BCKT vs SPY
LifeX 2030 Income Bucket ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | BCKT | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.09% | |
| AUM | $2M | $789.1B | |
| Dividend Yield | 17.92% | 1.01% | |
| Holdings | 32 | 505 | |
| YTD Return | -6.83% | +14.47% | |
| 1Y Return | -5.82% | +21.96% | |
| 3Y Return (annualized) | - | +21.70% | |
| 5Y Return (annualized) | - | +13.30% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -7.9% | -56.5% | |
| Fund Family | Stone Ridge Asset Management | State Street Investment Management | |
| Category | Fixed Income | Equity | |
| Inception | Sep 24, 2025 | Jan 22, 1993 |
BCKT vs SPY Performance
LifeX 2030 Income Bucket ETF (BCKT) is a ETF from Stone Ridge Asset Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BCKT returned -5.82% while SPY returned +21.96%. Year to date, BCKT is down 6.83% versus a gain of 14.47% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.9% for BCKT and -56.5% for SPY. 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 SPY charges 0.09%. On a $10,000 position that is $25 vs $9 annually, a gap of $16 per year that compounds over a long holding period. On income, BCKT currently yields 17.92% against 1.01% for SPY.
Holdings Overlap
BCKT and SPY share 0 holdings out of 526 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 SPY?
BCKT has an expense ratio of 0.25% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, BCKT or SPY?
Over the past year BCKT returned -5.82% vs +21.96% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BCKT and SPY?
BCKT and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 526 unique securities.
Which pays a higher dividend, BCKT or SPY?
BCKT yields 17.92% while SPY yields 1.01%, so BCKT currently pays the higher dividend yield.
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