VLLU vs LIAU
Comparison between HARBOR ALPHAEDGE LARGE CAP VALUE ETF (VLLU, ETF) and LifeX 2060 Inflation-Protected Longevity Income ETF (LIAU, ETF).
VLLU vs LIAU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VLLU vs LIAU - Holdings Comparison
VLLU and LIAU have 0 common holdings. Overlap is 0.00%
VLLU's top 25 holdings weight is 70.80%. LIAU's top 25 holdings weight is 2.54%.
| Rank | VLLU | LIAU |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 7.18% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.27% |
| #2 | JOHNSON & JOHNSON (JNJ) - 4.49% | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.27% |
| #3 | MICRON TECHNOLOGY INC (MU) - 3.63% | N/A |
| #4 | BANK OF NEW YORK MELLON CORP (BNY) - 3.50% | N/A |
| #5 | APPLE INC (AAPL) - 3.48% | N/A |
| #6 | SEI INVESTMENTS CO (SEIC) - 3.41% | N/A |
| #7 | BANK OF AMERICA CORP (BAC) - 3.30% | N/A |
| #8 | VISA INC CLASS A (V) - 3.16% | N/A |
| #9 | CITIGROUP INC (C) - 3.09% | N/A |
| #10 | SYNCHRONY FINANCIAL (SYF) - 2.91% | N/A |
| #11 | MUELLER INDUSTRIES INC (MLI) - 2.74% | N/A |
| #12 | GENERAL DYNAMICS CORP (GD) - 2.71% | N/A |
| #13 | CIRRUS LOGIC INC (CRUS) - 2.70% | N/A |
| #14 | ADOBE INC (ADBE) - 2.59% | N/A |
| #15 | ALTRIA GROUP INC (MO) - 2.56% | N/A |
| #16 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.51% | N/A |
| #17 | UNITED THERAPEUTICS CORP (UTHR) - 2.47% | N/A |
| #18 | NUCOR CORP (NUE) - 2.26% | N/A |
| #19 | WESTERN DIGITAL CORP (WDC) - 2.04% | N/A |
| #20 | TJX COMPANIES INC (TJX) - 1.81% | N/A |
| #21 | LAM RESEARCH CORP (LRCX) - 1.79% | N/A |
| #22 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.78% | N/A |
| #23 | NVIDIA CORP (NVDA) - 1.77% | N/A |
| #24 | ROSS STORES INC (ROST) - 1.68% | N/A |
| #25 | EXELIXIS INC (EXEL) - 1.24% | N/A |
| Total Holdings | 75 | 2 |
VLLU vs LIAU - Historical Returns
Returns include dividend reinvestment.
VLLU vs LIAU - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | VLLU | LIAU |
|---|---|---|
| 2026 | +11.34% | -1.09% |
| 2025 | +16.95% | +3.53% |
| 2024 | +2.67% | -8.29% |
VLLU vs LIAU Drawdown Comparison
The maximum drawdown for VLLU was -16.63%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.
The maximum drawdown for LIAU was -9.95%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current VLLU drawdown is -0.55%. The current LIAU drawdown is -6.14%.
| Rank | VLLU | LIAU |
|---|---|---|
| #1 | -16.63% Nov 26, 2024 - Jul 3, 2025 | -9.95% Sep 16, 2024 - Jan 14, 2025 |
| #2 | -6.33% Feb 9, 2026 - Apr 17, 2026 | N/A |
| #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 | -2.51% Jun 4, 2026 - Jun 15, 2026 | N/A |
| #8 | -2.48% Oct 17, 2024 - Nov 6, 2024 | N/A |
| #9 | -2.19% Nov 11, 2024 - Nov 25, 2024 | N/A |
| #10 | -1.92% May 11, 2026 - May 22, 2026 | N/A |
| #11 | -1.78% Jun 15, 2026 - Jul 20, 2026 | N/A |
| #12 | -1.60% Dec 24, 2025 - Jan 5, 2026 | N/A |
| #13 | -1.48% Jan 15, 2026 - Jan 27, 2026 | N/A |
| #14 | -1.34% Oct 27, 2025 - Nov 11, 2025 | N/A |
| #15 | -1.24% Sep 5, 2024 - Sep 13, 2024 | N/A |
Correlation
Correlation between VLLU and LIAU is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2024 - 2026)
VLLU vs LIAU dividend yield comparison.
| Year | VLLU | LIAU |
|---|---|---|
| 2026 | 0.00% | 2.41% |
| 2025 | 1.52% | 12.93% |
| 2024 | 0.90% | 1.04% |
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