LFBE vs DVDN
Comparison between Stone Ridge 2065 Longevity Income ETF (LFBE, ETF) and KINGSBARN DIVIDEND OPPORTUNITY ETF (DVDN, ETF).
LFBE vs DVDN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LFBE vs DVDN - Holdings Comparison
LFBE and DVDN have 0 common holdings. Overlap is 0.00%
LFBE's top 25 holdings weight is 0.20%. DVDN's top 25 holdings weight is 94.06%.
| Rank | LFBE | DVDN |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.10% | TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 8.16% |
| #2 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.10% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 6.88% |
| #3 | N/A | AGNC INVESTMENT CORP (AGNC) - 6.87% |
| #4 | N/A | NEXPOINT REAL ESTATE FINANCE INC ORDINARY SHARES (NREF) - 6.60% |
| #5 | N/A | INVESCO MORTGAGE CAPITAL INC (IVR) - 6.53% |
| #6 | N/A | DYNEX CAPITAL INC (DX) - 6.29% |
| #7 | N/A | ORCHID ISLAND CAPITAL INC (ORC) - 6.29% |
| #8 | N/A | ARMOUR RESIDENTIAL REIT INC (ARR) - 6.28% |
| #9 | N/A | FS KKR CAPITAL CORP (FSK) - 5.37% |
| #10 | N/A | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 5.21% |
| #11 | N/A | ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 5.18% |
| #12 | N/A | CARLYLE SECURED LENDING INC (CGBD) - 5.14% |
| #13 | N/A | TPG MORTGAGE INVESTMENT TRUST INC (MITT) - 5.09% |
| #14 | N/A | WHITEHORSE FINANCE INC (WHF) - 5.09% |
| #15 | N/A | GREAT ELM CAPITAL. (GECC) - 4.60% |
| #16 | N/A | OFS CAPITAL CORP (OFS) - 2.54% |
| #17 | N/A | ADVANCED FLOWER CAPITAL INC ORDINARY SHARES (AFCG) - 1.94% |
| #18 | N/A | 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 | 2 | 17 |
LFBE vs DVDN - Historical Returns
Returns include dividend reinvestment.
LFBE vs DVDN - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | LFBE | DVDN |
|---|---|---|
| 2026 | -1.89% | -13.08% |
| 2025 | +5.15% | -16.84% |
| 2024 | N/A | +2.56% |
| 2023 | N/A | +14.92% |
LFBE vs DVDN Drawdown Comparison
The maximum drawdown for LFBE was -7.65%, occurring on May 21, 2025. Recovery took 130 trading sessions.
The maximum drawdown for DVDN was -34.38%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current LFBE drawdown is -5.72%. The current DVDN drawdown is -33.32%.
| Rank | LFBE | DVDN |
|---|---|---|
| #1 | -7.65% Apr 4, 2025 - Oct 10, 2025 | -34.38% Jul 23, 2024 - Mar 20, 2026 |
| #2 | -6.75% Feb 27, 2026 - May 19, 2026 | -7.85% Jan 29, 2024 - Jul 10, 2024 |
| #3 | -3.97% Oct 22, 2025 - Feb 27, 2026 | -4.22% Dec 27, 2023 - Jan 29, 2024 |
| #4 | -3.02% Mar 3, 2025 - Apr 3, 2025 | -2.49% Dec 14, 2023 - Dec 26, 2023 |
| #5 | -2.19% Feb 6, 2025 - Feb 21, 2025 | -2.15% Dec 4, 2023 - Dec 13, 2023 |
| #6 | -1.56% Jan 6, 2025 - Jan 16, 2025 | -1.95% Jul 17, 2024 - Jul 23, 2024 |
| #7 | -0.87% Jan 21, 2025 - Jan 27, 2025 | -1.68% Nov 3, 2023 - Nov 14, 2023 |
| #8 | -0.50% Feb 26, 2025 - Feb 28, 2025 | -1.13% Nov 20, 2023 - Nov 29, 2023 |
| #9 | -0.48% Jan 30, 2025 - Feb 3, 2025 | -0.93% Nov 15, 2023 - Nov 17, 2023 |
| #10 | -0.22% Oct 14, 2025 - Oct 16, 2025 | N/A |
| #11 | -0.21% Jan 27, 2025 - Jan 30, 2025 | N/A |
| #12 | -0.19% Oct 16, 2025 - Oct 20, 2025 | N/A |
| #13 | -0.02% Oct 10, 2025 - Oct 14, 2025 | N/A |
Correlation
Correlation between LFBE and DVDN is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2023 - 2026)
LFBE vs DVDN dividend yield comparison.
| Year | LFBE | DVDN |
|---|---|---|
| 2026 | 3.25% | 6.88% |
| 2025 | 12.22% | 17.27% |
| 2024 | 0.00% | 14.43% |
| 2023 | 0.00% | 2.74% |
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