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BCKT vs. IBTE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BCKT vs. IBTE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LifeX 2030 Income Bucket ETF (BCKT) and iShares iBonds Dec 2024 Term Treasury ETF (IBTE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BCKT

1D
0.01%
1M
-0.04%
YTD
0.36%
6M
0.62%
1Y
3Y*
5Y*
10Y*

IBTE

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BCKT vs. IBTE - Yearly Performance Comparison


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Return for Risk

BCKT vs. IBTE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LifeX 2030 Income Bucket ETF (BCKT) and iShares iBonds Dec 2024 Term Treasury ETF (IBTE). 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.

BCKT vs. IBTE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BCKTIBTEDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.40

Drawdowns

BCKT vs. IBTE - Drawdown Comparison

The maximum BCKT drawdown since its inception was -1.00%, which is greater than IBTE's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BCKT and IBTE.


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Drawdown Indicators


BCKTIBTEDifference

Max Drawdown

Largest peak-to-trough decline

-1.00%

0.00%

-1.00%

Current Drawdown

Current decline from peak

-0.54%

0.00%

-0.54%

Average Drawdown

Average peak-to-trough decline

-0.26%

0.00%

-0.26%

Volatility

BCKT vs. IBTE - Volatility Comparison


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Volatility by Period


BCKTIBTEDifference

Volatility (1Y)

Calculated over the trailing 1-year period

1.53%

0.00%

+1.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.53%

0.00%

+1.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.53%

0.00%

+1.53%

BCKT vs. IBTE - Expense Ratio Comparison

BCKT has a 0.25% expense ratio, which is higher than IBTE's 0.07% 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. IBTE - Dividend Comparison

BCKT's dividend yield for the trailing twelve months is around 17.95%, while IBTE has not paid dividends to shareholders.


Frequently Asked Questions


On fees, IBTE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBTE is cheaper with a 0.07% expense ratio, compared with 0.25% for BCKT.

BCKT has the higher dividend yield at 17.95%, compared with 0.00% for IBTE.

They also come from different issuers: Stone Ridge and iShares. Their fees differ too: 0.25% for BCKT and 0.07% for IBTE.

Portfolio Optimizer

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