THTA vs LDDR
Comparison between SOFI ENHANCED YIELD ETF (THTA, ETF) and Stone Ridge 2035 Term Income ETF (LDDR, ETF).
THTA vs LDDR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
THTA
$43M
LDDR
$43M
Expense Ratio
THTA
0.61%
Winner
LDDR
0.25%
Max Drawdown
THTA
35.63%
Winner
LDDR
14.15%
Sharpe Ratio
Winner
THTA
2.02
LDDR
-0.27
5Y Beta
THTA
0.71
Winner
LDDR
0.01
THTA vs LDDR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
THTA
+0.36%
LDDR
-0.42%
3M
Winner
THTA
+3.91%
LDDR
-1.29%
6M
Winner
THTA
+7.86%
LDDR
-0.30%
1Y
Winner
THTA
+16.47%
LDDR
+3.01%
Max(CAGR)
THTA
+1.47%
Winner
LDDR
+4.37%
THTA vs LDDR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | THTA | LDDR |
|---|---|---|
| 2026 | +6.68% | -0.48% |
| 2025 | -10.33% | +6.75% |
| 2024 | +7.11% | N/A |
| 2023 | +1.04% | N/A |
THTA vs LDDR Drawdown Comparison
The maximum drawdown for THTA was -31.41%, occurring on Apr 4, 2025. This drawdown has not yet recovered.
The maximum drawdown for LDDR was -2.49%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current THTA drawdown is -6.98%. The current LDDR drawdown is -2.03%.
| Rank | THTA | LDDR |
|---|---|---|
| #1 | -31.41% Mar 21, 2025 - Apr 4, 2025 | -2.49% Feb 27, 2026 - May 19, 2026 |
| #2 | -11.94% Jul 31, 2024 - Jan 22, 2025 | -2.38% Apr 4, 2025 - Jun 30, 2025 |
| #3 | -4.82% Feb 26, 2025 - Mar 17, 2025 | -1.21% Feb 28, 2025 - Apr 3, 2025 |
| #4 | -1.41% Apr 15, 2024 - Apr 22, 2024 | -1.07% Jun 30, 2025 - Aug 1, 2025 |
| #5 | -1.19% Jul 22, 2024 - Jul 29, 2024 | -1.01% Feb 5, 2025 - Feb 21, 2025 |
| #6 | -1.06% Jan 17, 2024 - Jan 31, 2024 | -0.81% Oct 21, 2025 - Nov 24, 2025 |
| #7 | -0.59% Feb 1, 2024 - Feb 5, 2024 | -0.80% Nov 26, 2025 - Feb 10, 2026 |
| #8 | -0.33% Dec 6, 2023 - Dec 18, 2023 | -0.73% Jan 6, 2025 - Jan 15, 2025 |
| #9 | -0.26% May 28, 2024 - May 31, 2024 | -0.70% Sep 16, 2025 - Oct 10, 2025 |
| #10 | -0.26% Jan 31, 2025 - Feb 4, 2025 | -0.43% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -0.25% Mar 13, 2024 - Mar 18, 2024 | -0.30% Jan 21, 2025 - Jan 27, 2025 |
| #12 | -0.25% Jul 15, 2024 - Jul 22, 2024 | -0.27% Aug 29, 2025 - Sep 4, 2025 |
| #13 | -0.17% Feb 24, 2025 - Feb 26, 2025 | -0.26% Aug 4, 2025 - Aug 13, 2025 |
| #14 | -0.16% May 14, 2024 - May 16, 2024 | -0.19% Feb 10, 2026 - Feb 12, 2026 |
| #15 | -0.16% Feb 12, 2024 - Feb 20, 2024 | -0.17% Feb 13, 2026 - Feb 23, 2026 |
Correlation
Correlation between THTA and LDDR is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.15
-101
Dividend Comparison (2023 - 2026)
THTA vs LDDR dividend yield comparison.
| Year | THTA | LDDR |
|---|---|---|
| 2026 | 4.47% | 6.36% |
| 2025 | 12.66% | 14.63% |
| 2024 | 12.44% | 0.00% |
| 2023 | 0.58% | 0.00% |
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