BCKT vs. LIFT

Last updated Jun 23, 2026

BCKT (LifeX 2030 Income Bucket ETF) and LIFT (LifeX 2028 Income Bucket ETF) are both Government Bonds funds from Stone Ridge. Both are actively managed. A 0.65 correlation means they provide meaningful diversification when combined. Both charge a 0.25% expense ratio.

Performance

BCKT vs. LIFT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LifeX 2030 Income Bucket ETF (BCKT) and LifeX 2028 Income Bucket ETF (LIFT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BCKT achieves a 0.24% return, which is significantly lower than LIFT's 0.69% return.

BCKT

• 1D: -0.11%
• 1M: 0.11%
• YTD: 0.24%
• 6M: 0.24%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

LIFT

• 1D: -0.03%
• 1M: -0.08%
• YTD: 0.69%
• 6M: 0.79%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BCKT vs. LIFT - Yearly Performance Comparison

	2026 (YTD)	2025
BCKT LifeX 2030 Income Bucket ETF	0.24%	1.09%
LIFT LifeX 2028 Income Bucket ETF	0.69%	1.16%

Correlation

The correlation between BCKT and LIFT is 0.65, 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 24, 2025	0.65

Return for Risk

BCKT vs. LIFT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LifeX 2030 Income Bucket ETF (BCKT) and LifeX 2028 Income Bucket ETF (LIFT). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

BCKT vs. LIFT - Drawdown Comparison

The maximum BCKT drawdown since its inception was -1.00%, which is greater than LIFT's maximum drawdown of -0.49%. Use the drawdown chart below to compare losses from any high point for BCKT and LIFT.

Drawdown Indicators

	BCKT	LIFT	Difference
Max Drawdown Largest peak-to-trough decline	-1.00%	-0.49%	-0.51%
Current Drawdown Current decline from peak	-0.66%	-0.14%	-0.52%
Average Drawdown Average peak-to-trough decline	-0.28%	-0.09%	-0.19%

Volatility

Volatility by Period

	BCKT	LIFT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	1.57%	1.27%	+0.30%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.57%	1.27%	+0.30%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.57%	1.27%	+0.30%

BCKT vs. LIFT - Expense Ratio Comparison

Both BCKT and LIFT 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. LIFT - Dividend Comparison

BCKT's dividend yield for the trailing twelve months is around 17.97%, less than LIFT's 31.06% yield.

Position	TTM	2025
BCKT LifeX 2030 Income Bucket ETF	17.97%	5.36%
LIFT LifeX 2028 Income Bucket ETF	31.06%	8.63%

Frequently Asked Questions

Can I hold both BCKT and LIFT in my portfolio?

BCKT and LIFT have a correlation of 0.65, 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 LIFT?

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 LIFT?

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

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

LIFT has the higher dividend yield at 31.06%, compared with 17.97% for BCKT.