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Income

Stone Ridge·8 of 12 funds·80% of Stone Ridge’s moneyIn the market’s Income bucket: 582 ETFs · $1.01T · +14.9% YTD

Data as of Nov 4, 2026 · a scoreboard, not advice

1Y record: 0–8
Made money: 0%
Assets: $54.8M
Share of Income: 0%

Story of the Week

Week of Nov 2, 2026

The 10 Largest Income ETFsTodayStone Ridge funds in gold0 of 10are Stone Ridge’s

02 / 04

Stone Ridge’s Total Income Funds

8 funds · 0% made money new: under a year old

Lost money$54.8M

LDDR−1.2%$38.0M LFAI−2.8%$4.3M LFAO−3.4%$3.2M LFAW−3.9%$2.4M BCKT−0.5%$2.3M LFBE−4.5%$2.0M LIFT−1.6%$1.9M LFDR−5.0%$814K

Stone Ridge income ETFs · past-year returns · as of Nov 4, 2026 · one tile per fund, largest first

Stone Ridge in Income

Today

Stone Ridge $54.8MEveryone else $1.01T

Stone Ridge holds 0% of Income AUM

Stone Ridge ETFs · current holdings · as of Nov 4, 2026

Stone Ridge’s Income Funds vs AUM

Today

1%of the funds0%of the AUM

Income ETFsFundsAUM

Stone Ridge8 · 1%$54.8M · 0%

Everyone else574 · 99%$1.01T · 100%

Income ETFs · current AUM · as of Nov 4, 2026 · 582 funds

Top 8 Stone Ridge Income ETFs

Today

$54.8M of $54.8M

#FundAUM ▼1YFee

1LDDRLifeX 2035 Income Bucket$38.0M−1.2%$0.25

2LFAILifeX 2050 Longevity Income$4.3M−2.8%$0.25

3LFAOLifeX 2055 Longevity Income$3.2M−3.4%$0.25

4LFAWLifeX 2060 Longevity Income$2.4M−3.9%$0.25

5BCKTLifex 2030 Income Bucket$2.3M−0.5%$0.25

6LFBELifeX 2065 Longevity Income$2.0M−4.5%$0.25

7LIFTLifex 2028 Income Bucket$1.9M−1.6%$0.25

8LFDRLifeX Durable Income$814K−5.0%$0.25

Stone Ridge income ETFs · current AUM · as of Nov 4, 2026 · fee per $100 a year

Compare Income Names

Open versus in desk

LDDR vs SCHD

YTD

LDDR

Stone Ridge · $38.0M

−1.7%

SCHD

Schwab · $121B

+32.8%

−1.2%Past year+37.6%

$38.0MAssets$121B

End-of-day Nov 3, 2026

BCKT vs LDDR

BCKT

Stone Ridge · $2.3M

−0.5%

LDDR

Stone Ridge · $38.0M

−1.2%

−1.2%Year to date−1.7%

0.25%Fee0.25%

End-of-day Nov 3, 2026

LDDR vs LFDR

LDDR

Stone Ridge · $38.0M

−1.2%

LFDR

Stone Ridge · $814K

−5.0%

−1.7%Year to date−2.7%

$38.0MAssets$814K

End-of-day Nov 3, 2026

LIAM vs LDDR

LIAM

Stone Ridge · $5.0M

−4.2%

LDDR

Stone Ridge · $38.0M

−1.2%

−2.5%Year to date−1.7%

5.1%Yield14.6%

End-of-day Nov 3, 2026

The Year in Stone Ridge Income ETFs

Stone Ridge’s Income ETF Record

0–8made money · lost
of 8 with a full year

0%all ETFs 74%

Each bar is one fund · 1Y return

Typical −3.1%LFDR −5.0%

8 lost0 made money

Stone Ridge income ETFs · past-year returns · as of Nov 4, 2026

Stone Ridge’s Income ETF Fees

Today

$0.25per $100 a year, typical

Funds at each fee · per $100 a year

0.25

8 funds at $0.25$54.8M · 100% of the money

Stone Ridge income ETFs · current fees · as of Nov 4, 2026

Stone Ridge’s Income ETF Yields

Today

FundYield ▼On $10K1Y

LIFTLifex 2028 Income Bucket53.6%$5,356/yr−1.6%

BCKTLifex 2030 Income Bucket28.6%$2,861/yr−0.5%

LDDRLifeX 2035 Income Bucket14.6%$1,455/yr−1.2%

LFAILifeX 2050 Longevity Income7.6%$756/yr−2.8%

LFAOLifeX 2055 Longevity Income6.9%$693/yr−3.4%

LFAWLifeX 2060 Longevity Income6.5%$649/yr−3.9%

LFBELifeX 2065 Longevity Income6.2%$616/yr−4.5%

Stone Ridge income ETFs · trailing yield · as of Nov 4, 2026

Inside Income

Largest ETFs in Each Strategy

YTD

StrategyFunds3 biggestMoneyAssetsYTD

Dividend stocks402SCHD · VIG · VYM$854B+16.0%

Premium income91JEPI · JEPQ · GPIX$114B+9.2%

Covered calls89QYLD · DIVO · XYLD$42.4B+9.4%

Bold Stone Ridge fund among the strategy’s 3 biggestWhole strategyYTD asset-weighted

Income ETFs · year-to-date returns, asset-weighted · as of Nov 4, 2026

SRIncome

Story of the Week

Compare Income Names

The Year in Stone Ridge Income ETFs

Inside Income

Income