LIBD vs LIAM
Comparison between Stone Ridge 2065 InflationProtected Longevity Income ETF (LIBD, ETF) and LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM, ETF).
LIBD vs LIAM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LIBD vs LIAM - Holdings Comparison
LIBD and LIAM have 2 common holdings. Overlap is 1.88%
LIBD's top 25 holdings weight is 2.48%. LIAM's top 25 holdings weight is 100.03%.
| Rank | LIBD | LIAM |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.24% | UNITED STATES TREASURY BONDS 2.13% (n/a) - 22.94% |
| #2 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.24% | UNITED STATES TREASURY NOTES 1.88% (n/a) - 18.12% |
| #3 | N/A | UNITED STATES TREASURY BONDS 0.88% (n/a) - 11.04% |
| #4 | N/A | UNITED STATES TREASURY BONDS 2.38% (n/a) - 10.98% |
| #5 | N/A | UNITED STATES TREASURY NOTES 0.13% (n/a) - 7.49% |
| #6 | N/A | UNITED STATES TREASURY BONDS 1% (n/a) - 7.09% |
| #7 | N/A | UNITED STATES TREASURY BONDS 1.5% (n/a) - 6.90% |
| #8 | N/A | UNITED STATES TREASURY NOTES 1.25% (n/a) - 3.97% |
| #9 | N/A | UNITED STATES TREASURY NOTES 1.38% (n/a) - 3.88% |
| #10 | N/A | UNITED STATES TREASURY NOTES 2.38% (n/a) - 3.07% |
| #11 | N/A | UNITED STATES TREASURY NOTES 1.13% (n/a) - 1.19% |
| #12 | N/A | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.94% |
| #13 | N/A | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.94% |
| #14 | N/A | UNITED STATES TREASURY NOTES 2.13% (n/a) - 0.65% |
| #15 | N/A | OTHER ASSETS AND LIABILITIES (n/a) - 0.49% |
| #16 | N/A | UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.22% |
| #17 | N/A | UNITED STATES TREASURY NOTES 1.63% (n/a) - 0.08% |
| #18 | N/A | UNITED STATES TREASURY NOTES 0.5% (n/a) - 0.02% |
| #19 | N/A | UNITED STATES TREASURY NOTES 0.38% (n/a) - 0.02% |
| #20 | N/A | N/A |
| #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 | 19 |
LIBD vs LIAM - Historical Returns
Returns include dividend reinvestment.
LIBD vs LIAM - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LIBD | LIAM |
|---|---|---|
| 2026 | +0.17% | +0.41% |
| 2025 | +3.40% | +5.23% |
| 2024 | N/A | -7.10% |
LIBD vs LIAM Drawdown Comparison
The maximum drawdown for LIBD was -7.30%, occurring on May 21, 2025. Recovery took 158 trading sessions.
The maximum drawdown for LIAM was -8.39%, occurring on Jan 14, 2025. Recovery took 272 trading sessions.
The current LIBD drawdown is -4.07%. The current LIAM drawdown is -2.60%.
| Rank | LIBD | LIAM |
|---|---|---|
| #1 | -7.30% Mar 3, 2025 - Oct 16, 2025 | -8.39% Sep 16, 2024 - Oct 16, 2025 |
| #2 | -6.20% Oct 28, 2025 - May 19, 2026 | -4.45% Oct 28, 2025 - Mar 27, 2026 |
| #3 | -2.83% Feb 5, 2025 - Feb 25, 2025 | -0.39% Oct 22, 2025 - Oct 28, 2025 |
| #4 | -1.22% Jan 6, 2025 - Jan 15, 2025 | -0.31% Oct 16, 2025 - Oct 21, 2025 |
| #5 | -0.90% Feb 26, 2025 - Feb 28, 2025 | N/A |
| #6 | -0.51% Jan 27, 2025 - Feb 3, 2025 | N/A |
| #7 | -0.50% Oct 22, 2025 - Oct 28, 2025 | N/A |
| #8 | -0.36% Jan 21, 2025 - Jan 24, 2025 | N/A |
| #9 | -0.32% Oct 16, 2025 - Oct 21, 2025 | N/A |
Correlation
Correlation between LIBD and LIAM is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2024 - 2026)
LIBD vs LIAM dividend yield comparison.
| Year | LIBD | LIAM |
|---|---|---|
| 2026 | 1.86% | 2.25% |
| 2025 | 13.52% | 9.02% |
| 2024 | 0.00% | 1.21% |
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