LIAE vs. BCKT
LIAE (LifeX 2050 Inflation-Protected Longevity Income ETF) and BCKT (LifeX 2030 Income Bucket ETF) are both exchange-traded funds - LIAE is a Inflation-Protected Bonds fund actively managed by Stone Ridge, while BCKT is a Government Bonds fund actively managed by Stone Ridge. Both are actively managed. A 0.68 correlation means they provide meaningful diversification when combined. Both charge a 0.25% expense ratio.
Performance
LIAE vs. BCKT - Performance Comparison
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Returns By Period
In the year-to-date period, LIAE achieves a 0.84% return, which is significantly higher than BCKT's 0.31% return.
LIAE
- 1D
- -0.32%
- 1M
- 0.26%
- YTD
- 0.84%
- 6M
- 0.10%
- 1Y
- 4.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BCKT
- 1D
- -0.06%
- 1M
- 0.03%
- YTD
- 0.31%
- 6M
- 0.48%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LIAE vs. BCKT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LIAE LifeX 2050 Inflation-Protected Longevity Income ETF | 0.84% | -0.31% |
BCKT LifeX 2030 Income Bucket ETF | 0.31% | 1.09% |
Correlation
The correlation between LIAE and BCKT is 0.68, 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 | 0.68 |
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Return for Risk
LIAE vs. BCKT — Risk / Return Rank
LIAE
BCKT
LIAE vs. BCKT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LifeX 2050 Inflation-Protected Longevity Income ETF (LIAE) and LifeX 2030 Income Bucket ETF (BCKT). 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.
| LIAE | BCKT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.16 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | — | — |
| Martin ratioReturn relative to average drawdown | 3.43 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LIAE | BCKT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 1.34 | -1.30 |
Drawdowns
LIAE vs. BCKT - Drawdown Comparison
The maximum LIAE drawdown since its inception was -7.03%, which is greater than BCKT's maximum drawdown of -1.00%. Use the drawdown chart below to compare losses from any high point for LIAE and BCKT.
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Drawdown Indicators
| LIAE | BCKT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.03% | -1.00% | -6.03% |
Max Drawdown (1Y)Largest decline over 1 year | -3.68% | — | — |
Current DrawdownCurrent decline from peak | -1.41% | -0.59% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -2.52% | -0.26% | -2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | — | — |
Volatility
LIAE vs. BCKT - Volatility Comparison
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Volatility by Period
| LIAE | BCKT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.46% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.86% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 5.55% | 1.53% | +4.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.58% | 1.53% | +5.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.58% | 1.53% | +5.05% |
LIAE vs. BCKT - Expense Ratio Comparison
Both LIAE and BCKT 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
LIAE vs. BCKT - Dividend Comparison
LIAE's dividend yield for the trailing twelve months is around 9.72%, less than BCKT's 17.96% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BCKT LifeX 2030 Income Bucket ETF | 17.96% | 5.36% | 0.00% |
LIAE LifeX 2050 Inflation-Protected Longevity Income ETF | 9.72% | 10.56% | 1.47% |
Frequently Asked Questions
LIAE and BCKT have a correlation of 0.68, 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.
LIAE and BCKT have the same expense ratio: 0.25% per year.
BCKT has the higher dividend yield at 17.96%, compared with 9.72% for LIAE.
LIAE is categorized as Inflation-Protected Bonds, while BCKT is Government Bonds.
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