LFBE vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricLFBEVXUSWinner
Expense Ratio0.25%0.05%
AUM$3M$156.5B
Dividend Yield8.54%2.60%
Holdings178,747
YTD Return-5.51%+14.57%
1Y Return-3.89%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)8.3%15.1%
Max Drawdown-9.3%-39.9%
Fund FamilyStone Ridge Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionJan 6, 2025Jan 26, 2011

LFBE vs VXUS Performance

LifeX 2065 Longevity Income ETF (LFBE) is a ETF from Stone Ridge Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year LFBE returned -3.89% while VXUS returned +27.82%. Year to date, LFBE is down 5.51% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.3% for LFBE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -9.3% for LFBE and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LFBE charges 0.25% per year while VXUS charges 0.05%. On a $10,000 position that is $25 vs $5 annually, a gap of $20 per year that compounds over a long holding period. On income, LFBE currently yields 8.54% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

LFBE and VXUS share 0 holdings out of 7872 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, LFBE or VXUS?

LFBE has an expense ratio of 0.25% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $20 per year of difference.

Which performed better, LFBE or VXUS?

Over the past year LFBE returned -3.89% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), LFBE annualized -0.24% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, LFBE or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 8.3% for LFBE. Worst drawdown: LFBE -9.3% vs VXUS -39.9%.

Should I hold both LFBE and VXUS?

LFBE and VXUS have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LFBE and VXUS?

LFBE and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7872 unique securities.

Which pays a higher dividend, LFBE or VXUS?

LFBE yields 8.54% while VXUS yields 2.60%, so LFBE currently pays the higher dividend yield.

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