LIAE vs DVDN

Comparison between LifeX 2050 Inflation-Protected Longevity Income ETF (LIAE, ETF) and KINGSBARN DIVIDEND OPPORTUNITY ETF (DVDN, ETF).

LIAE vs DVDN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LIAE(ETF)	DVDN(ETF)
Net Assets	$3.40M	$3.50M
Expense Ratio	0.25%	1.65%
Max Drawdown	13.72%	48.15%
Sharpe Ratio	0.01	-1.14
5Y Beta	0.07	0.63
P/E Ratio	N/A	-17.93
Forward P/E	N/A	6.77
PEG Ratio	N/A	-4.81
5Y EPS CAGR	N/A	-16.30%
Debt to Equity	N/A	106.78%
P/S Ratio	N/A	4.30
P/B Ratio	N/A	0.62

Net Assets

LIAE

$3.40M

Winner

DVDN

$3.50M

Expense Ratio

Winner

LIAE

0.25%

DVDN

1.65%

Max Drawdown

Winner

LIAE

13.72%

DVDN

48.15%

Sharpe Ratio

Winner

LIAE

0.01

DVDN

-1.14

5Y Beta

Winner

LIAE

0.07

DVDN

0.63

P/E Ratio

LIAE

N/A

DVDN

-17.93

Forward P/E

LIAE

N/A

DVDN

6.77

PEG Ratio

LIAE

N/A

DVDN

-4.81

5Y EPS CAGR

LIAE

N/A

DVDN

-16.30%

Debt to Equity

LIAE

N/A

DVDN

106.78%

P/S Ratio

LIAE

N/A

DVDN

4.30

P/B Ratio

LIAE

N/A

DVDN

0.62

LIAE vs DVDN - Holdings Comparison

LIAE and DVDN have 0 common holdings. Overlap is 0.00%

LIAE's top 25 holdings weight is 2.84%. DVDN's top 25 holdings weight is 99.99%.

Rank	LIAE	DVDN
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.42%	ADAMAS TRUST INC (ADAM) - 7.78%
#2	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.42%	TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 7.39%
#3	N/A	ORCHID ISLAND CAPITAL INC (ORC) - 7.35%
#4	N/A	AGNC INVESTMENT CORP (AGNC) - 7.25%
#5	N/A	ANNALY CAPITAL MANAGEMENT INC (NLY) - 7.24%
#6	N/A	INVESCO MORTGAGE CAPITAL INC (IVR) - 7.08%
#7	N/A	ELLINGTON CREDIT CO (EARN) - 6.21%
#8	N/A	ADVANCED FLOWER CAPITAL INC ORDINARY SHARES (AFCG) - 5.95%
#9	N/A	NEXPOINT REAL ESTATE FINANCE INC ORDINARY SHARES (NREF) - 5.20%
#10	N/A	CHIMERA INVESTMENT CORP (CIM) - 4.77%
#11	N/A	ACRES COMMERCIAL REALTY CORP (ACR) - 4.70%
#12	N/A	ARMOUR RESIDENTIAL REIT INC (ARR) - 4.59%
#13	N/A	BCP INVESTMENT CORP (BCIC) - 4.47%
#14	N/A	ANGEL OAK MORTGAGE REIT INC ORDINARY SHARES (AOMR) - 4.35%
#15	N/A	READY CAPITAL CORP (RC) - 4.15%
#16	N/A	CLAROS MORTGAGE TRUST INC (CMTG) - 4.12%
#17	N/A	ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 4.08%
#18	N/A	ARBOR REALTY TRUST INC (ABR) - 3.31%
#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	18

LIAE vs DVDN - Historical Returns

Returns include dividend reinvestment.

Period	LIAE	DVDN
1 month	-0.31%	-6.38%
3 months	-0.89%	-5.59%
6 months	+0.15%	-14.25%
1 year	+3.85%	-17.05%
Max(CAGR)	-0.01%	-4.81%

Winner

LIAE

-0.31%

DVDN

-6.38%

Winner

LIAE

-0.89%

DVDN

-5.59%

Winner

LIAE

+0.15%

DVDN

-14.25%

Winner

LIAE

+3.85%

DVDN

-17.05%

Max(CAGR)

Winner

LIAE

-0.01%

DVDN

-4.81%

LIAE vs DVDN - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	LIAE	DVDN
2026	+0.57%	-10.67%
2025	+6.06%	-16.84%
2024	-6.04%	+2.56%
2023	N/A	+14.92%

LIAE vs DVDN Drawdown Comparison

The maximum drawdown for LIAE was -7.03%, occurring on Jan 14, 2025. Recovery took 244 trading sessions.

The maximum drawdown for DVDN was -34.38%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current LIAE drawdown is -1.93%. The current DVDN drawdown is -31.47%.

Rank	LIAE	DVDN
#1	-7.03% Sep 16, 2024 - Sep 8, 2025	-34.38% Jul 23, 2024 - Mar 20, 2026
#2	-3.68% Feb 27, 2026 - Mar 27, 2026	-7.85% Jan 29, 2024 - Jul 10, 2024
#3	-2.72% Oct 22, 2025 - Feb 27, 2026	-4.22% Dec 27, 2023 - Jan 29, 2024
#4	-1.20% Sep 16, 2025 - Oct 13, 2025	-2.49% Dec 14, 2023 - Dec 26, 2023
#5	-0.30% Sep 8, 2025 - Sep 10, 2025	-2.15% Dec 4, 2023 - Dec 13, 2023
#6	-0.27% Oct 16, 2025 - Oct 21, 2025	-1.95% Jul 17, 2024 - Jul 23, 2024
#7	-0.20% Sep 11, 2025 - Sep 16, 2025	-1.68% Nov 3, 2023 - Nov 14, 2023
#8	-0.12% Oct 14, 2025 - Oct 16, 2025	-1.13% Nov 20, 2023 - Nov 29, 2023
#9	N/A	-0.93% Nov 15, 2023 - Nov 17, 2023

Correlation

Correlation between LIAE and DVDN is -0.65 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.65

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