LIFT vs. TLTX

Last updated Jun 25, 2026

LIFT (LifeX 2028 Income Bucket ETF) and TLTX (Global X Treasury Bond Enhanced Income ETF) are both Government Bonds funds. Both are actively managed. At a 0.22 correlation, their price movements are largely independent. LIFT charges 0.25%/yr vs 0.29%/yr for TLTX.

Performance

LIFT vs. TLTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LifeX 2028 Income Bucket ETF (LIFT) and Global X Treasury Bond Enhanced Income ETF (TLTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LIFT achieves a 0.79% return, which is significantly lower than TLTX's 1.95% return.

LIFT

• 1D: 0.03%
• 1M: 0.03%
• YTD: 0.79%
• 6M: 0.88%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

TLTX

• 1D: 0.82%
• 1M: 2.89%
• YTD: 1.95%
• 6M: 1.21%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

LIFT vs. TLTX - Yearly Performance Comparison

	2026 (YTD)	2025
LIFT LifeX 2028 Income Bucket ETF	0.79%	1.16%
TLTX Global X Treasury Bond Enhanced Income ETF	1.95%	0.22%

Correlation

The correlation between LIFT and TLTX is 0.22, 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	0.22

Return for Risk

LIFT vs. TLTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LifeX 2028 Income Bucket ETF (LIFT) and Global X Treasury Bond Enhanced Income ETF (TLTX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

LIFT vs. TLTX - Drawdown Comparison

The maximum LIFT drawdown since its inception was -0.49%, smaller than the maximum TLTX drawdown of -6.35%. Use the drawdown chart below to compare losses from any high point for LIFT and TLTX.

Drawdown Indicators

	LIFT	TLTX	Difference
Max Drawdown Largest peak-to-trough decline	-0.49%	-6.35%	+5.86%
Current Drawdown Current decline from peak	-0.04%	-1.82%	+1.78%
Average Drawdown Average peak-to-trough decline	-0.09%	-2.29%	+2.20%

Volatility

Volatility by Period

	LIFT	TLTX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	1.27%	9.28%	-8.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.27%	9.28%	-8.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.27%	9.28%	-8.01%

LIFT vs. TLTX - Expense Ratio Comparison

LIFT has a 0.25% expense ratio, which is lower than TLTX's 0.29% expense ratio.

Dividends

LIFT vs. TLTX - Dividend Comparison

LIFT's dividend yield for the trailing twelve months is around 31.03%, more than TLTX's 17.11% yield.

Position	TTM	2025
LIFT LifeX 2028 Income Bucket ETF	31.03%	8.63%
TLTX Global X Treasury Bond Enhanced Income ETF	17.11%	7.54%

Frequently Asked Questions

Can I hold both LIFT and TLTX in my portfolio?

LIFT and TLTX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, LIFT or TLTX?

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.

Which ETF is cheaper, LIFT or TLTX?

LIFT is cheaper with a 0.25% expense ratio, compared with 0.29% for TLTX.

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

LIFT has the higher dividend yield at 31.03%, compared with 17.11% for TLTX.

What is the main difference between LIFT and TLTX?

They also come from different issuers: Stone Ridge and Global X. Their fees differ too: 0.25% for LIFT and 0.29% for TLTX.