VLLU vs LFAO

Comparison between HARBOR ALPHAEDGE LARGE CAP VALUE ETF (VLLU, ETF) and LifeX 2055 Longevity Income ETF (LFAO, ETF).

VLLU vs LFAO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VLLU(ETF)	LFAO(ETF)
Net Assets	$4.30M	$4.30M
Expense Ratio	0.25%	0.25%
Max Drawdown	17.37%	21.08%
Sharpe Ratio	1.81	-0.11
5Y Beta	0.74	0.04
P/E Ratio	14.79	N/A
Forward P/E	12.62	N/A
PEG Ratio	0.31	N/A
5Y EPS CAGR	21.09%	N/A
P/S Ratio	2.09	N/A
P/B Ratio	2.78	N/A

Net Assets

VLLU

$4.30M

LFAO

$4.30M

Expense Ratio

VLLU

0.25%

LFAO

0.25%

Max Drawdown

Winner

VLLU

17.37%

LFAO

21.08%

Sharpe Ratio

Winner

VLLU

1.81

LFAO

-0.11

5Y Beta

VLLU

0.74

Winner

LFAO

0.04

P/E Ratio

VLLU

14.79

LFAO

N/A

Forward P/E

VLLU

12.62

LFAO

N/A

PEG Ratio

VLLU

0.31

LFAO

N/A

5Y EPS CAGR

VLLU

21.09%

LFAO

N/A

P/S Ratio

VLLU

2.09

LFAO

N/A

P/B Ratio

VLLU

2.78

LFAO

N/A

VLLU vs LFAO - Holdings Comparison

VLLU and LFAO have 1 common holdings. Overlap is 0.09%

VLLU's top 25 holdings weight is 69.98%. LFAO's top 25 holdings weight is 100.00%.

Rank	VLLU	LFAO
#1	MICRON TECHNOLOGY INC (MU) - 5.01%	UNITED STATES TREASURY BONDS 4.5% (n/a) - 22.85%
#2	QUALCOMM INC (QCOM) - 4.09%	UNITED STATES TREASURY BONDS 4.63% (n/a) - 19.44%
#3	n/a (DELL) - 3.26%	UNITED STATES TREASURY BONDS 2.38% (n/a) - 18.71%
#4	CIRRUS LOGIC INC (CRUS) - 3.10%	UNITED STATES TREASURY BONDS 4.75% (n/a) - 12.15%
#5	MERCK & CO INC (MRK) - 3.07%	UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.85%
#6	BANK OF NEW YORK MELLON CORP (BNY) - 2.98%	UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.79%
#7	BANK OF AMERICA CORP (BAC) - 2.80%	UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.63%
#8	CITIGROUP INC (C) - 2.79%	UNITED STATES TREASURY NOTES 3.63% (n/a) - 3.36%
#9	ADOBE INC (ADBE) - 2.79%	UNITED STATES TREASURY NOTES 3.13% (n/a) - 2.78%
#10	MUELLER INDUSTRIES INC (MLI) - 2.76%	UNITED STATES TREASURY NOTES 3.75% (n/a) - 2.62%
#11	GENERAL DYNAMICS CORP (GD) - 2.75%	UNITED STATES TREASURY NOTES 1.25% (n/a) - 1.55%
#12	ALTRIA GROUP INC (MO) - 2.70%	UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.24%
#13	TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.70%	UNITED STATES TREASURY NOTES 3.38% (n/a) - 1.13%
#14	GILEAD SCIENCES INC (GILD) - 2.69%	OTHER ASSETS AND LIABILITIES (n/a) - 0.76%
#15	FEDERATED HERMES INC CLASS B (FHI) - 2.68%	UNITED STATES TREASURY NOTES 4% (n/a) - 0.68%
#16	SYNCHRONY FINANCIAL (SYF) - 2.66%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.59%
#17	JPMORGAN CHASE & CO (JPM) - 2.65%	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.59%
#18	COMCAST CORP CLASS A (CMCSA) - 2.57%	UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.28%
#19	JOHNSON & JOHNSON (JNJ) - 2.51%	N/A
#20	NEWMONT CORP (NEM) - 2.38%	N/A
#21	EXXON MOBIL CORP (XOM) - 2.31%	N/A
#22	CHEVRON CORP (CVX) - 2.31%	N/A
#23	WELLS FARGO & CO (WFC) - 2.21%	N/A
#24	AUTOLIV INC (ALV) - 2.20%	N/A
#25	THE GOLDMAN SACHS GROUP INC (GS) - 2.01%	N/A
Total Holdings	76	18

VLLU vs LFAO - Historical Returns

Returns include dividend reinvestment.

Period	VLLU	LFAO
1 month	+4.20%	-0.28%
3 months	+8.76%	-2.53%
6 months	+13.08%	-1.05%
1 year	+26.21%	+2.82%
Max(CAGR)	+17.75%	-2.32%

Winner

VLLU

+4.20%

LFAO

-0.28%

Winner

VLLU

+8.76%

LFAO

-2.53%

Winner

VLLU

+13.08%

LFAO

-1.05%

Winner

VLLU

+26.21%

LFAO

+2.82%

Max(CAGR)

Winner

VLLU

+17.75%

LFAO

-2.32%

VLLU vs LFAO - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	VLLU	LFAO
2026	+9.66%	-0.67%
2025	+16.95%	+5.58%
2024	+2.67%	-8.36%

VLLU vs LFAO Drawdown Comparison

The maximum drawdown for VLLU was -16.63%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.

The maximum drawdown for LFAO was -10.12%, occurring on Jan 14, 2025. Recovery took 363 trading sessions.

The current VLLU drawdown is -1.69%. The current LFAO drawdown is -4.03%.

Rank	VLLU	LFAO
#1	-16.63% Nov 26, 2024 - Jul 3, 2025	-10.12% Sep 16, 2024 - Feb 27, 2026
#2	-6.33% Feb 9, 2026 - Apr 17, 2026	-5.86% Feb 27, 2026 - May 19, 2026
#3	-3.93% Nov 12, 2025 - Dec 3, 2025	N/A
#4	-3.37% Sep 11, 2025 - Oct 27, 2025	N/A
#5	-2.80% Jul 23, 2025 - Aug 13, 2025	N/A
#6	-2.62% Jul 3, 2025 - Jul 23, 2025	N/A
#7	-2.48% Oct 17, 2024 - Nov 6, 2024	N/A
#8	-2.19% Nov 11, 2024 - Nov 25, 2024	N/A
#9	-1.92% May 11, 2026 - May 22, 2026	N/A
#10	-1.69% Jun 4, 2026 - Jun 5, 2026	N/A
#11	-1.60% Dec 24, 2025 - Jan 5, 2026	N/A
#12	-1.48% Jan 15, 2026 - Jan 27, 2026	N/A
#13	-1.34% Oct 27, 2025 - Nov 11, 2025	N/A
#14	-1.24% Sep 5, 2024 - Sep 13, 2024	N/A
#15	-1.05% Dec 11, 2025 - Dec 22, 2025	N/A