SMCF vs LFBE
Comparison between THEMES US SMALL CAP CASH FLOW CHAMPIONS ETF (SMCF, ETF) and Stone Ridge 2065 Longevity Income ETF (LFBE, ETF).
SMCF vs LFBE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SMCF vs LFBE - Holdings Comparison
SMCF and LFBE have 0 common holdings. Overlap is 0.00%
SMCF's top 25 holdings weight is 66.68%. LFBE's top 25 holdings weight is 0.20%.
| Rank | SMCF | LFBE |
|---|---|---|
| #1 | EAST WEST BANCORP INC (EWBC) - 5.42% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.10% |
| #2 | NEXTPOWER INC CLASS A (NXT) - 4.49% | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.10% |
| #3 | REINSURANCE GROUP OF AMERICA INC (RGA) - 4.29% | N/A |
| #4 | RENAISSANCERE HOLDINGS LTD (RNR) - 4.28% | N/A |
| #5 | MUELLER INDUSTRIES INC (MLI) - 3.96% | N/A |
| #6 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 3.72% | N/A |
| #7 | APA CORP (APA) - 3.41% | N/A |
| #8 | HF SINCLAIR CORP (DINO) - 3.27% | N/A |
| #9 | UMB FINANCIAL CORP (UMBF) - 3.17% | N/A |
| #10 | BUILDERS FIRSTSOURCE INC (BLDR) - 2.98% | N/A |
| #11 | ALKERMES PLC (ALKS) - 2.50% | N/A |
| #12 | THE HANOVER INSURANCE GROUP INC (THG) - 2.33% | N/A |
| #13 | JACKSON FINANCIAL INC (JXN) - 2.12% | N/A |
| #14 | FIRST BANCORP (FBP) - 2.05% | N/A |
| #15 | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 1.99% | N/A |
| #16 | MGIC INVESTMENT CORP (MTG) - 1.91% | N/A |
| #17 | SELECTIVE INSURANCE GROUP INC (SIGI) - 1.78% | N/A |
| #18 | n/a (WFRD) - 1.76% | N/A |
| #19 | ENOVA INTERNATIONAL INC (ENVA) - 1.75% | N/A |
| #20 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 1.74% | N/A |
| #21 | BANK OZK (OZK) - 1.70% | N/A |
| #22 | WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) - 1.54% | N/A |
| #23 | EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 1.51% | N/A |
| #24 | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.51% | N/A |
| #25 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.50% | N/A |
| Total Holdings | 75 | 2 |
SMCF vs LFBE - Historical Returns
Returns include dividend reinvestment.
SMCF vs LFBE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SMCF | LFBE |
|---|---|---|
| 2026 | +19.47% | -2.07% |
| 2025 | +9.15% | +5.15% |
| 2024 | +16.26% | N/A |
| 2023 | +4.47% | N/A |
SMCF vs LFBE Drawdown Comparison
The maximum drawdown for SMCF was -28.49%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for LFBE was -7.65%, occurring on May 21, 2025. Recovery took 130 trading sessions.
The current SMCF drawdown is -1.91%. The current LFBE drawdown is -5.90%.
| Rank | SMCF | LFBE |
|---|---|---|
| #1 | -28.49% Nov 25, 2024 - Dec 10, 2025 | -7.65% Apr 4, 2025 - Oct 10, 2025 |
| #2 | -9.67% Jul 31, 2024 - Oct 11, 2024 | -6.75% Feb 27, 2026 - May 19, 2026 |
| #3 | -7.15% Mar 28, 2024 - Jul 16, 2024 | -3.97% Oct 22, 2025 - Feb 27, 2026 |
| #4 | -6.60% Feb 6, 2026 - Apr 16, 2026 | -3.02% Mar 3, 2025 - Apr 3, 2025 |
| #5 | -5.31% Dec 26, 2023 - Feb 12, 2024 | -2.19% Feb 6, 2025 - Feb 21, 2025 |
| #6 | -4.01% Oct 17, 2024 - Nov 6, 2024 | -1.56% Jan 6, 2025 - Jan 16, 2025 |
| #7 | -2.73% Dec 11, 2025 - Jan 6, 2026 | -0.87% Jan 21, 2025 - Jan 27, 2025 |
| #8 | -2.59% May 5, 2026 - Jun 12, 2026 | -0.50% Feb 26, 2025 - Feb 28, 2025 |
| #9 | -2.53% Jul 16, 2024 - Jul 25, 2024 | -0.48% Jan 30, 2025 - Feb 3, 2025 |
| #10 | -2.29% Feb 12, 2024 - Feb 15, 2024 | -0.22% Oct 14, 2025 - Oct 16, 2025 |
| #11 | -2.00% Nov 11, 2024 - Nov 20, 2024 | -0.21% Jan 27, 2025 - Jan 30, 2025 |
| #12 | -1.91% Jul 21, 2026 - Jul 23, 2026 | -0.19% Oct 16, 2025 - Oct 20, 2025 |
| #13 | -1.73% Feb 15, 2024 - Feb 23, 2024 | -0.02% Oct 10, 2025 - Oct 14, 2025 |
| #14 | -1.72% Jan 21, 2026 - Jan 29, 2026 | N/A |
| #15 | -1.63% Jun 12, 2026 - Jun 23, 2026 | N/A |
Correlation
Correlation between SMCF and LFBE is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2024 - 2026)
SMCF vs LFBE dividend yield comparison.
| Year | SMCF | LFBE |
|---|---|---|
| 2026 | 0.00% | 3.25% |
| 2025 | 3.91% | 12.22% |
| 2024 | 0.61% | 0.00% |
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