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LIBD vs USML

Comparison between Stone Ridge 2065 InflationProtected Longevity Income ETF (LIBD, ETF) and UBS AG London Branch (USML, ETF).

LIBD vs USML - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LIBD
$4.30M
USML
$4.30M
Expense Ratio
LIBD
0.25%
USML
N/A
Max Drawdown
Winner
LIBD
15.70%
USML
35.34%
Sharpe Ratio
LIBD
-0.18
Winner
USML
-0.02
5Y Beta
Winner
LIBD
0.13
USML
0.93

LIBD vs USML - Historical Returns

Returns include dividend reinvestment.

1M
LIBD
-1.01%
Winner
USML
+2.21%
3M
Winner
LIBD
-2.31%
USML
-3.03%
6M
LIBD
-0.83%
Winner
USML
+2.17%
1Y
Winner
LIBD
+3.06%
USML
+1.74%
5Y(CAGR)
LIBD
N/A
USML
+7.70%
Max(CAGR)
LIBD
+2.16%
Winner
USML
+10.06%

LIBD vs USML - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearLIBDUSML
2026-0.23%+1.93%
2025+3.40%+9.65%
2024N/A+22.88%
2023N/A+11.25%
2022N/A-21.84%
2021N/A+42.12%

LIBD vs USML Drawdown Comparison

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

The maximum drawdown for USML was -35.34%, occurring on Oct 14, 2022. Recovery took 636 trading sessions.

The current LIBD drawdown is -4.45%. The current USML drawdown is -5.74%.

RankLIBDUSML
#1-7.30%
Mar 3, 2025 - Oct 16, 2025
-35.34%
Dec 29, 2021 - Jul 12, 2024
#2-6.20%
Oct 28, 2025 - May 19, 2026
-19.14%
Nov 29, 2024 - Feb 26, 2026
#3-2.83%
Feb 5, 2025 - Feb 25, 2025
-13.09%
Mar 2, 2026 - Mar 27, 2026
#4-1.22%
Jan 6, 2025 - Jan 15, 2025
-11.89%
Sep 3, 2021 - Nov 15, 2021
#5-0.90%
Feb 26, 2025 - Feb 28, 2025
-8.41%
Feb 9, 2021 - Mar 12, 2021
#6-0.51%
Jan 27, 2025 - Feb 3, 2025
-6.89%
Nov 16, 2021 - Dec 10, 2021
#7-0.50%
Oct 22, 2025 - Oct 28, 2025
-6.43%
Oct 18, 2024 - Nov 11, 2024
#8-0.36%
Jan 21, 2025 - Jan 24, 2025
-5.04%
May 10, 2021 - Jun 10, 2021
#9-0.32%
Oct 16, 2025 - Oct 21, 2025
-4.75%
Jul 31, 2024 - Aug 13, 2024
#10N/A-4.57%
Nov 11, 2024 - Nov 22, 2024
#11N/A-4.21%
Aug 30, 2024 - Sep 16, 2024
#12N/A-3.65%
Jul 17, 2024 - Jul 31, 2024
#13N/A-3.59%
Jun 14, 2021 - Jun 25, 2021
#14N/A-3.26%
Dec 16, 2021 - Dec 23, 2021
#15N/A-3.05%
Sep 16, 2024 - Oct 9, 2024

Correlation

Correlation between LIBD and USML is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60
-101

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