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BCKT vs PCR

Comparison between LifeX 2030 Income Bucket ETF (BCKT, ETF) and Simplify VettaFi Private Credit Strategy ETF (PCR, ETF).

BCKT vs PCR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BCKT
$2.50M
PCR
$2.50M
Expense Ratio
Winner
BCKT
0.25%
PCR
0.76%
Max Drawdown
Winner
BCKT
14.35%
PCR
24.18%
Sharpe Ratio
Winner
BCKT
-1.05
PCR
-1.33
5Y Beta
Winner
BCKT
0.02
PCR
0.65

BCKT vs PCR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BCKT
+0.13%
PCR
-1.49%
3M
BCKT
+0.14%
Winner
PCR
+4.73%
6M
Winner
BCKT
+0.69%
PCR
-11.36%
Max(CAGR)
Winner
BCKT
+2.11%
PCR
-20.66%

BCKT vs PCR - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearBCKTPCR
2026+0.42%-9.91%
2025+1.09%-5.74%

BCKT vs PCR 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 PCR was -20.08%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current BCKT drawdown is -0.49%. The current PCR drawdown is -15.30%.

RankBCKTPCR
#1-1.00%
Feb 27, 2026 - Mar 26, 2026
-20.08%
Sep 23, 2025 - Mar 27, 2026
#2-0.36%
Oct 22, 2025 - Nov 20, 2025
N/A
#3-0.22%
Nov 26, 2025 - Dec 16, 2025
N/A
#4-0.21%
Jan 7, 2026 - Jan 30, 2026
N/A
#5-0.17%
Dec 22, 2025 - Dec 29, 2025
N/A
#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 PCR is -0.86 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.86
-101

Dividend Comparison (2025 - 2026)

BCKT vs PCR dividend yield comparison.

YearBCKTPCR
202611.96%5.12%
20255.36%2.30%

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