LIAU vs NLSI

Comparison between LifeX 2060 Inflation-Protected Longevity Income ETF (LIAU, ETF) and NEOS LONG/SHORT EQUITY INCOME ETF (NLSI, ETF).

LIAU vs NLSI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LIAU(ETF)	NLSI(ETF)
Net Assets	$4.60M	$4.60M
Expense Ratio	0.25%	2.89%
Max Drawdown	19.64%	14.96%
Sharpe Ratio	-0.32	0.63
5Y Beta	0.11	0.45
P/E Ratio	N/A	13.98
Forward P/E	N/A	8.31
PEG Ratio	N/A	0.10
5Y EPS CAGR	N/A	40.58%
Debt to Equity	N/A	91.21%
P/S Ratio	N/A	3.04
P/B Ratio	N/A	3.04

Net Assets

LIAU

$4.60M

NLSI

$4.60M

Expense Ratio

Winner

LIAU

0.25%

NLSI

2.89%

Max Drawdown

LIAU

19.64%

Winner

NLSI

14.96%

Sharpe Ratio

LIAU

-0.32

Winner

NLSI

0.63

5Y Beta

Winner

LIAU

0.11

NLSI

0.45

P/E Ratio

LIAU

N/A

NLSI

13.98

Forward P/E

LIAU

N/A

NLSI

8.31

PEG Ratio

LIAU

N/A

NLSI

0.10

5Y EPS CAGR

LIAU

N/A

NLSI

40.58%

Debt to Equity

LIAU

N/A

NLSI

91.21%

P/S Ratio

LIAU

N/A

NLSI

3.04

P/B Ratio

LIAU

N/A

NLSI

3.04

LIAU vs NLSI - Holdings Comparison

LIAU and NLSI have 0 common holdings. Overlap is 0.00%

LIAU's top 25 holdings weight is 2.54%. NLSI's top 25 holdings weight is 133.32%.

Rank	LIAU	NLSI
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.27%	OTHER ASSETS AND LIABILITIES (n/a) - 25.74%
#2	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.27%	MICRON TECHNOLOGY INC (MU) - 14.61%
#3	N/A	F5 INC (FFIV) - 4.88%
#4	N/A	PROGRESSIVE CORP (PGR) - 4.75%
#5	N/A	MARATHON PETROLEUM CORP (MPC) - 4.48%
#6	N/A	ADOBE INC (ADBE) - 4.37%
#7	N/A	VALERO ENERGY CORP (VLO) - 4.24%
#8	N/A	JACK HENRY & ASSOCIATES INC (JKHY) - 4.23%
#9	N/A	WESTERN DIGITAL CORP (WDC) - 4.20%
#10	N/A	VEEVA SYSTEMS INC CLASS A (VEEV) - 4.18%
#11	N/A	PTC INC (PTC) - 4.13%
#12	N/A	NVIDIA CORP (NVDA) - 4.05%
#13	N/A	INSULET CORP (PODD) - 4.02%
#14	N/A	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 4.01%
#15	N/A	HEWLETT PACKARD ENTERPRISE CO (HPE) - 3.94%
#16	N/A	GODADDY INC CLASS A (GDDY) - 3.90%
#17	N/A	CITIGROUP INC (C) - 3.83%
#18	N/A	INTERCONTINENTAL EXCHANGE INC (ICE) - 3.81%
#19	N/A	NETFLIX INC (NFLX) - 3.78%
#20	N/A	BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 3.77%
#21	N/A	CAPITAL ONE FINANCIAL CORP (COF) - 3.74%
#22	N/A	INTUIT INC (INTU) - 3.72%
#23	N/A	NXP SEMICONDUCTORS NV (NXPI) - 3.68%
#24	N/A	ZOETIS INC CLASS A (ZTS) - 3.65%
#25	N/A	MASTERCARD INC CLASS A (MA) - 3.61%
Total Holdings	2	64

LIAU vs NLSI - Historical Returns

Returns include dividend reinvestment.

Period	LIAU	NLSI
1 month	-1.57%	+4.51%
3 months	-1.39%	+14.57%
6 months	-1.53%	+11.75%
1 year	+0.60%	N/A
Max(CAGR)	-3.38%	+14.83%

LIAU

-1.57%

Winner

NLSI

+4.51%

LIAU

-1.39%

Winner

NLSI

+14.57%

LIAU

-1.53%

Winner

NLSI

+11.75%

LIAU

+0.60%

NLSI

N/A

Max(CAGR)

LIAU

-3.38%

Winner

NLSI

+14.83%

LIAU vs NLSI - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LIAU	NLSI
2026	-1.09%	+7.64%
2025	+3.53%	+1.89%
2024	-8.29%	N/A

LIAU vs NLSI 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 NLSI was -13.82%, occurring on Apr 10, 2026. Recovery took 91 trading sessions.

The current LIAU drawdown is -6.14%. The current NLSI drawdown is -1.53%.

Rank	LIAU	NLSI
#1	-9.95% Sep 16, 2024 - Jan 14, 2025	-13.82% Jan 7, 2026 - May 19, 2026
#2	N/A	-8.08% Jun 1, 2026 - Jun 17, 2026
#3	N/A	-1.68% Dec 26, 2025 - Jan 6, 2026
#4	N/A	-0.93% May 26, 2026 - May 29, 2026
#5	N/A	-0.64% May 19, 2026 - May 22, 2026
#6	N/A	-0.53% Dec 15, 2025 - Dec 18, 2025
#7	N/A	-0.08% Dec 11, 2025 - Dec 15, 2025
#8	N/A	-0.05% Dec 22, 2025 - Dec 24, 2025