BCKT vs VTI
LifeX 2030 Income Bucket ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | BCKT | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $2M | $666.9B | |
| Dividend Yield | 20.32% | 1.07% | |
| Holdings | 38 | 3,543 | |
| YTD Return | -6.85% | +12.65% | |
| 1Y Return | -5.84% | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -7.9% | -56.6% | |
| Fund Family | Stone Ridge Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 24, 2025 | May 24, 2001 |
BCKT vs VTI Performance
LifeX 2030 Income Bucket ETF (BCKT) is a ETF from Stone Ridge Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BCKT returned -5.84% while VTI returned +21.39%. Year to date, BCKT is down 6.85% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.9% for BCKT and -56.6% for VTI. 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 VTI 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 20.32% against 1.07% for VTI.
Holdings Overlap
BCKT and VTI share 0 holdings out of 2810 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 VTI?
BCKT has an expense ratio of 0.25% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, BCKT or VTI?
Over the past year BCKT returned -5.84% vs +21.39% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BCKT and VTI?
BCKT and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2810 unique securities.
Which pays a higher dividend, BCKT or VTI?
BCKT yields 20.32% while VTI yields 1.07%, so BCKT currently pays the higher dividend yield.
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