LITL vs LIAM

Comparison between Simplify Piper Sandler US SmallCap PLUS Income ETF (LITL, ETF) and LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM, ETF).

LITL vs LIAM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LITL(ETF)	LIAM(ETF)
Net Assets	$6.90M	$6.90M
Expense Ratio	0.91%	0.25%
Max Drawdown	9.74%	15.02%
Sharpe Ratio	1.17	-0.54
5Y Beta	1.09	0.09
P/E Ratio	12.66	N/A
Forward P/E	13.68	N/A
5Y EPS CAGR	20.56%	N/A
Debt to Equity	396.64%	N/A
P/S Ratio	1.39	N/A
P/B Ratio	2.47	N/A

Net Assets

LITL

$6.90M

LIAM

$6.90M

Expense Ratio

LITL

0.91%

Winner

LIAM

0.25%

Max Drawdown

Winner

LITL

9.74%

LIAM

15.02%

Sharpe Ratio

Winner

LITL

1.17

LIAM

-0.54

5Y Beta

LITL

1.09

Winner

LIAM

0.09

P/E Ratio

LITL

12.66

LIAM

N/A

Forward P/E

LITL

13.68

LIAM

N/A

5Y EPS CAGR

LITL

20.56%

LIAM

N/A

Debt to Equity

LITL

396.64%

LIAM

N/A

P/S Ratio

LITL

1.39

LIAM

N/A

P/B Ratio

LITL

2.47

LIAM

N/A

LITL vs LIAM - Holdings Comparison

LITL and LIAM have 1 common holdings. Overlap is -9.34%

LITL's top 25 holdings weight is 20.03%. LIAM's top 25 holdings weight is 97.09%.

Rank	LITL	LIAM
#1	ANTERIX INC (ATEX) - 1.04%	UNITED STATES TREASURY BONDS 2.13% (n/a) - 35.94%
#2	CASH (n/a) - 1.02%	UNITED STATES TREASURY BONDS 0.88% (n/a) - 17.45%
#3	ALIGNMENT HEALTHCARE INC (ALHC) - 0.94%	OTHER ASSETS AND LIABILITIES (n/a) - 10.04%
#4	NUTEX HEALTH INC (NUTX) - 0.90%	UNITED STATES TREASURY BONDS 2.38% (n/a) - 9.95%
#5	MYERS INDUSTRIES INC (MYE) - 0.85%	UNITED STATES TREASURY NOTES 0.13% (n/a) - 9.19%
#6	n/a (LFST) - 0.84%	UNITED STATES TREASURY NOTES 1.88% (n/a) - 6.76%
#7	DAVE INC ORDINARY SHARES CLASS A (DAVE) - 0.84%	UNITED STATES TREASURY BONDS 1.5% (n/a) - 6.26%
#8	LIFE360 INC COMMON STOCK (LIF) - 0.82%	UNITED STATES TREASURY NOTES 1.38% (n/a) - 3.56%
#9	VERACYTE INC (VCYT) - 0.79%	UNITED STATES TREASURY NOTES 2.38% (n/a) - 2.82%
#10	EVERQUOTE INC CLASS A (EVER) - 0.79%	UNITED STATES TREASURY NOTES 0.63% (n/a) - 2.43%
#11	LGI HOMES INC (LGIH) - 0.78%	UNITED STATES TREASURY NOTES 2.13% (n/a) - 0.59%
#12	SENECA FOODS CORP CLASS A (SENEA) - 0.77%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.55%
#13	OMADA HEALTH INC (OMDA) - 0.77%	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.55%
#14	COMMVAULT SYSTEMS INC (CVLT) - 0.76%	UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.20%
#15	MAREX GROUP PLC (MRX) - 0.75%	UNITED STATES TREASURY NOTES 1.63% (n/a) - 0.07%
#16	NWPX INFRASTRUCTURE INC (NWPX) - 0.75%	UNITED STATES TREASURY NOTES 0.5% (n/a) - 0.02%
#17	QUALYS INC (QLYS) - 0.74%	UNITED STATES TREASURY NOTES 0.38% (n/a) - 0.02%
#18	KOHL'S CORP (KSS) - 0.74%	UNITED STATES TREASURY BONDS 1% (n/a) - 0.01%
#19	ATLANTICUS HOLDINGS CORP (ATLC) - 0.74%	UNITED STATES TREASURY NOTES 1.13% (n/a) - 0.01%
#20	BRINKER INTERNATIONAL INC (EAT) - 0.74%	UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.01%
#21	PACS GROUP INC (PACS) - 0.74%	US DOLLARS (n/a) - -9.34%
#22	CAREDX INC (CDNA) - 0.73%	N/A
#23	BREAD FINANCIAL HOLDINGS INC (BFH) - 0.73%	N/A
#24	FEDERAL SIGNAL CORP (FSS) - 0.73%	N/A
#25	ENERGIZER HOLDINGS INC (ENR) - 0.73%	N/A
Total Holdings	155	21

LITL vs LIAM - Historical Returns

Returns include dividend reinvestment.

Period	LITL	LIAM
1 month	+1.98%	-1.89%
3 months	+9.19%	-2.55%
6 months	+11.89%	-2.13%
1 year	+24.24%	+0.82%
Max(CAGR)	+28.78%	-2.01%

Winner

LITL

+1.98%

LIAM

-1.89%

Winner

LITL

+9.19%

LIAM

-2.55%

Winner

LITL

+11.89%

LIAM

-2.13%

Winner

LITL

+24.24%

LIAM

+0.82%

Max(CAGR)

Winner

LITL

+28.78%

LIAM

-2.01%

LITL vs LIAM - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LITL	LIAM
2026	+15.73%	-1.46%
2025	+18.37%	+5.23%
2024	N/A	-7.10%

LITL vs LIAM Drawdown Comparison

The maximum drawdown for LITL was -9.32%, occurring on Mar 20, 2026. Recovery took 59 trading sessions.

The maximum drawdown for LIAM was -8.39%, occurring on Jan 14, 2025. Recovery took 272 trading sessions.

The current LITL drawdown is -2.68%. The current LIAM drawdown is -4.41%.

Rank	LITL	LIAM
#1	-9.32% Jan 22, 2026 - Apr 17, 2026	-8.39% Sep 16, 2024 - Oct 16, 2025
#2	-8.53% Jul 3, 2025 - Aug 22, 2025	-4.45% Oct 28, 2025 - Mar 27, 2026
#3	-7.68% Sep 11, 2025 - Nov 26, 2025	-0.39% Oct 22, 2025 - Oct 28, 2025
#4	-4.19% May 1, 2026 - May 27, 2026	-0.31% Oct 16, 2025 - Oct 21, 2025
#5	-3.90% May 13, 2025 - Jun 6, 2025	N/A
#6	-3.21% Jun 10, 2025 - Jun 26, 2025	N/A
#7	-3.08% Dec 11, 2025 - Jan 12, 2026	N/A
#8	-2.68% Jul 1, 2026 - Jul 23, 2026	N/A
#9	-1.90% Apr 20, 2026 - May 1, 2026	N/A
#10	-1.65% Jan 15, 2026 - Jan 21, 2026	N/A
#11	-1.60% Jun 1, 2026 - Jun 4, 2026	N/A
#12	-1.59% Aug 27, 2025 - Sep 4, 2025	N/A
#13	-1.45% Jun 4, 2026 - Jun 9, 2026	N/A
#14	-1.34% Aug 22, 2025 - Aug 27, 2025	N/A
#15	-1.15% Nov 26, 2025 - Dec 3, 2025	N/A