LFAO vs VLLU

Comparison between LifeX 2055 Longevity Income ETF (LFAO, ETF) and HARBOR ALPHAEDGE LARGE CAP VALUE ETF (VLLU, ETF).

LFAO vs VLLU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFAO(ETF)	VLLU(ETF)
Net Assets	$4.30M	$4.30M
Expense Ratio	0.25%	0.25%
Max Drawdown	21.08%	17.37%
Sharpe Ratio	-0.11	1.81
5Y Beta	0.04	0.74
P/E Ratio	N/A	14.79
Forward P/E	N/A	12.62
PEG Ratio	N/A	0.31
5Y EPS CAGR	N/A	21.09%
P/S Ratio	N/A	2.09
P/B Ratio	N/A	2.78

Net Assets

LFAO

$4.30M

VLLU

$4.30M

Expense Ratio

LFAO

0.25%

VLLU

0.25%

Max Drawdown

LFAO

21.08%

Winner

VLLU

17.37%

Sharpe Ratio

LFAO

-0.11

Winner

VLLU

1.81

5Y Beta

Winner

LFAO

0.04

VLLU

0.74

P/E Ratio

LFAO

N/A

VLLU

14.79

Forward P/E

LFAO

N/A

VLLU

12.62

PEG Ratio

LFAO

N/A

VLLU

0.31

5Y EPS CAGR

LFAO

N/A

VLLU

21.09%

P/S Ratio

LFAO

N/A

VLLU

2.09

P/B Ratio

LFAO

N/A

VLLU

2.78

LFAO vs VLLU - Holdings Comparison

LFAO and VLLU have 1 common holdings. Overlap is 0.09%

LFAO's top 25 holdings weight is 100.00%. VLLU's top 25 holdings weight is 69.98%.

Rank	LFAO	VLLU
#1	UNITED STATES TREASURY BONDS 4.5% (n/a) - 22.85%	MICRON TECHNOLOGY INC (MU) - 5.01%
#2	UNITED STATES TREASURY BONDS 4.63% (n/a) - 19.44%	QUALCOMM INC (QCOM) - 4.09%
#3	UNITED STATES TREASURY BONDS 2.38% (n/a) - 18.71%	n/a (DELL) - 3.26%
#4	UNITED STATES TREASURY BONDS 4.75% (n/a) - 12.15%	CIRRUS LOGIC INC (CRUS) - 3.10%
#5	UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.85%	MERCK & CO INC (MRK) - 3.07%
#6	UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.79%	BANK OF NEW YORK MELLON CORP (BNY) - 2.98%
#7	UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.63%	BANK OF AMERICA CORP (BAC) - 2.80%
#8	UNITED STATES TREASURY NOTES 3.63% (n/a) - 3.36%	CITIGROUP INC (C) - 2.79%
#9	UNITED STATES TREASURY NOTES 3.13% (n/a) - 2.78%	ADOBE INC (ADBE) - 2.79%
#10	UNITED STATES TREASURY NOTES 3.75% (n/a) - 2.62%	MUELLER INDUSTRIES INC (MLI) - 2.76%
#11	UNITED STATES TREASURY NOTES 1.25% (n/a) - 1.55%	GENERAL DYNAMICS CORP (GD) - 2.75%
#12	UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.24%	ALTRIA GROUP INC (MO) - 2.70%
#13	UNITED STATES TREASURY NOTES 3.38% (n/a) - 1.13%	TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.70%
#14	OTHER ASSETS AND LIABILITIES (n/a) - 0.76%	GILEAD SCIENCES INC (GILD) - 2.69%
#15	UNITED STATES TREASURY NOTES 4% (n/a) - 0.68%	FEDERATED HERMES INC CLASS B (FHI) - 2.68%
#16	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.59%	SYNCHRONY FINANCIAL (SYF) - 2.66%
#17	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.59%	JPMORGAN CHASE & CO (JPM) - 2.65%
#18	UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.28%	COMCAST CORP CLASS A (CMCSA) - 2.57%
#19	N/A	JOHNSON & JOHNSON (JNJ) - 2.51%
#20	N/A	NEWMONT CORP (NEM) - 2.38%
#21	N/A	EXXON MOBIL CORP (XOM) - 2.31%
#22	N/A	CHEVRON CORP (CVX) - 2.31%
#23	N/A	WELLS FARGO & CO (WFC) - 2.21%
#24	N/A	AUTOLIV INC (ALV) - 2.20%
#25	N/A	THE GOLDMAN SACHS GROUP INC (GS) - 2.01%
Total Holdings	18	76

LFAO vs VLLU - Historical Returns

Returns include dividend reinvestment.

Period	LFAO	VLLU
1 month	-0.28%	+4.20%
3 months	-2.53%	+8.76%
6 months	-1.05%	+13.08%
1 year	+2.82%	+26.21%
Max(CAGR)	-2.32%	+17.75%

LFAO

-0.28%

Winner

VLLU

+4.20%

LFAO

-2.53%

Winner

VLLU

+8.76%

LFAO

-1.05%

Winner

VLLU

+13.08%

LFAO

+2.82%

Winner

VLLU

+26.21%

Max(CAGR)

LFAO

-2.32%

Winner

VLLU

+17.75%

LFAO vs VLLU - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LFAO	VLLU
2026	-0.67%	+9.66%
2025	+5.58%	+16.95%
2024	-8.36%	+2.67%

LFAO vs VLLU Drawdown Comparison

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

The maximum drawdown for VLLU was -16.63%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.

The current LFAO drawdown is -4.03%. The current VLLU drawdown is -1.69%.

Rank	LFAO	VLLU
#1	-10.12% Sep 16, 2024 - Feb 27, 2026	-16.63% Nov 26, 2024 - Jul 3, 2025
#2	-5.86% Feb 27, 2026 - May 19, 2026	-6.33% Feb 9, 2026 - Apr 17, 2026
#3	N/A	-3.93% Nov 12, 2025 - Dec 3, 2025
#4	N/A	-3.37% Sep 11, 2025 - Oct 27, 2025
#5	N/A	-2.80% Jul 23, 2025 - Aug 13, 2025
#6	N/A	-2.62% Jul 3, 2025 - Jul 23, 2025
#7	N/A	-2.48% Oct 17, 2024 - Nov 6, 2024
#8	N/A	-2.19% Nov 11, 2024 - Nov 25, 2024
#9	N/A	-1.92% May 11, 2026 - May 22, 2026
#10	N/A	-1.69% Jun 4, 2026 - Jun 5, 2026
#11	N/A	-1.60% Dec 24, 2025 - Jan 5, 2026
#12	N/A	-1.48% Jan 15, 2026 - Jan 27, 2026
#13	N/A	-1.34% Oct 27, 2025 - Nov 11, 2025
#14	N/A	-1.24% Sep 5, 2024 - Sep 13, 2024
#15	N/A	-1.05% Dec 11, 2025 - Dec 22, 2025