LFAO vs ISHP
Comparison between LifeX 2055 Longevity Income ETF (LFAO, ETF) and FIRST TRUST S-NETWORK E-COMMERCE ETF (ISHP, ETF).
LFAO vs ISHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LFAO
$5M
ISHP
$5M
Expense Ratio
Winner
LFAO
0.25%
ISHP
0.60%
Max Drawdown
Winner
LFAO
21.08%
ISHP
47.93%
Sharpe Ratio
Winner
LFAO
-0.16
ISHP
-0.87
5Y Beta
Winner
LFAO
0.04
ISHP
0.95
P/E Ratio
LFAO
N/A
ISHP
22.86
Forward P/E
LFAO
N/A
ISHP
14.15
PEG Ratio
LFAO
N/A
ISHP
0.24
5Y Dividends CAGR
LFAO
N/A
ISHP
20.09%
Debt to Equity
LFAO
N/A
ISHP
57.04%
P/S Ratio
LFAO
N/A
ISHP
0.62
P/B Ratio
LFAO
N/A
ISHP
2.77
LFAO vs ISHP - Holdings Comparison
LFAO and ISHP have 1 common holdings. Overlap is 0.00%
LFAO's top 25 holdings weight is 100.00%. ISHP's top 25 holdings weight is 47.68%.
| Rank | LFAO | ISHP |
|---|---|---|
| #1 | UNITED STATES TREASURY BONDS 2.38% (n/a) - 20.95% | ALLEGRO.EU SA ORDINARY SHARES (n/a) - 2.31% |
| #2 | UNITED STATES TREASURY BONDS 4.5% (n/a) - 19.90% | WAYFAIR INC CLASS A (W) - 2.16% |
| #3 | UNITED STATES TREASURY BONDS 4.63% (n/a) - 16.91% | REDDIT INC CLASS A SHARES (RDDT) - 2.14% |
| #4 | UNITED STATES TREASURY BONDS 4.75% (n/a) - 10.75% | WILLIAMS-SONOMA INC (WSM) - 2.08% |
| #5 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 3.53% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 2.04% |
| #6 | UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.36% | BEST BUY CO INC (BBY) - 2.01% |
| #7 | UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.31% | PINTEREST INC CLASS A (PINS) - 2.00% |
| #8 | UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.18% | EBAY INC (EBAY) - 2.00% |
| #9 | UNITED STATES TREASURY NOTES 3.13% (n/a) - 3.15% | ALPHABET INC CLASS A (GOOGL) - 1.92% |
| #10 | UNITED STATES TREASURY NOTES 3.75% (n/a) - 3.08% | EXPEDIA GROUP INC (EXPE) - 1.90% |
| #11 | UNITED STATES TREASURY NOTES 3.63% (n/a) - 2.95% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.89% |
| #12 | UNITED STATES TREASURY BONDS 4.13% (n/a) - 2.07% | GLOBAL PAYMENTS INC (GPN) - 1.88% |
| #13 | UNITED STATES TREASURY NOTES 1.25% (n/a) - 1.36% | CORPAY INC (CPAY) - 1.86% |
| #14 | OTHER ASSETS AND LIABILITIES (n/a) - 1.24% | CAR GROUP LTD (n/a) - 1.84% |
| #15 | UNITED STATES TREASURY BONDS 5% (n/a) - 1.03% | SCOUT24 SE (n/a) - 1.84% |
| #16 | UNITED STATES TREASURY NOTES 3.38% (n/a) - 0.99% | NEXT PLC (n/a) - 1.83% |
| #17 | UNITED STATES TREASURY NOTES 4% (n/a) - 0.78% | DEUTSCHE POST AG (n/a) - 1.82% |
| #18 | UNITED STATES TREASURY NOTES 4.13% (n/a) - 0.71% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.81% |
| #19 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.25% | TAIWAN MOBILE CO LTD (n/a) - 1.80% |
| #20 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.25% | BAIDU INC ADR (BIDU) - 1.80% |
| #21 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.25% | AUTOTRADER GROUP PLC (n/a) - 1.78% |
| #22 | N/A | LY CORP (n/a) - 1.77% |
| #23 | N/A | n/a (SHOP) - 1.74% |
| #24 | N/A | AMAZON.COM INC (AMZN) - 1.74% |
| #25 | N/A | CARVANA CO CLASS A (CVNA) - 1.72% |
| Total Holdings | 21 | 64 |
LFAO vs ISHP - Historical Returns
Returns include dividend reinvestment.
