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LIBD vs TMDV

Comparison between Stone Ridge 2065 InflationProtected Longevity Income ETF (LIBD, ETF) and PROSHARES RUSSELL U.S. DIVIDEND GROWERS ETF PROSHARES RUSSELL US DIVIDEND GROWERS ETF (TMDV, ETF).

LIBD vs TMDV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LIBD
$4.30M
Winner
TMDV
$4.40M
Expense Ratio
Winner
LIBD
0.25%
TMDV
0.35%
Max Drawdown
Winner
LIBD
15.70%
TMDV
33.42%
Sharpe Ratio
LIBD
-0.18
Winner
TMDV
0.44
5Y Beta
Winner
LIBD
0.13
TMDV
0.49
P/E Ratio
LIBD
N/A
TMDV
19.14
Forward P/E
LIBD
N/A
TMDV
16.65
PEG Ratio
LIBD
N/A
TMDV
0.21
5Y Dividends CAGR
LIBD
N/A
TMDV
5.38%
5Y EPS CAGR
LIBD
N/A
TMDV
6.86%
Debt to Equity
LIBD
N/A
TMDV
20.76%
P/S Ratio
LIBD
N/A
TMDV
1.60
P/B Ratio
LIBD
N/A
TMDV
2.46

LIBD vs TMDV - Holdings Comparison

LIBD and TMDV have 0 common holdings. Overlap is 0.00%

LIBD's top 25 holdings weight is 4.74%. TMDV's top 25 holdings weight is 43.19%.

RankLIBDTMDV
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.37%
NUCOR CORP (NUE) - 2.42%
#2
MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 2.37%
GORMAN-RUPP CO (GRC) - 1.96%
#3N/A
ARCHER-DANIELS-MIDLAND CO (ADM) - 1.93%
#4N/A
FRANKLIN RESOURCES INC (BEN) - 1.87%
#5N/A
T. ROWE PRICE GROUP INC (TROW) - 1.82%
#6N/A
W.W. GRAINGER INC (GWW) - 1.79%
#7N/A
COMMUNITY TRUST BANCORP INC (CTBI) - 1.78%
#8N/A
FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.75%
#9N/A
STEPAN CO (SCL) - 1.72%
#10N/A
UNITED BANKSHARES INC (UBSI) - 1.71%
#11N/A
PPG INDUSTRIES INC (PPG) - 1.68%
#12N/A
H.B. FULLER CO (FUL) - 1.68%
#13N/A
NORDSON CORP (NDSN) - 1.67%
#14N/A
STANLEY BLACK & DECKER INC (SWK) - 1.64%
#15N/A
COMMERCE BANCSHARES INC (CBSH) - 1.63%
#16N/A
EMERSON ELECTRIC CO (EMR) - 1.62%
#17N/A
AMERICAN STATES WATER CO (AWR) - 1.62%
#18N/A
AIR PRODUCTS AND CHEMICALS INC (APD) - 1.62%
#19N/A
RPM INTERNATIONAL INC (RPM) - 1.62%
#20N/A
UNIVERSAL CORP (UVV) - 1.62%
#21N/A
COCA-COLA CO (KO) - 1.61%
#22N/A
TARGET CORP (TGT) - 1.61%
#23N/A
AUTOMATIC DATA PROCESSING INC (ADP) - 1.61%
#24N/A
AFLAC INC (AFL) - 1.61%
#25N/A
DOVER CORP (DOV) - 1.60%
Total Holdings266

LIBD vs TMDV - Historical Returns

Returns include dividend reinvestment.

1M
LIBD
-1.01%
Winner
TMDV
+0.12%
3M
LIBD
-2.31%
Winner
TMDV
-0.94%
6M
LIBD
-0.83%
Winner
TMDV
+7.00%
1Y
LIBD
+3.06%
Winner
TMDV
+7.76%
5Y(CAGR)
LIBD
N/A
TMDV
+2.72%
Max(CAGR)
LIBD
+2.16%
Winner
TMDV
+5.81%

LIBD vs TMDV - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearLIBDTMDV
2026-0.23%+5.61%
2025+3.40%+3.74%
2024N/A+2.38%
2023N/A+1.98%
2022N/A-4.53%
2021N/A+25.14%
2020N/A+5.13%
2019N/A+3.26%

LIBD vs TMDV Drawdown Comparison

The maximum drawdown for LIBD was -7.30%, occurring on May 21, 2025. Recovery took 158 trading sessions.

The maximum drawdown for TMDV was -33.42%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The current LIBD drawdown is -4.45%. The current TMDV drawdown is -5.42%.

RankLIBDTMDV
#1-7.30%
Mar 3, 2025 - Oct 16, 2025
-33.42%
Jan 17, 2020 - Nov 10, 2020
#2-6.20%
Oct 28, 2025 - May 19, 2026
-17.10%
Jan 4, 2022 - Jul 16, 2024
#3-2.83%
Feb 5, 2025 - Feb 25, 2025
-16.02%
Nov 29, 2024 - Feb 2, 2026
#4-1.22%
Jan 6, 2025 - Jan 15, 2025
-9.82%
Feb 13, 2026 - Mar 20, 2026
#5-0.90%
Feb 26, 2025 - Feb 28, 2025
-6.03%
Aug 16, 2021 - Nov 3, 2021
#6-0.51%
Jan 27, 2025 - Feb 3, 2025
-5.41%
Nov 23, 2021 - Dec 13, 2021
#7-0.50%
Oct 22, 2025 - Oct 28, 2025
-5.07%
May 10, 2021 - Aug 16, 2021
#8-0.36%
Jan 21, 2025 - Jan 24, 2025
-4.46%
Oct 18, 2024 - Nov 22, 2024
#9-0.32%
Oct 16, 2025 - Oct 21, 2025
-3.90%
Jul 30, 2024 - Aug 23, 2024
#10N/A-3.66%
Jan 12, 2021 - Feb 8, 2021
#11N/A-2.61%
Dec 16, 2021 - Dec 27, 2021
#12N/A-2.57%
Nov 24, 2020 - Dec 17, 2020
#13N/A-2.51%
Feb 24, 2021 - Mar 5, 2021
#14N/A-2.40%
Nov 10, 2020 - Nov 16, 2020
#15N/A-2.27%
Nov 16, 2020 - Nov 24, 2020

Correlation

Correlation between LIBD and TMDV is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

0.21
-101

Dividend Comparison (2019 - 2026)

LIBD vs TMDV dividend yield comparison.

YearLIBDTMDV
20261.87%0.61%
202513.52%2.65%
20240.00%2.70%
20230.00%2.45%
20220.00%2.46%
20210.00%2.14%
20200.00%2.28%
20190.00%0.16%

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