BCKT vs IVV

ABCKT

BIVV

Measures won3–1BCKT wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SPY $17,481

Lowest cost0.03%IVV · $3 on $10k

Most income26.45%BCKT · $2,645 on $10k

Smallest drop−1.1%BCKT · worst fall in 1Y

Held in common[…]BCKT and IVV

Stone Ridge Trust - Lifex 2030 Income Bucket ETF · $2MiShares Core S&P 500 ETF · $883B

[…]3 years · per year[…] · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

26.45%12-mo yield$2,645 · $110 on $10k1.10%

Cards for this view

BCKT

Stone Ridge Trust - Lifex 2030 Income Bucket

[…]

IVV

iShares Core S&P 500

$17,530

MeasureBCKTIVV

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield26.45%1.10%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−1.1%−8.9%

Volatility · 1Y1.6%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	ABCKT	Stone Ridge Trust - Lifex 2030 Income Bucket ETFRead Desk	0.25%	26.45%	−0.1%	+0.8%	+1.4%	new	new	−1.1%	$2M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	ABCKT	Stone Ridge Trust - Lifex 2030 Income Bucket ETFRead Desk	0.25%	26.45%	−0.1%	+0.8%	+1.4%	new	new	−1.1%	$2M

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