LFAW vs LIAE
Comparison between LifeX 2060 Longevity Income ETF (LFAW, ETF) and LifeX 2050 Inflation-Protected Longevity Income ETF (LIAE, ETF).
LFAW vs LIAE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LFAW vs LIAE - Holdings Comparison
LFAW and LIAE have 2 common holdings. Overlap is 1.22%
LFAW's top 25 holdings weight is 100.00%. LIAE's top 25 holdings weight is 3.06%.
| Rank | LFAW | LIAE |
|---|---|---|
| #1 | UNITED STATES TREASURY BONDS 4.25% (n/a) - 27.78% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.53% |
| #2 | UNITED STATES TREASURY BONDS 4.63% (n/a) - 17.38% | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.53% |
| #3 | UNITED STATES TREASURY BONDS 4.5% (n/a) - 16.59% | N/A |
| #4 | UNITED STATES TREASURY BONDS 4.75% (n/a) - 8.60% | N/A |
| #5 | UNITED STATES TREASURY BONDS 2.38% (n/a) - 7.87% | N/A |
| #6 | UNITED STATES TREASURY BONDS 4.13% (n/a) - 3.97% | N/A |
| #7 | UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.66% | N/A |
| #8 | UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.35% | N/A |
| #9 | UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.16% | N/A |
| #10 | UNITED STATES TREASURY NOTES 3.63% (n/a) - 2.40% | N/A |
| #11 | UNITED STATES TREASURY NOTES 3.13% (n/a) - 1.05% | N/A |
| #12 | UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.83% | N/A |
| #13 | OTHER ASSETS AND LIABILITIES (n/a) - 0.67% | N/A |
| #14 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.61% | N/A |
| #15 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.61% | N/A |
| #16 | UNITED STATES TREASURY NOTES 3.5% (n/a) - 0.55% | N/A |
| #17 | UNITED STATES TREASURY NOTES 4% (n/a) - 0.51% | N/A |
| #18 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.41% | N/A |
| #19 | N/A | N/A |
| #20 | N/A | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 18 | 2 |
LFAW vs LIAE - Historical Returns
Returns include dividend reinvestment.
LFAW vs LIAE - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LFAW | LIAE |
|---|---|---|
| 2026 | +0.14% | +1.22% |
| 2025 | +5.91% | +6.06% |
| 2024 | -9.41% | -6.04% |
LFAW vs LIAE 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 LIAE was -7.03%, occurring on Jan 14, 2025. Recovery took 244 trading sessions.
The current LFAW drawdown is -4.00%. The current LIAE drawdown is -1.30%.
| Rank | LFAW | LIAE |
|---|---|---|
| #1 | -11.37% Sep 16, 2024 - Jan 14, 2025 | -7.03% Sep 16, 2024 - Sep 8, 2025 |
| #2 | N/A | -3.68% Feb 27, 2026 - Mar 27, 2026 |
| #3 | N/A | -2.72% Oct 22, 2025 - Feb 27, 2026 |
| #4 | N/A | -1.20% Sep 16, 2025 - Oct 13, 2025 |
| #5 | N/A | -0.30% Sep 8, 2025 - Sep 10, 2025 |
| #6 | N/A | -0.27% Oct 16, 2025 - Oct 21, 2025 |
| #7 | N/A | -0.20% Sep 11, 2025 - Sep 16, 2025 |
| #8 | N/A | -0.12% Oct 14, 2025 - Oct 16, 2025 |
Correlation
Correlation between LFAW and LIAE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2024 - 2026)
LFAW vs LIAE dividend yield comparison.
| Year | LFAW | LIAE |
|---|---|---|
| 2026 | 2.86% | 2.54% |
| 2025 | 9.85% | 10.56% |
| 2024 | 1.47% | 1.47% |
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