BCKT vs. LDDR
BCKT (LifeX 2030 Income Bucket ETF) and LDDR (LifeX 2035 Income Bucket ETF) are both exchange-traded funds - BCKT is a Government Bonds fund actively managed by Stone Ridge, while LDDR is a Target Retirement Date fund actively managed by Stone Ridge. Both are actively managed. Their correlation of 0.91 means they have usually moved in the same direction. Both charge a 0.25% expense ratio.
Performance
BCKT vs. LDDR - Performance Comparison
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Returns By Period
In the year-to-date period, BCKT achieves a 0.52% return, which is significantly higher than LDDR's -0.52% return.
BCKT
- 1D
- -0.07%
- 1M
- -0.07%
- 6M
- 0.37%
- YTD
- 0.52%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
LDDR
- 1D
- -0.21%
- 1M
- -0.67%
- 6M
- -0.55%
- YTD
- -0.52%
- 1Y
- 1.29%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.91%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $10.12K | $7.01K | $9.67K | |
| $28.91K | $34.28K | $95.52K |
BCKT vs. LDDR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCKT LifeX 2030 Income Bucket ETF | 0.52% | 1.09% |
LDDR LifeX 2035 Income Bucket ETF | -0.52% | 0.77% |
Correlation
The correlation between BCKT and LDDR is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 24, 2025 | 0.91 |
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Return for Risk
BCKT vs. LDDR — Risk / Return Rank
BCKT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LDDR
BCKT vs. LDDR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LifeX 2030 Income Bucket ETF (BCKT) and LifeX 2035 Income Bucket ETF (LDDR). 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 | LDDR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.12 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.85 | — |
| Martin ratioReturn relative to average drawdown | — | 2.00 | — |
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Drawdowns
BCKT vs. LDDR - Drawdown Comparison
The maximum BCKT drawdown since its inception was -1.00%, smaller than the maximum LDDR drawdown of -2.50%. Use the drawdown chart below to compare losses from any high point for BCKT and LDDR.
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Drawdown Indicators
| BCKT | LDDR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.00% | -2.50% | +1.50% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.50% | — |
Current DrawdownCurrent decline from peak | -0.38% | -2.05% | +1.67% |
Average DrawdownAverage peak-to-trough decline | -0.29% | -0.78% | +0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.06% | — |
Volatility
BCKT vs. LDDR - Volatility Comparison
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Volatility by Period
| BCKT | LDDR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.77% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.36% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 1.54% | 3.09% | -1.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.54% | 3.94% | -2.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.54% | 3.94% | -2.40% |
BCKT vs. LDDR - Expense Ratio Comparison
Both BCKT and LDDR have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
BCKT vs. LDDR - Dividend Comparison
BCKT's dividend yield for the trailing twelve months is around 20.32%, more than LDDR's 12.85% yield.
| Position | TTM | 2025 |
|---|---|---|
BCKT LifeX 2030 Income Bucket ETF | 20.32% | 5.36% |
LDDR LifeX 2035 Income Bucket ETF | 12.85% | 14.63% |
Frequently Asked Questions
With a correlation of 0.91, BCKT and LDDR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
Both ETFs have the same 0.25% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
BCKT and LDDR have the same expense ratio: 0.25% per year.
BCKT has the higher dividend yield at 20.32%, compared with 12.85% for LDDR.
BCKT is categorized as Government Bonds, while LDDR is Target Retirement Date.
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