BCKT vs SAWG
Comparison between LifeX 2030 Income Bucket ETF (BCKT, ETF) and AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF (SAWG, ETF).
BCKT vs SAWG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BCKT
$2.50M
SAWG
$2.50M
Expense Ratio
Winner
BCKT
0.25%
SAWG
0.49%
Max Drawdown
Winner
BCKT
14.35%
SAWG
18.80%
Sharpe Ratio
BCKT
-1.18
Winner
SAWG
1.13
5Y Beta
Winner
BCKT
0.02
SAWG
0.91
P/E Ratio
BCKT
N/A
SAWG
29.05
Forward P/E
BCKT
N/A
SAWG
24.28
PEG Ratio
BCKT
N/A
SAWG
0.05
5Y EPS CAGR
BCKT
N/A
SAWG
28.81%
Debt to Equity
BCKT
N/A
SAWG
-38.05%
P/S Ratio
BCKT
N/A
SAWG
6.42
P/B Ratio
BCKT
N/A
SAWG
7.64
BCKT vs SAWG - Holdings Comparison
BCKT and SAWG have 1 common holdings. Overlap is 0.00%
BCKT's top 25 holdings weight is 100.02%. SAWG's top 25 holdings weight is 81.04%.
| Rank | BCKT | SAWG |
|---|---|---|
| #1 | UNITED STATES TREASURY NOTES 3.5% (n/a) - 24.95% | NVIDIA CORP (NVDA) - 7.64% |
| #2 | UNITED STATES TREASURY NOTES 3.63% (n/a) - 16.97% | MICROSOFT CORP (MSFT) - 6.82% |
| #3 | UNITED STATES TREASURY NOTES 3.38% (n/a) - 15.46% | APPLE INC (AAPL) - 6.38% |
| #4 | UNITED STATES TREASURY NOTES 4.38% (n/a) - 13.50% | ALPHABET INC CLASS A (GOOGL) - 4.73% |
| #5 | UNITED STATES TREASURY NOTES 4.13% (n/a) - 7.78% | AMAZON.COM INC (AMZN) - 4.22% |
| #6 | UNITED STATES TREASURY NOTES 3.75% (n/a) - 5.61% | BROADCOM INC (AVGO) - 3.86% |
| #7 | UNITED STATES TREASURY NOTES 3.13% (n/a) - 5.03% | EXELIXIS INC (EXEL) - 3.39% |
| #8 | UNITED STATES TREASURY NOTES 4% (n/a) - 4.27% | ADVANCED MICRO DEVICES INC (AMD) - 3.15% |
| #9 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.63% | CBOE GLOBAL MARKETS INC (CBOE) - 2.97% |
| #10 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.25% | UNITED THERAPEUTICS CORP (UTHR) - 2.94% |
| #11 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.25% | META PLATFORMS INC CLASS A (META) - 2.91% |
| #12 | OTHER ASSETS AND LIABILITIES (n/a) - 1.01% | VISA INC CLASS A (V) - 2.84% |
| #13 | UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.75% | CME GROUP INC CLASS A (CME) - 2.71% |
| #14 | UNITED STATES TREASURY NOTES 2% (n/a) - 0.56% | ELI LILLY AND CO (LLY) - 2.66% |
| #15 | N/A | INCYTE CORP (INCY) - 2.65% |
| #16 | N/A | AUTOZONE INC (AZO) - 2.46% |
| #17 | N/A | VERISIGN INC (VRSN) - 2.46% |
| #18 | N/A | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 2.40% |
| #19 | N/A | KEURIG DR PEPPER INC (KDP) - 2.35% |
| #20 | N/A | KLA CORP (KLAC) - 2.09% |
| #21 | N/A | APPLIED MATERIALS INC (AMAT) - 2.05% |
| #22 | N/A | CASEY'S GENERAL STORES INC (CASY) - 2.04% |
| #23 | N/A | UNION PACIFIC CORP (UNP) - 1.88% |
| #24 | N/A | AMETEK INC (AME) - 1.73% |
| #25 | N/A | HEICO CORP (HEI) - 1.71% |
| Total Holdings | 14 | 42 |
BCKT vs SAWG - Historical Returns
Returns include dividend reinvestment.
