LFAO vs WTMY

Comparison between LifeX 2055 Longevity Income ETF (LFAO, ETF) and WISDOMTREE HIGH INCOME LADDERED MUNICIPAL FUND (WTMY, ETF).

LFAO vs WTMY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFAO(ETF)	WTMY(ETF)
Net Assets	$5M	$5.10M
Expense Ratio	0.25%	0.35%
Max Drawdown	21.30%	3.67%
Sharpe Ratio	-0.39	0.40
5Y Beta	0.04	0.00

Net Assets

LFAO

$5M

Winner

WTMY

$5.10M

Expense Ratio

Winner

LFAO

0.25%

WTMY

0.35%

Max Drawdown

LFAO

21.30%

Winner

WTMY

3.67%

Sharpe Ratio

LFAO

-0.39

Winner

WTMY

0.40

5Y Beta

LFAO

0.04

Winner

WTMY

0.00

LFAO vs WTMY - Historical Returns

Returns include dividend reinvestment.

Period	LFAO	WTMY
1 month	-2.21%	-1.38%
3 months	-2.24%	-1.07%
6 months	-2.34%	-0.66%
1 year	+1.31%	+4.94%
Max(CAGR)	-2.79%	+2.77%

LFAO

-2.21%

Winner

WTMY

-1.38%

LFAO

-2.24%

Winner

WTMY

-1.07%

LFAO

-2.34%

Winner

WTMY

-0.66%

LFAO

+1.31%

Winner

WTMY

+4.94%

Max(CAGR)

LFAO

-2.79%

Winner

WTMY

+2.77%

LFAO vs WTMY - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LFAO	WTMY
2026	-1.85%	-0.07%
2025	+5.58%	+3.68%
2024	-8.36%	N/A

LFAO vs WTMY Drawdown Comparison

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

The maximum drawdown for WTMY was -3.67%, occurring on Apr 11, 2025. Recovery took 105 trading sessions.

The current LFAO drawdown is -5.16%. The current WTMY drawdown is -2.12%.

Rank	LFAO	WTMY
#1	-10.12% Sep 16, 2024 - Feb 27, 2026	-3.67% Apr 4, 2025 - Sep 5, 2025
#2	-5.86% Feb 27, 2026 - May 19, 2026	-2.71% Feb 27, 2026 - Mar 27, 2026
#3	N/A	-0.57% Sep 17, 2025 - Oct 16, 2025
#4	N/A	-0.29% Jan 16, 2026 - Jan 28, 2026
#5	N/A	-0.25% Nov 11, 2025 - Dec 31, 2025
#6	N/A	-0.22% Oct 24, 2025 - Nov 11, 2025
#7	N/A	-0.06% Oct 16, 2025 - Oct 20, 2025
#8	N/A	-0.04% Feb 10, 2026 - Feb 12, 2026