BCKT vs. LIAU

Last updated Jun 5, 2026

BCKT (LifeX 2030 Income Bucket ETF) and LIAU (LifeX 2060 Inflation-Protected Longevity Income ETF) are both exchange-traded funds - BCKT is a Government Bonds fund actively managed by Stone Ridge, while LIAU is a Inflation-Protected Bonds fund actively managed by Stone Ridge. Both are actively managed. A 0.63 correlation means they provide meaningful diversification when combined. Both charge a 0.25% expense ratio.

Performance

BCKT vs. LIAU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LifeX 2030 Income Bucket ETF (BCKT) and LifeX 2060 Inflation-Protected Longevity Income ETF (LIAU). 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 LIAU's 0.80% return.

BCKT

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

LIAU

• 1D: 0.15%
• 1M: 0.55%
• YTD: 0.80%
• 6M: -0.19%
• 1Y: 3.30%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BCKT vs. LIAU - Yearly Performance Comparison

	2026 (YTD)	2025
BCKT LifeX 2030 Income Bucket ETF	0.36%	1.09%
LIAU LifeX 2060 Inflation-Protected Longevity Income ETF	0.80%	-0.95%

Correlation

The correlation between BCKT and LIAU is 0.63, 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 25, 2025	0.63

Return for Risk

BCKT vs. LIAU — Risk / Return Rank

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

LIAU

LIAU Risk / Return Rank: 16
LIAU Sharpe Ratio Rank: 16
LIAU Sortino Ratio Rank: 15
LIAU Omega Ratio Rank: 15
LIAU Calmar Ratio Rank: 17
LIAU Martin Ratio Rank: 16

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. LIAU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LifeX 2030 Income Bucket ETF (BCKT) and LifeX 2060 Inflation-Protected Longevity Income ETF (LIAU). 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	LIAU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.46	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.39	-0.29	+1.69

Drawdowns

BCKT vs. LIAU - Drawdown Comparison

The maximum BCKT drawdown since its inception was -1.00%, smaller than the maximum LIAU drawdown of -9.95%. Use the drawdown chart below to compare losses from any high point for BCKT and LIAU.

Drawdown Indicators

	BCKT	LIAU	Difference
Max Drawdown Largest peak-to-trough decline	-1.00%	-9.95%	+8.95%
Max Drawdown (1Y) Largest decline over 1 year	—	-5.38%	—
Current Drawdown Current decline from peak	-0.53%	-4.29%	+3.76%
Average Drawdown Average peak-to-trough decline	-0.26%	-5.24%	+4.98%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.38%	—

Volatility

Volatility by Period

	BCKT	LIAU	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.93%	—
Volatility (6M) Calculated over the trailing 6-month period	—	5.08%	—
Volatility (1Y) Calculated over the trailing 1-year period	1.53%	7.22%	-5.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.53%	8.68%	-7.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.53%	8.68%	-7.15%

BCKT vs. LIAU - Expense Ratio Comparison

Both BCKT and LIAU 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. LIAU - Dividend Comparison

BCKT's dividend yield for the trailing twelve months is around 17.95%, more than LIAU's 9.35% yield.

Position	TTM	2025	2024
BCKT LifeX 2030 Income Bucket ETF	17.95%	5.36%	0.00%
LIAU LifeX 2060 Inflation-Protected Longevity Income ETF	9.35%	12.93%	1.04%

Frequently Asked Questions

Can I hold both BCKT and LIAU in my portfolio?

BCKT and LIAU have a correlation of 0.63, 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 LIAU?

Both ETFs have the same 0.25% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BCKT or LIAU?

BCKT and LIAU have the same expense ratio: 0.25% per year.

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

BCKT has the higher dividend yield at 17.95%, compared with 9.35% for LIAU.

What is the main difference between BCKT and LIAU?

BCKT is categorized as Government Bonds, while LIAU is Inflation-Protected Bonds.