XLII vs LIAM

Comparison between STATE STREET(R) INDUSTRIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLII, ETF) and LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM, ETF).

XLII vs LIAM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLII(ETF)	LIAM(ETF)
Net Assets	$6.80M	$6.90M
Expense Ratio	0.35%	0.25%
Max Drawdown	10.59%	13.96%
Sharpe Ratio	1.14	0.15
5Y Beta	0.73	0.09

Net Assets

XLII

$6.80M

Winner

LIAM

$6.90M

Expense Ratio

XLII

0.35%

Winner

LIAM

0.25%

Max Drawdown

Winner

XLII

10.59%

LIAM

13.96%

Sharpe Ratio

Winner

XLII

1.14

LIAM

0.15

5Y Beta

XLII

0.73

Winner

LIAM

0.09

XLII vs LIAM - Holdings Comparison

XLII and LIAM have 0 common holdings. Overlap is 0.00%

XLII's top 25 holdings weight is 100.04%. LIAM's top 25 holdings weight is 100.02%.

Rank	XLII	LIAM
#1	STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 100.04%	UNITED STATES TREASURY BONDS 2.13% (n/a) - 23.03%
#2	N/A	UNITED STATES TREASURY NOTES 1.88% (n/a) - 18.13%
#3	N/A	UNITED STATES TREASURY BONDS 0.88% (n/a) - 11.12%
#4	N/A	UNITED STATES TREASURY BONDS 2.38% (n/a) - 11.05%
#5	N/A	UNITED STATES TREASURY NOTES 0.13% (n/a) - 7.49%
#6	N/A	UNITED STATES TREASURY BONDS 1% (n/a) - 7.13%
#7	N/A	UNITED STATES TREASURY BONDS 1.5% (n/a) - 6.95%
#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	UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.22%
#16	N/A	OTHER ASSETS AND LIABILITIES (n/a) - 0.14%
#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

XLII vs LIAM - Historical Returns

Returns include dividend reinvestment.

Period	XLII	LIAM
1 month	+1.91%	+0.41%
3 months	+7.90%	+0.41%
6 months	+9.32%	+0.88%
1 year	+15.64%	+3.92%
Max(CAGR)	+18.22%	-0.77%

Winner

XLII

+1.91%

LIAM

+0.41%

Winner

XLII

+7.90%

LIAM

+0.41%

Winner

XLII

+9.32%

LIAM

+0.88%

Winner

XLII

+15.64%

LIAM

+3.92%

Max(CAGR)

Winner

XLII

+18.22%

LIAM

-0.77%

XLII vs LIAM - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	XLII	LIAM
2026	+7.49%	+0.95%
2025	+6.64%	+5.23%
2024	N/A	-7.10%

XLII vs LIAM Drawdown Comparison

The maximum drawdown for XLII was -10.10%, occurring on Mar 30, 2026. Recovery took 66 trading sessions.

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

The current LIAM drawdown is -2.08%.

Rank	XLII	LIAM
#1	-10.10% Mar 2, 2026 - Jun 4, 2026	-8.39% Sep 16, 2024 - Oct 16, 2025
#2	-3.61% Nov 12, 2025 - Dec 3, 2025	-4.45% Oct 28, 2025 - Mar 27, 2026
#3	-2.68% Jun 4, 2026 - Jun 12, 2026	-0.39% Oct 22, 2025 - Oct 28, 2025
#4	-2.49% Oct 8, 2025 - Oct 20, 2025	-0.31% Oct 16, 2025 - Oct 21, 2025
#5	-1.68% Aug 28, 2025 - Sep 11, 2025	N/A
#6	-1.30% Jan 16, 2026 - Feb 2, 2026	N/A
#7	-1.22% Oct 27, 2025 - Nov 11, 2025	N/A
#8	-1.16% Jul 30, 2025 - Aug 12, 2025	N/A
#9	-0.99% Aug 13, 2025 - Aug 22, 2025	N/A
#10	-0.94% Feb 20, 2026 - Feb 24, 2026	N/A
#11	-0.91% Dec 29, 2025 - Jan 5, 2026	N/A
#12	-0.88% Sep 11, 2025 - Sep 22, 2025	N/A
#13	-0.82% Sep 23, 2025 - Sep 29, 2025	N/A
#14	-0.81% Dec 15, 2025 - Dec 19, 2025	N/A
#15	-0.80% Oct 21, 2025 - Oct 23, 2025	N/A