TLDR vs LFAI

Comparison between THE LADDERED T-BILL ETF (TLDR, ETF) and LifeX 2050 Longevity Income ETF (LFAI, ETF).

TLDR vs LFAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TLDR(ETF)	LFAI(ETF)
Net Assets	$4.50M	$4.50M
Expense Ratio	0.20%	0.25%
Max Drawdown	0.14%	21.35%
Sharpe Ratio	-0.61	-0.11
5Y Beta	-0.01	0.03

Net Assets

TLDR

$4.50M

LFAI

$4.50M

Expense Ratio

Winner

TLDR

0.20%

LFAI

0.25%

Max Drawdown

Winner

TLDR

0.14%

LFAI

21.35%

Sharpe Ratio

TLDR

-0.61

Winner

LFAI

-0.11

5Y Beta

Winner

TLDR

-0.01

LFAI

0.03

TLDR vs LFAI - Historical Returns

Returns include dividend reinvestment.

Period	TLDR	LFAI
1 month	+0.31%	-0.35%
3 months	+0.88%	-2.34%
6 months	N/A	-0.95%
1 year	N/A	+2.95%
Max(CAGR)	+3.47%	-1.33%

Winner

TLDR

+0.31%

LFAI

-0.35%

Winner

TLDR

+0.88%

LFAI

-2.34%

TLDR

N/A

LFAI

-0.95%

TLDR

N/A

LFAI

+2.95%

Max(CAGR)

Winner

TLDR

+3.47%

LFAI

-1.33%

TLDR vs LFAI - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	TLDR	LFAI
2026	+1.27%	-0.72%
2025	N/A	+5.98%
2024	N/A	-7.12%

TLDR vs LFAI Drawdown Comparison

The maximum drawdown for TLDR was -0.05%, occurring on Mar 31, 2026. Recovery took 2 trading sessions.

The maximum drawdown for LFAI was -8.64%, occurring on Jan 13, 2025. Recovery took 272 trading sessions.

The current LFAI drawdown is -3.75%.

Rank	TLDR	LFAI
#1	-0.05% Mar 30, 2026 - Apr 1, 2026	-8.64% Sep 16, 2024 - Oct 16, 2025
#2	-0.04% Apr 9, 2026 - Apr 14, 2026	-5.29% Feb 27, 2026 - May 19, 2026
#3	-0.04% Feb 10, 2026 - Feb 18, 2026	-2.40% Oct 22, 2025 - Feb 13, 2026
#4	-0.04% Feb 18, 2026 - Feb 27, 2026	-0.27% Feb 17, 2026 - Feb 23, 2026
#5	-0.03% Apr 20, 2026 - Apr 23, 2026	-0.20% Oct 16, 2025 - Oct 20, 2025
#6	-0.02% Jan 23, 2026 - Feb 3, 2026	-0.03% Feb 24, 2026 - Feb 26, 2026
#7	-0.02% Apr 14, 2026 - Apr 16, 2026	N/A
#8	-0.02% Jun 3, 2026 - Jun 5, 2026	N/A
#9	-0.02% May 21, 2026 - May 27, 2026	N/A
#10	-0.02% Mar 13, 2026 - Mar 18, 2026	N/A
#11	-0.01% Mar 3, 2026 - Mar 6, 2026	N/A
#12	-0.01% Mar 20, 2026 - Mar 25, 2026	N/A
#13	-0.01% Apr 2, 2026 - Apr 9, 2026	N/A

Correlation

Correlation between TLDR and LFAI is -0.55 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.55

-101