NVOH vs LIAU

Comparison between NOVO NORDISK A/S (B SHARES) ADRHEDGED (NVOH, ETF) and LifeX 2060 Inflation-Protected Longevity Income ETF (LIAU, ETF).

NVOH vs LIAU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NVOH(ETF)	LIAU(ETF)
Net Assets	$4.50M	$4.60M
Expense Ratio	0.19%	0.25%
Max Drawdown	62.97%	19.47%
Sharpe Ratio	-0.83	-0.14
5Y Beta	0.99	0.11
P/E Ratio	10.39	N/A
Forward P/E	12.77	N/A
PEG Ratio	0.39	N/A
5Y EPS CAGR	24.26%	N/A
Debt to Equity	72.09%	N/A
P/S Ratio	0.60	N/A
P/B Ratio	6.24	N/A

Net Assets

NVOH

$4.50M

Winner

LIAU

$4.60M

Expense Ratio

Winner

NVOH

0.19%

LIAU

0.25%

Max Drawdown

NVOH

62.97%

Winner

LIAU

19.47%

Sharpe Ratio

NVOH

-0.83

Winner

LIAU

-0.14

5Y Beta

NVOH

0.99

Winner

LIAU

0.11

P/E Ratio

NVOH

10.39

LIAU

N/A

Forward P/E

NVOH

12.77

LIAU

N/A

PEG Ratio

NVOH

0.39

LIAU

N/A

5Y EPS CAGR

NVOH

24.26%

LIAU

N/A

Debt to Equity

NVOH

72.09%

LIAU

N/A

P/S Ratio

NVOH

0.60

LIAU

N/A

P/B Ratio

NVOH

6.24

LIAU

N/A

NVOH vs LIAU - Holdings Comparison

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

NVOH's top 25 holdings weight is 95.49%. LIAU's top 25 holdings weight is 3.36%.

Rank	NVOH	LIAU
#1	NOVO NORDISK AS ADR (NVO) - 95.49%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.68%
#2	N/A	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.68%
#3	N/A	N/A
#4	N/A	N/A
#5	N/A	N/A
#6	N/A	N/A
#7	N/A	N/A
#8	N/A	N/A
#9	N/A	N/A
#10	N/A	N/A
#11	N/A	N/A
#12	N/A	N/A
#13	N/A	N/A
#14	N/A	N/A
#15	N/A	N/A
#16	N/A	N/A
#17	N/A	N/A
#18	N/A	N/A
#19	N/A	N/A
#20	N/A	N/A
#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	2

NVOH vs LIAU - Historical Returns

Returns include dividend reinvestment.

Period	NVOH	LIAU
1 month	-5.92%	-0.75%
3 months	+9.66%	-1.76%
6 months	-4.90%	-0.17%
1 year	-40.59%	+3.85%
Max(CAGR)	-38.90%	-2.83%

NVOH

-5.92%

Winner

LIAU

-0.75%

Winner

NVOH

+9.66%

LIAU

-1.76%

NVOH

-4.90%

Winner

LIAU

-0.17%

NVOH

-40.59%

Winner

LIAU

+3.85%

Max(CAGR)

NVOH

-38.90%

Winner

LIAU

-2.83%

NVOH vs LIAU - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	NVOH	LIAU
2026	-15.33%	+0.29%
2025	-42.96%	+3.53%
2024	N/A	-8.29%

NVOH vs LIAU Drawdown Comparison

The maximum drawdown for NVOH was -61.59%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

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

The current NVOH drawdown is -54.11%. The current LIAU drawdown is -4.84%.

Rank	NVOH	LIAU
#1	-61.59% Feb 28, 2025 - Mar 27, 2026	-9.95% Sep 16, 2024 - Jan 14, 2025
#2	-11.28% Jan 10, 2025 - Feb 24, 2025	N/A
#3	-1.12% Feb 24, 2025 - Feb 28, 2025	N/A

Correlation

Correlation between NVOH and LIAU is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

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