LIFT vs. GOVZ
LIFT (LifeX 2028 Income Bucket ETF) and GOVZ (iShares 25+ Year Treasury STRIPS Bond ETF) are both Government Bonds funds. LIFT is actively managed, while GOVZ is passively managed. At a 0.40 correlation, their price movements are largely independent. LIFT charges 0.25%/yr vs 0.15%/yr for GOVZ.
Performance
LIFT vs. GOVZ - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LIFT achieves a 0.79% return, which is significantly lower than GOVZ's 3.57% return.
LIFT
- 1D
- 0.03%
- 1M
- 0.03%
- YTD
- 0.79%
- 6M
- 0.88%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GOVZ
- 1D
- 2.29%
- 1M
- 6.77%
- YTD
- 3.57%
- 6M
- 1.48%
- 1Y
- 4.27%
- 3Y*
- -6.85%
- 5Y*
- -11.18%
- 10Y*
- —
LIFT vs. GOVZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LIFT LifeX 2028 Income Bucket ETF | 0.79% | 1.16% |
GOVZ iShares 25+ Year Treasury STRIPS Bond ETF | 3.57% | -3.12% |
Correlation
The correlation between LIFT and GOVZ is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 24, 2025 | 0.40 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LIFT vs. GOVZ — Risk / Return Rank
LIFT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
GOVZ
LIFT vs. GOVZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LifeX 2028 Income Bucket ETF (LIFT) and iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ). 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.
| LIFT | GOVZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.06 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.30 | — |
| Martin ratioReturn relative to average drawdown | — | 0.66 | — |
Loading charts...
Drawdowns
LIFT vs. GOVZ - Drawdown Comparison
The maximum LIFT drawdown since its inception was -0.49%, smaller than the maximum GOVZ drawdown of -59.65%. Use the drawdown chart below to compare losses from any high point for LIFT and GOVZ.
Loading charts...
Drawdown Indicators
| LIFT | GOVZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.49% | -59.65% | +59.16% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.16% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -28.72% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -57.63% | — |
Current DrawdownCurrent decline from peak | -0.04% | -54.49% | +54.45% |
Average DrawdownAverage peak-to-trough decline | -0.09% | -40.04% | +39.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 6.51% | — |
Volatility
LIFT vs. GOVZ - Volatility Comparison
Loading charts...
Volatility by Period
| LIFT | GOVZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.06% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.91% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 1.27% | 15.89% | -14.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.27% | 23.88% | -22.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.27% | 23.29% | -22.02% |
LIFT vs. GOVZ - Expense Ratio Comparison
LIFT has a 0.25% expense ratio, which is higher than GOVZ's 0.15% 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
LIFT vs. GOVZ - Dividend Comparison
LIFT's dividend yield for the trailing twelve months is around 31.03%, more than GOVZ's 4.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
GOVZ iShares 25+ Year Treasury STRIPS Bond ETF | 4.95% | 5.00% | 4.68% | 3.84% | 3.69% | 1.76% | 0.39% |
LIFT LifeX 2028 Income Bucket ETF | 31.03% | 8.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LIFT and GOVZ have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GOVZ is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GOVZ is cheaper with a 0.15% expense ratio, compared with 0.25% for LIFT.
LIFT has the higher dividend yield at 31.03%, compared with 4.95% for GOVZ.
They also come from different issuers: Stone Ridge and iShares. Their fees differ too: 0.25% for LIFT and 0.15% for GOVZ.
Find the right allocation for LIFT and GOVZ
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer