SPXD vs LIAM
Comparison between XTRACKERS S&P 500 DIVERSIFIED SECTOR WEIGHT ETF (SPXD, ETF) and LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM, ETF).
SPXD vs LIAM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPXD
$6.80M
Winner
LIAM
$6.90M
Expense Ratio
Winner
SPXD
0.09%
LIAM
0.25%
Max Drawdown
Winner
SPXD
7.85%
LIAM
13.96%
Sharpe Ratio
Winner
SPXD
1.29
LIAM
0.15
5Y Beta
SPXD
0.68
Winner
LIAM
0.09
P/E Ratio
SPXD
23.51
LIAM
N/A
Forward P/E
SPXD
17.20
LIAM
N/A
PEG Ratio
SPXD
0.59
LIAM
N/A
5Y EPS CAGR
SPXD
10.23%
LIAM
N/A
Debt to Equity
SPXD
16.19%
LIAM
N/A
P/S Ratio
SPXD
1.42
LIAM
N/A
P/B Ratio
SPXD
2.96
LIAM
N/A
SPXD vs LIAM - Holdings Comparison
SPXD and LIAM have 1 common holdings. Overlap is 0.00%
SPXD's top 25 holdings weight is 25.38%. LIAM's top 25 holdings weight is 100.02%.
| Rank | SPXD | LIAM |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.62% | UNITED STATES TREASURY BONDS 2.13% (n/a) - 23.03% |
| #2 | JABIL INC (JBL) - 1.94% | UNITED STATES TREASURY NOTES 1.88% (n/a) - 18.13% |
| #3 | ABBOTT LABORATORIES (ABT) - 1.45% | UNITED STATES TREASURY BONDS 0.88% (n/a) - 11.12% |
| #4 | PROCTER & GAMBLE CO (PG) - 1.37% | UNITED STATES TREASURY BONDS 2.38% (n/a) - 11.05% |
| #5 | COSTCO WHOLESALE CORP (COST) - 1.21% | UNITED STATES TREASURY NOTES 0.13% (n/a) - 7.49% |
| #6 | CVS HEALTH CORP (CVS) - 1.18% | UNITED STATES TREASURY BONDS 1% (n/a) - 7.13% |
| #7 | WALMART INC (WMT) - 1.10% | UNITED STATES TREASURY BONDS 1.5% (n/a) - 6.95% |
| #8 | THE WALT DISNEY CO (DIS) - 1.10% | UNITED STATES TREASURY NOTES 1.25% (n/a) - 3.97% |
| #9 | APPLE INC (AAPL) - 1.04% | UNITED STATES TREASURY NOTES 1.38% (n/a) - 3.88% |
| #10 | SYSCO CORP (SYY) - 0.97% | UNITED STATES TREASURY NOTES 2.38% (n/a) - 3.07% |
| #11 | PHILLIPS 66 (PSX) - 0.94% | UNITED STATES TREASURY NOTES 1.13% (n/a) - 1.19% |
| #12 | n/a (DELL) - 0.90% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.94% |
| #13 | UNITEDHEALTH GROUP INC (UNH) - 0.90% | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.94% |
| #14 | AMERICAN WATER WORKS CO INC (AWK) - 0.85% | UNITED STATES TREASURY NOTES 2.13% (n/a) - 0.65% |
| #15 | MICROSOFT CORP (MSFT) - 0.84% | UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.22% |
| #16 | CENTENE CORP (CNC) - 0.83% | OTHER ASSETS AND LIABILITIES (n/a) - 0.14% |
| #17 | REGENERON PHARMACEUTICALS INC (REGN) - 0.79% | UNITED STATES TREASURY NOTES 1.63% (n/a) - 0.08% |
| #18 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.78% | UNITED STATES TREASURY NOTES 0.5% (n/a) - 0.02% |
| #19 | INTEL CORP (INTC) - 0.76% | UNITED STATES TREASURY NOTES 0.38% (n/a) - 0.02% |
| #20 | JPMORGAN CHASE & CO (JPM) - 0.73% | N/A |
| #21 | KIMBERLY-CLARK CORP (KMB) - 0.42% | N/A |
| #22 | NXP SEMICONDUCTORS NV (NXPI) - 0.42% | N/A |
| #23 | LENNAR CORP CLASS A (LEN) - 0.42% | N/A |
| #24 | METLIFE INC (MET) - 0.41% | N/A |
| #25 | DELTA AIR LINES INC (DAL) - 0.41% | N/A |
| Total Holdings | 466 | 19 |
SPXD vs LIAM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPXD
+2.96%
LIAM
+0.41%
3M
Winner
SPXD
+8.64%
LIAM
+0.41%
6M
Winner
SPXD
+10.22%
LIAM
+0.88%
1Y
Winner
SPXD
+16.35%
LIAM
+3.92%
Max(CAGR)
Winner
SPXD
+18.67%
LIAM
-0.77%
SPXD vs LIAM - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SPXD | LIAM |
|---|---|---|
| 2026 | +10.23% | +0.95% |
| 2025 | +5.02% | +5.23% |
| 2024 | N/A | -7.10% |
SPXD vs LIAM Drawdown Comparison
The maximum drawdown for SPXD was -7.52%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.
The maximum drawdown for LIAM was -8.39%, occurring on Jan 14, 2025. Recovery took 272 trading sessions.
The current LIAM drawdown is -2.08%.
| Rank | SPXD | LIAM |
|---|---|---|
| #1 | -7.52% Feb 27, 2026 - May 6, 2026 | -8.39% Sep 16, 2024 - Oct 16, 2025 |
| #2 | -4.35% Oct 27, 2025 - Nov 28, 2025 | -4.45% Oct 28, 2025 - Mar 27, 2026 |
| #3 | -3.09% Oct 3, 2025 - Oct 24, 2025 | -0.39% Oct 22, 2025 - Oct 28, 2025 |
| #4 | -2.69% Jul 25, 2025 - Aug 13, 2025 | -0.31% Oct 16, 2025 - Oct 21, 2025 |
| #5 | -1.66% Jan 15, 2026 - Feb 3, 2026 | N/A |
| #6 | -1.46% Jun 4, 2026 - Jun 12, 2026 | N/A |
| #7 | -1.35% Dec 11, 2025 - Dec 24, 2025 | N/A |
| #8 | -1.26% May 6, 2026 - May 22, 2026 | N/A |
| #9 | -1.23% Aug 28, 2025 - Sep 11, 2025 | N/A |
| #10 | -1.13% Feb 11, 2026 - Feb 18, 2026 | N/A |
| #11 | -1.06% Jan 6, 2026 - Jan 9, 2026 | N/A |
| #12 | -0.99% Dec 24, 2025 - Jan 5, 2026 | N/A |
| #13 | -0.91% Sep 23, 2025 - Sep 29, 2025 | N/A |
| #14 | -0.83% Nov 28, 2025 - Dec 10, 2025 | N/A |
| #15 | -0.79% Feb 20, 2026 - Feb 26, 2026 | N/A |
Correlation
Correlation between SPXD and LIAM is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.51
-101
Dividend Comparison (2024 - 2026)
SPXD vs LIAM dividend yield comparison.
| Year | SPXD | LIAM |
|---|---|---|
| 2026 | 0.32% | 2.24% |
| 2025 | 0.76% | 9.02% |
| 2024 | 0.00% | 1.21% |
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