LIAE vs SCHP

LifeX 2050 Inflation-Protected Longevity Income ETF against Schwab U.S. TIPS ETF: cost, size, returns, what they hold and how much of it is the same.

Fee gap
—
same fee
1-year return gap
3.2 pts
SCHP is ahead
Larger fund
SCHP
$17.5B

Side by side

LIAESCHP
FundLifeX 2050 Inflation-Protected Longevity Income ETFSchwab U.S. TIPS ETF
IssuerLifeXSchwab
CategoryTIPSTIPS
Expense ratio—0.03%
Assets—$17.5B
Average daily dollar volume$5K$182M
ListedJan 17, 2024Aug 5, 2010
FrenzyCap score—92
1-month return+2.8%+1.6%
3-month return−1.8%−1.2%
Year to date−6.3%−3.4%
1-year return−7.5%−4.3%
30-day volatility6.7%3.9%
Worst drawdown, 1 year−11.2%−7.0%
Trailing 12-month yield5.32%4.87%
Holdings—49
Top 10 weight—36.3%
Look-through P/E——
Holdings vs fair value——
Holdings above 200-day average——
Net flow, latest 3 reported months—+$911M thru Jun 2026
30-day implied volatility—13.3%
Holdings as ofas of Jun 30, 2026SEC filing

Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.

More: full overlap table · LIAE holdings · SCHP holdings

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.