LFAW vs MIDE

Comparison between LifeX 2060 Longevity Income ETF (LFAW, ETF) and XTRACKERS S&P MIDCAP 400 SCORED & SCREENED ETF (MIDE, ETF).

LFAW vs MIDE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFAW(ETF)	MIDE(ETF)
Net Assets	$3.40M	$3.40M
Expense Ratio	0.25%	0.15%
Max Drawdown	18.49%	25.10%
Sharpe Ratio	0.12	1.40
5Y Beta	0.05	0.98
P/E Ratio	N/A	23.81
Forward P/E	N/A	15.52
5Y EPS CAGR	N/A	14.57%
Debt to Equity	N/A	44.83%
P/S Ratio	N/A	1.37
P/B Ratio	N/A	2.49

Net Assets

LFAW

$3.40M

MIDE

$3.40M

Expense Ratio

LFAW

0.25%

Winner

MIDE

0.15%

Max Drawdown

Winner

LFAW

18.49%

MIDE

25.10%

Sharpe Ratio

LFAW

0.12

Winner

MIDE

1.40

5Y Beta

Winner

LFAW

0.05

MIDE

0.98

P/E Ratio

LFAW

N/A

MIDE

23.81

Forward P/E

LFAW

N/A

MIDE

15.52

5Y EPS CAGR

LFAW

N/A

MIDE

14.57%

Debt to Equity

LFAW

N/A

MIDE

44.83%

P/S Ratio

LFAW

N/A

MIDE

1.37

P/B Ratio

LFAW

N/A

MIDE

2.49

LFAW vs MIDE - Holdings Comparison

LFAW and MIDE have 1 common holdings. Overlap is 0.41%

LFAW's top 25 holdings weight is 100.00%. MIDE's top 25 holdings weight is 21.87%.

Rank	LFAW	MIDE
#1	UNITED STATES TREASURY BONDS 4.25% (n/a) - 27.78%	FLEX LTD (FLEX) - 2.07%
#2	UNITED STATES TREASURY BONDS 4.63% (n/a) - 17.38%	TWILIO INC CLASS A (TWLO) - 1.27%
#3	UNITED STATES TREASURY BONDS 4.5% (n/a) - 16.59%	TECHNIPFMC PLC (FTI) - 1.14%
#4	UNITED STATES TREASURY BONDS 4.75% (n/a) - 8.60%	MCR EM S&P SC 400 JUN26 (n/a) - 1.10%
#5	UNITED STATES TREASURY BONDS 2.38% (n/a) - 7.87%	CARPENTER TECHNOLOGY CORP (CRS) - 1.05%
#6	UNITED STATES TREASURY BONDS 4.13% (n/a) - 3.97%	NVENT ELECTRIC PLC (NVT) - 1.02%
#7	UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.66%	ILLUMINA INC (ILMN) - 1.01%
#8	UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.35%	UNITED THERAPEUTICS CORP (UTHR) - 0.94%
#9	UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.16%	STERLING INFRASTRUCTURE INC (STRL) - 0.94%
#10	UNITED STATES TREASURY NOTES 3.63% (n/a) - 2.40%	MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.92%
#11	UNITED STATES TREASURY NOTES 3.13% (n/a) - 1.05%	MKS INC (MKSI) - 0.86%
#12	UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.83%	FABRINET (FN) - 0.85%
#13	OTHER ASSETS AND LIABILITIES (n/a) - 0.67%	EVERPURE INC CLASS A (P) - 0.84%
#14	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.61%	BURLINGTON STORES INC (BURL) - 0.83%
#15	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.61%	TD SYNNEX CORP (SNX) - 0.82%
#16	UNITED STATES TREASURY NOTES 3.5% (n/a) - 0.55%	US FOODS HOLDING CORP (USFD) - 0.80%
#17	UNITED STATES TREASURY NOTES 4% (n/a) - 0.51%	ENTEGRIS INC (ENTG) - 0.79%
#18	UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.41%	OKTA INC CLASS A (OKTA) - 0.78%
#19	N/A	ISHARES ESG SELECT SCRN S&P MID-CAP ETF (XJH) - 0.72%
#20	N/A	EAST WEST BANCORP INC (EWBC) - 0.71%
#21	N/A	GRACO INC (GGG) - 0.49%
#22	N/A	BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.49%
#23	N/A	EQUITABLE HOLDINGS INC (EQH) - 0.48%
#24	N/A	FIRST HORIZON CORP (FHN) - 0.48%
#25	N/A	WEBSTER FINANCIAL CORP (WBS) - 0.47%
Total Holdings	18	241

LFAW vs MIDE - Historical Returns

Returns include dividend reinvestment.

Period	LFAW	MIDE
1 month	+0.86%	+3.74%
3 months	-0.38%	+14.61%
6 months	+0.26%	+13.91%
1 year	+3.53%	+28.16%
5 years(CAGR)	N/A	+8.26%
Max(CAGR)	-2.36%	+9.28%

LFAW

+0.86%

Winner

MIDE

+3.74%

LFAW

-0.38%

Winner

MIDE

+14.61%

LFAW

+0.26%

Winner

MIDE

+13.91%

LFAW

+3.53%

Winner

MIDE

+28.16%

5Y(CAGR)

LFAW

N/A

MIDE

+8.26%

Max(CAGR)

LFAW

-2.36%

Winner

MIDE

+9.28%

LFAW vs MIDE - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	LFAW	MIDE
2026	+0.07%	+13.72%
2025	+5.91%	+10.31%
2024	-9.41%	+11.99%
2023	N/A	+15.56%
2022	N/A	-11.78%
2021	N/A	+11.78%

LFAW vs MIDE 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 MIDE was -24.60%, occurring on Apr 8, 2025. Recovery took 251 trading sessions.

The current LFAW drawdown is -4.07%.

Rank	LFAW	MIDE
#1	-11.37% Sep 16, 2024 - Jan 14, 2025	-24.60% Nov 25, 2024 - Nov 26, 2025
#2	N/A	-23.32% Nov 15, 2021 - Dec 26, 2023
#3	N/A	-9.36% Feb 10, 2026 - Apr 17, 2026
#4	N/A	-7.87% Jul 16, 2024 - Sep 19, 2024
#5	N/A	-7.67% Mar 28, 2024 - Jul 15, 2024
#6	N/A	-6.75% May 7, 2021 - Aug 27, 2021
#7	N/A	-5.89% Mar 15, 2021 - Apr 12, 2021
#8	N/A	-5.27% Aug 27, 2021 - Oct 20, 2021
#9	N/A	-4.53% Feb 24, 2021 - Mar 10, 2021
#10	N/A	-4.26% Dec 26, 2023 - Feb 12, 2024
#11	N/A	-4.03% May 6, 2026 - May 26, 2026
#12	N/A	-3.32% Oct 18, 2024 - Nov 6, 2024
#13	N/A	-3.30% Nov 11, 2024 - Nov 22, 2024
#14	N/A	-2.60% Dec 11, 2025 - Jan 6, 2026
#15	N/A	-2.58% Feb 12, 2024 - Feb 15, 2024