LIAU vs EPMV
Comparison between LifeX 2060 Inflation-Protected Longevity Income ETF (LIAU, ETF) and HARBOR MID CAP VALUE ETF (EPMV, ETF).
LIAU vs EPMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LIAU vs EPMV - Holdings Comparison
LIAU and EPMV have 0 common holdings. Overlap is 0.00%
LIAU's top 25 holdings weight is 3.36%. EPMV's top 25 holdings weight is 55.55%.
| Rank | LIAU | EPMV |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.68% | FLEX LTD (FLEX) - 6.35% |
| #2 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.68% | ON SEMICONDUCTOR CORP (ON) - 3.93% |
| #3 | N/A | CUMMINS INC (CMI) - 3.40% |
| #4 | N/A | SYNOPSYS INC (SNPS) - 2.75% |
| #5 | N/A | NEXTPOWER INC CLASS A (NXT) - 2.47% |
| #6 | N/A | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.22% |
| #7 | N/A | AVNET INC (AVT) - 2.18% |
| #8 | N/A | DARDEN RESTAURANTS INC (DRI) - 2.12% |
| #9 | N/A | APPLIED MATERIALS INC (AMAT) - 2.02% |
| #10 | N/A | STIFEL FINANCIAL CORP (SF) - 2.01% |
| #11 | N/A | AKAMAI TECHNOLOGIES INC (AKAM) - 1.98% |
| #12 | N/A | CSX CORP (CSX) - 1.97% |
| #13 | N/A | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.94% |
| #14 | N/A | ROYAL CARIBBEAN GROUP (RCL) - 1.93% |
| #15 | N/A | POPULAR INC (BPOP) - 1.85% |
| #16 | N/A | RAYMOND JAMES FINANCIAL INC (RJF) - 1.76% |
| #17 | N/A | BORGWARNER INC (BWA) - 1.74% |
| #18 | N/A | CBRE GROUP INC CLASS A (CBRE) - 1.72% |
| #19 | N/A | REGAL REXNORD CORP (RRX) - 1.66% |
| #20 | N/A | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.62% |
| #21 | N/A | SNAP-ON INC (SNA) - 1.61% |
| #22 | N/A | HUMANA INC (HUM) - 1.61% |
| #23 | N/A | VORNADO REALTY TRUST (VNO) - 1.58% |
| #24 | N/A | NOV INC (NOV) - 1.57% |
| #25 | N/A | PROGRESSIVE CORP (PGR) - 1.56% |
| Total Holdings | 2 | 61 |
LIAU vs EPMV - Historical Returns
Returns include dividend reinvestment.
LIAU vs EPMV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LIAU | EPMV |
|---|---|---|
| 2026 | +0.99% | +18.11% |
| 2025 | +3.53% | +13.67% |
| 2024 | -8.29% | N/A |
LIAU vs EPMV Drawdown Comparison
The maximum drawdown for LIAU was -9.95%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The maximum drawdown for EPMV was -8.78%, occurring on Mar 30, 2026. Recovery took 42 trading sessions.
The current LIAU drawdown is -4.17%.
| Rank | LIAU | EPMV |
|---|---|---|
| #1 | -9.95% Sep 16, 2024 - Jan 14, 2025 | -8.78% Feb 18, 2026 - Apr 20, 2026 |
| #2 | N/A | -6.64% Sep 4, 2025 - Dec 10, 2025 |
| #3 | N/A | -4.65% Jul 23, 2025 - Aug 22, 2025 |
| #4 | N/A | -4.12% May 16, 2025 - Jun 10, 2025 |
| #5 | N/A | -3.30% May 6, 2026 - May 26, 2026 |
| #6 | N/A | -2.82% Jun 4, 2026 - Jun 12, 2026 |
| #7 | N/A | -2.20% Jul 10, 2025 - Jul 22, 2025 |
| #8 | N/A | -2.14% Dec 11, 2025 - Jan 5, 2026 |
| #9 | N/A | -1.92% Jan 15, 2026 - Jan 21, 2026 |
| #10 | N/A | -1.78% Feb 9, 2026 - Feb 18, 2026 |
| #11 | N/A | -1.65% Jun 10, 2025 - Jun 24, 2025 |
| #12 | N/A | -1.34% Jan 29, 2026 - Feb 6, 2026 |
| #13 | N/A | -1.18% Jul 3, 2025 - Jul 9, 2025 |
| #14 | N/A | -1.16% Apr 30, 2026 - May 5, 2026 |
| #15 | N/A | -1.15% Aug 27, 2025 - Sep 4, 2025 |
Correlation
Correlation between LIAU and EPMV is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2024 - 2026)
LIAU vs EPMV dividend yield comparison.
| Year | LIAU | EPMV |
|---|---|---|
| 2026 | 2.02% | 0.00% |
| 2025 | 12.93% | 1.48% |
| 2024 | 1.04% | 0.00% |
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