LFAW vs IBGK

Comparison between LifeX 2060 Longevity Income ETF (LFAW, ETF) and ISHARES IBONDS DEC 2054 TERM TREASURY ETF (IBGK, ETF).

LFAW vs IBGK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFAW(ETF)	IBGK(ETF)
Net Assets	$3.40M	$3.50M
Expense Ratio	0.25%	0.07%
Max Drawdown	18.49%	18.70%
Sharpe Ratio	-0.01	-0.05
5Y Beta	0.05	0.04

Net Assets

LFAW

$3.40M

Winner

IBGK

$3.50M

Expense Ratio

LFAW

0.25%

Winner

IBGK

0.07%

Max Drawdown

Winner

LFAW

18.49%

IBGK

18.70%

Sharpe Ratio

Winner

LFAW

-0.01

IBGK

-0.05

5Y Beta

LFAW

0.05

Winner

IBGK

0.04

LFAW vs IBGK - Historical Returns

Returns include dividend reinvestment.

Period	LFAW	IBGK
1 month	-0.21%	-0.04%
3 months	-2.69%	-2.98%
6 months	-1.14%	-1.21%
1 year	+3.45%	+2.71%
Max(CAGR)	-2.78%	+0.09%

LFAW

-0.21%

Winner

IBGK

-0.04%

Winner

LFAW

-2.69%

IBGK

-2.98%

Winner

LFAW

-1.14%

IBGK

-1.21%

Winner

LFAW

+3.45%

IBGK

+2.71%

Max(CAGR)

LFAW

-2.78%

Winner

IBGK

+0.09%

LFAW vs IBGK - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LFAW	IBGK
2026	-0.62%	-0.43%
2025	+5.91%	+3.76%
2024	-9.41%	-2.74%

LFAW vs IBGK 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 IBGK was -14.62%, occurring on May 21, 2025. This drawdown has not yet recovered.

The current LFAW drawdown is -4.73%. The current IBGK drawdown is -9.45%.

Rank	LFAW	IBGK
#1	-11.37% Sep 16, 2024 - Jan 14, 2025	-14.62% Sep 16, 2024 - May 21, 2025
#2	N/A	-4.61% Jun 14, 2024 - Jul 31, 2024
#3	N/A	-3.60% Aug 5, 2024 - Aug 21, 2024
#4	N/A	-2.23% Aug 21, 2024 - Sep 4, 2024
#5	N/A	-0.53% Sep 10, 2024 - Sep 16, 2024
#6	N/A	-0.07% Sep 5, 2024 - Sep 9, 2024