LIFT vs. LIAM
LIFT (LifeX 2028 Income Bucket ETF) and LIAM (LifeX 2055 Inflation-Protected Longevity Income ETF) are both exchange-traded funds - LIFT is a Government Bonds fund actively managed by Stone Ridge, while LIAM is a Inflation-Protected Bonds fund actively managed by Stone Ridge. Both are actively managed. Their 0.51 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.25% expense ratio.
Performance
LIFT vs. LIAM - Performance Comparison
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Returns By Period
In the year-to-date period, LIFT achieves a 1.06% return, which is significantly higher than LIAM's -1.89% return.
LIFT
- 1D
- -0.01%
- 1M
- 0.12%
- 6M
- 0.97%
- YTD
- 1.06%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
LIAM
- 1D
- -0.42%
- 1M
- -2.48%
- 6M
- -2.00%
- YTD
- -1.89%
- 1Y
- -0.73%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -2.19%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $16.80K | $47.00K | $60.53K | |
| $3.97K | $7.75K | $18.58K |
LIFT vs. LIAM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LIFT LifeX 2028 Income Bucket ETF | 1.06% | 1.16% |
LIAM LifeX 2055 Inflation-Protected Longevity Income ETF | -1.89% | -1.00% |
Correlation
The correlation between LIFT and LIAM is 0.51, 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 | 0.51 |
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Return for Risk
LIFT vs. LIAM — Risk / Return Rank
LIFT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LIAM
LIFT vs. LIAM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LifeX 2028 Income Bucket ETF (LIFT) and LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM). 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.
| LIFT | LIAM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.01 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.02 | — |
| Martin ratioReturn relative to average drawdown | — | 0.04 | — |
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Drawdowns
LIFT vs. LIAM - Drawdown Comparison
The maximum LIFT drawdown since its inception was -0.49%, smaller than the maximum LIAM drawdown of -8.39%. Use the drawdown chart below to compare losses from any high point for LIFT and LIAM.
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Drawdown Indicators
| LIFT | LIAM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.49% | -8.39% | +7.90% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.76% | — |
Current DrawdownCurrent decline from peak | -0.03% | -4.76% | +4.73% |
Average DrawdownAverage peak-to-trough decline | -0.09% | -3.31% | +3.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.20% | — |
Volatility
LIFT vs. LIAM - Volatility Comparison
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Volatility by Period
| LIFT | LIAM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.42% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 4.74% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 1.23% | 6.24% | -5.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.23% | 7.55% | -6.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.23% | 7.55% | -6.32% |
LIFT vs. LIAM - Expense Ratio Comparison
Both LIFT and LIAM 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
LIFT vs. LIAM - Dividend Comparison
LIFT's dividend yield for the trailing twelve months is around 35.61%, more than LIAM's 6.59% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
LIAM LifeX 2055 Inflation-Protected Longevity Income ETF | 6.59% | 9.02% | 1.21% |
LIFT LifeX 2028 Income Bucket ETF | 35.61% | 8.63% | 0.00% |
Frequently Asked Questions
LIFT and LIAM have a correlation of 0.51, 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.
LIFT and LIAM have the same expense ratio: 0.25% per year.
LIFT has the higher dividend yield at 35.61%, compared with 6.59% for LIAM.
LIFT is categorized as Government Bonds, while LIAM is Inflation-Protected Bonds.
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