BCKT vs. LFAO
BCKT (LifeX 2030 Income Bucket ETF) and LFAO (LifeX 2055 Longevity Income ETF) are both Government Bonds funds from Stone Ridge. Both are actively managed. Their 0.77 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.25% expense ratio.
Performance
BCKT vs. LFAO - 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 LFAO's -2.61% return.
BCKT
- 1D
- -0.07%
- 1M
- -0.07%
- 6M
- 0.37%
- YTD
- 0.52%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
LFAO
- 1D
- -0.60%
- 1M
- -2.77%
- 6M
- -2.59%
- YTD
- -2.61%
- 1Y
- -1.13%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -3.10%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $10.12K | $7.01K | $9.67K | |
| $25.23K | $13.84K | $16.25K |
BCKT vs. LFAO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCKT LifeX 2030 Income Bucket ETF | 0.52% | 1.09% |
LFAO LifeX 2055 Longevity Income ETF | -2.61% | -0.08% |
Correlation
The correlation between BCKT and LFAO is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 24, 2025 | 0.77 |
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Return for Risk
BCKT vs. LFAO — Risk / Return Rank
BCKT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LFAO
BCKT vs. LFAO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LifeX 2030 Income Bucket ETF (BCKT) and LifeX 2055 Longevity Income ETF (LFAO). 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 | LFAO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.01 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.01 | — |
| Martin ratioReturn relative to average drawdown | — | 0.01 | — |
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Drawdowns
BCKT vs. LFAO - Drawdown Comparison
The maximum BCKT drawdown since its inception was -1.00%, smaller than the maximum LFAO drawdown of -10.12%. Use the drawdown chart below to compare losses from any high point for BCKT and LFAO.
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Drawdown Indicators
| BCKT | LFAO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.00% | -10.12% | +9.12% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.86% | — |
Current DrawdownCurrent decline from peak | -0.38% | -5.78% | +5.40% |
Average DrawdownAverage peak-to-trough decline | -0.29% | -4.50% | +4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.59% | — |
Volatility
BCKT vs. LFAO - Volatility Comparison
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Volatility by Period
| BCKT | LFAO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.78% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 5.23% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 1.54% | 6.83% | -5.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.54% | 7.98% | -6.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.54% | 7.98% | -6.44% |
BCKT vs. LFAO - Expense Ratio Comparison
Both BCKT and LFAO 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. LFAO - Dividend Comparison
BCKT's dividend yield for the trailing twelve months is around 20.32%, more than LFAO's 11.20% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BCKT LifeX 2030 Income Bucket ETF | 20.32% | 5.36% | 0.00% |
LFAO LifeX 2055 Longevity Income ETF | 11.20% | 14.33% | 1.64% |
Frequently Asked Questions
BCKT and LFAO have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 LFAO have the same expense ratio: 0.25% per year.
BCKT has the higher dividend yield at 20.32%, compared with 11.20% for LFAO.
Find the right allocation for BCKT and LFAO
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