NLSI vs LIAU

Comparison between NEOS LONG/SHORT EQUITY INCOME ETF (NLSI, ETF) and LifeX 2060 Inflation-Protected Longevity Income ETF (LIAU, ETF).

NLSI vs LIAU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NLSI(ETF)	LIAU(ETF)
Net Assets	$4.60M	$4.60M
Expense Ratio	2.89%	0.25%
Max Drawdown	14.96%	19.64%
Sharpe Ratio	0.63	-0.32
5Y Beta	0.45	0.11
P/E Ratio	13.98	N/A
Forward P/E	8.31	N/A
PEG Ratio	0.10	N/A
5Y EPS CAGR	40.58%	N/A
Debt to Equity	91.21%	N/A
P/S Ratio	3.04	N/A
P/B Ratio	3.04	N/A

Net Assets

NLSI

$4.60M

LIAU

$4.60M

Expense Ratio

NLSI

2.89%

Winner

LIAU

0.25%

Max Drawdown

Winner

NLSI

14.96%

LIAU

19.64%

Sharpe Ratio

Winner

NLSI

0.63

LIAU

-0.32

5Y Beta

NLSI

0.45

Winner

LIAU

0.11

P/E Ratio

NLSI

13.98

LIAU

N/A

Forward P/E

NLSI

8.31

LIAU

N/A

PEG Ratio

NLSI

0.10

LIAU

N/A

5Y EPS CAGR

NLSI

40.58%

LIAU

N/A

Debt to Equity

NLSI

91.21%

LIAU

N/A

P/S Ratio

NLSI

3.04

LIAU

N/A

P/B Ratio

NLSI

3.04

LIAU

N/A

NLSI vs LIAU - Holdings Comparison

NLSI and LIAU have 0 common holdings. Overlap is 0.00%

NLSI's top 25 holdings weight is 133.32%. LIAU's top 25 holdings weight is 2.54%.

Rank	NLSI	LIAU
#1	OTHER ASSETS AND LIABILITIES (n/a) - 25.74%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.27%
#2	MICRON TECHNOLOGY INC (MU) - 14.61%	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.27%
#3	F5 INC (FFIV) - 4.88%	N/A
#4	PROGRESSIVE CORP (PGR) - 4.75%	N/A
#5	MARATHON PETROLEUM CORP (MPC) - 4.48%	N/A
#6	ADOBE INC (ADBE) - 4.37%	N/A
#7	VALERO ENERGY CORP (VLO) - 4.24%	N/A
#8	JACK HENRY & ASSOCIATES INC (JKHY) - 4.23%	N/A
#9	WESTERN DIGITAL CORP (WDC) - 4.20%	N/A
#10	VEEVA SYSTEMS INC CLASS A (VEEV) - 4.18%	N/A
#11	PTC INC (PTC) - 4.13%	N/A
#12	NVIDIA CORP (NVDA) - 4.05%	N/A
#13	INSULET CORP (PODD) - 4.02%	N/A
#14	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 4.01%	N/A
#15	HEWLETT PACKARD ENTERPRISE CO (HPE) - 3.94%	N/A
#16	GODADDY INC CLASS A (GDDY) - 3.90%	N/A
#17	CITIGROUP INC (C) - 3.83%	N/A
#18	INTERCONTINENTAL EXCHANGE INC (ICE) - 3.81%	N/A
#19	NETFLIX INC (NFLX) - 3.78%	N/A
#20	BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 3.77%	N/A
#21	CAPITAL ONE FINANCIAL CORP (COF) - 3.74%	N/A
#22	INTUIT INC (INTU) - 3.72%	N/A
#23	NXP SEMICONDUCTORS NV (NXPI) - 3.68%	N/A
#24	ZOETIS INC CLASS A (ZTS) - 3.65%	N/A
#25	MASTERCARD INC CLASS A (MA) - 3.61%	N/A
Total Holdings	64	2

NLSI vs LIAU - Historical Returns

Returns include dividend reinvestment.

Period	NLSI	LIAU
1 month	+4.51%	-1.57%
3 months	+14.57%	-1.39%
6 months	+11.75%	-1.53%
1 year	N/A	+0.60%
Max(CAGR)	+14.83%	-3.38%

Winner

NLSI

+4.51%

LIAU

-1.57%

Winner

NLSI

+14.57%

LIAU

-1.39%

Winner

NLSI

+11.75%

LIAU

-1.53%

NLSI

N/A

LIAU

+0.60%

Max(CAGR)

Winner

NLSI

+14.83%

LIAU

-3.38%

NLSI vs LIAU - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	NLSI	LIAU
2026	+7.64%	-1.09%
2025	+1.89%	+3.53%
2024	N/A	-8.29%

NLSI vs LIAU Drawdown Comparison

The maximum drawdown for NLSI was -13.82%, occurring on Apr 10, 2026. Recovery took 91 trading sessions.

The maximum drawdown for LIAU was -9.95%, occurring on Jan 14, 2025. This drawdown has not yet recovered.

The current NLSI drawdown is -1.53%. The current LIAU drawdown is -6.14%.

Rank	NLSI	LIAU
#1	-13.82% Jan 7, 2026 - May 19, 2026	-9.95% Sep 16, 2024 - Jan 14, 2025
#2	-8.08% Jun 1, 2026 - Jun 17, 2026	N/A
#3	-1.68% Dec 26, 2025 - Jan 6, 2026	N/A
#4	-0.93% May 26, 2026 - May 29, 2026	N/A
#5	-0.64% May 19, 2026 - May 22, 2026	N/A
#6	-0.53% Dec 15, 2025 - Dec 18, 2025	N/A
#7	-0.08% Dec 11, 2025 - Dec 15, 2025	N/A
#8	-0.05% Dec 22, 2025 - Dec 24, 2025	N/A