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LIAM vs SPY

Comparison between LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

LIAM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LIAM
$6.90M
Winner
SPY
$781B
Expense Ratio
LIAM
0.25%
Winner
SPY
0.09%
Max Drawdown
Winner
LIAM
15.02%
SPY
56.47%
Sharpe Ratio
LIAM
-0.42
Winner
SPY
1.06
5Y Beta
Winner
LIAM
0.09
SPY
1.00
P/E Ratio
LIAM
N/A
SPY
28.53
Forward P/E
LIAM
N/A
SPY
21.48
5Y Dividends CAGR
LIAM
N/A
SPY
6.00%
5Y EPS CAGR
LIAM
N/A
SPY
25.58%
Debt to Equity
LIAM
N/A
SPY
32.09%
P/S Ratio
LIAM
N/A
SPY
3.75
P/B Ratio
LIAM
N/A
SPY
5.64

LIAM vs SPY - Holdings Comparison

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

LIAM's top 25 holdings weight is 97.09%. SPY's top 25 holdings weight is 51.74%.

RankLIAMSPY
#1
UNITED STATES TREASURY BONDS 2.13% (n/a) - 35.94%
NVIDIA CORP (NVDA) - 7.89%
#2
UNITED STATES TREASURY BONDS 0.88% (n/a) - 17.45%
APPLE INC (AAPL) - 7.37%
#3
OTHER ASSETS AND LIABILITIES (n/a) - 10.04%
MICROSOFT CORP (MSFT) - 4.50%
#4
UNITED STATES TREASURY BONDS 2.38% (n/a) - 9.95%
AMAZON.COM INC (AMZN) - 3.82%
#5
UNITED STATES TREASURY NOTES 0.13% (n/a) - 9.19%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
UNITED STATES TREASURY NOTES 1.88% (n/a) - 6.76%
BROADCOM INC (AVGO) - 2.86%
#7
UNITED STATES TREASURY BONDS 1.5% (n/a) - 6.26%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
UNITED STATES TREASURY NOTES 1.38% (n/a) - 3.56%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
UNITED STATES TREASURY NOTES 2.38% (n/a) - 2.82%
TESLA INC (TSLA) - 1.70%
#10
UNITED STATES TREASURY NOTES 0.63% (n/a) - 2.43%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
UNITED STATES TREASURY NOTES 2.13% (n/a) - 0.59%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.55%
ELI LILLY AND CO (LLY) - 1.40%
#13
MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.55%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.20%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
UNITED STATES TREASURY NOTES 1.63% (n/a) - 0.07%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
UNITED STATES TREASURY NOTES 0.5% (n/a) - 0.02%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
UNITED STATES TREASURY NOTES 0.38% (n/a) - 0.02%
VISA INC CLASS A (V) - 0.90%
#18
UNITED STATES TREASURY BONDS 1% (n/a) - 0.01%
WALMART INC (WMT) - 0.76%
#19
UNITED STATES TREASURY NOTES 1.13% (n/a) - 0.01%
INTEL CORP (INTC) - 0.75%
#20
UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.01%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
US DOLLARS (n/a) - -9.34%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22N/A
MASTERCARD INC CLASS A (MA) - 0.66%
#23N/A
ABBVIE INC (ABBV) - 0.66%
#24N/A
CATERPILLAR INC (CAT) - 0.65%
#25N/A
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings21505

LIAM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
LIAM
-2.55%
Winner
SPY
+0.78%
3M
LIAM
-2.40%
Winner
SPY
+3.76%
6M
LIAM
-2.03%
Winner
SPY
+7.78%
1Y
LIAM
+0.64%
Winner
SPY
+17.76%
5Y(CAGR)
LIAM
N/A
SPY
+12.44%
10Y(CAGR)
LIAM
N/A
SPY
+14.90%
Max(CAGR)
LIAM
-1.95%
Winner
SPY
+8.44%

LIAM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLIAMSPY
2026-1.35%+8.74%
2025+5.23%+18.00%
2024-7.10%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

LIAM vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current LIAM drawdown is -4.31%. The current SPY drawdown is -2.47%.

RankLIAMSPY
#1-8.39%
Sep 16, 2024 - Oct 16, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-4.45%
Oct 28, 2025 - Mar 27, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-0.39%
Oct 22, 2025 - Oct 28, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-0.31%
Oct 16, 2025 - Oct 21, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5N/A-19.34%
Sep 20, 2018 - Apr 12, 2019
#6N/A-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LIAM and SPY is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53
-101

Dividend Comparison (1999 - 2026)

LIAM vs SPY dividend yield comparison.

YearLIAMSPY
20262.68%0.50%
20259.02%1.07%
20241.21%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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