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. At a 0.49 correlation, their price movements are largely independent. Both charge a 0.25% expense ratio.
Performance
LIAE vs. LIFT - Performance Comparison
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Returns By Period
In the year-to-date period, LIAE achieves a 0.84% return, which is significantly higher than LIFT's 0.72% return.
LIAE
- 1D
- -0.32%
- 1M
- 0.26%
- YTD
- 0.84%
- 6M
- 0.10%
- 1Y
- 4.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LIFT
- 1D
- 0.00%
- 1M
- 0.31%
- YTD
- 0.72%
- 6M
- 1.04%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LIAE vs. LIFT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LIAE LifeX 2050 Inflation-Protected Longevity Income ETF | 0.84% | -0.31% |
LIFT LifeX 2028 Income Bucket ETF | 0.72% | 1.16% |
Correlation
The correlation between LIAE and LIFT is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 25, 2025 | 0.49 |
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Return for Risk
LIAE vs. LIFT — Risk / Return Rank
LIAE
LIFT
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.
| LIAE | LIFT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.16 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | — | — |
| Martin ratioReturn relative to average drawdown | 3.43 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LIAE | LIFT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 2.24 | -2.19 |
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.
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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 | -3.68% | — | — |
Current DrawdownCurrent decline from peak | -1.41% | -0.05% | -1.36% |
Average DrawdownAverage peak-to-trough decline | -2.52% | -0.09% | -2.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | — | — |
Volatility
LIAE vs. LIFT - Volatility Comparison
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Volatility by Period
| LIAE | LIFT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.46% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.86% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 5.55% | 1.24% | +4.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.58% | 1.24% | +5.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.58% | 1.24% | +5.34% |
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 9.72%, less than LIFT's 31.05% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
LIAE LifeX 2050 Inflation-Protected Longevity Income ETF | 9.72% | 10.56% | 1.47% |
LIFT LifeX 2028 Income Bucket ETF | 31.05% | 8.63% | 0.00% |
Frequently Asked Questions
LIAE and LIFT have a correlation of 0.49, 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 31.05%, compared with 9.72% for LIAE.
LIAE is categorized as Inflation-Protected Bonds, while LIFT is Government Bonds.
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