BCKT vs GLDN

Comparison between LifeX 2030 Income Bucket ETF (BCKT, ETF) and NICHOLAS GOLD INCOME ETF (GLDN, ETF).

BCKT vs GLDN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCKT(ETF)	GLDN(ETF)
Net Assets	$2.50M	$2.60M
Expense Ratio	0.25%	1.07%
Max Drawdown	14.35%	99.00%
Sharpe Ratio	-1.18	1.02
5Y Beta	0.02	1.75

Net Assets

BCKT

$2.50M

Winner

GLDN

$2.60M

Expense Ratio

Winner

BCKT

0.25%

GLDN

1.07%

Max Drawdown

Winner

BCKT

14.35%

GLDN

99.00%

Sharpe Ratio

BCKT

-1.18

Winner

GLDN

1.02

5Y Beta

Winner

BCKT

0.02

GLDN

1.75

BCKT vs GLDN - Holdings Comparison

BCKT and GLDN have 1 common holdings. Overlap is 0.27%

BCKT's top 25 holdings weight is 100.02%. GLDN's top 25 holdings weight is 105.97%.

Rank	BCKT	GLDN
#1	UNITED STATES TREASURY NOTES 3.5% (n/a) - 24.95%	OTHER ASSETS AND LIABILITIES (n/a) - 33.71%
#2	UNITED STATES TREASURY NOTES 3.63% (n/a) - 16.97%	ABRDN PHYSICAL GOLD SHARES ETF (SGOL) - 13.63%
#3	UNITED STATES TREASURY NOTES 3.38% (n/a) - 15.46%	SPDR® GOLD MINISHARES (GLDM) - 13.63%
#4	UNITED STATES TREASURY NOTES 4.38% (n/a) - 13.50%	ISHARES GOLD TRUST (IAU) - 6.81%
#5	UNITED STATES TREASURY NOTES 4.13% (n/a) - 7.78%	BARRICK MINING CORP (n/a) - 4.57%
#6	UNITED STATES TREASURY NOTES 3.75% (n/a) - 5.61%	AGNICO EAGLE MINES LTD (n/a) - 4.09%
#7	UNITED STATES TREASURY NOTES 3.13% (n/a) - 5.03%	SSR MINING INC (n/a) - 3.27%
#8	UNITED STATES TREASURY NOTES 4% (n/a) - 4.27%	NEWMONT CORP (NEM) - 2.77%
#9	UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.63%	KINROSS GOLD CORP (n/a) - 2.76%
#10	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.25%	FRANCO-NEVADA CORP (n/a) - 2.74%
#11	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.25%	ANGLOGOLD ASHANTI PLC (AU) - 2.63%
#12	OTHER ASSETS AND LIABILITIES (n/a) - 1.01%	ROYAL GOLD INC (RGLD) - 2.55%
#13	UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.75%	ORLA MINING LTD (n/a) - 2.40%
#14	UNITED STATES TREASURY NOTES 2% (n/a) - 0.56%	HARMONY GOLD MINING CO LTD ADR (HMY) - 2.38%
#15	N/A	B2GOLD CORP (n/a) - 2.00%
#16	N/A	EQUINOX GOLD CORP ORDINARY SHARES CLASS A (EQX) - 1.99%
#17	N/A	ELDORADO GOLD CORP (n/a) - 1.98%
#18	N/A	CASH OFFSET (n/a) - 1.15%
#19	N/A	SSRM US 05/15/26 P33 (n/a) - 0.64%
#20	N/A	ORLA US 05/15/26 P15 (n/a) - 0.27%
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	14	20

BCKT vs GLDN - Historical Returns

Returns include dividend reinvestment.

Period	BCKT	GLDN
1 month	-0.15%	-6.77%
3 months	-0.34%	-21.29%
6 months	+0.50%	N/A
5 years(CAGR)	N/A	+789.31%
10 years(CAGR)	N/A	+146.99%
Max(CAGR)	+1.82%	+128.11%

Winner

BCKT

-0.15%

GLDN

-6.77%

Winner

BCKT

-0.34%

GLDN

-21.29%

BCKT

+0.50%

GLDN

N/A

5Y(CAGR)

BCKT

N/A

GLDN

+789.31%

10Y(CAGR)

BCKT

N/A

GLDN

+146.99%

Max(CAGR)

BCKT

+1.82%

Winner

GLDN

+128.11%

BCKT vs GLDN - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	BCKT	GLDN
2026	+0.18%	-21.18%
2025	+1.09%	N/A
2020	N/A	-50.00%
2019	N/A	-16.67%
2018	N/A	+9.09%
2017	N/A	-26.67%
2016	N/A	-40.00%

BCKT vs GLDN Drawdown Comparison

The maximum drawdown for BCKT was -1.00%, occurring on Mar 26, 2026. This drawdown has not yet recovered.

The maximum drawdown for GLDN was -99.00%, occurring on Sep 9, 2019. Recovery took 128 trading sessions.

The current BCKT drawdown is -0.73%. The current GLDN drawdown is -28.02%.

Rank	BCKT	GLDN
#1	-1.00% Feb 27, 2026 - Mar 26, 2026	-99.00% Sep 6, 2019 - Feb 18, 2026
#2	-0.36% Oct 22, 2025 - Nov 20, 2025	-84.85% Sep 30, 2016 - Sep 6, 2019
#3	-0.22% Nov 26, 2025 - Dec 16, 2025	-76.19% Apr 12, 2016 - Sep 30, 2016
#4	-0.21% Jan 7, 2026 - Jan 30, 2026	-75.00% Jan 6, 2016 - Apr 12, 2016
#5	-0.17% Dec 22, 2025 - Dec 29, 2025	-28.02% Mar 2, 2026 - Jun 5, 2026
#6	-0.11% Oct 2, 2025 - Oct 10, 2025	N/A
#7	-0.11% Feb 13, 2026 - Feb 23, 2026	N/A
#8	-0.10% Sep 24, 2025 - Sep 30, 2025	N/A
#9	-0.09% Oct 16, 2025 - Oct 22, 2025	N/A
#10	-0.09% Feb 10, 2026 - Feb 13, 2026	N/A
#11	-0.08% Jan 30, 2026 - Feb 5, 2026	N/A
#12	-0.07% Dec 30, 2025 - Jan 5, 2026	N/A
#13	-0.07% Feb 23, 2026 - Feb 26, 2026	N/A
#14	-0.05% Oct 14, 2025 - Oct 16, 2025	N/A
#15	-0.04% Dec 18, 2025 - Dec 22, 2025	N/A