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LFAI vs. GGOV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LFAI vs. GGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LifeX 2050 Longevity Income ETF (LFAI) and iShares Global Government Bond USD Hedged Active ETF (GGOV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LFAI achieves a -0.43% return, which is significantly lower than GGOV's 2.30% return.


LFAI

1D
-0.31%
1M
0.37%
YTD
-0.43%
6M
-1.22%
1Y
4.26%
3Y*
5Y*
10Y*

GGOV

1D
-0.16%
1M
0.60%
YTD
2.30%
6M
-1.11%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LFAI vs. GGOV - Yearly Performance Comparison


Correlation

The correlation between LFAI and GGOV is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 27, 2025

0.64

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Return for Risk

LFAI vs. GGOV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LFAI
LFAI Risk / Return Rank: 2020
Overall Rank
LFAI Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
LFAI Sortino Ratio Rank: 2020
Sortino Ratio Rank
LFAI Omega Ratio Rank: 1919
Omega Ratio Rank
LFAI Calmar Ratio Rank: 2020
Calmar Ratio Rank
LFAI Martin Ratio Rank: 2020
Martin Ratio Rank

GGOV
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LFAI vs. GGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LifeX 2050 Longevity Income ETF (LFAI) and iShares Global Government Bond USD Hedged Active ETF (GGOV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


LFAIGGOVDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.12

Calmar ratioReturn relative to maximum drawdown

0.81

Martin ratioReturn relative to average drawdown

2.28

LFAI vs. GGOV - Sharpe Ratio Comparison


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Sharpe Ratios by Period


LFAIGGOVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.68

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.16

-0.11

-0.04

Drawdowns

LFAI vs. GGOV - Drawdown Comparison

The maximum LFAI drawdown since its inception was -8.64%, which is greater than GGOV's maximum drawdown of -4.69%. Use the drawdown chart below to compare losses from any high point for LFAI and GGOV.


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Drawdown Indicators


LFAIGGOVDifference

Max Drawdown

Largest peak-to-trough decline

-8.64%

-4.69%

-3.95%

Max Drawdown (1Y)

Largest decline over 1 year

-5.30%

Current Drawdown

Current decline from peak

-3.38%

-1.50%

-1.88%

Average Drawdown

Average peak-to-trough decline

-3.52%

-1.59%

-1.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.87%

Volatility

LFAI vs. GGOV - Volatility Comparison


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Volatility by Period


LFAIGGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.03%

Volatility (6M)

Calculated over the trailing 6-month period

4.42%

Volatility (1Y)

Calculated over the trailing 1-year period

6.30%

5.38%

+0.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.16%

5.38%

+1.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.16%

5.38%

+1.78%

LFAI vs. GGOV - Expense Ratio Comparison

LFAI has a 0.25% expense ratio, which is lower than GGOV's 0.39% expense ratio.


Dividends

LFAI vs. GGOV - Dividend Comparison

LFAI's dividend yield for the trailing twelve months is around 13.55%, while GGOV has not paid dividends to shareholders.


PositionTTM20252024
GGOV
iShares Global Government Bond USD Hedged Active ETF
0.00%0.00%0.00%
LFAI
LifeX 2050 Longevity Income ETF
13.55%16.48%1.91%

Frequently Asked Questions


LFAI and GGOV have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, LFAI is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

LFAI is cheaper with a 0.25% expense ratio, compared with 0.39% for GGOV.

LFAI has the higher dividend yield at 13.55%, compared with 0.00% for GGOV.

LFAI is categorized as Government Bonds, while GGOV is Global Bonds. They also come from different issuers: Stone Ridge and iShares. Their fees differ too: 0.25% for LFAI and 0.39% for GGOV.

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