1M
BCKT
-0.15%
Winner
SAWG
+2.13%
3M
BCKT
-0.34%
Winner
SAWG
+8.32%
6M
BCKT
+0.50%
Winner
SAWG
+5.11%
1Y
BCKT
N/A
SAWG
+18.83%
Max(CAGR)
BCKT
+1.82%
Winner
SAWG
+12.84%
BCKT vs SAWG - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | BCKT | SAWG |
|---|---|---|
| 2026 | +0.18% | +6.77% |
| 2025 | +1.09% | +11.54% |
| 2024 | N/A | +5.66% |
BCKT vs SAWG 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 SAWG was -18.68%, occurring on Apr 8, 2025. Recovery took 135 trading sessions.
The current BCKT drawdown is -0.73%. The current SAWG drawdown is -2.71%.
| Rank | BCKT | SAWG |
|---|---|---|
| #1 | -1.00% Feb 27, 2026 - Mar 26, 2026 | -18.68% Dec 16, 2024 - Jul 3, 2025 |
| #2 | -0.36% Oct 22, 2025 - Nov 20, 2025 | -11.33% Jan 27, 2026 - Apr 17, 2026 |
| #3 | -0.22% Nov 26, 2025 - Dec 16, 2025 | -5.13% Jul 31, 2024 - Aug 15, 2024 |
| #4 | -0.21% Jan 7, 2026 - Jan 30, 2026 | -4.40% Oct 28, 2025 - Jan 26, 2026 |
| #5 | -0.17% Dec 22, 2025 - Dec 29, 2025 | -3.97% Aug 21, 2024 - Sep 13, 2024 |
| #6 | -0.11% Oct 2, 2025 - Oct 10, 2025 | -3.13% Nov 7, 2024 - Dec 3, 2024 |
| #7 | -0.11% Feb 13, 2026 - Feb 23, 2026 | -3.03% Oct 14, 2024 - Nov 6, 2024 |
| #8 | -0.10% Sep 24, 2025 - Sep 30, 2025 | -2.71% May 28, 2026 - Jun 5, 2026 |
| #9 | -0.09% Oct 16, 2025 - Oct 22, 2025 | -2.61% Oct 8, 2025 - Oct 24, 2025 |
| #10 | -0.09% Feb 10, 2026 - Feb 13, 2026 | -1.95% May 14, 2026 - May 22, 2026 |
| #11 | -0.08% Jan 30, 2026 - Feb 5, 2026 | -1.90% Jul 28, 2025 - Aug 6, 2025 |
| #12 | -0.07% Dec 30, 2025 - Jan 5, 2026 | -1.69% Sep 30, 2024 - Oct 9, 2024 |
| #13 | -0.07% Feb 23, 2026 - Feb 26, 2026 | -1.57% Aug 14, 2025 - Sep 4, 2025 |
| #14 | -0.05% Oct 14, 2025 - Oct 16, 2025 | -1.52% Sep 22, 2025 - Oct 1, 2025 |
| #15 | -0.04% Dec 18, 2025 - Dec 22, 2025 | -1.16% Jul 3, 2025 - Jul 23, 2025 |
Correlation
Correlation between BCKT and SAWG is 0.19 which considered as a very weak or no correlation - the stocks move independently of each other.
0.19
-101
Dividend Comparison (2024 - 2026)
BCKT vs SAWG dividend yield comparison.
| Year | BCKT | SAWG |
|---|---|---|
| 2026 | 11.99% | 0.00% |
| 2025 | 5.36% | 0.27% |
| 2024 | 0.00% | 0.16% |
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