BCKT vs. BUCK

Last updated Jun 5, 2026

BCKT (LifeX 2030 Income Bucket ETF) and BUCK (Simplify Treasury Option Income ETF) are both Government Bonds funds. Both are actively managed. At a correlation of -0.00, they often move in opposite directions. BCKT charges 0.25%/yr vs 0.35%/yr for BUCK.

Performance

BCKT vs. BUCK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LifeX 2030 Income Bucket ETF (BCKT) and Simplify Treasury Option Income ETF (BUCK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BCKT achieves a 0.36% return, which is significantly lower than BUCK's 1.99% return.

BCKT

• 1D: 0.06%
• 1M: 0.05%
• YTD: 0.36%
• 6M: 0.65%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BUCK

• 1D: 0.09%
• 1M: 0.43%
• YTD: 1.99%
• 6M: 1.92%
• 1Y: 7.46%
• 3Y*: 5.27%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BCKT vs. BUCK - Yearly Performance Comparison

	2026 (YTD)	2025
BCKT LifeX 2030 Income Bucket ETF	0.36%	1.09%
BUCK Simplify Treasury Option Income ETF	1.99%	1.33%

Correlation

The correlation between BCKT and BUCK is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 25, 2025	-0.00

Return for Risk

BCKT vs. BUCK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BUCK

BUCK Risk / Return Rank: 85
BUCK Sharpe Ratio Rank: 76
BUCK Sortino Ratio Rank: 81
BUCK Omega Ratio Rank: 85
BUCK Calmar Ratio Rank: 91
BUCK Martin Ratio Rank: 95

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BCKT vs. BUCK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LifeX 2030 Income Bucket ETF (BCKT) and Simplify Treasury Option Income ETF (BUCK). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BCKT	BUCK	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.42	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.39	1.48	-0.08

Drawdowns

BCKT vs. BUCK - Drawdown Comparison

The maximum BCKT drawdown since its inception was -1.00%, smaller than the maximum BUCK drawdown of -5.43%. Use the drawdown chart below to compare losses from any high point for BCKT and BUCK.

Drawdown Indicators

	BCKT	BUCK	Difference
Max Drawdown Largest peak-to-trough decline	-1.00%	-5.43%	+4.43%
Max Drawdown (1Y) Largest decline over 1 year	—	-1.31%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-5.43%	—
Current Drawdown Current decline from peak	-0.53%	0.00%	-0.53%
Average Drawdown Average peak-to-trough decline	-0.26%	-0.49%	+0.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.25%	—

Volatility

Volatility by Period

	BCKT	BUCK	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.70%	—
Volatility (6M) Calculated over the trailing 6-month period	—	1.52%	—
Volatility (1Y) Calculated over the trailing 1-year period	1.53%	3.14%	-1.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.53%	3.48%	-1.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.53%	3.48%	-1.95%

BCKT vs. BUCK - Expense Ratio Comparison

BCKT has a 0.25% expense ratio, which is lower than BUCK's 0.35% expense ratio.

Dividends

BCKT vs. BUCK - Dividend Comparison

BCKT's dividend yield for the trailing twelve months is around 17.95%, more than BUCK's 7.41% yield.

Position	TTM	2025	2024	2023	2022
BCKT LifeX 2030 Income Bucket ETF	17.95%	5.36%	0.00%	0.00%	0.00%
BUCK Simplify Treasury Option Income ETF	7.41%	7.59%	8.84%	4.84%	0.59%

Frequently Asked Questions

Can I hold both BCKT and BUCK in my portfolio?

BCKT and BUCK have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BCKT or BUCK?

On fees, BCKT is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BCKT or BUCK?

BCKT is cheaper with a 0.25% expense ratio, compared with 0.35% for BUCK.

Which ETF pays a higher dividend yield, BCKT or BUCK?

BCKT has the higher dividend yield at 17.95%, compared with 7.41% for BUCK.

What is the main difference between BCKT and BUCK?

They also come from different issuers: Stone Ridge and Simplify. Their fees differ too: 0.25% for BCKT and 0.35% for BUCK.