XDAT vs LFAW
Comparison between FRANKLIN EXPONENTIAL DATA ETF (XDAT, ETF) and LifeX 2060 Longevity Income ETF (LFAW, ETF).
XDAT vs LFAW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XDAT
$3.70M
Winner
LFAW
$3.80M
Expense Ratio
XDAT
0.50%
Winner
LFAW
0.25%
Max Drawdown
XDAT
54.87%
Winner
LFAW
18.58%
Sharpe Ratio
XDAT
-0.56
Winner
LFAW
-0.21
5Y Beta
XDAT
1.20
Winner
LFAW
0.05
P/E Ratio
XDAT
70.93
LFAW
N/A
Forward P/E
XDAT
36.43
LFAW
N/A
Debt to Equity
XDAT
34.48%
LFAW
N/A
P/S Ratio
XDAT
10.37
LFAW
N/A
P/B Ratio
XDAT
10.55
LFAW
N/A
XDAT vs LFAW - Holdings Comparison
XDAT and LFAW have 1 common holdings. Overlap is 0.00%
XDAT's top 25 holdings weight is 82.64%. LFAW's top 25 holdings weight is 99.99%.
| Rank | XDAT | LFAW |
|---|---|---|
| #1 | CLOUDFLARE INC (NET) - 9.91% | UNITED STATES TREASURY BONDS 4.25% (n/a) - 25.10% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 9.72% | UNITED STATES TREASURY BONDS 4.63% (n/a) - 15.71% |
| #3 | META PLATFORMS INC CLASS A (META) - 6.58% | UNITED STATES TREASURY BONDS 4.5% (n/a) - 15.05% |
| #4 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 5.08% | UNITED STATES TREASURY BONDS 4.75% (n/a) - 7.84% |
| #5 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 5.08% | UNITED STATES TREASURY BONDS 2.38% (n/a) - 7.12% |
| #6 | PALO ALTO NETWORKS INC (PANW) - 4.58% | UNITED STATES TREASURY BONDS 5% (n/a) - 6.42% |
| #7 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 4.41% | UNITED STATES TREASURY BONDS 4.13% (n/a) - 3.62% |
| #8 | DATADOG INC CLASS A (DDOG) - 4.06% | UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.33% |
| #9 | MONGODB INC CLASS A (MDB) - 3.92% | UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.07% |
| #10 | MICROSOFT CORP (MSFT) - 3.68% | UNITED STATES TREASURY NOTES 2.75% (n/a) - 2.90% |
| #11 | JFROG LTD ORDINARY SHARES (FROG) - 3.56% | UNITED STATES TREASURY NOTES 3.63% (n/a) - 2.20% |
| #12 | ORACLE CORP (ORCL) - 2.50% | OTHER ASSETS AND LIABILITIES (n/a) - 1.57% |
| #13 | ROKU INC CLASS A (ROKU) - 2.47% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.25% |
| #14 | n/a (PLTR) - 2.07% | UNITED STATES TREASURY NOTES 4.13% (n/a) - 1.04% |
| #15 | ARISTA NETWORKS INC (ANET) - 2.04% | UNITED STATES TREASURY NOTES 3.13% (n/a) - 0.96% |
| #16 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 1.93% | UNITED STATES TREASURY NOTES 4% (n/a) - 0.93% |
| #17 | T-MOBILE US INC (TMUS) - 1.70% | UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.76% |
| #18 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.68% | UNITED STATES TREASURY NOTES 3.5% (n/a) - 0.50% |
| #19 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 1.42% | UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.38% |
| #20 | WESTERN DIGITAL CORP (WDC) - 1.28% | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.12% |
| #21 | FRANKLIN INSTL U.S. GOVT MNY MKT FUND (INFXX) - 1.07% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.12% |
| #22 | EQUINIX INC (EQIX) - 1.02% | N/A |
| #23 | NETFLIX INC (NFLX) - 0.98% | N/A |
| #24 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 0.98% | N/A |
| #25 | OKTA INC CLASS A (OKTA) - 0.92% | N/A |
| Total Holdings | 61 | 21 |
XDAT vs LFAW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XDAT
+0.68%
LFAW
-3.29%
3M
Winner
XDAT
+3.49%
LFAW
-2.29%
6M
XDAT
-3.56%
Winner
LFAW
-2.36%
1Y
XDAT
-12.94%
Winner
LFAW
+2.13%
5Y(CAGR)
XDAT
-3.59%
LFAW
N/A
Max(CAGR)
Winner
XDAT
-0.91%
LFAW
-3.19%
XDAT vs LFAW - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | XDAT | LFAW |
|---|---|---|
| 2026 | -7.16% | -1.76% |
| 2025 | +1.67% | +5.91% |
| 2024 | +19.50% | -9.41% |
| 2023 | +47.02% | N/A |
| 2022 | -44.26% | N/A |
| 2021 | +10.86% | N/A |
XDAT vs LFAW Drawdown Comparison
The maximum drawdown for XDAT was -54.87%, occurring on Nov 9, 2022. This drawdown has not yet recovered.
The maximum drawdown for LFAW was -11.37%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current XDAT drawdown is -23.62%. The current LFAW drawdown is -5.82%.
| Rank | XDAT | LFAW |
|---|---|---|
| #1 | -54.87% Nov 9, 2021 - Nov 9, 2022 | -11.37% Sep 16, 2024 - Jan 14, 2025 |
| #2 | -18.66% Feb 12, 2021 - Jun 28, 2021 | N/A |
| #3 | -9.48% Sep 3, 2021 - Oct 18, 2021 | N/A |
| #4 | -4.63% Aug 5, 2021 - Aug 27, 2021 | N/A |
| #5 | -4.16% Jan 22, 2021 - Feb 2, 2021 | N/A |
| #6 | -4.04% Jul 6, 2021 - Jul 23, 2021 | N/A |
| #7 | -3.58% Oct 21, 2021 - Nov 4, 2021 | N/A |
| #8 | -2.74% Jul 23, 2021 - Aug 5, 2021 | N/A |
| #9 | -1.53% Jun 29, 2021 - Jul 6, 2021 | N/A |
| #10 | -0.42% Oct 19, 2021 - Oct 21, 2021 | N/A |
| #11 | -0.31% Jan 14, 2021 - Jan 19, 2021 | N/A |
| #12 | -0.11% Aug 30, 2021 - Sep 1, 2021 | N/A |
Correlation
Correlation between XDAT and LFAW is -0.26 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.26
-101
Dividend Comparison (2024 - 2026)
XDAT vs LFAW dividend yield comparison.
| Year | XDAT | LFAW |
|---|---|---|
| 2026 | 0.00% | 3.42% |
| 2025 | 0.00% | 9.85% |
| 2024 | 0.13% | 1.47% |
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