LIFT vs. IBTE

Last updated Jun 5, 2026

LIFT (LifeX 2028 Income Bucket ETF) and IBTE (iShares iBonds Dec 2024 Term Treasury ETF) are both Government Bonds funds. LIFT is actively managed, while IBTE is passively managed. LIFT charges 0.25%/yr vs 0.07%/yr for IBTE.

Performance

LIFT vs. IBTE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LifeX 2028 Income Bucket ETF (LIFT) and iShares iBonds Dec 2024 Term Treasury ETF (IBTE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

LIFT

• 1D: 0.00%
• 1M: 0.16%
• YTD: 0.72%
• 6M: 0.96%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IBTE

• 1D: 0.00%
• 1M: 0.00%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

LIFT vs. IBTE - Yearly Performance Comparison

	2026 (YTD)
LIFT LifeX 2028 Income Bucket ETF	0.46%
IBTE iShares iBonds Dec 2024 Term Treasury ETF	0.00%

Return for Risk

LIFT vs. IBTE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LifeX 2028 Income Bucket ETF (LIFT) and iShares iBonds Dec 2024 Term Treasury ETF (IBTE). 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.

Sharpe Ratios by Period

	LIFT	IBTE	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.23	—	—

Drawdowns

LIFT vs. IBTE - Drawdown Comparison

The maximum LIFT drawdown since its inception was -0.49%, which is greater than IBTE's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for LIFT and IBTE.

Drawdown Indicators

	LIFT	IBTE	Difference
Max Drawdown Largest peak-to-trough decline	-0.49%	0.00%	-0.49%
Current Drawdown Current decline from peak	-0.05%	0.00%	-0.05%
Average Drawdown Average peak-to-trough decline	-0.09%	0.00%	-0.09%

Volatility

Volatility by Period

	LIFT	IBTE	Difference
Volatility (1Y) Calculated over the trailing 1-year period	1.24%	0.00%	+1.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.24%	0.00%	+1.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.24%	0.00%	+1.24%

LIFT vs. IBTE - Expense Ratio Comparison

LIFT has a 0.25% expense ratio, which is higher than IBTE's 0.07% 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. IBTE - Dividend Comparison

LIFT's dividend yield for the trailing twelve months is around 31.05%, while IBTE has not paid dividends to shareholders.

Position	TTM	2025
IBTE iShares iBonds Dec 2024 Term Treasury ETF	0.00%	0.00%
LIFT LifeX 2028 Income Bucket ETF	31.05%	8.63%

Frequently Asked Questions

Which ETF is better, LIFT or IBTE?

On fees, IBTE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, LIFT or IBTE?

IBTE is cheaper with a 0.07% expense ratio, compared with 0.25% for LIFT.

Which ETF pays a higher dividend yield, LIFT or IBTE?

LIFT has the higher dividend yield at 31.05%, compared with 0.00% for IBTE.

What is the main difference between LIFT and IBTE?

They also come from different issuers: Stone Ridge and iShares. Their fees differ too: 0.25% for LIFT and 0.07% for IBTE.