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LIFT vs. BNDD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LIFT vs. BNDD - Performance Comparison

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

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Returns By Period

In the year-to-date period, LIFT achieves a 0.72% return, which is significantly lower than BNDD's 4.32% return.


LIFT

1D
0.00%
1M
0.31%
YTD
0.72%
6M
1.04%
1Y
3Y*
5Y*
10Y*

BNDD

1D
-0.08%
1M
1.37%
YTD
4.32%
6M
2.24%
1Y
3.39%
3Y*
-3.91%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LIFT vs. BNDD - Yearly Performance Comparison


2026 (YTD)2025
LIFT
LifeX 2028 Income Bucket ETF
0.72%1.16%
BNDD
Quadratic Deflation ETF
4.32%-2.57%

Correlation

The correlation between LIFT and BNDD is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 25, 2025

0.01

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Return for Risk

LIFT vs. BNDD — Risk / Return Rank

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

LIFT

BNDD
BNDD Risk / Return Rank: 1414
Overall Rank
BNDD Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
BNDD Sortino Ratio Rank: 1212
Sortino Ratio Rank
BNDD Omega Ratio Rank: 1212
Omega Ratio Rank
BNDD Calmar Ratio Rank: 1616
Calmar Ratio Rank
BNDD Martin Ratio Rank: 1515
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.

LIFT vs. BNDD - Risk-Adjusted Trends Comparison

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

LIFT vs. BNDD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


LIFTBNDDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

2.24

-0.33

+2.57

Drawdowns

LIFT vs. BNDD - Drawdown Comparison

The maximum LIFT drawdown since its inception was -0.49%, smaller than the maximum BNDD drawdown of -30.87%. Use the drawdown chart below to compare losses from any high point for LIFT and BNDD.


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Drawdown Indicators


LIFTBNDDDifference

Max Drawdown

Largest peak-to-trough decline

-0.49%

-30.87%

+30.38%

Max Drawdown (1Y)

Largest decline over 1 year

-6.09%

Max Drawdown (3Y)

Largest decline over 3 years

-20.75%

Current Drawdown

Current decline from peak

-0.05%

-26.51%

+26.46%

Average Drawdown

Average peak-to-trough decline

-0.09%

-19.34%

+19.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.83%

Volatility

LIFT vs. BNDD - Volatility Comparison


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Volatility by Period


LIFTBNDDDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.21%

Volatility (6M)

Calculated over the trailing 6-month period

8.11%

Volatility (1Y)

Calculated over the trailing 1-year period

1.24%

10.59%

-9.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.24%

13.38%

-12.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.24%

13.38%

-12.14%

LIFT vs. BNDD - Expense Ratio Comparison

LIFT has a 0.25% expense ratio, which is lower than BNDD's 1.02% expense ratio.


Dividends

LIFT vs. BNDD - Dividend Comparison

LIFT's dividend yield for the trailing twelve months is around 31.05%, more than BNDD's 3.61% yield.


PositionTTM20252024202320222021
BNDD
Quadratic Deflation ETF
3.61%3.82%3.85%4.30%43.17%1.04%
LIFT
LifeX 2028 Income Bucket ETF
31.05%8.63%0.00%0.00%0.00%0.00%

Frequently Asked Questions


LIFT and BNDD have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, LIFT is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

LIFT is cheaper with a 0.25% expense ratio, compared with 1.02% for BNDD.

LIFT has the higher dividend yield at 31.05%, compared with 3.61% for BNDD.

They also come from different issuers: Stone Ridge and KraneShares. Their fees differ too: 0.25% for LIFT and 1.02% for BNDD.

Portfolio Optimizer

Find the right allocation for LIFT and BNDD

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