LIAE vs IBGK
Comparison between LifeX 2050 Inflation-Protected Longevity Income ETF (LIAE, ETF) and ISHARES IBONDS DEC 2054 TERM TREASURY ETF (IBGK, ETF).
LIAE vs IBGK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LIAE
$3.40M
Winner
IBGK
$3.50M
Expense Ratio
LIAE
0.25%
Winner
IBGK
0.07%
Max Drawdown
Winner
LIAE
13.72%
IBGK
18.70%
Sharpe Ratio
Winner
LIAE
0.01
IBGK
-0.05
5Y Beta
LIAE
0.07
Winner
IBGK
0.04
LIAE vs IBGK - Historical Returns
Returns include dividend reinvestment.
1M
LIAE
-0.31%
Winner
IBGK
-0.04%
3M
Winner
LIAE
-0.89%
IBGK
-2.98%
6M
Winner
LIAE
+0.15%
IBGK
-1.21%
1Y
Winner
LIAE
+3.85%
IBGK
+2.71%
Max(CAGR)
LIAE
-0.01%
Winner
IBGK
+0.09%
LIAE vs IBGK - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LIAE | IBGK |
|---|---|---|
| 2026 | +0.57% | -0.43% |
| 2025 | +6.06% | +3.76% |
| 2024 | -6.04% | -2.74% |
LIAE vs IBGK Drawdown Comparison
The maximum drawdown for LIAE was -7.03%, occurring on Jan 14, 2025. Recovery took 244 trading sessions.
The maximum drawdown for IBGK was -14.62%, occurring on May 21, 2025. This drawdown has not yet recovered.
The current LIAE drawdown is -1.93%. The current IBGK drawdown is -9.45%.
| Rank | LIAE | IBGK |
|---|---|---|
| #1 | -7.03% Sep 16, 2024 - Sep 8, 2025 | -14.62% Sep 16, 2024 - May 21, 2025 |
| #2 | -3.68% Feb 27, 2026 - Mar 27, 2026 | -4.61% Jun 14, 2024 - Jul 31, 2024 |
| #3 | -2.72% Oct 22, 2025 - Feb 27, 2026 | -3.60% Aug 5, 2024 - Aug 21, 2024 |
| #4 | -1.20% Sep 16, 2025 - Oct 13, 2025 | -2.23% Aug 21, 2024 - Sep 4, 2024 |
| #5 | -0.30% Sep 8, 2025 - Sep 10, 2025 | -0.53% Sep 10, 2024 - Sep 16, 2024 |
| #6 | -0.27% Oct 16, 2025 - Oct 21, 2025 | -0.07% Sep 5, 2024 - Sep 9, 2024 |
| #7 | -0.20% Sep 11, 2025 - Sep 16, 2025 | N/A |
| #8 | -0.12% Oct 14, 2025 - Oct 16, 2025 | N/A |
Correlation
Correlation between LIAE and IBGK is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (2024 - 2026)
LIAE vs IBGK dividend yield comparison.
| Year | LIAE | IBGK |
|---|---|---|
| 2026 | 2.55% | 1.97% |
| 2025 | 10.56% | 4.59% |
| 2024 | 1.47% | 3.15% |
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