
#11	UNITED STATES TREASURY NOTES 1.25% (n/a) - 1.55%	ELI LILLY AND CO (LLY) - 1.39%
#12	UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.24%	JPMORGAN CHASE & CO (JPM) - 1.27%
#13	UNITED STATES TREASURY NOTES 3.38% (n/a) - 1.13%	ADVANCED MICRO DEVICES INC (AMD) - 1.25%
#14	OTHER ASSETS AND LIABILITIES (n/a) - 0.76%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.03%
#15	UNITED STATES TREASURY NOTES 4% (n/a) - 0.68%	EXXON MOBIL CORP (XOM) - 0.96%
#16	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.59%	JOHNSON & JOHNSON (JNJ) - 0.85%
#17	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.59%	INTEL CORP (INTC) - 0.84%
#18	UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.28%	VISA INC CLASS A (V) - 0.84%
#19	N/A	WALMART INC (WMT) - 0.79%
#20	N/A	CISCO SYSTEMS INC (CSCO) - 0.72%
#21	N/A	COSTCO WHOLESALE CORP (COST) - 0.69%
#22	N/A	CATERPILLAR INC (CAT) - 0.64%
#23	N/A	LAM RESEARCH CORP (LRCX) - 0.62%
#24	N/A	MASTERCARD INC CLASS A (MA) - 0.60%
#25	N/A	ABBVIE INC (ABBV) - 0.58%
Total Holdings	18	497

LFAO vs GXLC - Historical Returns

Returns include dividend reinvestment.

Period	LFAO	GXLC
1 month	-0.28%	+2.13%
3 months	-2.53%	+8.89%
6 months	-1.05%	+8.24%
1 year	+2.82%	N/A
Max(CAGR)	-2.32%	+17.68%

LFAO

-0.28%

Winner

GXLC

+2.13%

LFAO

-2.53%

Winner

GXLC

+8.89%

LFAO

-1.05%

Winner

GXLC

+8.24%

LFAO

+2.82%

GXLC

N/A

Max(CAGR)

LFAO

-2.32%

Winner

GXLC

+17.68%

LFAO vs GXLC - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LFAO	GXLC
2026	-0.67%	+8.43%
2025	+5.58%	+3.22%
2024	-8.36%	N/A

LFAO vs GXLC Drawdown Comparison

The maximum drawdown for LFAO was -10.12%, occurring on Jan 14, 2025. Recovery took 363 trading sessions.

The maximum drawdown for GXLC was -9.08%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.

The current LFAO drawdown is -4.03%. The current GXLC drawdown is -2.88%.

Rank	LFAO	GXLC
#1	-10.12% Sep 16, 2024 - Feb 27, 2026	-9.08% Jan 28, 2026 - Apr 15, 2026
#2	-5.86% Feb 27, 2026 - May 19, 2026	-5.25% Oct 28, 2025 - Dec 11, 2025
#3	N/A	-2.93% Oct 8, 2025 - Oct 24, 2025
#4	N/A	-2.88% Jun 2, 2026 - Jun 5, 2026
#5	N/A	-2.63% Dec 11, 2025 - Dec 23, 2025
#6	N/A	-2.63% Jan 12, 2026 - Jan 28, 2026
#7	N/A	-2.06% May 14, 2026 - May 26, 2026
#8	N/A	-1.17% Dec 24, 2025 - Jan 6, 2026
#9	N/A	-0.85% Apr 17, 2026 - Apr 22, 2026
#10	N/A	-0.64% Apr 27, 2026 - Apr 30, 2026
#11	N/A	-0.50% Sep 24, 2025 - Sep 26, 2025
#12	N/A	-0.49% May 6, 2026 - May 8, 2026
#13	N/A	-0.44% Apr 22, 2026 - Apr 24, 2026
#14	N/A	-0.44% May 1, 2026 - May 5, 2026
#15	N/A	-0.43% Oct 6, 2025 - Oct 8, 2025

Correlation

Correlation between LFAO and GXLC is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101