LFBE vs XCLR
Comparison between Stone Ridge 2065 Longevity Income ETF (LFBE, ETF) and GLOBAL X S&P 500 COLLAR 95-110 ETF (XCLR, ETF).
LFBE vs XCLR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LFBE vs XCLR - Holdings Comparison
LFBE and XCLR have 0 common holdings. Overlap is 0.00%
LFBE's top 25 holdings weight is 1.12%. XCLR's top 25 holdings weight is 50.16%.
| Rank | LFBE | XCLR |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.56% | NVIDIA CORP (NVDA) - 7.95% |
| #2 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.56% | APPLE INC (AAPL) - 6.99% |
| #3 | N/A | MICROSOFT CORP (MSFT) - 4.82% |
| #4 | N/A | AMAZON.COM INC (AMZN) - 3.81% |
| #5 | N/A | ALPHABET INC CLASS A (GOOGL) - 3.41% |
| #6 | N/A | BROADCOM INC (AVGO) - 2.88% |
| #7 | N/A | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | N/A | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | N/A | TESLA INC (TSLA) - 1.75% |
| #10 | N/A | MICRON TECHNOLOGY INC (MU) - 1.63% |
| #11 | N/A | ELI LILLY AND CO (LLY) - 1.49% |
| #12 | N/A | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% |
| #13 | N/A | JPMORGAN CHASE & CO (JPM) - 1.36% |
| #14 | N/A | ADVANCED MICRO DEVICES INC (AMD) - 1.20% |
| #15 | N/A | EXXON MOBIL CORP (XOM) - 1.03% |
| #16 | N/A | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #17 | N/A | VISA INC CLASS A (V) - 0.88% |
| #18 | N/A | WALMART INC (WMT) - 0.86% |
| #19 | N/A | INTEL CORP (INTC) - 0.80% |
| #20 | N/A | CISCO SYSTEMS INC (CSCO) - 0.76% |
| #21 | N/A | THERMO FISHER SCIENTIFIC INC (TMO) - 0.29% |
| #22 | N/A | THE WALT DISNEY CO (DIS) - 0.28% |
| #23 | N/A | AMERICAN EXPRESS CO (AXP) - 0.28% |
| #24 | N/A | WESTERN DIGITAL CORP (WDC) - 0.27% |
| #25 | N/A | BOEING CO (BA) - 0.27% |
| Total Holdings | 2 | 467 |
LFBE vs XCLR - Historical Returns
Returns include dividend reinvestment.
LFBE vs XCLR - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | LFBE | XCLR |
|---|---|---|
| 2026 | +0.24% | +2.72% |
| 2025 | +5.15% | +10.48% |
| 2024 | N/A | +21.45% |
| 2023 | N/A | +15.85% |
| 2022 | N/A | -13.20% |
| 2021 | N/A | +3.45% |
LFBE vs XCLR Drawdown Comparison
The maximum drawdown for LFBE was -7.65%, occurring on May 21, 2025. Recovery took 130 trading sessions.
The maximum drawdown for XCLR was -14.62%, occurring on Oct 14, 2022. Recovery took 496 trading sessions.
The current LFBE drawdown is -3.68%.
| Rank | LFBE | XCLR |
|---|---|---|
| #1 | -7.65% Apr 4, 2025 - Oct 10, 2025 | -14.62% Dec 29, 2021 - Dec 19, 2023 |
| #2 | -6.75% Feb 27, 2026 - May 19, 2026 | -12.46% Feb 19, 2025 - Jul 22, 2025 |
| #3 | -3.97% Oct 22, 2025 - Feb 27, 2026 | -8.29% Jan 28, 2026 - May 21, 2026 |
| #4 | -3.02% Mar 3, 2025 - Apr 3, 2025 | -5.81% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -2.19% Feb 6, 2025 - Feb 21, 2025 | -4.35% Sep 2, 2021 - Oct 29, 2021 |
| #6 | -1.56% Jan 6, 2025 - Jan 16, 2025 | -4.16% Mar 28, 2024 - May 15, 2024 |
| #7 | -0.87% Jan 21, 2025 - Jan 27, 2025 | -3.96% Oct 28, 2025 - Dec 24, 2025 |
| #8 | -0.50% Feb 26, 2025 - Feb 28, 2025 | -3.91% Dec 6, 2024 - Feb 19, 2025 |
| #9 | -0.48% Jan 30, 2025 - Feb 3, 2025 | -3.27% Nov 18, 2021 - Dec 10, 2021 |
| #10 | -0.22% Oct 14, 2025 - Oct 16, 2025 | -2.54% Dec 10, 2021 - Dec 27, 2021 |
| #11 | -0.21% Jan 27, 2025 - Jan 30, 2025 | -2.32% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -0.19% Oct 16, 2025 - Oct 20, 2025 | -2.10% Jan 12, 2026 - Jan 28, 2026 |
| #13 | -0.02% Oct 10, 2025 - Oct 14, 2025 | -1.89% Oct 8, 2025 - Oct 24, 2025 |
| #14 | N/A | -1.84% Nov 11, 2024 - Nov 26, 2024 |
| #15 | N/A | -1.59% Jul 28, 2025 - Aug 8, 2025 |
Correlation
Correlation between LFBE and XCLR is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2021 - 2026)
LFBE vs XCLR dividend yield comparison.
| Year | LFBE | XCLR |
|---|---|---|
| 2026 | 2.71% | 0.00% |
| 2025 | 12.22% | 13.15% |
| 2024 | 0.00% | 18.76% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.01% |
| 2021 | 0.00% | 1.70% |
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