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TMDV vs LIAU

Comparison between PROSHARES RUSSELL U.S. DIVIDEND GROWERS ETF PROSHARES RUSSELL US DIVIDEND GROWERS ETF (TMDV, ETF) and LifeX 2060 Inflation-Protected Longevity Income ETF (LIAU, ETF).

TMDV vs LIAU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TMDV
$4.60M
LIAU
$4.60M
Expense Ratio
TMDV
0.35%
Winner
LIAU
0.25%
Max Drawdown
TMDV
33.42%
Winner
LIAU
19.64%
Sharpe Ratio
Winner
TMDV
0.65
LIAU
-0.32
5Y Beta
TMDV
0.47
Winner
LIAU
0.11
P/E Ratio
TMDV
19.86
LIAU
N/A
Forward P/E
TMDV
17.09
LIAU
N/A
PEG Ratio
TMDV
0.20
LIAU
N/A
5Y Dividends CAGR
TMDV
6.01%
LIAU
N/A
5Y EPS CAGR
TMDV
5.95%
LIAU
N/A
Debt to Equity
TMDV
16.18%
LIAU
N/A
P/S Ratio
TMDV
1.67
LIAU
N/A
P/B Ratio
TMDV
2.60
LIAU
N/A

TMDV vs LIAU - Holdings Comparison

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

TMDV's top 25 holdings weight is 40.99%. LIAU's top 25 holdings weight is 2.54%.

RankTMDVLIAU
#1
GENUINE PARTS CO (GPC) - 1.82%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.27%
#2
AMERICAN STATES WATER CO (AWR) - 1.69%
MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.27%
#3
H2O AMERICA (HTO) - 1.69%
N/A
#4
RLI CORP (RLI) - 1.69%
N/A
#5
CALIFORNIA WATER SERVICE GROUP (CWT) - 1.68%
N/A
#6
AUTOMATIC DATA PROCESSING INC (ADP) - 1.66%
N/A
#7
OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.65%
N/A
#8
T. ROWE PRICE GROUP INC (TROW) - 1.64%
N/A
#9
n/a (MKC) - 1.64%
N/A
#10
AIR PRODUCTS AND CHEMICALS INC (APD) - 1.64%
N/A
#11
JOHNSON & JOHNSON (JNJ) - 1.63%
N/A
#12
ILLINOIS TOOL WORKS INC (ITW) - 1.63%
N/A
#13
CINCINNATI FINANCIAL CORP (CINF) - 1.63%
N/A
#14
STEPAN CO (SCL) - 1.63%
N/A
#15
ATMOS ENERGY CORP (ATO) - 1.62%
N/A
#16
MSA SAFETY INC (MSA) - 1.61%
N/A
#17
MIDDLESEX WATER CO (MSEX) - 1.61%
N/A
#18
BLACK HILLS CORP (BKH) - 1.61%
N/A
#19
SONOCO PRODUCTS CO (SON) - 1.61%
N/A
#20
S&P GLOBAL INC (SPGI) - 1.61%
N/A
#21
AFLAC INC (AFL) - 1.60%
N/A
#22
KIMBERLY-CLARK CORP (KMB) - 1.60%
N/A
#23
CONSOLIDATED EDISON INC (ED) - 1.60%
N/A
#24
W.W. GRAINGER INC (GWW) - 1.60%
N/A
#25
STANLEY BLACK & DECKER INC (SWK) - 1.60%
N/A
Total Holdings662

TMDV vs LIAU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TMDV
+3.77%
LIAU
-1.57%
3M
Winner
TMDV
+4.61%
LIAU
-1.39%
6M
Winner
TMDV
+5.60%
LIAU
-1.53%
1Y
Winner
TMDV
+11.94%
LIAU
+0.60%
5Y(CAGR)
TMDV
+4.28%
LIAU
N/A
Max(CAGR)
Winner
TMDV
+6.56%
LIAU
-3.38%

TMDV vs LIAU - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearTMDVLIAU
2026+11.48%-1.09%
2025+3.74%+3.53%
2024+2.38%-8.29%
2023+1.98%N/A
2022-4.53%N/A
2021+25.14%N/A
2020+5.13%N/A
2019+3.26%N/A

TMDV vs LIAU Drawdown Comparison

The maximum drawdown for TMDV was -33.42%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

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

The current TMDV drawdown is -1.83%. The current LIAU drawdown is -6.14%.

RankTMDVLIAU
#1-33.42%
Jan 17, 2020 - Nov 10, 2020
-9.95%
Sep 16, 2024 - Jan 14, 2025
#2-17.10%
Jan 4, 2022 - Jul 16, 2024
N/A
#3-16.02%
Nov 29, 2024 - Feb 2, 2026
N/A
#4-9.82%
Feb 13, 2026 - Jun 26, 2026
N/A
#5-6.03%
Aug 16, 2021 - Nov 3, 2021
N/A
#6-5.41%
Nov 23, 2021 - Dec 13, 2021
N/A
#7-5.07%
May 10, 2021 - Aug 16, 2021
N/A
#8-4.46%
Oct 18, 2024 - Nov 22, 2024
N/A
#9-3.90%
Jul 30, 2024 - Aug 23, 2024
N/A
#10-3.66%
Jan 12, 2021 - Feb 8, 2021
N/A
#11-2.61%
Dec 16, 2021 - Dec 27, 2021
N/A
#12-2.57%
Nov 24, 2020 - Dec 17, 2020
N/A
#13-2.51%
Feb 24, 2021 - Mar 5, 2021
N/A
#14-2.49%
Jul 2, 2026 - Jul 16, 2026
N/A
#15-2.40%
Nov 10, 2020 - Nov 16, 2020
N/A

Correlation

Correlation between TMDV and LIAU is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32
-101

Dividend Comparison (2019 - 2026)

TMDV vs LIAU dividend yield comparison.

YearTMDVLIAU
20261.22%2.41%
20252.65%12.93%
20242.70%1.04%
20232.45%0.00%
20222.46%0.00%
20212.14%0.00%
20202.28%0.00%
20190.16%0.00%

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