1M
LFAO
-1.48%
Winner
ISHP
+5.55%
3M
Winner
LFAO
-1.68%
ISHP
-3.24%
6M
Winner
LFAO
-1.30%
ISHP
-11.71%
1Y
Winner
LFAO
+1.87%
ISHP
-12.72%
5Y(CAGR)
LFAO
N/A
ISHP
+1.47%
10Y(CAGR)
LFAO
N/A
ISHP
+7.04%
Max(CAGR)
LFAO
-2.49%
Winner
ISHP
+7.04%
LFAO vs ISHP - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | LFAO | ISHP |
|---|---|---|
| 2026 | -1.27% | -11.54% |
| 2025 | +5.58% | +12.26% |
| 2024 | -8.36% | +26.80% |
| 2023 | N/A | +26.73% |
| 2022 | N/A | -33.60% |
| 2021 | N/A | +29.95% |
| 2020 | N/A | +15.53% |
| 2019 | N/A | +19.66% |
| 2018 | N/A | -3.09% |
| 2017 | N/A | +7.66% |
| 2016 | N/A | +2.16% |
LFAO vs ISHP Drawdown Comparison
The maximum drawdown for LFAO was -10.12%, occurring on Jan 14, 2025. Recovery took 363 trading sessions.
The maximum drawdown for ISHP was -47.58%, occurring on Nov 3, 2022. Recovery took 764 trading sessions.
The current LFAO drawdown is -4.61%. The current ISHP drawdown is -18.15%.
| Rank | LFAO | ISHP |
|---|---|---|
| #1 | -10.12% Sep 16, 2024 - Feb 27, 2026 | -47.58% Nov 22, 2021 - Dec 6, 2024 |
| #2 | -5.86% Feb 27, 2026 - May 19, 2026 | -33.11% Feb 19, 2020 - Jul 21, 2020 |
| #3 | N/A | -24.74% Sep 18, 2025 - Mar 27, 2026 |
| #4 | N/A | -21.02% Sep 12, 2018 - Nov 26, 2019 |
| #5 | N/A | -20.94% Feb 19, 2025 - Jul 1, 2025 |
| #6 | N/A | -14.35% Jan 29, 2018 - Aug 17, 2018 |
| #7 | N/A | -12.15% Dec 9, 2016 - Dec 5, 2017 |
| #8 | N/A | -10.29% Feb 12, 2021 - Apr 5, 2021 |
| #9 | N/A | -8.67% Dec 9, 2024 - Feb 6, 2025 |
| #10 | N/A | -8.44% Oct 15, 2020 - Nov 23, 2020 |
| #11 | N/A | -7.46% Jun 8, 2021 - Aug 23, 2021 |
| #12 | N/A | -6.91% Aug 25, 2021 - Oct 25, 2021 |
| #13 | N/A | -6.08% Sep 2, 2020 - Oct 5, 2020 |
| #14 | N/A | -4.87% May 7, 2021 - May 17, 2021 |
| #15 | N/A | -4.84% Dec 19, 2019 - Feb 19, 2020 |
Correlation
Correlation between LFAO and ISHP is -0.02 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.02
-101
Dividend Comparison (2016 - 2026)
LFAO vs ISHP dividend yield comparison.
| Year | LFAO | ISHP |
|---|---|---|
| 2026 | 3.64% | 0.20% |
| 2025 | 14.33% | 1.34% |
| 2024 | 1.64% | 1.02% |
| 2023 | 0.00% | 1.58% |
| 2022 | 0.00% | 0.76% |
| 2021 | 0.00% | 0.53% |
| 2020 | 0.00% | 0.82% |
| 2019 | 0.00% | 1.16% |
| 2018 | 0.00% | 0.89% |
| 2017 | 0.00% | 1.65% |
| 2016 | 0.00% | 0.23% |
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