LIAM vs. BCKT
LIAM (LifeX 2055 Inflation-Protected Longevity Income ETF) and BCKT (LifeX 2030 Income Bucket ETF) are both exchange-traded funds - LIAM 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. Their 0.69 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.25% expense ratio.
Performance
LIAM vs. BCKT - Performance Comparison
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Returns By Period
In the year-to-date period, LIAM achieves a -1.89% return, which is significantly lower than BCKT's 0.52% return.
LIAM
- 1D
- -0.42%
- 1M
- -2.48%
- 6M
- -2.00%
- YTD
- -1.89%
- 1Y
- -0.73%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -2.19%
BCKT
- 1D
- -0.07%
- 1M
- -0.07%
- 6M
- 0.37%
- YTD
- 0.52%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $10.12K | $7.01K | $9.67K | |
| $16.80K | $47.00K | $60.53K |
LIAM vs. BCKT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LIAM LifeX 2055 Inflation-Protected Longevity Income ETF | -1.89% | -1.00% |
BCKT LifeX 2030 Income Bucket ETF | 0.52% | 1.09% |
Correlation
The correlation between LIAM and BCKT is 0.69, 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 | 0.69 |
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Return for Risk
LIAM vs. BCKT — Risk / Return Rank
LIAM
BCKT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LIAM vs. BCKT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM) 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.
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.
| LIAM | BCKT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.01 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.02 | — | — |
| Martin ratioReturn relative to average drawdown | 0.04 | — | — |
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Drawdowns
LIAM vs. BCKT - Drawdown Comparison
The maximum LIAM drawdown since its inception was -8.39%, which is greater than BCKT's maximum drawdown of -1.00%. Use the drawdown chart below to compare losses from any high point for LIAM and BCKT.
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Drawdown Indicators
| LIAM | BCKT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.39% | -1.00% | -7.39% |
Max Drawdown (1Y)Largest decline over 1 year | -4.76% | — | — |
Current DrawdownCurrent decline from peak | -4.76% | -0.38% | -4.38% |
Average DrawdownAverage peak-to-trough decline | -3.31% | -0.29% | -3.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | — | — |
Volatility
LIAM vs. BCKT - Volatility Comparison
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Volatility by Period
| LIAM | BCKT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 4.74% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 6.24% | 1.54% | +4.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.55% | 1.54% | +6.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.55% | 1.54% | +6.01% |
LIAM vs. BCKT - Expense Ratio Comparison
Both LIAM 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
LIAM vs. BCKT - Dividend Comparison
LIAM's dividend yield for the trailing twelve months is around 6.59%, less than BCKT's 20.32% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BCKT LifeX 2030 Income Bucket ETF | 20.32% | 5.36% | 0.00% |
LIAM LifeX 2055 Inflation-Protected Longevity Income ETF | 6.59% | 9.02% | 1.21% |
Frequently Asked Questions
LIAM and BCKT have a correlation of 0.69, 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.
LIAM and BCKT have the same expense ratio: 0.25% per year.
BCKT has the higher dividend yield at 20.32%, compared with 6.59% for LIAM.
LIAM is categorized as Inflation-Protected Bonds, while BCKT is Government Bonds.
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