BCKT vs QQQ
LifeX 2030 Income Bucket ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | BCKT | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.18% | |
| AUM | $2M | $496.3B | |
| Dividend Yield | 20.32% | 0.44% | |
| Holdings | 38 | 108 | |
| YTD Return | -6.85% | +16.23% | |
| 1Y Return | -5.84% | +26.23% | |
| 3Y Return (annualized) | - | +25.75% | |
| 5Y Return (annualized) | - | +14.78% | |
| Volatility (annualized) | - | 30.6% | |
| Max Drawdown | -7.9% | -83.0% | |
| Fund Family | Stone Ridge Asset Management | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 24, 2025 | Mar 10, 1999 |
BCKT vs QQQ Performance
LifeX 2030 Income Bucket ETF (BCKT) is a ETF from Stone Ridge Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BCKT returned -5.84% while QQQ returned +26.23%. Year to date, BCKT is down 6.85% versus a gain of 16.23% for QQQ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.9% for BCKT and -83.0% for QQQ. 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 QQQ charges 0.18%. On a $10,000 position that is $25 vs $18 annually, a gap of $7 per year that compounds over a long holding period. On income, BCKT currently yields 20.32% against 0.44% for QQQ.
Holdings Overlap
BCKT and QQQ share 0 holdings out of 125 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 QQQ?
BCKT has an expense ratio of 0.25% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, BCKT or QQQ?
Over the past year BCKT returned -5.84% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BCKT and QQQ?
BCKT and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 125 unique securities.
Which pays a higher dividend, BCKT or QQQ?
BCKT yields 20.32% while QQQ yields 0.44%, so BCKT currently pays the higher dividend yield.
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