LFAW vs DGLO

Comparison between LifeX 2060 Longevity Income ETF (LFAW, ETF) and FIRST TRUST RBA DEGLOBALIZATION ETF (DGLO, ETF).

LFAW vs DGLO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFAW(ETF)	DGLO(ETF)
Net Assets	$3.40M	$3.50M
Expense Ratio	0.25%	0.70%
Max Drawdown	18.49%	7.74%
Sharpe Ratio	0.20	1.31
5Y Beta	0.05	0.79
P/E Ratio	N/A	27.90
Forward P/E	N/A	17.50
5Y EPS CAGR	N/A	12.02%
Debt to Equity	N/A	13.51%
P/S Ratio	N/A	1.87
P/B Ratio	N/A	3.19

Net Assets

LFAW

$3.40M

Winner

DGLO

$3.50M

Expense Ratio

Winner

LFAW

0.25%

DGLO

0.70%

Max Drawdown

LFAW

18.49%

Winner

DGLO

7.74%

Sharpe Ratio

LFAW

0.20

Winner

DGLO

1.31

5Y Beta

Winner

LFAW

0.05

DGLO

0.79

P/E Ratio

LFAW

N/A

DGLO

27.90

Forward P/E

LFAW

N/A

DGLO

17.50

5Y EPS CAGR

LFAW

N/A

DGLO

12.02%

Debt to Equity

LFAW

N/A

DGLO

13.51%

P/S Ratio

LFAW

N/A

DGLO

1.87

P/B Ratio

LFAW

N/A

DGLO

3.19

LFAW vs DGLO - Holdings Comparison

LFAW and DGLO have 1 common holdings. Overlap is 0.05%

LFAW's top 25 holdings weight is 100.00%. DGLO's top 25 holdings weight is 40.61%.

Rank	LFAW	DGLO
#1	UNITED STATES TREASURY BONDS 4.25% (n/a) - 27.78%	GENERAL DYNAMICS CORP (GD) - 2.99%
#2	UNITED STATES TREASURY BONDS 4.63% (n/a) - 17.38%	UNION PACIFIC CORP (UNP) - 2.97%
#3	UNITED STATES TREASURY BONDS 4.5% (n/a) - 16.59%	REPUBLIC SERVICES INC (RSG) - 2.62%
#4	UNITED STATES TREASURY BONDS 4.75% (n/a) - 8.60%	PACKAGING CORP OF AMERICA (PKG) - 2.17%
#5	UNITED STATES TREASURY BONDS 2.38% (n/a) - 7.87%	CSX CORP (CSX) - 2.11%
#6	UNITED STATES TREASURY BONDS 4.13% (n/a) - 3.97%	LEONARDO DRS INC (DRS) - 1.91%
#7	UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.66%	EOG RESOURCES INC (EOG) - 1.85%
#8	UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.35%	CONOCOPHILLIPS (COP) - 1.72%
#9	UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.16%	MASCO CORP (MAS) - 1.71%
#10	UNITED STATES TREASURY NOTES 3.63% (n/a) - 2.40%	ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 1.61%
#11	UNITED STATES TREASURY NOTES 3.13% (n/a) - 1.05%	MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 1.50%
#12	UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.83%	SHERWIN-WILLIAMS CO (SHW) - 1.45%
#13	OTHER ASSETS AND LIABILITIES (n/a) - 0.67%	ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.43%
#14	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.61%	ROLLINS INC (ROL) - 1.36%
#15	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.61%	CLEAN HARBORS INC (CLH) - 1.33%
#16	UNITED STATES TREASURY NOTES 3.5% (n/a) - 0.55%	L3HARRIS TECHNOLOGIES INC (LHX) - 1.33%
#17	UNITED STATES TREASURY NOTES 4% (n/a) - 0.51%	GE AEROSPACE (GE) - 1.29%
#18	UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.41%	JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.27%
#19	N/A	RYDER SYSTEM INC (R) - 1.22%
#20	N/A	THE TORO CO (TTC) - 1.18%
#21	N/A	PHILLIPS 66 (PSX) - 1.17%
#22	N/A	UFP INDUSTRIES INC (UFPI) - 1.13%
#23	N/A	RELIANCE INC (RS) - 1.12%
#24	N/A	PERMIAN RESOURCES CORP CLASS A (PR) - 1.09%
#25	N/A	DEVON ENERGY CORP (DVN) - 1.08%
Total Holdings	18	113

LFAW vs DGLO - Historical Returns

Returns include dividend reinvestment.

Period	LFAW	DGLO
1 month	+0.86%	+4.94%
3 months	-0.38%	+9.20%
6 months	+0.26%	+15.53%
1 year	+3.53%	+21.71%
Max(CAGR)	-2.36%	+26.14%

LFAW

+0.86%

Winner

DGLO

+4.94%

LFAW

-0.38%

Winner

DGLO

+9.20%

LFAW

+0.26%

Winner

DGLO

+15.53%

LFAW

+3.53%

Winner

DGLO

+21.71%

Max(CAGR)

LFAW

-2.36%

Winner

DGLO

+26.14%

LFAW vs DGLO - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LFAW	DGLO
2026	+0.07%	+16.11%
2025	+5.91%	+3.03%
2024	-9.41%	N/A

LFAW vs DGLO 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 DGLO was -7.74%, occurring on Mar 20, 2026. Recovery took 64 trading sessions.

The current LFAW drawdown is -4.07%.

Rank	LFAW	DGLO
#1	-11.37% Sep 16, 2024 - Jan 14, 2025	-7.74% Mar 2, 2026 - Jun 2, 2026
#2	N/A	-7.11% Aug 22, 2025 - Dec 10, 2025
#3	N/A	-2.78% Dec 11, 2025 - Jan 5, 2026
#4	N/A	-2.12% Aug 13, 2025 - Aug 22, 2025
#5	N/A	-1.95% Feb 10, 2026 - Feb 19, 2026
#6	N/A	-1.89% Jan 15, 2026 - Jan 21, 2026
#7	N/A	-1.84% Feb 20, 2026 - Mar 2, 2026
#8	N/A	-1.52% Jan 21, 2026 - Feb 3, 2026
#9	N/A	-1.47% Jun 4, 2026 - Jun 11, 2026
#10	N/A	-1.42% Jan 6, 2026 - Jan 8, 2026
#11	N/A	-0.48% Feb 4, 2026 - Feb 6, 2026
#12	N/A	-0.34% Aug 8, 2025 - Aug 12, 2025