LIAM vs THRV
Comparison between LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM, ETF) and PROSPERA INCOME ETF (THRV, ETF).
LIAM vs THRV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LIAM vs THRV - Holdings Comparison
LIAM and THRV have 1 common holdings. Overlap is -9.34%
LIAM's top 25 holdings weight is 97.09%. THRV's top 25 holdings weight is 81.47%.
| Rank | LIAM | THRV |
|---|---|---|
| #1 | UNITED STATES TREASURY BONDS 2.13% (n/a) - 35.94% | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 12.13% |
| #2 | UNITED STATES TREASURY BONDS 0.88% (n/a) - 17.45% | PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) - 10.67% |
| #3 | OTHER ASSETS AND LIABILITIES (n/a) - 10.04% | GABELLI EQUITY TRUST INC (GAB) - 4.29% |
| #4 | UNITED STATES TREASURY BONDS 2.38% (n/a) - 9.95% | JPMORGAN BETABUILDERS $ HY CORP BND ETF (BBHY) - 4.05% |
| #5 | UNITED STATES TREASURY NOTES 0.13% (n/a) - 9.19% | ALLIANCEBERNSTEIN GLB HIGH INC (AWF) - 4.03% |
| #6 | UNITED STATES TREASURY NOTES 1.88% (n/a) - 6.76% | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 3.72% |
| #7 | UNITED STATES TREASURY BONDS 1.5% (n/a) - 6.26% | ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 3.69% |
| #8 | UNITED STATES TREASURY NOTES 1.38% (n/a) - 3.56% | BRANDYWINEGLOBAL GLOBAL INCOME OPPORTUNITIES FUND INC (BWG) - 3.59% |
| #9 | UNITED STATES TREASURY NOTES 2.38% (n/a) - 2.82% | JPMORGAN ULTRA-SHORT INCOME ETF (JPST) - 3.02% |
| #10 | UNITED STATES TREASURY NOTES 0.63% (n/a) - 2.43% | ISHARES® 0-3 MONTH TREASURY BOND ETF (SGOV) - 2.99% |
| #11 | UNITED STATES TREASURY NOTES 2.13% (n/a) - 0.59% | VANGUARD LONG-TERM TREASURY ETF (VGLT) - 2.85% |
| #12 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.55% | STATE STREET® SPDR® BLMBG1-3MTHT-BILLETF (BIL) - 2.72% |
| #13 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.55% | VANGUARD MULTI-SECTOR INCOME BOND ETF (VGMS) - 2.67% |
| #14 | UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.20% | CREDIT SUISSE HIGH YIELD CREDIT (DHY) - 2.62% |
| #15 | UNITED STATES TREASURY NOTES 1.63% (n/a) - 0.07% | WESTERN ASSET HIGH INCOME OPPOR FD INC (HIO) - 2.00% |
| #16 | UNITED STATES TREASURY NOTES 0.5% (n/a) - 0.02% | PIMCO HIGH INCOME FUND (PHK) - 1.87% |
| #17 | UNITED STATES TREASURY NOTES 0.38% (n/a) - 0.02% | STATE STREET® SPDR® BLMBG HI YLD BD ETF (JNK) - 1.77% |
| #18 | UNITED STATES TREASURY BONDS 1% (n/a) - 0.01% | VANGUARD INTMDT-TERM TRS ETF (VGIT) - 1.75% |
| #19 | UNITED STATES TREASURY NOTES 1.13% (n/a) - 0.01% | CREDIT SUISSE ASSET MGMT INCOME FUND INC (CIK) - 1.74% |
| #20 | UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.01% | ISHARES INTEREST RATE HEDGED CORP BD ETF (LQDH) - 1.69% |
| #21 | US DOLLARS (n/a) - -9.34% | PIMCO CORPORATE & INCOME OPPORTUNITY FDS (PTY) - 1.59% |
| #22 | N/A | BNY MELLON HIGH YIELD STRATEGIES FUND (DHF) - 1.55% |
| #23 | N/A | FLAHERTY & CRUMRINE PRFD INCOME OPPO (PFO) - 1.53% |
| #24 | N/A | NEUBERGER REAL EST SECURITIES INC (NRO) - 1.49% |
| #25 | N/A | VANGUARD SHORT-TERM CORPORATE BOND ETF (VCSH) - 1.45% |
| Total Holdings | 21 | 56 |
LIAM vs THRV - Historical Returns
Returns include dividend reinvestment.
LIAM vs THRV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LIAM | THRV |
|---|---|---|
| 2026 | -1.46% | +1.87% |
| 2025 | +5.23% | +0.16% |
| 2024 | -7.10% | N/A |
LIAM vs THRV Drawdown Comparison
The maximum drawdown for LIAM was -8.39%, occurring on Jan 14, 2025. Recovery took 272 trading sessions.
The maximum drawdown for THRV was -1.50%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The current LIAM drawdown is -4.41%. The current THRV drawdown is -0.50%.
| Rank | LIAM | THRV |
|---|---|---|
| #1 | -8.39% Sep 16, 2024 - Oct 16, 2025 | -1.50% Feb 25, 2026 - Apr 17, 2026 |
| #2 | -4.45% Oct 28, 2025 - Mar 27, 2026 | -1.44% Oct 28, 2025 - Jan 6, 2026 |
| #3 | -0.39% Oct 22, 2025 - Oct 28, 2025 | -1.02% Oct 1, 2025 - Oct 24, 2025 |
| #4 | -0.31% Oct 16, 2025 - Oct 21, 2025 | -0.85% May 28, 2026 - Jul 17, 2026 |
| #5 | N/A | -0.61% Apr 17, 2026 - May 26, 2026 |
| #6 | N/A | -0.50% Jul 17, 2026 - Jul 23, 2026 |
| #7 | N/A | -0.40% Jan 28, 2026 - Feb 6, 2026 |
| #8 | N/A | -0.37% Jan 14, 2026 - Jan 22, 2026 |
| #9 | N/A | -0.14% Feb 20, 2026 - Feb 24, 2026 |
| #10 | N/A | -0.14% Feb 13, 2026 - Feb 20, 2026 |
| #11 | N/A | -0.14% Jan 6, 2026 - Jan 9, 2026 |
| #12 | N/A | -0.04% Jan 22, 2026 - Jan 26, 2026 |
| #13 | N/A | -0.02% Jan 12, 2026 - Jan 14, 2026 |
| #14 | N/A | -0.00% May 26, 2026 - May 28, 2026 |
Correlation
Correlation between LIAM and THRV is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2024 - 2026)
LIAM vs THRV dividend yield comparison.
| Year | LIAM | THRV |
|---|---|---|
| 2026 | 2.68% | 4.39% |
| 2025 | 9.02% | 1.67% |
| 2024 | 1.21% | 0.00% |
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