LIAU vs EPSB
Comparison between LifeX 2060 Inflation-Protected Longevity Income ETF (LIAU, ETF) and HARBOR SMID CAP CORE ETF (EPSB, ETF).
LIAU vs EPSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LIAU vs EPSB - Holdings Comparison
LIAU and EPSB have 0 common holdings. Overlap is 0.00%
LIAU's top 25 holdings weight is 3.36%. EPSB's top 25 holdings weight is 48.65%.
| Rank | LIAU | EPSB |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.68% | MOOG INC CLASS A (MOG-A) - 3.30% |
| #2 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.68% | WOODWARD INC (WWD) - 3.07% |
| #3 | N/A | ON SEMICONDUCTOR CORP (ON) - 2.81% |
| #4 | N/A | RYDER SYSTEM INC (R) - 2.80% |
| #5 | N/A | ARCHROCK INC (AROC) - 2.67% |
| #6 | N/A | TELEDYNE TECHNOLOGIES INC (TDY) - 2.66% |
| #7 | N/A | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.59% |
| #8 | N/A | FORMFACTOR INC (FORM) - 2.59% |
| #9 | N/A | BORGWARNER INC (BWA) - 2.42% |
| #10 | N/A | VALMONT INDUSTRIES INC (VMI) - 2.42% |
| #11 | N/A | ARROW ELECTRONICS INC (ARW) - 2.38% |
| #12 | N/A | CIRRUS LOGIC INC (CRUS) - 2.33% |
| #13 | N/A | FIRSTCASH HOLDINGS INC (FCFS) - 2.18% |
| #14 | N/A | SNAP-ON INC (SNA) - 2.14% |
| #15 | N/A | AKAMAI TECHNOLOGIES INC (AKAM) - 2.09% |
| #16 | N/A | REINSURANCE GROUP OF AMERICA INC (RGA) - 2.09% |
| #17 | N/A | RAYMOND JAMES FINANCIAL INC (RJF) - 2.07% |
| #18 | N/A | CBRE GROUP INC CLASS A (CBRE) - 2.04% |
| #19 | N/A | CF INDUSTRIES HOLDINGS INC (CF) - 2.01% |
| #20 | N/A | GATX CORP (GATX) - 1.99% |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 2 | 20 |
LIAU vs EPSB - Historical Returns
Returns include dividend reinvestment.
LIAU vs EPSB - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LIAU | EPSB |
|---|---|---|
| 2026 | +0.29% | +17.77% |
| 2025 | +3.53% | +13.67% |
| 2024 | -8.29% | N/A |
LIAU vs EPSB 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 EPSB was -8.46%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The current LIAU drawdown is -4.84%. The current EPSB drawdown is -0.20%.
| Rank | LIAU | EPSB |
|---|---|---|
| #1 | -9.95% Sep 16, 2024 - Jan 14, 2025 | -8.46% Feb 25, 2026 - Apr 17, 2026 |
| #2 | N/A | -7.24% Oct 24, 2025 - Dec 10, 2025 |
| #3 | N/A | -4.74% Oct 6, 2025 - Oct 24, 2025 |
| #4 | N/A | -4.09% May 6, 2026 - May 26, 2026 |
| #5 | N/A | -3.63% Jul 25, 2025 - Aug 13, 2025 |
| #6 | N/A | -3.61% May 16, 2025 - Jun 6, 2025 |
| #7 | N/A | -2.30% Jul 10, 2025 - Jul 22, 2025 |
| #8 | N/A | -1.85% Sep 11, 2025 - Oct 2, 2025 |
| #9 | N/A | -1.84% Dec 24, 2025 - Jan 5, 2026 |
| #10 | N/A | -1.82% Jun 4, 2026 - Jun 5, 2026 |
| #11 | N/A | -1.81% Jan 22, 2026 - Feb 4, 2026 |
| #12 | N/A | -1.80% Jun 10, 2025 - Jun 26, 2025 |
| #13 | N/A | -1.74% Dec 11, 2025 - Dec 22, 2025 |
| #14 | N/A | -1.69% Feb 9, 2026 - Feb 20, 2026 |
| #15 | N/A | -1.65% May 26, 2026 - Jun 4, 2026 |
Correlation
Correlation between LIAU and EPSB is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2024 - 2026)
LIAU vs EPSB dividend yield comparison.
| Year | LIAU | EPSB |
|---|---|---|
| 2026 | 2.03% | 0.00% |
| 2025 | 12.93% | 1.36% |
| 2024 | 1.04% | 0.00% |
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