LIAM vs LITL

Comparison between LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM, ETF) and Simplify Piper Sandler US SmallCap PLUS Income ETF (LITL, ETF).

LIAM vs LITL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LIAM(ETF)	LITL(ETF)
Net Assets	$6.90M	$6.90M
Expense Ratio	0.25%	0.91%
Max Drawdown	15.02%	9.74%
Sharpe Ratio	-0.42	1.07
5Y Beta	0.09	1.09
P/E Ratio	N/A	12.66
Forward P/E	N/A	13.68
5Y EPS CAGR	N/A	20.56%
Debt to Equity	N/A	396.64%
P/S Ratio	N/A	1.39
P/B Ratio	N/A	2.47

Net Assets

LIAM

$6.90M

LITL

$6.90M

Expense Ratio

Winner

LIAM

0.25%

LITL

0.91%

Max Drawdown

LIAM

15.02%

Winner

LITL

9.74%

Sharpe Ratio

LIAM

-0.42

Winner

LITL

1.07

5Y Beta

Winner

LIAM

0.09

LITL

1.09

P/E Ratio

LIAM

N/A

LITL

12.66

Forward P/E

LIAM

N/A

LITL

13.68

5Y EPS CAGR

LIAM

N/A

LITL

20.56%

Debt to Equity

LIAM

N/A

LITL

396.64%

P/S Ratio

LIAM

N/A

LITL

1.39

P/B Ratio

LIAM

N/A

LITL

2.47

LIAM vs LITL - Holdings Comparison

LIAM and LITL have 1 common holdings. Overlap is -9.34%

LIAM's top 25 holdings weight is 97.09%. LITL's top 25 holdings weight is 20.03%.

Rank	LIAM	LITL
#1	UNITED STATES TREASURY BONDS 2.13% (n/a) - 35.94%	ANTERIX INC (ATEX) - 1.04%
#2	UNITED STATES TREASURY BONDS 0.88% (n/a) - 17.45%	CASH (n/a) - 1.02%
#3	OTHER ASSETS AND LIABILITIES (n/a) - 10.04%	ALIGNMENT HEALTHCARE INC (ALHC) - 0.94%
#4	UNITED STATES TREASURY BONDS 2.38% (n/a) - 9.95%	NUTEX HEALTH INC (NUTX) - 0.90%
#5	UNITED STATES TREASURY NOTES 0.13% (n/a) - 9.19%	MYERS INDUSTRIES INC (MYE) - 0.85%
#6	UNITED STATES TREASURY NOTES 1.88% (n/a) - 6.76%	n/a (LFST) - 0.84%
#7	UNITED STATES TREASURY BONDS 1.5% (n/a) - 6.26%	DAVE INC ORDINARY SHARES CLASS A (DAVE) - 0.84%
#8	UNITED STATES TREASURY NOTES 1.38% (n/a) - 3.56%	LIFE360 INC COMMON STOCK (LIF) - 0.82%
#9	UNITED STATES TREASURY NOTES 2.38% (n/a) - 2.82%	VERACYTE INC (VCYT) - 0.79%
#10	UNITED STATES TREASURY NOTES 0.63% (n/a) - 2.43%	EVERQUOTE INC CLASS A (EVER) - 0.79%
#11	UNITED STATES TREASURY NOTES 2.13% (n/a) - 0.59%	LGI HOMES INC (LGIH) - 0.78%
#12	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.55%	SENECA FOODS CORP CLASS A (SENEA) - 0.77%
#13	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.55%	OMADA HEALTH INC (OMDA) - 0.77%
#14	UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.20%	COMMVAULT SYSTEMS INC (CVLT) - 0.76%
#15	UNITED STATES TREASURY NOTES 1.63% (n/a) - 0.07%	MAREX GROUP PLC (MRX) - 0.75%
#16	UNITED STATES TREASURY NOTES 0.5% (n/a) - 0.02%	NWPX INFRASTRUCTURE INC (NWPX) - 0.75%
#17	UNITED STATES TREASURY NOTES 0.38% (n/a) - 0.02%	QUALYS INC (QLYS) - 0.74%
#18	UNITED STATES TREASURY BONDS 1% (n/a) - 0.01%	KOHL'S CORP (KSS) - 0.74%
#19	UNITED STATES TREASURY NOTES 1.13% (n/a) - 0.01%	ATLANTICUS HOLDINGS CORP (ATLC) - 0.74%
#20	UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.01%	BRINKER INTERNATIONAL INC (EAT) - 0.74%
#21	US DOLLARS (n/a) - -9.34%	PACS GROUP INC (PACS) - 0.74%
#22	N/A	CAREDX INC (CDNA) - 0.73%
#23	N/A	BREAD FINANCIAL HOLDINGS INC (BFH) - 0.73%
#24	N/A	FEDERAL SIGNAL CORP (FSS) - 0.73%
#25	N/A	ENERGIZER HOLDINGS INC (ENR) - 0.73%
Total Holdings	21	155

LIAM vs LITL - Historical Returns

Returns include dividend reinvestment.

Period	LIAM	LITL
1 month	-2.55%	+0.83%
3 months	-2.40%	+7.91%
6 months	-2.03%	+11.68%
1 year	+0.64%	+26.08%
Max(CAGR)	-1.95%	+28.52%

LIAM

-2.55%

Winner

LITL

+0.83%

LIAM

-2.40%

Winner

LITL

+7.91%

LIAM

-2.03%

Winner

LITL

+11.68%

LIAM

+0.64%

Winner

LITL

+26.08%

Max(CAGR)

LIAM

-1.95%

Winner

LITL

+28.52%

LIAM vs LITL - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LIAM	LITL
2026	-1.35%	+15.51%
2025	+5.23%	+18.37%
2024	-7.10%	N/A

LIAM vs LITL Drawdown Comparison

The maximum drawdown for LIAM was -8.39%, occurring on Jan 14, 2025. Recovery took 272 trading sessions.

The maximum drawdown for LITL was -9.32%, occurring on Mar 20, 2026. Recovery took 59 trading sessions.

The current LIAM drawdown is -4.31%. The current LITL drawdown is -2.86%.

Rank	LIAM	LITL
#1	-8.39% Sep 16, 2024 - Oct 16, 2025	-9.32% Jan 22, 2026 - Apr 17, 2026
#2	-4.45% Oct 28, 2025 - Mar 27, 2026	-8.53% Jul 3, 2025 - Aug 22, 2025
#3	-0.39% Oct 22, 2025 - Oct 28, 2025	-7.68% Sep 11, 2025 - Nov 26, 2025
#4	-0.31% Oct 16, 2025 - Oct 21, 2025	-4.19% May 1, 2026 - May 27, 2026
#5	N/A	-3.90% May 13, 2025 - Jun 6, 2025
#6	N/A	-3.21% Jun 10, 2025 - Jun 26, 2025
#7	N/A	-3.08% Dec 11, 2025 - Jan 12, 2026
#8	N/A	-2.86% Jul 1, 2026 - Jul 24, 2026
#9	N/A	-1.90% Apr 20, 2026 - May 1, 2026
#10	N/A	-1.65% Jan 15, 2026 - Jan 21, 2026
#11	N/A	-1.60% Jun 1, 2026 - Jun 4, 2026
#12	N/A	-1.59% Aug 27, 2025 - Sep 4, 2025
#13	N/A	-1.45% Jun 4, 2026 - Jun 9, 2026
#14	N/A	-1.34% Aug 22, 2025 - Aug 27, 2025
#15	N/A	-1.15% Nov 26, 2025 - Dec 3, 2025