BCKT vs. LIAU
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. Their 0.66 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.25% expense ratio.
Performance
BCKT vs. LIAU - 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 LIAU's -2.43% return.
BCKT
- 1D
- -0.07%
- 1M
- -0.07%
- 6M
- 0.37%
- YTD
- 0.52%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
LIAU
- 1D
- -0.48%
- 1M
- -2.85%
- 6M
- -2.52%
- YTD
- -2.43%
- 1Y
- -1.44%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -4.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $10.12K | $7.01K | $9.67K | |
| $7.03K | $4.71K | $28.28K |
BCKT vs. LIAU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCKT LifeX 2030 Income Bucket ETF | 0.52% | 1.09% |
LIAU LifeX 2060 Inflation-Protected Longevity Income ETF | -2.43% | -1.30% |
Correlation
The correlation between BCKT and LIAU is 0.66, 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 | 0.66 |
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Return for Risk
BCKT vs. LIAU — Risk / Return Rank
BCKT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LIAU
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.
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 | LIAU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 0.99 | — |
| Calmar ratioReturn relative to maximum drawdown | — | -0.12 | — |
| Martin ratioReturn relative to average drawdown | — | -0.25 | — |
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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.
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Drawdown Indicators
| BCKT | LIAU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.00% | -9.95% | +8.95% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.88% | — |
Current DrawdownCurrent decline from peak | -0.38% | -7.36% | +6.98% |
Average DrawdownAverage peak-to-trough decline | -0.29% | -5.23% | +4.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.81% | — |
Volatility
BCKT vs. LIAU - Volatility Comparison
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Volatility by Period
| BCKT | LIAU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.62% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 5.33% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 1.54% | 7.06% | -5.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.54% | 8.55% | -7.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.54% | 8.55% | -7.01% |
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 20.32%, more than LIAU's 9.64% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BCKT LifeX 2030 Income Bucket ETF | 20.32% | 5.36% | 0.00% |
LIAU LifeX 2060 Inflation-Protected Longevity Income ETF | 9.64% | 12.93% | 1.04% |
Frequently Asked Questions
BCKT and LIAU have a correlation of 0.66, 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 LIAU have the same expense ratio: 0.25% per year.
BCKT has the higher dividend yield at 20.32%, compared with 9.64% for LIAU.
BCKT is categorized as Government Bonds, while LIAU is Inflation-Protected Bonds.
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