LIFT vs VOO
LifeX 2028 Income Bucket ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | LIFT | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $2M | $997.4B | |
| Dividend Yield | 35.61% | 1.08% | |
| Holdings | 29 | 509 | |
| YTD Return | -21.87% | +12.68% | |
| 1Y Return | -20.93% | +21.87% | |
| 3Y Return (annualized) | - | +22.06% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -22.1% | -34.3% | |
| Fund Family | Stone Ridge Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 24, 2025 | Sep 7, 2010 |
LIFT vs VOO Performance
LifeX 2028 Income Bucket ETF (LIFT) is a ETF from Stone Ridge Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LIFT returned -20.93% while VOO returned +21.87%. Year to date, LIFT is down 21.87% versus a gain of 12.68% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -22.1% for LIFT and -34.3% for VOO. 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 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, LIFT currently yields 35.61% against 1.08% for VOO.
Holdings Overlap
LIFT and VOO share 0 holdings out of 523 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 VOO?
LIFT has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, LIFT or VOO?
Over the past year LIFT returned -20.93% vs +21.87% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between LIFT and VOO?
LIFT and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 523 unique securities.
Which pays a higher dividend, LIFT or VOO?
LIFT yields 35.61% while VOO yields 1.08%, so LIFT currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.