BCKT vs IVV
LifeX 2030 Income Bucket ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BCKT | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $2M | $865.2B | |
| Dividend Yield | 17.92% | 1.09% | |
| Holdings | 32 | 508 | |
| YTD Return | -6.83% | +14.50% | |
| 1Y Return | -5.82% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -7.9% | -56.5% | |
| Fund Family | Stone Ridge Asset Management | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 24, 2025 | May 15, 2000 |
BCKT vs IVV Performance
LifeX 2030 Income Bucket ETF (BCKT) is a ETF from Stone Ridge Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BCKT returned -5.82% while IVV returned +22.02%. Year to date, BCKT is down 6.83% versus a gain of 14.50% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.9% for BCKT and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BCKT charges 0.25% per year while IVV charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, BCKT currently yields 17.92% against 1.09% for IVV.
Holdings Overlap
BCKT and IVV share 0 holdings out of 528 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BCKT or IVV?
BCKT has an expense ratio of 0.25% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, BCKT or IVV?
Over the past year BCKT returned -5.82% vs +22.02% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BCKT and IVV?
BCKT and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 528 unique securities.
Which pays a higher dividend, BCKT or IVV?
BCKT yields 17.92% while IVV yields 1.09%, so BCKT currently pays the higher dividend yield.
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