LFAO vs USML
Comparison between LifeX 2055 Longevity Income ETF (LFAO, ETF) and UBS AG London Branch (USML, ETF).
LFAO vs USML - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LFAO
$4.30M
USML
$4.30M
Expense Ratio
LFAO
0.25%
USML
N/A
Max Drawdown
Winner
LFAO
21.08%
USML
35.34%
Sharpe Ratio
LFAO
-0.13
Winner
USML
-0.02
5Y Beta
Winner
LFAO
0.04
USML
0.93
LFAO vs USML - Historical Returns
Returns include dividend reinvestment.
1M
LFAO
-1.14%
Winner
USML
+2.21%
3M
LFAO
-3.08%
Winner
USML
-3.03%
6M
LFAO
-1.02%
Winner
USML
+2.17%
1Y
Winner
LFAO
+3.45%
USML
+1.74%
5Y(CAGR)
LFAO
N/A
USML
+7.70%
Max(CAGR)
LFAO
-2.44%
Winner
USML
+10.06%
LFAO vs USML - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | LFAO | USML |
|---|---|---|
| 2026 | -0.90% | +1.93% |
| 2025 | +5.58% | +9.65% |
| 2024 | -8.36% | +22.88% |
| 2023 | N/A | +11.25% |
| 2022 | N/A | -21.84% |
| 2021 | N/A | +42.12% |
LFAO vs USML Drawdown Comparison
The maximum drawdown for LFAO was -10.12%, occurring on Jan 14, 2025. Recovery took 363 trading sessions.
The maximum drawdown for USML was -35.34%, occurring on Oct 14, 2022. Recovery took 636 trading sessions.
The current LFAO drawdown is -4.24%. The current USML drawdown is -5.74%.
| Rank | LFAO | USML |
|---|---|---|
| #1 | -10.12% Sep 16, 2024 - Feb 27, 2026 | -35.34% Dec 29, 2021 - Jul 12, 2024 |
| #2 | -5.86% Feb 27, 2026 - May 19, 2026 | -19.14% Nov 29, 2024 - Feb 26, 2026 |
| #3 | N/A | -13.09% Mar 2, 2026 - Mar 27, 2026 |
| #4 | N/A | -11.89% Sep 3, 2021 - Nov 15, 2021 |
| #5 | N/A | -8.41% Feb 9, 2021 - Mar 12, 2021 |
| #6 | N/A | -6.89% Nov 16, 2021 - Dec 10, 2021 |
| #7 | N/A | -6.43% Oct 18, 2024 - Nov 11, 2024 |
| #8 | N/A | -5.04% May 10, 2021 - Jun 10, 2021 |
| #9 | N/A | -4.75% Jul 31, 2024 - Aug 13, 2024 |
| #10 | N/A | -4.57% Nov 11, 2024 - Nov 22, 2024 |
| #11 | N/A | -4.21% Aug 30, 2024 - Sep 16, 2024 |
| #12 | N/A | -3.65% Jul 17, 2024 - Jul 31, 2024 |
| #13 | N/A | -3.59% Jun 14, 2021 - Jun 25, 2021 |
| #14 | N/A | -3.26% Dec 16, 2021 - Dec 23, 2021 |
| #15 | N/A | -3.05% Sep 16, 2024 - Oct 9, 2024 |
Correlation
Correlation between LFAO and USML is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
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