LFAW vs PMSE

Comparison between LifeX 2060 Longevity Income ETF (LFAW, ETF) and PGIM S&P 500 MAX BUFFER ETF - SEPTEMBER (PMSE, ETF).

LFAW vs PMSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFAW(ETF)	PMSE(ETF)
Net Assets	$3.80M	$3.90M
Expense Ratio	0.25%	0.50%
Max Drawdown	18.58%	1.44%
Sharpe Ratio	-0.21	1.15
5Y Beta	0.05	0.15

Net Assets

LFAW

$3.80M

Winner

PMSE

$3.90M

Expense Ratio

Winner

LFAW

0.25%

PMSE

0.50%

Max Drawdown

LFAW

18.58%

Winner

PMSE

1.44%

Sharpe Ratio

LFAW

-0.21

Winner

PMSE

1.15

5Y Beta

Winner

LFAW

0.05

PMSE

0.15

LFAW vs PMSE - Historical Returns

Returns include dividend reinvestment.

Period	LFAW	PMSE
1 month	-3.29%	+0.63%
3 months	-2.29%	+1.68%
6 months	-2.36%	+3.07%
1 year	+2.13%	+5.73%
Max(CAGR)	-3.19%	+6.46%

LFAW

-3.29%

Winner

PMSE

+0.63%

LFAW

-2.29%

Winner

PMSE

+1.68%

LFAW

-2.36%

Winner

PMSE

+3.07%

LFAW

+2.13%

Winner

PMSE

+5.73%

Max(CAGR)

LFAW

-3.19%

Winner

PMSE

+6.46%

LFAW vs PMSE - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LFAW	PMSE
2026	-1.76%	+3.43%
2025	+5.91%	+2.23%
2024	-9.41%	N/A

LFAW vs PMSE 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 PMSE was -1.44%, occurring on Mar 30, 2026. Recovery took 29 trading sessions.

The current LFAW drawdown is -5.82%. The current PMSE drawdown is -0.08%.

Rank	LFAW	PMSE
#1	-11.37% Sep 16, 2024 - Jan 14, 2025	-1.44% Feb 25, 2026 - Apr 8, 2026
#2	N/A	-0.85% Oct 27, 2025 - Dec 3, 2025
#3	N/A	-0.45% Jun 1, 2026 - Jun 15, 2026
#4	N/A	-0.43% Oct 8, 2025 - Oct 15, 2025
#5	N/A	-0.39% Feb 2, 2026 - Feb 9, 2026
#6	N/A	-0.33% Jan 16, 2026 - Jan 26, 2026
#7	N/A	-0.31% Sep 15, 2025 - Sep 22, 2025
#8	N/A	-0.29% Feb 10, 2026 - Feb 25, 2026
#9	N/A	-0.25% Dec 11, 2025 - Dec 19, 2025
#10	N/A	-0.23% Sep 24, 2025 - Sep 30, 2025
#11	N/A	-0.20% Jan 27, 2026 - Feb 2, 2026
#12	N/A	-0.20% Oct 15, 2025 - Oct 20, 2025
#13	N/A	-0.19% Jun 22, 2026 - Jun 30, 2026
#14	N/A	-0.15% May 1, 2026 - May 6, 2026
#15	N/A	-0.15% Jun 16, 2026 - Jun 22, 2026

Correlation

Correlation between LFAW and PMSE is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48

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