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BCKT vs XLCI

Comparison between LifeX 2030 Income Bucket ETF (BCKT, ETF) and STATE STREET(R) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF STATE STREET(R ) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLCI, ETF).

BCKT vs XLCI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BCKT
$2.50M
XLCI
$2.50M
Expense Ratio
Winner
BCKT
0.25%
XLCI
0.35%
Max Drawdown
BCKT
14.35%
Winner
XLCI
10.58%
Sharpe Ratio
BCKT
-1.05
Winner
XLCI
0.28
5Y Beta
Winner
BCKT
0.02
XLCI
0.60

BCKT vs XLCI - Holdings Comparison

BCKT and XLCI have 0 common holdings. Overlap is 0.00%

BCKT's top 25 holdings weight is 100.01%. XLCI's top 25 holdings weight is 99.97%.

RankBCKTXLCI
#1
UNITED STATES TREASURY NOTES 3.5% (n/a) - 25.43%
STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 99.97%
#2
UNITED STATES TREASURY NOTES 3.63% (n/a) - 17.29%
N/A
#3
UNITED STATES TREASURY NOTES 3.38% (n/a) - 15.76%
N/A
#4
UNITED STATES TREASURY NOTES 4.38% (n/a) - 13.76%
N/A
#5
UNITED STATES TREASURY NOTES 4.13% (n/a) - 7.93%
N/A
#6
UNITED STATES TREASURY NOTES 3.75% (n/a) - 5.72%
N/A
#7
UNITED STATES TREASURY NOTES 3.13% (n/a) - 5.12%
N/A
#8
UNITED STATES TREASURY NOTES 4% (n/a) - 4.35%
N/A
#9
UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.66%
N/A
#10
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.40%
N/A
#11
MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.40%
N/A
#12
UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.76%
N/A
#13
UNITED STATES TREASURY NOTES 2% (n/a) - 0.57%
N/A
#14
OTHER ASSETS AND LIABILITIES (n/a) - -1.14%
N/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings141

BCKT vs XLCI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BCKT
+0.13%
XLCI
-2.86%
3M
Winner
BCKT
+0.14%
XLCI
-1.11%
6M
Winner
BCKT
+0.69%
XLCI
+0.55%
1Y
BCKT
N/A
XLCI
+5.45%
Max(CAGR)
BCKT
+2.11%
Winner
XLCI
+6.31%

BCKT vs XLCI - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearBCKTXLCI
2026+0.42%-0.91%
2025+1.09%+6.83%

BCKT vs XLCI 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 XLCI was -7.72%, occurring on Mar 27, 2026. Recovery took 52 trading sessions.

The current BCKT drawdown is -0.49%. The current XLCI drawdown is -4.29%.

RankBCKTXLCI
#1-1.00%
Feb 27, 2026 - Mar 26, 2026
-7.72%
Jan 29, 2026 - Apr 15, 2026
#2-0.36%
Oct 22, 2025 - Nov 20, 2025
-5.73%
Sep 19, 2025 - Dec 23, 2025
#3-0.22%
Nov 26, 2025 - Dec 16, 2025
-4.70%
Apr 17, 2026 - Jun 8, 2026
#4-0.21%
Jan 7, 2026 - Jan 30, 2026
-2.72%
Jan 9, 2026 - Jan 26, 2026
#5-0.17%
Dec 22, 2025 - Dec 29, 2025
-1.25%
Aug 15, 2025 - Aug 25, 2025
#6-0.11%
Oct 2, 2025 - Oct 10, 2025
-0.73%
Jul 31, 2025 - Aug 4, 2025
#7-0.11%
Feb 13, 2026 - Feb 23, 2026
-0.67%
Sep 15, 2025 - Sep 19, 2025
#8-0.10%
Sep 24, 2025 - Sep 30, 2025
-0.55%
Dec 30, 2025 - Jan 8, 2026
#9-0.09%
Oct 16, 2025 - Oct 22, 2025
-0.54%
Jan 26, 2026 - Jan 29, 2026
#10-0.09%
Feb 10, 2026 - Feb 13, 2026
-0.42%
Aug 28, 2025 - Sep 3, 2025
#11-0.08%
Jan 30, 2026 - Feb 5, 2026
-0.39%
Aug 25, 2025 - Aug 28, 2025
#12-0.07%
Dec 30, 2025 - Jan 5, 2026
-0.31%
Aug 4, 2025 - Aug 8, 2025
#13-0.07%
Feb 23, 2026 - Feb 26, 2026
-0.25%
Sep 9, 2025 - Sep 11, 2025
#14-0.05%
Oct 14, 2025 - Oct 16, 2025
-0.03%
Dec 26, 2025 - Dec 30, 2025
#15-0.04%
Dec 18, 2025 - Dec 22, 2025
-0.01%
Aug 12, 2025 - Aug 14, 2025

Correlation

Correlation between BCKT and XLCI is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45
-101

Dividend Comparison (2025 - 2026)

BCKT vs XLCI dividend yield comparison.

YearBCKTXLCI
202611.96%4.56%
20255.36%5.23%

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