LFBE vs VGRO

Comparison between Stone Ridge 2065 Longevity Income ETF (LFBE, ETF) and Virtus Silvant Growth Opportunities ETF (VGRO, ETF).

LFBE vs VGRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFBE(ETF)	VGRO(ETF)
Net Assets	$3.20M	$3.20M
Expense Ratio	0.25%	0.35%
Max Drawdown	13.35%	15.49%
Sharpe Ratio	-0.08	0.12
5Y Beta	0.06	1.33
P/E Ratio	N/A	34.49
Forward P/E	N/A	28.14
PEG Ratio	N/A	0.44
5Y EPS CAGR	N/A	40.44%
Debt to Equity	N/A	33.06%
P/S Ratio	N/A	9.26
P/B Ratio	N/A	13.54

Net Assets

LFBE

$3.20M

VGRO

$3.20M

Expense Ratio

Winner

LFBE

0.25%

VGRO

0.35%

Max Drawdown

Winner

LFBE

13.35%

VGRO

15.49%

Sharpe Ratio

LFBE

-0.08

Winner

VGRO

0.12

5Y Beta

Winner

LFBE

0.06

VGRO

1.33

P/E Ratio

LFBE

N/A

VGRO

34.49

Forward P/E

LFBE

N/A

VGRO

28.14

PEG Ratio

LFBE

N/A

VGRO

0.44

5Y EPS CAGR

LFBE

N/A

VGRO

40.44%

Debt to Equity

LFBE

N/A

VGRO

33.06%

P/S Ratio

LFBE

N/A

VGRO

9.26

P/B Ratio

LFBE

N/A

VGRO

13.54

LFBE vs VGRO - Holdings Comparison

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

LFBE's top 25 holdings weight is 1.12%. VGRO's top 25 holdings weight is 100.00%.

Rank	LFBE	VGRO
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.56%	NVIDIA CORP (NVDA) - 15.47%
#2	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.56%	ALPHABET INC CLASS A (GOOGL) - 9.77%
#3	N/A	APPLE INC (AAPL) - 9.71%
#4	N/A	MICROSOFT CORP (MSFT) - 8.11%
#5	N/A	AMAZON.COM INC (AMZN) - 7.61%
#6	N/A	BROADCOM INC (AVGO) - 7.21%
#7	N/A	ELI LILLY AND CO (LLY) - 5.16%
#8	N/A	GE VERNOVA INC (GEV) - 4.54%
#9	N/A	GE AEROSPACE (GE) - 4.24%
#10	N/A	META PLATFORMS INC CLASS A (META) - 3.82%
#11	N/A	VISA INC CLASS A (V) - 3.71%
#12	N/A	ROYAL CARIBBEAN GROUP (RCL) - 3.00%
#13	N/A	NETFLIX INC (NFLX) - 2.74%
#14	N/A	INTUITIVE SURGICAL INC (ISRG) - 2.21%
#15	N/A	ARM HOLDINGS PLC ADR (ARM) - 2.04%
#16	N/A	FAIR ISAAC CORP (FICO) - 1.87%
#17	N/A	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.61%
#18	N/A	VULCAN MATERIALS CO (VMC) - 1.42%
#19	N/A	ASML HOLDING NV ADR (ASML) - 1.28%
#20	N/A	AUTODESK INC (ADSK) - 1.19%
#21	N/A	APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.09%
#22	N/A	LAS VEGAS SANDS CORP (LVS) - 0.90%
#23	N/A	MERCADOLIBRE INC (MELI) - 0.75%
#24	N/A	CASH (n/a) - 0.55%
#25	N/A	N/A
Total Holdings	2	24

LFBE vs VGRO - Historical Returns

Returns include dividend reinvestment.

Period	LFBE	VGRO
1 month	-0.13%	+1.15%
3 months	-2.81%	+8.04%
6 months	-1.19%	+1.81%
1 year	+2.71%	N/A
Max(CAGR)	+3.10%	+4.07%

LFBE

-0.13%

Winner

VGRO

+1.15%

LFBE

-2.81%

Winner

VGRO

+8.04%

LFBE

-1.19%

Winner

VGRO

+1.81%

LFBE

+2.71%

VGRO

N/A

Max(CAGR)

LFBE

+3.10%

Winner

VGRO

+4.07%

LFBE vs VGRO - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	LFBE	VGRO
2026	-0.54%	+3.45%
2025	+5.15%	-1.06%

LFBE vs VGRO Drawdown Comparison

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

The maximum drawdown for VGRO was -15.49%, occurring on Mar 30, 2026. Recovery took 81 trading sessions.

The current LFBE drawdown is -4.43%. The current VGRO drawdown is -4.92%.

Rank	LFBE	VGRO
#1	-7.65% Apr 4, 2025 - Oct 10, 2025	-15.49% Dec 26, 2025 - Apr 24, 2026
#2	-6.75% Feb 27, 2026 - May 19, 2026	-4.92% Jun 1, 2026 - Jun 5, 2026
#3	-3.97% Oct 22, 2025 - Feb 27, 2026	-2.45% May 14, 2026 - May 27, 2026
#4	-3.02% Mar 3, 2025 - Apr 3, 2025	-1.22% Apr 27, 2026 - May 5, 2026
#5	-2.19% Feb 6, 2025 - Feb 21, 2025	-0.74% May 6, 2026 - May 13, 2026
#6	-1.56% Jan 6, 2025 - Jan 16, 2025	N/A
#7	-0.87% Jan 21, 2025 - Jan 27, 2025	N/A
#8	-0.50% Feb 26, 2025 - Feb 28, 2025	N/A
#9	-0.48% Jan 30, 2025 - Feb 3, 2025	N/A
#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 VGRO is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46

-101