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USML vs LIAM

Comparison between UBS AG London Branch (USML, ETF) and LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM, ETF).

USML vs LIAM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USML
$4.20M
Winner
LIAM
$4.30M
Expense Ratio
USML
N/A
LIAM
0.25%
Max Drawdown
USML
35.34%
Winner
LIAM
13.96%
Sharpe Ratio
Winner
USML
0.01
LIAM
-0.03
5Y Beta
USML
0.93
Winner
LIAM
0.09

USML vs LIAM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
USML
+2.32%
LIAM
-0.31%
3M
USML
-2.70%
Winner
LIAM
-1.15%
6M
Winner
USML
+1.67%
LIAM
-0.10%
1Y
USML
+2.92%
Winner
LIAM
+3.56%
5Y(CAGR)
USML
+7.84%
LIAM
N/A
Max(CAGR)
Winner
USML
+10.26%
LIAM
-1.09%

USML vs LIAM - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearUSMLLIAM
2026+2.88%+0.41%
2025+9.65%+5.23%
2024+22.88%-7.10%
2023+11.25%N/A
2022-21.84%N/A
2021+42.12%N/A

USML vs LIAM Drawdown Comparison

The maximum drawdown for USML was -35.34%, occurring on Oct 14, 2022. Recovery took 636 trading sessions.

The maximum drawdown for LIAM was -8.39%, occurring on Jan 14, 2025. Recovery took 272 trading sessions.

The current USML drawdown is -4.86%. The current LIAM drawdown is -2.60%.

RankUSMLLIAM
#1-35.34%
Dec 29, 2021 - Jul 12, 2024
-8.39%
Sep 16, 2024 - Oct 16, 2025
#2-19.14%
Nov 29, 2024 - Feb 26, 2026
-4.45%
Oct 28, 2025 - Mar 27, 2026
#3-13.09%
Mar 2, 2026 - Mar 27, 2026
-0.39%
Oct 22, 2025 - Oct 28, 2025
#4-11.89%
Sep 3, 2021 - Nov 15, 2021
-0.31%
Oct 16, 2025 - Oct 21, 2025
#5-8.41%
Feb 9, 2021 - Mar 12, 2021
N/A
#6-6.89%
Nov 16, 2021 - Dec 10, 2021
N/A
#7-6.43%
Oct 18, 2024 - Nov 11, 2024
N/A
#8-5.04%
May 10, 2021 - Jun 10, 2021
N/A
#9-4.75%
Jul 31, 2024 - Aug 13, 2024
N/A
#10-4.57%
Nov 11, 2024 - Nov 22, 2024
N/A
#11-4.21%
Aug 30, 2024 - Sep 16, 2024
N/A
#12-3.65%
Jul 17, 2024 - Jul 31, 2024
N/A
#13-3.59%
Jun 14, 2021 - Jun 25, 2021
N/A
#14-3.26%
Dec 16, 2021 - Dec 23, 2021
N/A
#15-3.05%
Sep 16, 2024 - Oct 9, 2024
N/A

Correlation

Correlation between USML and LIAM is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

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