LIFT vs SPYM

ALIFT

BSPYM

Measures won3–1LIFT wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · IVV $17,398

Lowest cost0.02%SPYM · $2 on $10k

Most income49.50%LIFT · $4,950 on $10k

Smallest drop−0.5%LIFT · worst fall in 1Y

Held in common[…]LIFT and SPYM

Stone Ridge Trust - Lifex 2028 Income Bucket ETF · $2MState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

0.25%Expense ratio$25 · $2 on $10k · lower wins0.02%

49.50%12-mo yield$4,950 · $102 on $10k1.02%

Cards for this view

LIFT

Stone Ridge Trust - Lifex 2028 Income Bucket

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureLIFTSPYM

Fee0.25%0.02%

Cost on $10k a year$25$2

Yield49.50%1.02%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−0.5%−8.9%

Volatility · 1Y1.3%

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
3	ALIFT	Stone Ridge Trust - Lifex 2028 Income Bucket ETFRead Desk	0.25%	49.50%	0.0%	+1.7%	+2.2%	new	new	−0.5%	$2M

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
3	ALIFT	Stone Ridge Trust - Lifex 2028 Income Bucket ETFRead Desk	0.25%	49.50%	0.0%	+1.7%	+2.2%	new	new	−0.5%	$2M

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