LIAE vs. LIFT
LIAE (LifeX 2050 Inflation-Protected Longevity Income ETF) and LIFT (LifeX 2028 Income Bucket ETF) are both exchange-traded funds - LIAE is a Inflation-Protected Bonds fund actively managed by Stone Ridge, while LIFT is a Government Bonds fund actively managed by Stone Ridge. Both are actively managed. Their 0.53 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.25% expense ratio.
Performance
LIAE vs. LIFT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LIAE achieves a -1.55% return, which is significantly lower than LIFT's 1.06% return.
LIAE
- 1D
- -0.36%
- 1M
- -2.05%
- 6M
- -1.57%
- YTD
- -1.55%
- 1Y
- -0.09%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -1.01%
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) |
|---|---|---|---|
| $11.56K | $7.81K | $11.30K | |
| $3.97K | $7.75K | $18.58K |
LIAE vs. LIFT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LIAE LifeX 2050 Inflation-Protected Longevity Income ETF | -1.55% | -0.57% |
LIFT LifeX 2028 Income Bucket ETF | 1.06% | 1.16% |
Correlation
The correlation between LIAE and LIFT is 0.53, 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 | 0.53 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LIAE vs. LIFT — Risk / Return Rank
LIAE
LIFT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LIAE vs. LIFT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LifeX 2050 Inflation-Protected Longevity Income ETF (LIAE) 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.
| LIAE | 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 | 0.18 | — | — |
| Martin ratioReturn relative to average drawdown | 0.40 | — | — |
Loading charts...
Drawdowns
LIAE vs. LIFT - Drawdown Comparison
The maximum LIAE drawdown since its inception was -7.03%, which is greater than LIFT's maximum drawdown of -0.49%. Use the drawdown chart below to compare losses from any high point for LIAE and LIFT.
Loading charts...
Drawdown Indicators
| LIAE | LIFT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.03% | -0.49% | -6.54% |
Max Drawdown (1Y)Largest decline over 1 year | -3.75% | — | — |
Current DrawdownCurrent decline from peak | -3.75% | -0.03% | -3.72% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -0.09% | -2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | — | — |
Volatility
LIAE vs. LIFT - Volatility Comparison
Loading charts...
Volatility by Period
| LIAE | LIFT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.23% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 4.12% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 5.44% | 1.23% | +4.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.49% | 1.23% | +5.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.49% | 1.23% | +5.26% |
LIAE vs. LIFT - Expense Ratio Comparison
Both LIAE 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
LIAE vs. LIFT - Dividend Comparison
LIAE's dividend yield for the trailing twelve months is around 9.89%, less than LIFT's 35.61% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
LIAE LifeX 2050 Inflation-Protected Longevity Income ETF | 9.89% | 10.56% | 1.47% |
LIFT LifeX 2028 Income Bucket ETF | 35.61% | 8.63% | 0.00% |
Frequently Asked Questions
LIAE and LIFT have a correlation of 0.53, 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.
LIAE and LIFT have the same expense ratio: 0.25% per year.
LIFT has the higher dividend yield at 35.61%, compared with 9.89% for LIAE.
LIAE is categorized as Inflation-Protected Bonds, while LIFT is Government Bonds.
Find the right allocation for LIAE and LIFT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer