LIFT vs AAUM

Comparison between LifeX 2028 Income Bucket ETF (LIFT, ETF) and Tema Alternative Asset Managers ETF (AAUM, ETF).

LIFT vs AAUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LIFT(ETF)	AAUM(ETF)
Net Assets	$2.30M	$2.30M
Expense Ratio	0.25%	0.75%
Max Drawdown	22.54%	28.24%
Sharpe Ratio	-0.94	-0.86
5Y Beta	0.00	1.35
P/E Ratio	N/A	146.76
Forward P/E	N/A	14.41
Debt to Equity	N/A	60.48%
P/S Ratio	N/A	4.63
P/B Ratio	N/A	4.79

Net Assets

LIFT

$2.30M

AAUM

$2.30M

Expense Ratio

Winner

LIFT

0.25%

AAUM

0.75%

Max Drawdown

Winner

LIFT

22.54%

AAUM

28.24%

Sharpe Ratio

LIFT

-0.94

Winner

AAUM

-0.86

5Y Beta

Winner

LIFT

0.00

AAUM

1.35

P/E Ratio

LIFT

N/A

AAUM

146.76

Forward P/E

LIFT

N/A

AAUM

14.41

Debt to Equity

LIFT

N/A

AAUM

60.48%

P/S Ratio

LIFT

N/A

AAUM

4.63

P/B Ratio

LIFT

N/A

AAUM

4.79

LIFT vs AAUM - Holdings Comparison

LIFT and AAUM have 1 common holdings. Overlap is -2.59%

LIFT's top 25 holdings weight is 99.99%. AAUM's top 25 holdings weight is 97.24%.

Rank	LIFT	AAUM
#1	UNITED STATES TREASURY NOTES 3.5% (n/a) - 21.74%	US DOLLARS (n/a) - 9.16%
#2	UNITED STATES TREASURY NOTES 4.63% (n/a) - 16.99%	BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (n/a) - 5.40%
#3	UNITED STATES TREASURY NOTES 3.63% (n/a) - 16.58%	APOLLO GLOBAL MANAGEMENT INC (APO) - 5.33%
#4	UNITED STATES TREASURY NOTES 3.38% (n/a) - 13.82%	EQT AB ORDINARY SHARES (n/a) - 5.12%
#5	UNITED STATES TREASURY NOTES 3.88% (n/a) - 8.83%	ARES MANAGEMENT CORP ORDINARY SHARES CLASS A (ARES) - 4.92%
#6	UNITED STATES TREASURY NOTES 4.5% (n/a) - 6.04%	KKR & CO INC ORDINARY SHARES (KKR) - 4.67%
#7	UNITED STATES TREASURY NOTES 4.25% (n/a) - 4.06%	TPG INC ORDINARY SHARES CLASS A (TPG) - 4.62%
#8	UNITED STATES TREASURY NOTES 4.13% (n/a) - 3.97%	STEPSTONE GROUP INC ORDINARY SHARES CLASS A (STEP) - 4.58%
#9	UNITED STATES TREASURY NOTES 2% (n/a) - 3.53%	BROOKFIELD ASSET MANAGEMENT LTD ORDINARY SHARES CLASS A (n/a) - 4.57%
#10	UNITED STATES TREASURY NOTES 4.38% (n/a) - 2.28%	ICG PLC (n/a) - 4.50%
#11	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 2.23%	HAMILTON LANE INC CLASS A (HLNE) - 4.40%
#12	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.23%	BLACKSTONE INC (BX) - 4.40%
#13	UNITED STATES TREASURY BONDS 4.75% (n/a) - 0.09%	PARTNERS GROUP HOLDING AG (n/a) - 4.29%
#14	UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.08%	THE CARLYLE GROUP INC (CG) - 4.09%
#15	UNITED STATES TREASURY NOTES 3.13% (n/a) - 0.04%	BLUE OWL CAPITAL INC ORDINARY SHARES CLASS A (OWL) - 3.96%
#16	UNITED STATES TREASURY BONDS 4.13% (n/a) - 0.04%	AFFILIATED MANAGERS GROUP INC (AMG) - 3.42%
#17	UNITED STATES TREASURY BONDS 2.38% (n/a) - 0.03%	CVC CAPITAL PARTNERS PLC (n/a) - 3.25%
#18	OTHER ASSETS AND LIABILITIES (n/a) - -2.59%	BRIDGEPOINT GROUP PLC (n/a) - 3.25%
#19	N/A	COHEN & STEERS INC (CNS) - 2.92%
#20	N/A	BLACKROCK INC (BLK) - 2.81%
#21	N/A	SOFINA SA (n/a) - 2.40%
#22	N/A	ONEX CORP SHS SUBORD.VOTING (n/a) - 2.23%
#23	N/A	MOLTEN VENTURES ORD (n/a) - 1.57%
#24	N/A	WENDEL SE (n/a) - 0.79%
#25	N/A	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.59%
Total Holdings	18	32

LIFT vs AAUM - Historical Returns

Returns include dividend reinvestment.

Period	LIFT	AAUM
1 month	+0.15%	-3.09%
3 months	+0.47%	+11.61%
6 months	+0.98%	-14.97%
Max(CAGR)	+2.70%	-19.83%

Winner

LIFT

+0.15%

AAUM

-3.09%

LIFT

+0.47%

Winner

AAUM

+11.61%

Winner

LIFT

+0.98%

AAUM

-14.97%

Max(CAGR)

Winner

LIFT

+2.70%

AAUM

-19.83%

LIFT vs AAUM - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	LIFT	AAUM
2026	+0.72%	-16.24%
2025	+1.17%	+1.18%

LIFT vs AAUM Drawdown Comparison

The maximum drawdown for LIFT was -0.49%, occurring on Mar 26, 2026. Recovery took 33 trading sessions.

The maximum drawdown for AAUM was -28.24%, occurring on Mar 12, 2026. This drawdown has not yet recovered.

The current LIFT drawdown is -0.02%. The current AAUM drawdown is -19.91%.

Rank	LIFT	AAUM
#1	-0.49% Feb 27, 2026 - Apr 16, 2026	-28.24% Jan 6, 2026 - Mar 12, 2026
#2	-0.40% Jan 7, 2026 - Feb 5, 2026	-12.01% Oct 3, 2025 - Dec 10, 2025
#3	-0.25% Apr 17, 2026 - May 8, 2026	-3.15% Dec 10, 2025 - Jan 5, 2026
#4	-0.25% Oct 24, 2025 - Nov 11, 2025	N/A
#5	-0.16% May 8, 2026 - May 21, 2026	N/A
#6	-0.16% Dec 5, 2025 - Dec 15, 2025	N/A
#7	-0.12% Nov 11, 2025 - Nov 20, 2025	N/A
#8	-0.11% Oct 21, 2025 - Oct 24, 2025	N/A
#9	-0.11% Nov 28, 2025 - Dec 4, 2025	N/A
#10	-0.10% Dec 19, 2025 - Dec 29, 2025	N/A
#11	-0.10% May 22, 2026 - Jun 11, 2026	N/A
#12	-0.08% Sep 24, 2025 - Sep 29, 2025	N/A
#13	-0.07% Oct 2, 2025 - Oct 10, 2025	N/A
#14	-0.07% Feb 5, 2026 - Feb 12, 2026	N/A
#15	-0.07% Dec 29, 2025 - Jan 5, 2026	N/A

Correlation

Correlation between LIFT and AAUM is -0.68 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.68

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