LULG vs LFAI

Comparison between Leverage Shares 2X Long LULU Daily ETF (LULG, ETF) and LifeX 2050 Longevity Income ETF (LFAI, ETF).

LULG vs LFAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LULG(ETF)	LFAI(ETF)
Net Assets	$4.50M	$4.50M
Expense Ratio	N/A	0.25%
Max Drawdown	75.99%	21.35%
Sharpe Ratio	-1.49	-0.11
5Y Beta	3.03	0.03

Net Assets

LULG

$4.50M

LFAI

$4.50M

Expense Ratio

LULG

N/A

LFAI

0.25%

Max Drawdown

LULG

75.99%

Winner

LFAI

21.35%

Sharpe Ratio

LULG

-1.49

Winner

LFAI

-0.11

5Y Beta

LULG

3.03

Winner

LFAI

0.03

LULG vs LFAI - Holdings Comparison

LULG and LFAI have 0 common holdings. Overlap is 0.00%

LULG's top 25 holdings weight is 8.25%. LFAI's top 25 holdings weight is 100.01%.

Rank	LULG	LFAI
#1	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 8.25%	UNITED STATES TREASURY BONDS 4.5% (n/a) - 18.56%
#2	N/A	UNITED STATES TREASURY BONDS 4.75% (n/a) - 15.91%
#3	N/A	UNITED STATES TREASURY BONDS 2.38% (n/a) - 15.89%
#4	N/A	UNITED STATES TREASURY BONDS 4.13% (n/a) - 15.69%
#5	N/A	UNITED STATES TREASURY NOTES 4.25% (n/a) - 5.13%
#6	N/A	UNITED STATES TREASURY NOTES 3.13% (n/a) - 4.60%
#7	N/A	UNITED STATES TREASURY NOTES 3.75% (n/a) - 4.16%
#8	N/A	UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.84%
#9	N/A	UNITED STATES TREASURY NOTES 3.63% (n/a) - 3.68%
#10	N/A	UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.30%
#11	N/A	UNITED STATES TREASURY BONDS 1.38% (n/a) - 2.08%
#12	N/A	UNITED STATES TREASURY NOTES 1.25% (n/a) - 1.63%
#13	N/A	UNITED STATES TREASURY NOTES 3.38% (n/a) - 1.23%
#14	N/A	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.17%
#15	N/A	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.17%
#16	N/A	OTHER ASSETS AND LIABILITIES (n/a) - 0.91%
#17	N/A	UNITED STATES TREASURY BONDS 4.63% (n/a) - 0.40%
#18	N/A	UNITED STATES TREASURY NOTES 4% (n/a) - 0.39%
#19	N/A	UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.16%
#20	N/A	UNITED STATES TREASURY NOTES 3.5% (n/a) - 0.11%
#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	1	20

LULG vs LFAI - Historical Returns

Returns include dividend reinvestment.

Period	LULG	LFAI
1 month	-25.75%	-0.35%
3 months	-60.71%	-2.34%
6 months	-69.78%	-0.95%
1 year	N/A	+2.95%
Max(CAGR)	-80.96%	-1.33%

LULG

-25.75%

Winner

LFAI

-0.35%

LULG

-60.71%

Winner

LFAI

-2.34%

LULG

-69.78%

Winner

LFAI

-0.95%

LULG

N/A

LFAI

+2.95%

Max(CAGR)

LULG

-80.96%

Winner

LFAI

-1.33%

LULG vs LFAI - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LULG	LFAI
2026	-74.82%	-0.72%
2025	+47.31%	+5.98%
2024	N/A	-7.12%

LULG vs LFAI Drawdown Comparison

The maximum drawdown for LULG was -75.99%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for LFAI was -8.64%, occurring on Jan 13, 2025. Recovery took 272 trading sessions.

The current LULG drawdown is -75.99%. The current LFAI drawdown is -3.75%.

Rank	LULG	LFAI
#1	-75.99% Jan 6, 2026 - Jun 5, 2026	-8.64% Sep 16, 2024 - Oct 16, 2025
#2	-8.60% Dec 5, 2025 - Dec 12, 2025	-5.29% Feb 27, 2026 - May 19, 2026
#3	-8.20% Nov 12, 2025 - Nov 25, 2025	-2.40% Oct 22, 2025 - Feb 13, 2026
#4	-7.21% Dec 18, 2025 - Jan 6, 2026	-0.27% Feb 17, 2026 - Feb 23, 2026
#5	-4.84% Nov 5, 2025 - Nov 10, 2025	-0.20% Oct 16, 2025 - Oct 20, 2025
#6	-2.76% Nov 28, 2025 - Dec 5, 2025	-0.03% Feb 24, 2026 - Feb 26, 2026
#7	-0.95% Nov 10, 2025 - Nov 12, 2025	N/A
#8	-0.04% Dec 15, 2025 - Dec 17, 2025	N/A