LFBE vs TEXU

Comparison between Stone Ridge 2065 Longevity Income ETF (LFBE, ETF) and Direxion Daily Energy Top 5 Bull 2X ETF (TEXU, ETF).

LFBE vs TEXU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFBE(ETF)	TEXU(ETF)
Net Assets	$3.20M	$3.20M
Expense Ratio	0.25%	N/A
Max Drawdown	13.35%	32.15%
Sharpe Ratio	-0.35	1.49
5Y Beta	0.06	-0.41

Net Assets

LFBE

$3.20M

TEXU

$3.20M

Expense Ratio

LFBE

0.25%

TEXU

N/A

Max Drawdown

Winner

LFBE

13.35%

TEXU

32.15%

Sharpe Ratio

LFBE

-0.35

Winner

TEXU

1.49

5Y Beta

LFBE

0.06

Winner

TEXU

-0.41

LFBE vs TEXU - Holdings Comparison

LFBE and TEXU have 0 common holdings. Overlap is 0.00%

LFBE's top 25 holdings weight is 0.20%. TEXU's top 25 holdings weight is 97.53%.

Rank	LFBE	TEXU
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.10%	BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 29.93%
#2	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.10%	GOLDMAN SACHS FS TREASURY INTMS D (FRDXX) - 18.05%
#3	N/A	WILLIAMS COMPANIES INC (WMB) - 10.94%
#4	N/A	EXXONMOBIL HOLDINGS CORP (XOM) - 10.02%
#5	N/A	CHEVRON CORP (CVX) - 9.97%
#6	N/A	CONOCOPHILLIPS (COP) - 9.71%
#7	N/A	SLB LTD (SLB) - 8.91%
#8	N/A	N/A
#9	N/A	N/A
#10	N/A	N/A
#11	N/A	N/A
#12	N/A	N/A
#13	N/A	N/A
#14	N/A	N/A
#15	N/A	N/A
#16	N/A	N/A
#17	N/A	N/A
#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	7

LFBE vs TEXU - Historical Returns

Returns include dividend reinvestment.

Period	LFBE	TEXU
1 month	-2.73%	+10.87%
3 months	-2.55%	-3.90%
6 months	-2.78%	+40.56%
1 year	+1.11%	+56.53%
Max(CAGR)	+1.80%	+74.16%

LFBE

-2.73%

Winner

TEXU

+10.87%

Winner

LFBE

-2.55%

TEXU

-3.90%

LFBE

-2.78%

Winner

TEXU

+40.56%

LFBE

+1.11%

Winner

TEXU

+56.53%

Max(CAGR)

LFBE

+1.80%

Winner

TEXU

+74.16%

LFBE vs TEXU - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	LFBE	TEXU
2026	-2.07%	+55.63%
2025	+5.15%	-3.17%

LFBE vs TEXU Drawdown Comparison

The maximum drawdown for LFBE was -7.65%, occurring on May 21, 2025. Recovery took 130 trading sessions.

The maximum drawdown for TEXU was -31.72%, occurring on Jul 1, 2026. This drawdown has not yet recovered.

The current LFBE drawdown is -5.90%. The current TEXU drawdown is -15.89%.

Rank	LFBE	TEXU
#1	-7.65% Apr 4, 2025 - Oct 10, 2025	-31.72% Mar 27, 2026 - Jul 1, 2026
#2	-6.75% Feb 27, 2026 - May 19, 2026	-10.33% Oct 7, 2025 - Jan 5, 2026
#3	-3.97% Oct 22, 2025 - Feb 27, 2026	-8.28% Jan 5, 2026 - Jan 14, 2026
#4	-3.02% Mar 3, 2025 - Apr 3, 2025	-5.37% Mar 2, 2026 - Mar 12, 2026
#5	-2.19% Feb 6, 2025 - Feb 21, 2025	-4.21% Jan 30, 2026 - Feb 3, 2026
#6	-1.56% Jan 6, 2025 - Jan 16, 2025	-3.20% Feb 11, 2026 - Feb 18, 2026
#7	-0.87% Jan 21, 2025 - Jan 27, 2025	-3.01% Jan 14, 2026 - Jan 21, 2026
#8	-0.50% Feb 26, 2025 - Feb 28, 2025	-1.78% Feb 4, 2026 - Feb 6, 2026
#9	-0.48% Jan 30, 2025 - Feb 3, 2025	-1.64% Feb 19, 2026 - Feb 27, 2026
#10	-0.22% Oct 14, 2025 - Oct 16, 2025	-1.24% Oct 1, 2025 - Oct 3, 2025
#11	-0.21% Jan 27, 2025 - Jan 30, 2025	-0.34% Jan 23, 2026 - Jan 27, 2026
#12	-0.19% Oct 16, 2025 - Oct 20, 2025	-0.34% Mar 24, 2026 - Mar 26, 2026
#13	-0.02% Oct 10, 2025 - Oct 14, 2025	-0.10% Feb 9, 2026 - Feb 11, 2026
#14	N/A	-0.08% Mar 19, 2026 - Mar 23, 2026
#15	N/A	-0.08% Jan 21, 2026 - Jan 23, 2026

Correlation

Correlation between LFBE and TEXU is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101