LIFT vs QQQ
LifeX 2028 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 | LIFT | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.18% | |
| AUM | $2M | $496.3B | |
| Dividend Yield | 35.61% | 0.44% | |
| Holdings | 29 | 108 | |
| YTD Return | -21.83% | +16.30% | |
| 1Y Return | -20.90% | +24.83% | |
| 3Y Return (annualized) | - | +25.48% | |
| 5Y Return (annualized) | - | +14.50% | |
| Volatility (annualized) | - | 30.6% | |
| Max Drawdown | -22.1% | -83.0% | |
| Fund Family | Stone Ridge Asset Management | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 24, 2025 | Mar 10, 1999 |
LIFT vs QQQ Performance
LifeX 2028 Income Bucket ETF (LIFT) 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 LIFT returned -20.90% while QQQ returned +24.83%. Year to date, LIFT is down 21.83% versus a gain of 16.30% for QQQ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -22.1% for LIFT 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
LIFT 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, LIFT currently yields 35.61% against 0.44% for QQQ.
Holdings Overlap
LIFT and QQQ share 0 holdings out of 120 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, LIFT or QQQ?
LIFT 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, LIFT or QQQ?
Over the past year LIFT returned -20.90% vs +24.83% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between LIFT and QQQ?
LIFT and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 120 unique securities.
Which pays a higher dividend, LIFT or QQQ?
LIFT yields 35.61% while QQQ yields 0.44%, so LIFT currently pays the higher dividend yield.
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