BCKT vs. GOVZ
BCKT (LifeX 2030 Income Bucket ETF) and GOVZ (iShares 25+ Year Treasury STRIPS Bond ETF) are both Government Bonds funds. BCKT is actively managed, while GOVZ is passively managed. A 0.56 correlation means they provide meaningful diversification when combined. BCKT charges 0.25%/yr vs 0.15%/yr for GOVZ.
Performance
BCKT vs. GOVZ - Performance Comparison
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Returns By Period
In the year-to-date period, BCKT achieves a 0.49% return, which is significantly higher than GOVZ's -2.09% return.
BCKT
- 1D
- -0.02%
- 1M
- 0.08%
- 6M
- 0.51%
- YTD
- 0.49%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GOVZ
- 1D
- 0.09%
- 1M
- -2.55%
- 6M
- -3.44%
- YTD
- -2.09%
- 1Y
- 1.40%
- 3Y*
- -7.15%
- 5Y*
- -12.99%
- 10Y*
- —
BCKT vs. GOVZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCKT LifeX 2030 Income Bucket ETF | 0.49% | 1.09% |
GOVZ iShares 25+ Year Treasury STRIPS Bond ETF | -2.09% | -3.12% |
Correlation
The correlation between BCKT and GOVZ is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 24, 2025 | 0.56 |
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Return for Risk
BCKT vs. GOVZ — Risk / Return Rank
BCKT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
GOVZ
BCKT vs. GOVZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LifeX 2030 Income Bucket ETF (BCKT) and iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ). 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.
| BCKT | GOVZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.00 | — |
| Calmar ratioReturn relative to maximum drawdown | — | -0.08 | — |
| Martin ratioReturn relative to average drawdown | — | -0.16 | — |
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Drawdowns
BCKT vs. GOVZ - Drawdown Comparison
The maximum BCKT drawdown since its inception was -1.00%, smaller than the maximum GOVZ drawdown of -59.65%. Use the drawdown chart below to compare losses from any high point for BCKT and GOVZ.
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Drawdown Indicators
| BCKT | GOVZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.00% | -59.65% | +58.65% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.16% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -28.23% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -57.63% | — |
Current DrawdownCurrent decline from peak | -0.41% | -56.98% | +56.57% |
Average DrawdownAverage peak-to-trough decline | -0.29% | -40.16% | +39.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 6.66% | — |
Volatility
BCKT vs. GOVZ - Volatility Comparison
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Volatility by Period
| BCKT | GOVZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.84% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.07% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 1.56% | 15.72% | -14.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.56% | 23.84% | -22.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.56% | 23.23% | -21.67% |
BCKT vs. GOVZ - Expense Ratio Comparison
BCKT has a 0.25% expense ratio, which is higher than GOVZ's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BCKT vs. GOVZ - Dividend Comparison
BCKT's dividend yield for the trailing twelve months is around 20.32%, more than GOVZ's 5.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BCKT LifeX 2030 Income Bucket ETF | 20.32% | 5.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GOVZ iShares 25+ Year Treasury STRIPS Bond ETF | 5.25% | 5.00% | 4.68% | 3.84% | 3.69% | 1.76% | 0.39% |
Frequently Asked Questions
BCKT and GOVZ have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GOVZ is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GOVZ is cheaper with a 0.15% expense ratio, compared with 0.25% for BCKT.
BCKT has the higher dividend yield at 20.32%, compared with 5.25% for GOVZ.
They also come from different issuers: Stone Ridge and iShares. Their fees differ too: 0.25% for BCKT and 0.15% for GOVZ.
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