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LFAW vs. GGOV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LFAW vs. GGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LifeX 2060 Longevity Income ETF (LFAW) 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, LFAW achieves a -0.24% return, which is significantly lower than GGOV's 2.16% return.


LFAW

1D
0.18%
1M
0.33%
YTD
-0.24%
6M
-0.95%
1Y
3.92%
3Y*
5Y*
10Y*

GGOV

1D
-0.14%
1M
-0.11%
YTD
2.16%
6M
-1.06%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LFAW vs. GGOV - Yearly Performance Comparison


Correlation

The correlation between LFAW and GGOV is 0.62, 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

0.62

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Return for Risk

LFAW vs. GGOV — Risk / Return Rank

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

LFAW
LFAW Risk / Return Rank: 1717
Overall Rank
LFAW Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
LFAW Sortino Ratio Rank: 1717
Sortino Ratio Rank
LFAW Omega Ratio Rank: 1616
Omega Ratio Rank
LFAW Calmar Ratio Rank: 1717
Calmar Ratio Rank
LFAW Martin Ratio Rank: 1717
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.

LFAW vs. GGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LifeX 2060 Longevity Income ETF (LFAW) 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.


LFAWGGOVDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.09

Calmar ratioReturn relative to maximum drawdown

0.62

Martin ratioReturn relative to average drawdown

1.67

LFAW vs. GGOV - Sharpe Ratio Comparison


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Sharpe Ratios by Period


LFAWGGOVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.28

-0.14

-0.14

Drawdowns

LFAW vs. GGOV - Drawdown Comparison

The maximum LFAW drawdown since its inception was -11.37%, which is greater than GGOV's maximum drawdown of -4.69%. Use the drawdown chart below to compare losses from any high point for LFAW and GGOV.


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Drawdown Indicators


LFAWGGOVDifference

Max Drawdown

Largest peak-to-trough decline

-11.37%

-4.69%

-6.68%

Max Drawdown (1Y)

Largest decline over 1 year

-6.34%

Current Drawdown

Current decline from peak

-4.21%

-1.64%

-2.57%

Average Drawdown

Average peak-to-trough decline

-5.44%

-1.59%

-3.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.36%

Volatility

LFAW vs. GGOV - Volatility Comparison


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Volatility by Period


LFAWGGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.39%

Volatility (6M)

Calculated over the trailing 6-month period

5.34%

Volatility (1Y)

Calculated over the trailing 1-year period

7.65%

5.37%

+2.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.98%

5.37%

+3.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.98%

5.37%

+3.61%

LFAW vs. GGOV - Expense Ratio Comparison

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


Dividends

LFAW vs. GGOV - Dividend Comparison

LFAW's dividend yield for the trailing twelve months is around 6.45%, while GGOV has not paid dividends to shareholders.


PositionTTM20252024
GGOV
iShares Global Government Bond USD Hedged Active ETF
0.00%0.00%0.00%
LFAW
LifeX 2060 Longevity Income ETF
6.45%9.85%1.47%

Frequently Asked Questions


LFAW and GGOV have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

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

LFAW has the higher dividend yield at 6.45%, compared with 0.00% for GGOV.

LFAW 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 LFAW and 0.39% for GGOV.

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