LIAE vs SMCP

Comparison between LifeX 2050 Inflation-Protected Longevity Income ETF (LIAE, ETF) and AlphaMark Actively Managed Small Cap ETF (SMCP, ETF).

LIAE vs SMCP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LIAE(ETF)	SMCP(ETF)
Net Assets	$3.40M	$3.50M
Expense Ratio	0.25%	0.79%
Max Drawdown	14.90%	44.15%
Sharpe Ratio	-0.54	-0.67
5Y Beta	0.08	0.27
P/E Ratio	N/A	22.66
Forward P/E	N/A	12.61
5Y EPS CAGR	N/A	19.93%
Debt to Equity	N/A	43.28%
P/S Ratio	N/A	1.33
P/B Ratio	N/A	1.66

Net Assets

LIAE

$3.40M

Winner

SMCP

$3.50M

Expense Ratio

Winner

LIAE

0.25%

SMCP

0.79%

Max Drawdown

Winner

LIAE

14.90%

SMCP

44.15%

Sharpe Ratio

Winner

LIAE

-0.54

SMCP

-0.67

5Y Beta

Winner

LIAE

0.08

SMCP

0.27

P/E Ratio

LIAE

N/A

SMCP

22.66

Forward P/E

LIAE

N/A

SMCP

12.61

5Y EPS CAGR

LIAE

N/A

SMCP

19.93%

Debt to Equity

LIAE

N/A

SMCP

43.28%

P/S Ratio

LIAE

N/A

SMCP

1.33

P/B Ratio

LIAE

N/A

SMCP

1.66

LIAE vs SMCP - Holdings Comparison

LIAE and SMCP have 1 common holdings. Overlap is 0.13%

LIAE's top 25 holdings weight is 2.24%. SMCP's top 25 holdings weight is 26.73%.

Rank	LIAE	SMCP
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.12%	THE E W SCRIPPS CO CLASS A (SSP) - 1.24%
#2	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.12%	SUNSTONE HOTEL INVESTORS INC (SHO) - 1.20%
#3	N/A	YELP INC CLASS A (YELP) - 1.14%
#4	N/A	ALKERMES PLC (ALKS) - 1.11%
#5	N/A	HALOZYME THERAPEUTICS INC (HALO) - 1.08%
#6	N/A	BADGER METER INC (BMI) - 1.07%
#7	N/A	CARGURUS INC CLASS A (CARG) - 1.07%
#8	N/A	OMNICELL INC (OMCL) - 1.07%
#9	N/A	RAMBUS INC (RMBS) - 1.07%
#10	N/A	INTERDIGITAL INC (IDCC) - 1.06%
#11	N/A	INTERPARFUMS INC (IPAR) - 1.06%
#12	N/A	WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.05%
#13	N/A	LANCASTER COLONY CORP (LANC) - 1.05%
#14	N/A	CORCEPT THERAPEUTICS INC (CORT) - 1.05%
#15	N/A	AXCELIS TECHNOLOGIES INC (ACLS) - 1.05%
#16	N/A	CATALYST PHARMACEUTICALS INC (CPRX) - 1.05%
#17	N/A	BANCFIRST CORP (BANF) - 1.04%
#18	N/A	LANTHEUS HOLDINGS INC (LNTH) - 1.04%
#19	N/A	ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 1.04%
#20	N/A	APPLE HOSPITALITY REIT INC (APLE) - 1.04%
#21	N/A	FEDERAL SIGNAL CORP (FSS) - 1.03%
#22	N/A	PROG HOLDINGS INC ORDINARY SHARES (PRG) - 1.03%
#23	N/A	MERITAGE HOMES CORP (MTH) - 1.03%
#24	N/A	STRATEGIC EDUCATION INC (STRA) - 1.03%
#25	N/A	QUALYS INC (QLYS) - 1.03%
Total Holdings	2	101

LIAE vs SMCP - Historical Returns

Returns include dividend reinvestment.

Period	LIAE	SMCP
1 month	-1.56%	-1.81%
3 months	-2.22%	-23.73%
6 months	-1.62%	-23.73%
1 year	+1.25%	N/A
5 years(CAGR)	N/A	-3.48%
10 years(CAGR)	N/A	+1.51%
Max(CAGR)	-0.89%	+0.23%

Winner

LIAE

-1.56%

SMCP

-1.81%

Winner

LIAE

-2.22%

SMCP

-23.73%

Winner

LIAE

-1.62%

SMCP

-23.73%

LIAE

+1.25%

SMCP

N/A

5Y(CAGR)

LIAE

N/A

SMCP

-3.48%

10Y(CAGR)

LIAE

N/A

SMCP

+1.51%

Max(CAGR)

LIAE

-0.89%

Winner

SMCP

+0.23%

LIAE vs SMCP - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	LIAE	SMCP
2026	-1.06%	-23.73%
2025	+6.06%	N/A
2024	-6.04%	+12.94%
2023	N/A	+23.41%
2022	N/A	-21.90%
2021	N/A	+18.67%
2020	N/A	+4.49%
2019	N/A	+21.16%
2018	N/A	-20.12%
2017	N/A	+17.02%
2016	N/A	+4.55%
2015	N/A	-12.53%

LIAE vs SMCP Drawdown Comparison

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

The maximum drawdown for SMCP was -43.80%, occurring on Mar 23, 2020. Recovery took 593 trading sessions.

The current LIAE drawdown is -3.52%. The current SMCP drawdown is -30.56%.

Rank	LIAE	SMCP
#1	-7.03% Sep 16, 2024 - Sep 8, 2025	-43.80% Aug 29, 2018 - Jan 7, 2021
#2	-3.68% Feb 27, 2026 - Mar 27, 2026	-35.08% Nov 11, 2024 - Jun 10, 2026
#3	-2.72% Oct 22, 2025 - Feb 27, 2026	-31.90% Nov 8, 2021 - Jul 16, 2024
#4	-1.20% Sep 16, 2025 - Oct 13, 2025	-28.77% Jun 24, 2015 - Dec 18, 2017
#5	-0.30% Sep 8, 2025 - Sep 10, 2025	-11.28% Jul 16, 2024 - Nov 6, 2024
#6	-0.27% Oct 16, 2025 - Oct 21, 2025	-10.38% Jan 26, 2018 - Aug 14, 2018
#7	-0.20% Sep 11, 2025 - Sep 16, 2025	-8.34% Jun 8, 2021 - Nov 3, 2021
#8	-0.12% Oct 14, 2025 - Oct 16, 2025	-7.73% Mar 15, 2021 - Jun 1, 2021
#9	N/A	-3.62% Apr 24, 2015 - Jun 3, 2015
#10	N/A	-3.53% Mar 1, 2021 - Mar 10, 2021
#11	N/A	-3.31% Jan 14, 2021 - Feb 4, 2021
#12	N/A	-1.99% Feb 12, 2021 - Mar 1, 2021
#13	N/A	-1.34% Jan 7, 2021 - Jan 12, 2021
#14	N/A	-1.26% Nov 6, 2024 - Nov 11, 2024
#15	N/A	-1.14% Aug 14, 2018 - Aug 27, 2018

Correlation

Correlation between LIAE and SMCP is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35

-101