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LFAO vs. GGOV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LFAO vs. GGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LifeX 2055 Longevity Income ETF (LFAO) 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, LFAO achieves a -0.78% return, which is significantly lower than GGOV's 2.69% return.


LFAO

1D
-0.07%
1M
-0.66%
6M
-1.26%
YTD
-0.78%
1Y
2.89%
3Y*
5Y*
10Y*

GGOV

1D
0.16%
1M
0.22%
6M
2.94%
YTD
2.69%
1Y
0.46%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LFAO vs. GGOV - Yearly Performance Comparison


Correlation

The correlation between LFAO 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 (1Y)
Calculated over the trailing 1-year period

0.64

Correlation (All Time)
Calculated using the full available price history since Jun 26, 2025

0.64

The correlation between LFAO and GGOV has been stable across timeframes, ranging from 0.64 to 0.64 - a consistent structural relationship.

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Return for Risk

LFAO vs. GGOV — Risk / Return Rank

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

LFAO
LFAO Risk / Return Rank: 1313
Overall Rank
LFAO Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
LFAO Sortino Ratio Rank: 1313
Sortino Ratio Rank
LFAO Omega Ratio Rank: 1212
Omega Ratio Rank
LFAO Calmar Ratio Rank: 1414
Calmar Ratio Rank
LFAO Martin Ratio Rank: 1414
Martin Ratio Rank

GGOV
GGOV Risk / Return Rank: 1010
Overall Rank
GGOV Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
GGOV Sortino Ratio Rank: 99
Sortino Ratio Rank
GGOV Omega Ratio Rank: 99
Omega Ratio Rank
GGOV Calmar Ratio Rank: 1010
Calmar Ratio Rank
GGOV Martin Ratio Rank: 1010
Martin Ratio Rank
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.

LFAO vs. GGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LifeX 2055 Longevity Income ETF (LFAO) 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.

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.


LFAOGGOVDifference
Sharpe ratioReturn per unit of total volatility

+0.23

Sortino ratioReturn per unit of downside risk

+0.35

Omega ratioGain probability vs. loss probability

1.05

1.02

+0.03

Calmar ratioReturn relative to maximum drawdown

0.34

0.07

+0.27

Martin ratioReturn relative to average drawdown

0.85

0.16

+0.70

LFAO vs. GGOV - Sharpe Ratio Comparison

The current LFAO Sharpe Ratio is 0.29, which is higher than the GGOV Sharpe Ratio of 0.06. The chart below compares the historical Sharpe Ratios of LFAO and GGOV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

LFAO vs. GGOV - Drawdown Comparison

The maximum LFAO drawdown since its inception was -10.12%, which is greater than GGOV's maximum drawdown of -4.69%. Use the drawdown chart below to compare losses from any high point for LFAO and GGOV.


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Drawdown Indicators


LFAOGGOVDifference

Max Drawdown

Largest peak-to-trough decline

-10.12%

-4.69%

-5.43%

Max Drawdown (1Y)

Largest decline over 1 year

-5.86%

-4.69%

-1.17%

Current Drawdown

Current decline from peak

-4.01%

-1.12%

-2.89%

Average Drawdown

Average peak-to-trough decline

-4.50%

-1.54%

-2.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.34%

2.12%

+0.22%

Volatility

LFAO vs. GGOV - Volatility Comparison

LifeX 2055 Longevity Income ETF (LFAO) has a higher volatility of 2.15% compared to iShares Global Government Bond USD Hedged Active ETF (GGOV) at 0.95%. This indicates that LFAO's price experiences larger fluctuations and is considered to be riskier than GGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LFAOGGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.15%

0.95%

+1.20%

Volatility (6M)

Calculated over the trailing 6-month period

5.18%

3.60%

+1.58%

Volatility (1Y)

Calculated over the trailing 1-year period

6.89%

5.27%

+1.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.02%

5.20%

+2.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.02%

5.20%

+2.82%

LFAO vs. GGOV - Expense Ratio Comparison

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


Dividends

LFAO vs. GGOV - Dividend Comparison

LFAO's dividend yield for the trailing twelve months is around 11.00%, while GGOV has not paid dividends to shareholders.


PositionTTM20252024
GGOV
iShares Global Government Bond USD Hedged Active ETF
0.00%0.00%0.00%
LFAO
LifeX 2055 Longevity Income ETF
11.00%14.33%1.64%

Frequently Asked Questions


LFAO 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.

LFAO has higher volatility (2.15%) compared to GGOV (0.95%). In terms of maximum drawdown, LFAO dropped -10.12% vs GGOV's -4.69%.

On 1-year performance, LFAO leads with 2.89% vs 0.46% for GGOV. On fees, LFAO is cheaper at 0.25% per year. On volatility, GGOV has been the lower-risk option at 0.95%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, LFAO has performed better with a 2.89% return vs 0.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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

LFAO has the higher dividend yield at 11.00%, compared with 0.00% for GGOV.

LFAO 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 LFAO and 0.39% for GGOV.

LFAO currently has the higher Sharpe Ratio (0.29 vs 0.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for LFAO and GGOV

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