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BCKT vs. XONE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BCKT vs. XONE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LifeX 2030 Income Bucket ETF (BCKT) and BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BCKT achieves a 0.36% return, which is significantly lower than XONE's 1.16% return.


BCKT

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

XONE

1D
0.04%
1M
0.23%
YTD
1.16%
6M
1.52%
1Y
3.81%
3Y*
4.55%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BCKT vs. XONE - Yearly Performance Comparison


Correlation

The correlation between BCKT and XONE is 0.71, 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

0.71

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Return for Risk

BCKT vs. XONE — Risk / Return Rank

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

BCKT

XONE
XONE Risk / Return Rank: 9999
Overall Rank
XONE Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
XONE Sortino Ratio Rank: 9999
Sortino Ratio Rank
XONE Omega Ratio Rank: 9999
Omega Ratio Rank
XONE Calmar Ratio Rank: 9999
Calmar Ratio Rank
XONE Martin Ratio Rank: 9999
Martin Ratio Rank
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. XONE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LifeX 2030 Income Bucket ETF (BCKT) and BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE). 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.

BCKT vs. XONE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BCKTXONEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

7.03

Sharpe Ratio (All Time)

Calculated using the full available price history

1.39

4.97

-3.58

Drawdowns

BCKT vs. XONE - Drawdown Comparison

The maximum BCKT drawdown since its inception was -1.00%, which is greater than XONE's maximum drawdown of -0.40%. Use the drawdown chart below to compare losses from any high point for BCKT and XONE.


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Drawdown Indicators


BCKTXONEDifference

Max Drawdown

Largest peak-to-trough decline

-1.00%

-0.40%

-0.60%

Max Drawdown (1Y)

Largest decline over 1 year

-0.16%

Max Drawdown (3Y)

Largest decline over 3 years

-0.28%

Current Drawdown

Current decline from peak

-0.53%

0.00%

-0.53%

Average Drawdown

Average peak-to-trough decline

-0.26%

-0.04%

-0.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.03%

Volatility

BCKT vs. XONE - Volatility Comparison


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Volatility by Period


BCKTXONEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.09%

Volatility (6M)

Calculated over the trailing 6-month period

0.34%

Volatility (1Y)

Calculated over the trailing 1-year period

1.53%

0.55%

+0.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.53%

0.86%

+0.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.53%

0.86%

+0.67%

BCKT vs. XONE - Expense Ratio Comparison

BCKT has a 0.25% expense ratio, which is higher than XONE's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

BCKT vs. XONE - Dividend Comparison

BCKT's dividend yield for the trailing twelve months is around 17.95%, more than XONE's 4.06% yield.


PositionTTM2025202420232022
BCKT
LifeX 2030 Income Bucket ETF
17.95%5.36%0.00%0.00%0.00%
XONE
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
4.06%4.33%5.21%4.46%1.17%

Frequently Asked Questions


BCKT and XONE have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XONE is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XONE is cheaper with a 0.03% expense ratio, compared with 0.25% for BCKT.

BCKT has the higher dividend yield at 17.95%, compared with 4.06% for XONE.

They also come from different issuers: Stone Ridge and BondBloxx. Their fees differ too: 0.25% for BCKT and 0.03% for XONE.

Portfolio Optimizer

Find the right allocation for BCKT and XONE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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