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BCKT vs MZZ

Comparison between LifeX 2030 Income Bucket ETF (BCKT, ETF) and PROSHARES ULTRASHORT MIDCAP400 (MZZ, ETF).

BCKT vs MZZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BCKT
$2.40M
MZZ
$2.40M
Expense Ratio
BCKT
0.25%
MZZ
N/A
Max Drawdown
Winner
BCKT
15.95%
MZZ
99.94%
Sharpe Ratio
BCKT
-1.27
Winner
MZZ
-0.96
5Y Beta
BCKT
0.02
Winner
MZZ
-1.90

BCKT vs MZZ - Historical Returns

Returns include dividend reinvestment.

1M
BCKT
-0.08%
Winner
MZZ
+1.01%
3M
Winner
BCKT
-0.17%
MZZ
-6.94%
6M
Winner
BCKT
+0.43%
MZZ
-15.14%
1Y
Winner
BCKT
+1.48%
MZZ
-28.27%
5Y(CAGR)
BCKT
N/A
MZZ
-17.23%
10Y(CAGR)
BCKT
N/A
MZZ
-24.71%
Max(CAGR)
Winner
BCKT
+1.79%
MZZ
-26.32%

BCKT vs MZZ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearBCKTMZZ
2026+0.40%-21.71%
2025+1.09%-15.12%
2024N/A-18.47%
2023N/A-24.27%
2022N/A+13.50%
2021N/A-44.06%
2020N/A-53.11%
2019N/A-38.38%
2018N/A+24.99%
2017N/A-25.54%
2016N/A-37.75%
2015N/A-3.34%
2014N/A-23.43%
2013N/A-44.38%
2012N/A-32.42%
2011N/A-17.90%
2010N/A-44.31%
2009N/A-59.99%
2008N/A+43.67%
2007N/A-7.74%
2006N/A-14.25%

BCKT vs MZZ 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 MZZ was -99.90%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current BCKT drawdown is -0.51%. The current MZZ drawdown is -99.90%.

RankBCKTMZZ
#1-1.00%
Feb 27, 2026 - Mar 26, 2026
-99.90%
Nov 20, 2008 - Jun 30, 2026
#2-0.36%
Oct 22, 2025 - Nov 20, 2025
-36.74%
Jul 21, 2006 - Oct 2, 2008
#3-0.22%
Nov 26, 2025 - Dec 16, 2025
-34.09%
Oct 27, 2008 - Nov 19, 2008
#4-0.21%
Jan 7, 2026 - Jan 30, 2026
-21.29%
Oct 10, 2008 - Oct 23, 2008
#5-0.17%
Dec 22, 2025 - Dec 29, 2025
-4.58%
Jul 18, 2006 - Jul 21, 2006
#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

Correlation

Correlation between BCKT and MZZ is -0.76 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.76
-101

Dividend Comparison (2006 - 2026)

BCKT vs MZZ dividend yield comparison.

YearBCKTMZZ
202614.24%1.37%
20255.36%5.26%
20240.00%6.36%
20230.00%4.52%
20220.00%0.25%
20200.00%0.22%
20190.00%1.53%
20180.00%0.53%
20080.00%42.04%
20070.00%3.93%
20060.00%1.83%

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