LFAW vs DUKX

Comparison between LifeX 2060 Longevity Income ETF (LFAW, ETF) and Ocean Park International ETF (DUKX, ETF).

LFAW vs DUKX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFAW(ETF)	DUKX(ETF)
Net Assets	$3.80M	$3.70M
Expense Ratio	0.25%	1.03%
Max Drawdown	18.58%	21.17%
Sharpe Ratio	-0.21	0.77
5Y Beta	0.05	0.56

Net Assets

Winner

LFAW

$3.80M

DUKX

$3.70M

Expense Ratio

Winner

LFAW

0.25%

DUKX

1.03%

Max Drawdown

Winner

LFAW

18.58%

DUKX

21.17%

Sharpe Ratio

LFAW

-0.21

Winner

DUKX

0.77

5Y Beta

Winner

LFAW

0.05

DUKX

0.56

LFAW vs DUKX - Holdings Comparison

LFAW and DUKX have 0 common holdings. Overlap is 0.00%

LFAW's top 25 holdings weight is 99.99%. DUKX's top 25 holdings weight is 99.48%.

Rank	LFAW	DUKX
#1	UNITED STATES TREASURY BONDS 4.25% (n/a) - 25.10%	VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 47.30%
#2	UNITED STATES TREASURY BONDS 4.63% (n/a) - 15.71%	STATE STREET® SPDR® PORTFOLIO EM ETF (SPEM) - 24.80%
#3	UNITED STATES TREASURY BONDS 4.5% (n/a) - 15.05%	ISHARES INTERNATIONAL DIVIDEND GR ETF (IGRO) - 5.00%
#4	UNITED STATES TREASURY BONDS 4.75% (n/a) - 7.84%	ISHARES MSCI EMERG MKTS MIN VOL FCTR ETF (EEMV) - 5.00%
#5	UNITED STATES TREASURY BONDS 2.38% (n/a) - 7.12%	JPMORGAN BETABUILDERS DEV APAC EX-JPNETF (BBAX) - 4.96%
#6	UNITED STATES TREASURY BONDS 5% (n/a) - 6.42%	SCHWAB INTERNATIONAL SMALL-CAP EQ ETF„¢ (SCHC) - 4.77%
#7	UNITED STATES TREASURY BONDS 4.13% (n/a) - 3.62%	FRANKLIN FTSE TAIWAN ETF (FLTW) - 2.74%
#8	UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.33%	FRANKLIN FTSE JAPAN ETF (FLJP) - 2.54%
#9	UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.07%	ISHARES MSCI MEXICO ETF (EWW) - 2.37%
#10	UNITED STATES TREASURY NOTES 2.75% (n/a) - 2.90%	N/A
#11	UNITED STATES TREASURY NOTES 3.63% (n/a) - 2.20%	N/A
#12	OTHER ASSETS AND LIABILITIES (n/a) - 1.57%	N/A
#13	UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.25%	N/A
#14	UNITED STATES TREASURY NOTES 4.13% (n/a) - 1.04%	N/A
#15	UNITED STATES TREASURY NOTES 3.13% (n/a) - 0.96%	N/A
#16	UNITED STATES TREASURY NOTES 4% (n/a) - 0.93%	N/A
#17	UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.76%	N/A
#18	UNITED STATES TREASURY NOTES 3.5% (n/a) - 0.50%	N/A
#19	UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.38%	N/A
#20	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.12%	N/A
#21	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.12%	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	21	9

LFAW vs DUKX - Historical Returns

Returns include dividend reinvestment.

Period	LFAW	DUKX
1 month	-3.29%	-1.34%
3 months	-2.29%	+0.79%
6 months	-2.36%	+0.98%
1 year	+2.13%	+16.02%
Max(CAGR)	-3.19%	+7.00%

LFAW

-3.29%

Winner

DUKX

-1.34%

LFAW

-2.29%

Winner

DUKX

+0.79%

LFAW

-2.36%

Winner

DUKX

+0.98%

LFAW

+2.13%

Winner

DUKX

+16.02%

Max(CAGR)

LFAW

-3.19%

Winner

DUKX

+7.00%

LFAW vs DUKX - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LFAW	DUKX
2026	-1.76%	+5.50%
2025	+5.91%	+11.39%
2024	-9.41%	-3.53%

LFAW vs DUKX 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 DUKX was -19.51%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.

The current LFAW drawdown is -5.82%. The current DUKX drawdown is -5.08%.

Rank	LFAW	DUKX
#1	-11.37% Sep 16, 2024 - Jan 14, 2025	-19.51% Sep 26, 2024 - Oct 3, 2025
#2	N/A	-9.48% Feb 25, 2026 - Mar 20, 2026
#3	N/A	-8.01% Jul 12, 2024 - Aug 23, 2024
#4	N/A	-4.47% Nov 12, 2025 - Dec 23, 2025
#5	N/A	-3.76% Oct 6, 2025 - Oct 20, 2025
#6	N/A	-3.64% Aug 23, 2024 - Sep 19, 2024
#7	N/A	-2.10% Jan 27, 2026 - Feb 6, 2026
#8	N/A	-2.04% Oct 27, 2025 - Nov 12, 2025
#9	N/A	-1.05% Jan 15, 2026 - Jan 21, 2026
#10	N/A	-0.97% Feb 11, 2026 - Feb 20, 2026
#11	N/A	-0.92% Oct 20, 2025 - Oct 24, 2025
#12	N/A	-0.86% Sep 24, 2024 - Sep 26, 2024
#13	N/A	-0.76% Feb 20, 2026 - Feb 24, 2026
#14	N/A	-0.61% Sep 19, 2024 - Sep 24, 2024
#15	N/A	-0.59% Jan 12, 2026 - Jan 15, 2026