LFAI vs. LIFT
LFAI (LifeX 2050 Longevity Income ETF) and LIFT (LifeX 2028 Income Bucket ETF) are both Government Bonds funds from Stone Ridge. Both are actively managed. Their 0.56 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.25% expense ratio.
Performance
LFAI vs. LIFT - Performance Comparison
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Returns By Period
In the year-to-date period, LFAI achieves a -2.25% return, which is significantly lower than LIFT's 1.06% return.
LFAI
- 1D
- -0.53%
- 1M
- -2.37%
- 6M
- -2.26%
- YTD
- -2.25%
- 1Y
- -0.64%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -2.00%
LIFT
- 1D
- -0.01%
- 1M
- 0.12%
- 6M
- 0.97%
- YTD
- 1.06%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.88K | $4.56K | $38.61K | |
| $3.97K | $7.75K | $18.58K |
LFAI vs. LIFT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LFAI LifeX 2050 Longevity Income ETF | -2.25% | 0.15% |
LIFT LifeX 2028 Income Bucket ETF | 1.06% | 1.16% |
Correlation
The correlation between LFAI and LIFT is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 24, 2025 | 0.56 |
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Return for Risk
LFAI vs. LIFT — Risk / Return Rank
LFAI
LIFT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LFAI vs. LIFT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LifeX 2050 Longevity Income ETF (LFAI) and LifeX 2028 Income Bucket ETF (LIFT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LFAI | LIFT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.02 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.09 | — | — |
| Martin ratioReturn relative to average drawdown | 0.22 | — | — |
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Drawdowns
LFAI vs. LIFT - Drawdown Comparison
The maximum LFAI drawdown since its inception was -8.64%, which is greater than LIFT's maximum drawdown of -0.49%. Use the drawdown chart below to compare losses from any high point for LFAI and LIFT.
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Drawdown Indicators
| LFAI | LIFT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.64% | -0.49% | -8.15% |
Max Drawdown (1Y)Largest decline over 1 year | -5.30% | — | — |
Current DrawdownCurrent decline from peak | -5.14% | -0.03% | -5.11% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -0.09% | -3.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | — | — |
Volatility
LFAI vs. LIFT - Volatility Comparison
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Volatility by Period
| LFAI | LIFT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.59% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 4.73% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 6.13% | 1.23% | +4.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.07% | 1.23% | +5.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.07% | 1.23% | +5.84% |
LFAI vs. LIFT - Expense Ratio Comparison
Both LFAI and LIFT have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
LFAI vs. LIFT - Dividend Comparison
LFAI's dividend yield for the trailing twelve months is around 13.71%, less than LIFT's 35.61% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
LFAI LifeX 2050 Longevity Income ETF | 13.71% | 16.48% | 1.91% |
LIFT LifeX 2028 Income Bucket ETF | 35.61% | 8.63% | 0.00% |
Frequently Asked Questions
LFAI and LIFT have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.25% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
LFAI and LIFT have the same expense ratio: 0.25% per year.
LIFT has the higher dividend yield at 35.61%, compared with 13.71% for LFAI.
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