Stone Ridge ETFs: 0 of 12 made money

Stone Ridge’s Total Funds

12 funds · 0% made money

Income 8$54.8M · 80%

LDDR−1.2%LFAI−2.8%LFAO−3.4%LFAW−3.9%BCKT−0.5%LFBE−4.5%LIFT−1.6%LFDR−5.0%

Bonds & cash 4$14.1M · 20%

LIAM−4.2%LIBD−5.6%LIAE−3.3%LIAU−5.0%

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

Stone Ridge’s Total Holdings

Today

$68.9Min 12 funds · 2 categories

CategoryFundsAssets ▼Share

Income8$54.8M80%

Bonds & cash4$14.1M20%

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

Stone Ridge’s Share of the ETF Market

Today

0%of all US ETF AUM is in Stone Ridge funds
$68.9M of $16.40T · 12 of 5,803

Low-Cost Core

$4.91T

US Stock Styles

$3.16T

Bonds & Cash$2.63T

0%of Bonds & Cash AUM

International

$2.28T

Income$1.01T

0%of Income AUM

Sectors

$964B

Thematic

$388B

Commodities

$383B

6 more

$674B

Stone Ridge’s AUMEveryone elseNo Stone Ridge funds · 7 bucketsTile size = the bucket’s total AUM

Stone Ridge ETFs · current AUM · as of Nov 4, 2026 · tile size = the bucket’s total AUM

Top 10 Stone Ridge ETFs

Today

$66.3M · 96% of $68.9M

1LDDRTrust - LifeX 2035 Income Bucket$38.0M

2LIAMTrust - LifeX 2055 Inflation-Protected Longevity Income$5.0M

3LFAITrust - LifeX 2050 Longevity Income$4.3M

4LIBDTrust - LifeX 2065 Inflation-Protected Longevity Income$4.1M

5LIAETrust - LifeX 2050 Inflation-Protected Longevity Income$3.2M

6LFAOTrust - LifeX 2055 Longevity Income$3.2M

7LFAWTrust - LifeX 2060 Longevity Income$2.4M

8BCKTTrust - Lifex 2030 Income Bucket$2.3M

9LFBETrust - LifeX 2065 Longevity Income$2.0M

10LIFTTrust - Lifex 2028 Income Bucket$1.9M

Stone Ridge ETFs · 10 of 12 by assets · as of Nov 4, 2026

Stone Ridge’s Best ETFs

−0.5%BCKT, the Trust - Lifex 2030 Income Bucket fund, led all 12

1BCKTTrust - Lifex 2030 Income Bucket−0.5%

2LDDRTrust - LifeX 2035 Income Bucket−1.2%

3LIFTTrust - Lifex 2028 Income Bucket−1.6%

4LFAITrust - LifeX 2050 Longevity Income−2.8%

5LIAETrust - LifeX 2050 Inflation-Protected Longevity Income−3.3%

6LFAOTrust - LifeX 2055 Longevity Income−3.4%

7LFAWTrust - LifeX 2060 Longevity Income−3.9%

8LIAMTrust - LifeX 2055 Inflation-Protected Longevity Income−4.2%

9LFBETrust - LifeX 2065 Longevity Income−4.5%

10LIAUTrust - LifeX 2060 Inflation-Protected Longevity Income−5.0%

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

Stone Ridge’s 1-Year Record

0–12made money · lost
of 12 with a full year

0% made moneyAll ETFs 74%

Typical returnMiddle fund

Stone Ridge−3.4%

All ETFs+6.9%

Best fundBCKT −0.5%

Worst fundLIBD −5.6%

Money made for investors−$1.6M · 367th of 413 issuers

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

Stone Ridge vs iShares

Stone Ridge12 funds · 72nd by money made

iSharesBlackRock · 482 funds

−$1.6MMoney made$381B

$68.9MAssets$4.63T

$172KFees earned$7.5B

0%Win %80%

−3.4%Typical return+8.8%

$0.25Fee per $100$0.16

12Funds482

0Launches 202621

4–0iShares wins

Stone Ridge and iShares ETFs · past-year results · as of Nov 4, 2026 · each pair scaled to its larger value

Stone Ridge’s ETF Launches

2026

0in 20260in 12 months

No launches yet in 2026.

End-of-day Nov 4, 2026

SRStone Ridge

Stone Ridge