MIDE vs LFAW

Comparison between XTRACKERS S&P MIDCAP 400 SCORED & SCREENED ETF (MIDE, ETF) and LifeX 2060 Longevity Income ETF (LFAW, ETF).

MIDE vs LFAW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MIDE(ETF)	LFAW(ETF)
Net Assets	$3.40M	$3.40M
Expense Ratio	0.15%	0.25%
Max Drawdown	25.10%	18.49%
Sharpe Ratio	1.32	0.20
5Y Beta	0.98	0.05
P/E Ratio	23.48	N/A
Forward P/E	15.53	N/A
5Y EPS CAGR	14.54%	N/A
Debt to Equity	45.02%	N/A
P/S Ratio	1.36	N/A
P/B Ratio	2.50	N/A

Net Assets

MIDE

$3.40M

LFAW

$3.40M

Expense Ratio

Winner

MIDE

0.15%

LFAW

0.25%

Max Drawdown

MIDE

25.10%

Winner

LFAW

18.49%

Sharpe Ratio

Winner

MIDE

1.32

LFAW

0.20

5Y Beta

MIDE

0.98

Winner

LFAW

0.05

P/E Ratio

MIDE

23.48

LFAW

N/A

Forward P/E

MIDE

15.53

LFAW

N/A

5Y EPS CAGR

MIDE

14.54%

LFAW

N/A

Debt to Equity

MIDE

45.02%

LFAW

N/A

P/S Ratio

MIDE

1.36

LFAW

N/A

P/B Ratio

MIDE

2.50

LFAW

N/A

MIDE vs LFAW - Holdings Comparison

MIDE and LFAW have 1 common holdings. Overlap is 0.41%

MIDE's top 25 holdings weight is 22.91%. LFAW's top 25 holdings weight is 100.00%.

Rank	MIDE	LFAW
#1	FLEX LTD (FLEX) - 2.31%	UNITED STATES TREASURY BONDS 4.25% (n/a) - 27.78%
#2	TWILIO INC CLASS A (TWLO) - 1.37%	UNITED STATES TREASURY BONDS 4.63% (n/a) - 17.38%
#3	MCR EM S&P SC 400 JUN26 (n/a) - 1.10%	UNITED STATES TREASURY BONDS 4.5% (n/a) - 16.59%
#4	NVENT ELECTRIC PLC (NVT) - 1.10%	UNITED STATES TREASURY BONDS 4.75% (n/a) - 8.60%
#5	TECHNIPFMC PLC (FTI) - 1.10%	UNITED STATES TREASURY BONDS 2.38% (n/a) - 7.87%
#6	STERLING INFRASTRUCTURE INC (STRL) - 1.05%	UNITED STATES TREASURY BONDS 4.13% (n/a) - 3.97%
#7	EVERPURE INC CLASS A (P) - 1.02%	UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.66%
#8	FABRINET (FN) - 1.00%	UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.35%
#9	ILLUMINA INC (ILMN) - 0.98%	UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.16%
#10	MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.97%	UNITED STATES TREASURY NOTES 3.63% (n/a) - 2.40%
#11	CARPENTER TECHNOLOGY CORP (CRS) - 0.95%	UNITED STATES TREASURY NOTES 3.13% (n/a) - 1.05%
#12	UNITED THERAPEUTICS CORP (UTHR) - 0.91%	UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.83%
#13	OKTA INC CLASS A (OKTA) - 0.90%	OTHER ASSETS AND LIABILITIES (n/a) - 0.67%
#14	NEXTPOWER INC CLASS A (NXT) - 0.88%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.61%
#15	MKS INC (MKSI) - 0.88%	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.61%
#16	ALCOA CORP (AA) - 0.85%	UNITED STATES TREASURY NOTES 3.5% (n/a) - 0.55%
#17	ENTEGRIS INC (ENTG) - 0.85%	UNITED STATES TREASURY NOTES 4% (n/a) - 0.51%
#18	TD SYNNEX CORP (SNX) - 0.83%	UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.41%
#19	BURLINGTON STORES INC (BURL) - 0.80%	N/A
#20	WESCO INTERNATIONAL INC (WCC) - 0.72%	N/A
#21	RENAISSANCERE HOLDINGS LTD (RNR) - 0.47%	N/A
#22	HECLA MINING CO (HL) - 0.47%	N/A
#23	LITTELFUSE INC (LFUS) - 0.47%	N/A
#24	EQUITY LIFESTYLE PROPERTIES INC (ELS) - 0.47%	N/A
#25	ALLY FINANCIAL INC (ALLY) - 0.46%	N/A
Total Holdings	241	18

MIDE vs LFAW - Historical Returns

Returns include dividend reinvestment.

Period	MIDE	LFAW
1 month	+3.74%	+0.86%
3 months	+14.61%	-0.38%
6 months	+13.91%	+0.26%
1 year	+28.16%	+3.53%
5 years(CAGR)	+8.26%	N/A
Max(CAGR)	+9.28%	-2.36%

Winner

MIDE

+3.74%

LFAW

+0.86%

Winner

MIDE

+14.61%

LFAW

-0.38%

Winner

MIDE

+13.91%

LFAW

+0.26%

Winner

MIDE

+28.16%

LFAW

+3.53%

5Y(CAGR)

MIDE

+8.26%

LFAW

N/A

Max(CAGR)

Winner

MIDE

+9.28%

LFAW

-2.36%

MIDE vs LFAW - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	MIDE	LFAW
2026	+13.72%	+0.07%
2025	+10.31%	+5.91%
2024	+11.99%	-9.41%
2023	+15.56%	N/A
2022	-11.78%	N/A
2021	+11.78%	N/A

MIDE vs LFAW Drawdown Comparison

The maximum drawdown for MIDE was -24.60%, occurring on Apr 8, 2025. Recovery took 251 trading sessions.

The maximum drawdown for LFAW was -11.37%, occurring on Jan 14, 2025. This drawdown has not yet recovered.

The current LFAW drawdown is -4.07%.

Rank	MIDE	LFAW
#1	-24.60% Nov 25, 2024 - Nov 26, 2025	-11.37% Sep 16, 2024 - Jan 14, 2025
#2	-23.32% Nov 15, 2021 - Dec 26, 2023	N/A
#3	-9.36% Feb 10, 2026 - Apr 17, 2026	N/A
#4	-7.87% Jul 16, 2024 - Sep 19, 2024	N/A
#5	-7.67% Mar 28, 2024 - Jul 15, 2024	N/A
#6	-6.75% May 7, 2021 - Aug 27, 2021	N/A
#7	-5.89% Mar 15, 2021 - Apr 12, 2021	N/A
#8	-5.27% Aug 27, 2021 - Oct 20, 2021	N/A
#9	-4.53% Feb 24, 2021 - Mar 10, 2021	N/A
#10	-4.26% Dec 26, 2023 - Feb 12, 2024	N/A
#11	-4.03% May 6, 2026 - May 26, 2026	N/A
#12	-3.32% Oct 18, 2024 - Nov 6, 2024	N/A
#13	-3.30% Nov 11, 2024 - Nov 22, 2024	N/A
#14	-2.60% Dec 11, 2025 - Jan 6, 2026	N/A
#15	-2.58% Feb 12, 2024 - Feb 15, 2024	N/A