LIAE vs ORO

Comparison between LifeX 2050 Inflation-Protected Longevity Income ETF (LIAE, ETF) and Arrow Valtoro ETF (ORO, ETF).

LIAE vs ORO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LIAE(ETF)	ORO(ETF)
Net Assets	$3.40M	$3.40M
Expense Ratio	0.25%	1.25%
Max Drawdown	13.72%	12.46%
Sharpe Ratio	0.19	-0.40
5Y Beta	0.07	0.82

Net Assets

LIAE

$3.40M

ORO

$3.40M

Expense Ratio

Winner

LIAE

0.25%

ORO

1.25%

Max Drawdown

LIAE

13.72%

Winner

ORO

12.46%

Sharpe Ratio

Winner

LIAE

0.19

ORO

-0.40

5Y Beta

Winner

LIAE

0.07

ORO

0.82

LIAE vs ORO - Holdings Comparison

LIAE and ORO have 1 common holdings. Overlap is 1.53%

LIAE's top 25 holdings weight is 3.06%. ORO's top 25 holdings weight is 100.00%.

Rank	LIAE	ORO
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.53%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 100.00%
#2	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.53%	N/A
#3	N/A	N/A
#4	N/A	N/A
#5	N/A	N/A
#6	N/A	N/A
#7	N/A	N/A
#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	1

LIAE vs ORO - Historical Returns

Returns include dividend reinvestment.

Period	LIAE	ORO
1 month	+1.24%	-4.56%
3 months	+0.51%	-3.47%
6 months	+1.29%	+5.11%
1 year	+5.08%	N/A
Max(CAGR)	+0.36%	-6.13%

Winner

LIAE

+1.24%

ORO

-4.56%

Winner

LIAE

+0.51%

ORO

-3.47%

LIAE

+1.29%

Winner

ORO

+5.11%

LIAE

+5.08%

ORO

N/A

Max(CAGR)

Winner

LIAE

+0.36%

ORO

-6.13%

LIAE vs ORO - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LIAE	ORO
2026	+1.22%	+4.02%
2025	+6.06%	-8.96%
2024	-6.04%	N/A

LIAE vs ORO Drawdown Comparison

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

The maximum drawdown for ORO was -12.46%, occurring on Nov 4, 2025. Recovery took 126 trading sessions.

The current LIAE drawdown is -1.30%. The current ORO drawdown is -8.11%.

Rank	LIAE	ORO
#1	-7.03% Sep 16, 2024 - Sep 8, 2025	-12.46% Oct 20, 2025 - Apr 22, 2026
#2	-3.68% Feb 27, 2026 - Mar 27, 2026	-10.56% May 11, 2026 - Jun 10, 2026
#3	-2.72% Oct 22, 2025 - Feb 27, 2026	-3.53% Apr 22, 2026 - May 5, 2026
#4	-1.20% Sep 16, 2025 - Oct 13, 2025	-1.33% May 6, 2026 - May 11, 2026
#5	-0.30% Sep 8, 2025 - Sep 10, 2025	N/A
#6	-0.27% Oct 16, 2025 - Oct 21, 2025	N/A
#7	-0.20% Sep 11, 2025 - Sep 16, 2025	N/A
#8	-0.12% Oct 14, 2025 - Oct 16, 2025	N/A