LFAW vs ORO

Comparison between LifeX 2060 Longevity Income ETF (LFAW, ETF) and Arrow Valtoro ETF (ORO, ETF).

LFAW vs ORO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFAW(ETF)	ORO(ETF)
Net Assets	$3.40M	$3.40M
Expense Ratio	0.25%	1.25%
Max Drawdown	18.49%	12.46%
Sharpe Ratio	0.20	-0.40
5Y Beta	0.05	0.83

Net Assets

LFAW

$3.40M

ORO

$3.40M

Expense Ratio

Winner

LFAW

0.25%

ORO

1.25%

Max Drawdown

LFAW

18.49%

Winner

ORO

12.46%

Sharpe Ratio

Winner

LFAW

0.20

ORO

-0.40

5Y Beta

Winner

LFAW

0.05

ORO

0.83

LFAW vs ORO - Holdings Comparison

LFAW and ORO have 1 common holdings. Overlap is 0.61%

LFAW's top 25 holdings weight is 100.00%. ORO's top 25 holdings weight is 100.00%.

Rank	LFAW	ORO
#1	UNITED STATES TREASURY BONDS 4.25% (n/a) - 27.78%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 100.00%
#2	UNITED STATES TREASURY BONDS 4.63% (n/a) - 17.38%	N/A
#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	1

LFAW vs ORO - Historical Returns

Returns include dividend reinvestment.

Period	LFAW	ORO
1 month	+0.86%	-8.12%
3 months	-0.38%	-1.26%
6 months	+0.26%	+3.80%
1 year	+3.53%	N/A
Max(CAGR)	-2.36%	-8.01%

Winner

LFAW

+0.86%

ORO

-8.12%

Winner

LFAW

-0.38%

ORO

-1.26%

LFAW

+0.26%

Winner

ORO

+3.80%

LFAW

+3.53%

ORO

N/A

Max(CAGR)

Winner

LFAW

-2.36%

ORO

-8.01%

LFAW vs ORO - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LFAW	ORO
2026	+0.07%	+2.71%
2025	+5.91%	-8.96%
2024	-9.41%	N/A

LFAW vs ORO 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 ORO was -12.46%, occurring on Nov 4, 2025. Recovery took 126 trading sessions.

The current LFAW drawdown is -4.07%. The current ORO drawdown is -9.27%.

Rank	LFAW	ORO
#1	-11.37% Sep 16, 2024 - Jan 14, 2025	-12.46% Oct 20, 2025 - Apr 22, 2026
#2	N/A	-10.56% May 11, 2026 - Jun 10, 2026
#3	N/A	-3.53% Apr 22, 2026 - May 5, 2026
#4	N/A	-1.33% May 6, 2026 - May 11, 2026