LFAO vs MIDE

Comparison between LifeX 2055 Longevity Income ETF (LFAO, ETF) and XTRACKERS S&P MIDCAP 400 SCORED & SCREENED ETF (MIDE, ETF).

LFAO vs MIDE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFAO(ETF)	MIDE(ETF)
Net Assets	$4.30M	$4.30M
Expense Ratio	0.25%	0.15%
Max Drawdown	21.08%	25.10%
Sharpe Ratio	-0.11	1.33
5Y Beta	0.04	0.98
P/E Ratio	N/A	24.10
Forward P/E	N/A	15.98
5Y EPS CAGR	N/A	13.39%
Debt to Equity	N/A	36.63%
P/S Ratio	N/A	1.41
P/B Ratio	N/A	2.50

Net Assets

LFAO

$4.30M

MIDE

$4.30M

Expense Ratio

LFAO

0.25%

Winner

MIDE

0.15%

Max Drawdown

Winner

LFAO

21.08%

MIDE

25.10%

Sharpe Ratio

LFAO

-0.11

Winner

MIDE

1.33

5Y Beta

Winner

LFAO

0.04

MIDE

0.98

P/E Ratio

LFAO

N/A

MIDE

24.10

Forward P/E

LFAO

N/A

MIDE

15.98

5Y EPS CAGR

LFAO

N/A

MIDE

13.39%

Debt to Equity

LFAO

N/A

MIDE

36.63%

P/S Ratio

LFAO

N/A

MIDE

1.41

P/B Ratio

LFAO

N/A

MIDE

2.50

LFAO vs MIDE - Holdings Comparison

LFAO and MIDE have 1 common holdings. Overlap is 0.28%

LFAO's top 25 holdings weight is 100.00%. MIDE's top 25 holdings weight is 22.12%.

Rank	LFAO	MIDE
#1	UNITED STATES TREASURY BONDS 4.5% (n/a) - 22.85%	FLEX LTD (FLEX) - 2.10%
#2	UNITED STATES TREASURY BONDS 4.63% (n/a) - 19.44%	TECHNIPFMC PLC (FTI) - 1.15%
#3	UNITED STATES TREASURY BONDS 2.38% (n/a) - 18.71%	TWILIO INC CLASS A (TWLO) - 1.15%
#4	UNITED STATES TREASURY BONDS 4.75% (n/a) - 12.15%	EVERPURE INC CLASS A (P) - 1.10%
#5	UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.85%	MCR EM S&P SC 400 JUN26 (n/a) - 1.10%
#6	UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.79%	NVENT ELECTRIC PLC (NVT) - 1.08%
#7	UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.63%	MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.05%
#8	UNITED STATES TREASURY NOTES 3.63% (n/a) - 3.36%	UNITED THERAPEUTICS CORP (UTHR) - 0.99%
#9	UNITED STATES TREASURY NOTES 3.13% (n/a) - 2.78%	FABRINET (FN) - 0.98%
#10	UNITED STATES TREASURY NOTES 3.75% (n/a) - 2.62%	STERLING INFRASTRUCTURE INC (STRL) - 0.95%
#11	UNITED STATES TREASURY NOTES 1.25% (n/a) - 1.55%	MKS INC (MKSI) - 0.90%
#12	UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.24%	CARPENTER TECHNOLOGY CORP (CRS) - 0.90%
#13	UNITED STATES TREASURY NOTES 3.38% (n/a) - 1.13%	ILLUMINA INC (ILMN) - 0.89%
#14	OTHER ASSETS AND LIABILITIES (n/a) - 0.76%	ENTEGRIS INC (ENTG) - 0.86%
#15	UNITED STATES TREASURY NOTES 4% (n/a) - 0.68%	BURLINGTON STORES INC (BURL) - 0.82%
#16	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.59%	NEXTPOWER INC CLASS A (NXT) - 0.77%
#17	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.59%	ALCOA CORP (AA) - 0.77%
#18	UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.28%	ROYAL GOLD INC (RGLD) - 0.73%
#19	N/A	WESCO INTERNATIONAL INC (WCC) - 0.73%
#20	N/A	TD SYNNEX CORP (SNX) - 0.72%
#21	N/A	TEXAS ROADHOUSE INC (TXRH) - 0.48%
#22	N/A	ALLY FINANCIAL INC (ALLY) - 0.48%
#23	N/A	NEW YORK TIMES CO CLASS A (NYT) - 0.48%
#24	N/A	HECLA MINING CO (HL) - 0.47%
#25	N/A	FIRST HORIZON CORP (FHN) - 0.47%
Total Holdings	18	241

LFAO vs MIDE - Historical Returns

Returns include dividend reinvestment.

Period	LFAO	MIDE
1 month	-0.28%	+2.03%
3 months	-2.53%	+7.10%
6 months	-1.05%	+12.55%
1 year	+2.82%	+26.68%
5 years(CAGR)	N/A	+7.94%
Max(CAGR)	-2.32%	+8.84%

LFAO

-0.28%

Winner

MIDE

+2.03%

LFAO

-2.53%

Winner

MIDE

+7.10%

LFAO

-1.05%

Winner

MIDE

+12.55%

LFAO

+2.82%

Winner

MIDE

+26.68%

5Y(CAGR)

LFAO

N/A

MIDE

+7.94%

Max(CAGR)

LFAO

-2.32%

Winner

MIDE

+8.84%

LFAO vs MIDE - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	LFAO	MIDE
2026	-0.67%	+11.14%
2025	+5.58%	+10.31%
2024	-8.36%	+11.99%
2023	N/A	+15.56%
2022	N/A	-11.78%
2021	N/A	+11.78%

LFAO vs MIDE Drawdown Comparison

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

The maximum drawdown for MIDE was -24.60%, occurring on Apr 8, 2025. Recovery took 251 trading sessions.

The current LFAO drawdown is -4.03%. The current MIDE drawdown is -2.00%.

Rank	LFAO	MIDE
#1	-10.12% Sep 16, 2024 - Feb 27, 2026	-24.60% Nov 25, 2024 - Nov 26, 2025
#2	-5.86% Feb 27, 2026 - May 19, 2026	-23.32% Nov 15, 2021 - Dec 26, 2023
#3	N/A	-9.36% Feb 10, 2026 - Apr 17, 2026
#4	N/A	-7.87% Jul 16, 2024 - Sep 19, 2024
#5	N/A	-7.67% Mar 28, 2024 - Jul 15, 2024
#6	N/A	-6.75% May 7, 2021 - Aug 27, 2021
#7	N/A	-5.89% Mar 15, 2021 - Apr 12, 2021
#8	N/A	-5.27% Aug 27, 2021 - Oct 20, 2021
#9	N/A	-4.53% Feb 24, 2021 - Mar 10, 2021
#10	N/A	-4.26% Dec 26, 2023 - Feb 12, 2024
#11	N/A	-4.03% May 6, 2026 - May 26, 2026
#12	N/A	-3.32% Oct 18, 2024 - Nov 6, 2024
#13	N/A	-3.30% Nov 11, 2024 - Nov 22, 2024
#14	N/A	-2.60% Dec 11, 2025 - Jan 6, 2026
#15	N/A	-2.58% Feb 12, 2024 - Feb 15, 2024