BCKT vs VYM
LifeX 2030 Income Bucket ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BCKT | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.04% | |
| AUM | $2M | $79.0B | |
| Dividend Yield | 17.92% | 2.86% | |
| Holdings | 32 | 568 | |
| YTD Return | -6.99% | +16.16% | |
| 1Y Return | -5.98% | +26.05% | |
| 3Y Return (annualized) | - | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -7.9% | -58.8% | |
| Fund Family | Stone Ridge Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 24, 2025 | Nov 10, 2006 |
BCKT vs VYM Performance
LifeX 2030 Income Bucket ETF (BCKT) is a ETF from Stone Ridge Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BCKT returned -5.98% while VYM returned +26.05%. Year to date, BCKT is down 6.99% versus a gain of 16.16% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.9% for BCKT and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, BCKT currently yields 17.92% against 2.86% for VYM.
Holdings Overlap
BCKT and VYM share 0 holdings out of 581 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 VYM?
BCKT has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, BCKT or VYM?
Over the past year BCKT returned -5.98% vs +26.05% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BCKT and VYM?
BCKT and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 581 unique securities.
Which pays a higher dividend, BCKT or VYM?
BCKT yields 17.92% while VYM yields 2.86%, so BCKT currently pays the higher dividend yield.
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