XLFI vs LIAM
Comparison between STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLFI, ETF) and LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM, ETF).
XLFI vs LIAM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XLFI vs LIAM - Holdings Comparison
XLFI and LIAM have 0 common holdings. Overlap is 0.00%
XLFI's top 25 holdings weight is 100.11%. LIAM's top 25 holdings weight is 100.03%.
| Rank | XLFI | LIAM |
|---|---|---|
| #1 | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 100.11% | UNITED STATES TREASURY BONDS 2.13% (n/a) - 22.94% |
| #2 | N/A | UNITED STATES TREASURY NOTES 1.88% (n/a) - 18.12% |
| #3 | N/A | UNITED STATES TREASURY BONDS 0.88% (n/a) - 11.04% |
| #4 | N/A | UNITED STATES TREASURY BONDS 2.38% (n/a) - 10.98% |
| #5 | N/A | UNITED STATES TREASURY NOTES 0.13% (n/a) - 7.49% |
| #6 | N/A | UNITED STATES TREASURY BONDS 1% (n/a) - 7.09% |
| #7 | N/A | UNITED STATES TREASURY BONDS 1.5% (n/a) - 6.90% |
| #8 | N/A | UNITED STATES TREASURY NOTES 1.25% (n/a) - 3.97% |
| #9 | N/A | UNITED STATES TREASURY NOTES 1.38% (n/a) - 3.88% |
| #10 | N/A | UNITED STATES TREASURY NOTES 2.38% (n/a) - 3.07% |
| #11 | N/A | UNITED STATES TREASURY NOTES 1.13% (n/a) - 1.19% |
| #12 | N/A | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.94% |
| #13 | N/A | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.94% |
| #14 | N/A | UNITED STATES TREASURY NOTES 2.13% (n/a) - 0.65% |
| #15 | N/A | OTHER ASSETS AND LIABILITIES (n/a) - 0.49% |
| #16 | N/A | UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.22% |
| #17 | N/A | UNITED STATES TREASURY NOTES 1.63% (n/a) - 0.08% |
| #18 | N/A | UNITED STATES TREASURY NOTES 0.5% (n/a) - 0.02% |
| #19 | N/A | UNITED STATES TREASURY NOTES 0.38% (n/a) - 0.02% |
| #20 | N/A | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 1 | 19 |
XLFI vs LIAM - Historical Returns
Returns include dividend reinvestment.
XLFI vs LIAM - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | XLFI | LIAM |
|---|---|---|
| 2026 | -3.02% | +0.41% |
| 2025 | +5.62% | +5.23% |
| 2024 | N/A | -7.10% |
XLFI vs LIAM Drawdown Comparison
The maximum drawdown for XLFI was -11.90%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for LIAM was -8.39%, occurring on Jan 14, 2025. Recovery took 272 trading sessions.
The current XLFI drawdown is -4.53%. The current LIAM drawdown is -2.60%.
| Rank | XLFI | LIAM |
|---|---|---|
| #1 | -11.90% Jan 6, 2026 - Mar 27, 2026 | -8.39% Sep 16, 2024 - Oct 16, 2025 |
| #2 | -4.08% Nov 12, 2025 - Dec 11, 2025 | -4.45% Oct 28, 2025 - Mar 27, 2026 |
| #3 | -3.26% Sep 29, 2025 - Nov 11, 2025 | -0.39% Oct 22, 2025 - Oct 28, 2025 |
| #4 | -2.21% Jul 30, 2025 - Aug 13, 2025 | -0.31% Oct 16, 2025 - Oct 21, 2025 |
| #5 | -0.96% Dec 26, 2025 - Jan 5, 2026 | N/A |
| #6 | -0.91% Sep 4, 2025 - Sep 11, 2025 | N/A |
| #7 | -0.81% Sep 19, 2025 - Sep 29, 2025 | N/A |
| #8 | -0.71% Aug 14, 2025 - Aug 20, 2025 | N/A |
| #9 | -0.38% Aug 29, 2025 - Sep 4, 2025 | N/A |
| #10 | -0.32% Aug 20, 2025 - Aug 22, 2025 | N/A |
| #11 | -0.27% Sep 11, 2025 - Sep 17, 2025 | N/A |
| #12 | -0.22% Aug 22, 2025 - Aug 26, 2025 | N/A |
| #13 | -0.15% Dec 16, 2025 - Dec 19, 2025 | N/A |
Correlation
Correlation between XLFI and LIAM is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2024 - 2026)
XLFI vs LIAM dividend yield comparison.
| Year | XLFI | LIAM |
|---|---|---|
| 2026 | 4.89% | 2.25% |
| 2025 | 5.57% | 9.02% |
| 2024 | 0.00% | 1.21% |
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