BCKT vs VOO

BCKT vs VOO

Which is better, BCKT or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y.

Lower Fees: VOOHigher Returns (1Y): VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBCKTVOO
Expense Ratio0.25%0.03%Best
AUM$2M$997.4B
Dividend Yield22.76%1.04%
Holdings38509
YTD Return-9.45%+12.37%Best
1Y Return-8.47%+16.61%Best
3Y Return (annualized)-+21.37%
5Y Return (annualized)-+13.49%
Volatility (annualized)4.2%Best13.3%
Fund FamilyStone Ridge Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionSep 24, 2025Sep 7, 2010

Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.

BCKT vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BCKT vs VOO Performance

LifeX 2030 Income Bucket ETF (BCKT) is an ETF from Stone Ridge Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BCKT returned -8.47% while VOO returned +16.61%. Year to date, BCKT is down 9.45% versus a gain of 12.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 4.2% for BCKT. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.08. They move largely independently of each other.

Fees and Cost Over Time

BCKT charges 0.25% per year while VOO 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 22.76% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 23 holdings in BCKT and 494 in VOO, totalling 65.1% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 23 positions we hold weights for in BCKT and 494 in VOO, against full books of 38 and 509.

You are not choosing between two funds in isolation.

Whichever of BCKT and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BCKTVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BCKT or VOO?

BCKT has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, BCKT or VOO?

Over the past year BCKT returned -8.47% vs +16.61% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BCKT or VOO?

VOO has been the more volatile fund at 13.3% annualized versus 4.2% for BCKT.

Should I hold both BCKT and VOO?

BCKT and VOO have a monthly-return correlation of 0.08, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BCKT or VOO?

BCKT yields 22.76% while VOO yields 1.04%, so BCKT currently pays the higher dividend yield.

Is VOO better than BCKT?

VOO has a lower expense ratio. VOO led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.