LIAM vs PCGG

Comparison between LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM, ETF) and Polen Capital Global Growth ETF (PCGG, ETF).

LIAM vs PCGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LIAM(ETF)	PCGG(ETF)
Net Assets	$6.90M	$6.90M
Expense Ratio	0.25%	0.85%
Max Drawdown	13.96%	22.66%
Sharpe Ratio	0.15	-0.82
5Y Beta	0.09	0.95
P/E Ratio	N/A	32.45
Forward P/E	N/A	24.53
PEG Ratio	N/A	0.54
5Y EPS CAGR	N/A	33.85%
P/S Ratio	N/A	4.17
P/B Ratio	N/A	9.91

Net Assets

LIAM

$6.90M

PCGG

$6.90M

Expense Ratio

Winner

LIAM

0.25%

PCGG

0.85%

Max Drawdown

Winner

LIAM

13.96%

PCGG

22.66%

Sharpe Ratio

Winner

LIAM

0.15

PCGG

-0.82

5Y Beta

Winner

LIAM

0.09

PCGG

0.95

P/E Ratio

LIAM

N/A

PCGG

32.45

Forward P/E

LIAM

N/A

PCGG

24.53

PEG Ratio

LIAM

N/A

PCGG

0.54

5Y EPS CAGR

LIAM

N/A

PCGG

33.85%

P/S Ratio

LIAM

N/A

PCGG

4.17

P/B Ratio

LIAM

N/A

PCGG

9.91

LIAM vs PCGG - Holdings Comparison

LIAM and PCGG have 1 common holdings. Overlap is 0.00%

LIAM's top 25 holdings weight is 100.02%. PCGG's top 25 holdings weight is 91.03%.

Rank	LIAM	PCGG
#1	UNITED STATES TREASURY BONDS 2.13% (n/a) - 23.03%	NVIDIA CORP (NVDA) - 7.18%
#2	UNITED STATES TREASURY NOTES 1.88% (n/a) - 18.13%	ALPHABET INC CLASS C (GOOG) - 5.98%
#3	UNITED STATES TREASURY BONDS 0.88% (n/a) - 11.12%	BROADCOM INC (AVGO) - 5.03%
#4	UNITED STATES TREASURY BONDS 2.38% (n/a) - 11.05%	MICROSOFT CORP (MSFT) - 4.89%
#5	UNITED STATES TREASURY NOTES 0.13% (n/a) - 7.49%	AON PLC CLASS A (AON) - 4.84%
#6	UNITED STATES TREASURY BONDS 1% (n/a) - 7.13%	VISA INC CLASS A (V) - 4.70%
#7	UNITED STATES TREASURY BONDS 1.5% (n/a) - 6.95%	MASTERCARD INC CLASS A (MA) - 4.69%
#8	UNITED STATES TREASURY NOTES 1.25% (n/a) - 3.97%	SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.47%
#9	UNITED STATES TREASURY NOTES 1.38% (n/a) - 3.88%	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.40%
#10	UNITED STATES TREASURY NOTES 2.38% (n/a) - 3.07%	TENCENT HOLDINGS LTD (n/a) - 4.28%
#11	UNITED STATES TREASURY NOTES 1.13% (n/a) - 1.19%	ELI LILLY AND CO (LLY) - 4.23%
#12	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.94%	AMAZON.COM INC (AMZN) - 3.92%
#13	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.94%	SERVICENOW INC (NOW) - 3.22%
#14	UNITED STATES TREASURY NOTES 2.13% (n/a) - 0.65%	FIXED INC CLEARING CORP.REPO (n/a) - 3.05%
#15	UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.22%	SIEMENS ENERGY AG COMMON STOCK (n/a) - 2.96%
#16	OTHER ASSETS AND LIABILITIES (n/a) - 0.14%	ZOETIS INC CLASS A (ZTS) - 2.83%
#17	UNITED STATES TREASURY NOTES 1.63% (n/a) - 0.08%	SPOTIFY TECHNOLOGY SA (SPOT) - 2.72%
#18	UNITED STATES TREASURY NOTES 0.5% (n/a) - 0.02%	MERCADOLIBRE INC (MELI) - 2.68%
#19	UNITED STATES TREASURY NOTES 0.38% (n/a) - 0.02%	BOSTON SCIENTIFIC CORP (BSX) - 2.34%
#20	N/A	STARBUCKS CORP (SBUX) - 2.25%
#21	N/A	ADYEN NV (n/a) - 2.22%
#22	N/A	MSCI INC (MSCI) - 2.19%
#23	N/A	L'OREAL SA (n/a) - 2.14%
#24	N/A	ORACLE CORP (ORCL) - 1.94%
#25	N/A	META PLATFORMS INC CLASS A (META) - 1.88%
Total Holdings	19	34

LIAM vs PCGG - Historical Returns

Returns include dividend reinvestment.

Period	LIAM	PCGG
1 month	+0.41%	-0.00%
3 months	+0.41%	+2.95%
6 months	+0.88%	-8.92%
1 year	+3.92%	-10.35%
Max(CAGR)	-0.77%	+2.63%

Winner

LIAM

+0.41%

PCGG

-0.00%

LIAM

+0.41%

Winner

PCGG

+2.95%

Winner

LIAM

+0.88%

PCGG

-8.92%

Winner

LIAM

+3.92%

PCGG

-10.35%

Max(CAGR)

LIAM

-0.77%

Winner

PCGG

+2.63%

LIAM vs PCGG - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	LIAM	PCGG
2026	+0.95%	-8.84%
2025	+5.23%	+2.13%
2024	-7.10%	+13.92%
2023	N/A	+4.01%

LIAM vs PCGG Drawdown Comparison

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

The maximum drawdown for PCGG was -22.66%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current LIAM drawdown is -2.08%. The current PCGG drawdown is -14.05%.

Rank	LIAM	PCGG
#1	-8.39% Sep 16, 2024 - Oct 16, 2025	-22.66% Oct 27, 2025 - Mar 27, 2026
#2	-4.45% Oct 28, 2025 - Mar 27, 2026	-20.22% Dec 11, 2024 - Sep 11, 2025
#3	-0.39% Oct 22, 2025 - Oct 28, 2025	-10.69% Sep 1, 2023 - Nov 20, 2023
#4	-0.31% Oct 16, 2025 - Oct 21, 2025	-7.69% Mar 12, 2024 - Aug 30, 2024
#5	N/A	-3.57% Sep 22, 2025 - Oct 27, 2025
#6	N/A	-3.28% Nov 13, 2024 - Dec 4, 2024
#7	N/A	-3.06% Aug 30, 2024 - Sep 19, 2024
#8	N/A	-2.99% Dec 28, 2023 - Jan 12, 2024
#9	N/A	-2.63% Oct 18, 2024 - Nov 6, 2024
#10	N/A	-2.40% Sep 23, 2024 - Oct 14, 2024
#11	N/A	-2.32% Feb 9, 2024 - Feb 22, 2024
#12	N/A	-1.76% Jan 29, 2024 - Feb 2, 2024
#13	N/A	-1.59% Mar 1, 2024 - Mar 7, 2024
#14	N/A	-1.40% Dec 1, 2023 - Dec 11, 2023
#15	N/A	-1.16% Dec 19, 2023 - Dec 27, 2023