LFAW vs CRED

Comparison between LifeX 2060 Longevity Income ETF (LFAW, ETF) and COLUMBIA RESEARCH ENHANCED REAL ESTATE ETF (CRED, ETF).

LFAW vs CRED - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFAW(ETF)	CRED(ETF)
Net Assets	$3.40M	$3.40M
Expense Ratio	0.25%	0.33%
Max Drawdown	18.49%	20.19%
Sharpe Ratio	-0.01	0.62
5Y Beta	0.05	0.45
P/E Ratio	N/A	28.65
Forward P/E	N/A	30.36
5Y EPS CAGR	N/A	9.68%
Debt to Equity	N/A	84.66%
P/S Ratio	N/A	7.29
P/B Ratio	N/A	3.43

Net Assets

LFAW

$3.40M

CRED

$3.40M

Expense Ratio

Winner

LFAW

0.25%

CRED

0.33%

Max Drawdown

Winner

LFAW

18.49%

CRED

20.19%

Sharpe Ratio

LFAW

-0.01

Winner

CRED

0.62

5Y Beta

Winner

LFAW

0.05

CRED

0.45

P/E Ratio

LFAW

N/A

CRED

28.65

Forward P/E

LFAW

N/A

CRED

30.36

5Y EPS CAGR

LFAW

N/A

CRED

9.68%

Debt to Equity

LFAW

N/A

CRED

84.66%

P/S Ratio

LFAW

N/A

CRED

7.29

P/B Ratio

LFAW

N/A

CRED

3.43

LFAW vs CRED - Holdings Comparison

LFAW and CRED have 1 common holdings. Overlap is 0.00%

LFAW's top 25 holdings weight is 99.98%. CRED's top 25 holdings weight is 88.27%.

Rank	LFAW	CRED
#1	UNITED STATES TREASURY BONDS 4.25% (n/a) - 27.60%	SIMON PROPERTY GROUP INC (SPG) - 9.44%
#2	UNITED STATES TREASURY BONDS 4.63% (n/a) - 17.28%	AMERICAN TOWER CORP (AMT) - 9.03%
#3	UNITED STATES TREASURY BONDS 4.5% (n/a) - 16.52%	EQUINIX INC (EQIX) - 8.74%
#4	UNITED STATES TREASURY BONDS 4.75% (n/a) - 8.59%	PUBLIC STORAGE (PSA) - 7.63%
#5	UNITED STATES TREASURY BONDS 2.38% (n/a) - 7.82%	CROWN CASTLE INC (CCI) - 6.49%
#6	UNITED STATES TREASURY BONDS 4.13% (n/a) - 3.95%	DIGITAL REALTY TRUST INC (DLR) - 6.07%
#7	UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.64%	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 4.44%
#8	UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.36%	VENTAS INC (VTR) - 3.74%
#9	UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.17%	AVALONBAY COMMUNITIES INC (AVB) - 2.86%
#10	UNITED STATES TREASURY NOTES 3.63% (n/a) - 2.41%	IRON MOUNTAIN INC (IRM) - 2.75%
#11	OTHER ASSETS AND LIABILITIES (n/a) - 1.07%	W.P. CAREY INC (WPC) - 2.34%
#12	UNITED STATES TREASURY NOTES 3.13% (n/a) - 1.05%	GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.26%
#13	UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.83%	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 2.19%
#14	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.61%	OMEGA HEALTHCARE INVESTORS INC (OHI) - 2.15%
#15	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.61%	HEALTHPEAK PROPERTIES INC (DOC) - 2.14%
#16	UNITED STATES TREASURY NOTES 3.5% (n/a) - 0.55%	LAMAR ADVERTISING CO CLASS A (LAMR) - 2.12%
#17	UNITED STATES TREASURY NOTES 4% (n/a) - 0.51%	HOST HOTELS & RESORTS INC (HST) - 2.10%
#18	UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.41%	UDR INC (UDR) - 1.83%
#19	N/A	INVITATION HOMES INC (INVH) - 1.81%
#20	N/A	ESSEX PROPERTY TRUST INC (ESS) - 1.78%
#21	N/A	EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.37%
#22	N/A	CAMDEN PROPERTY TRUST (CPT) - 1.29%
#23	N/A	AMERICAN HOMES 4 RENT CLASS A (AMH) - 1.27%
#24	N/A	BRIXMOR PROPERTY GROUP INC (BRX) - 1.25%
#25	N/A	NNN REIT INC (NNN) - 1.18%
Total Holdings	18	70

LFAW vs CRED - Historical Returns

Returns include dividend reinvestment.

Period	LFAW	CRED
1 month	-0.21%	+2.40%
3 months	-2.69%	+5.26%
6 months	-1.14%	+15.56%
1 year	+3.45%	+11.59%
Max(CAGR)	-2.78%	+9.85%

LFAW

-0.21%

Winner

CRED

+2.40%

LFAW

-2.69%

Winner

CRED

+5.26%

LFAW

-1.14%

Winner

CRED

+15.56%

LFAW

+3.45%

Winner

CRED

+11.59%

Max(CAGR)

LFAW

-2.78%

Winner

CRED

+9.85%

LFAW vs CRED - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	LFAW	CRED
2026	-0.62%	+15.08%
2025	+5.91%	-1.37%
2024	-9.41%	+4.36%
2023	N/A	+13.17%

LFAW vs CRED Drawdown Comparison

The maximum drawdown for LFAW was -11.37%, occurring on Jan 14, 2025. This drawdown has not yet recovered.

The maximum drawdown for CRED was -17.50%, occurring on Apr 8, 2025. Recovery took 344 trading sessions.

The current LFAW drawdown is -4.73%. The current CRED drawdown is -0.08%.

Rank	LFAW	CRED
#1	-11.37% Sep 16, 2024 - Jan 14, 2025	-17.50% Nov 29, 2024 - Apr 17, 2026
#2	N/A	-16.57% Jul 24, 2023 - Dec 13, 2023
#3	N/A	-10.34% Dec 28, 2023 - Jul 16, 2024
#4	N/A	-6.19% Apr 28, 2023 - Jun 30, 2023
#5	N/A	-5.08% Sep 24, 2024 - Nov 27, 2024
#6	N/A	-3.33% Aug 2, 2024 - Aug 21, 2024
#7	N/A	-2.85% May 6, 2026 - May 21, 2026
#8	N/A	-2.67% May 26, 2026 - Jun 1, 2026
#9	N/A	-2.41% Apr 20, 2026 - May 6, 2026
#10	N/A	-2.02% Jul 23, 2024 - Jul 29, 2024
#11	N/A	-1.75% Dec 14, 2023 - Dec 26, 2023
#12	N/A	-1.70% Jul 13, 2023 - Jul 24, 2023
#13	N/A	-1.00% Jul 5, 2023 - Jul 11, 2023
#14	N/A	-0.74% Sep 16, 2024 - Sep 23, 2024
#15	N/A	-0.72% Jul 17, 2024 - Jul 23, 2024