BCKT vs YBTY

Comparison between LifeX 2030 Income Bucket ETF (BCKT, ETF) and GraniteShares YieldBoost TopYielders ETF (YBTY, ETF).

BCKT vs YBTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCKT(ETF)	YBTY(ETF)
Net Assets	$2.40M	$2.50M
Expense Ratio	0.25%	1.38%
Max Drawdown	15.95%	55.04%
Sharpe Ratio	-1.27	-2.99
5Y Beta	0.02	0.96

Net Assets

BCKT

$2.40M

Winner

YBTY

$2.50M

Expense Ratio

Winner

BCKT

0.25%

YBTY

1.38%

Max Drawdown

Winner

BCKT

15.95%

YBTY

55.04%

Sharpe Ratio

Winner

BCKT

-1.27

YBTY

-2.99

5Y Beta

Winner

BCKT

0.02

YBTY

0.96

BCKT vs YBTY - Holdings Comparison

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

BCKT's top 25 holdings weight is 99.99%. YBTY's top 25 holdings weight is 98.53%.

Rank	BCKT	YBTY
#1	UNITED STATES TREASURY NOTES 3.5% (n/a) - 23.40%	GRANITESHARES YIELDBOOST COIN ETF (COYY) - 13.23%
#2	UNITED STATES TREASURY NOTES 3.63% (n/a) - 15.92%	GRANITESHARES YIELDBOOST HOOD ETF (HOYY) - 13.10%
#3	UNITED STATES TREASURY NOTES 3.38% (n/a) - 14.52%	GRANITESHARES YIELDBOOST SMCI ETF (SMYY) - 12.58%
#4	UNITED STATES TREASURY NOTES 4.38% (n/a) - 12.68%	GRANITESHARES YIELDBOOST MU ETF (MUYY) - 12.13%
#5	UNITED STATES TREASURY NOTES 4% (n/a) - 8.75%	GRANITESHARES YIELDBOOST RGTI ETF (RGYY) - 11.99%
#6	UNITED STATES TREASURY NOTES 4.13% (n/a) - 7.28%	GRANITESHARES YIELDBOOST QBTS ETF (QBY) - 11.98%
#7	UNITED STATES TREASURY NOTES 3.13% (n/a) - 6.38%	GRANITESHARES YIELDBOOST IONQ ETF (IOYY) - 11.79%
#8	UNITED STATES TREASURY NOTES 3.75% (n/a) - 5.27%	GRANITESHARES YIELDBOOST RIOT ETF (RTYY) - 11.73%
#9	UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.61%	N/A
#10	OTHER ASSETS AND LIABILITIES (n/a) - 0.82%	N/A
#11	UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.70%	N/A
#12	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.67%	N/A
#13	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.67%	N/A
#14	UNITED STATES TREASURY NOTES 4.63% (n/a) - 0.66%	N/A
#15	UNITED STATES TREASURY NOTES 2% (n/a) - 0.53%	N/A
#16	UNITED STATES TREASURY BONDS 4.75% (n/a) - 0.08%	N/A
#17	UNITED STATES TREASURY BONDS 4.13% (n/a) - 0.03%	N/A
#18	UNITED STATES TREASURY BONDS 2.38% (n/a) - 0.02%	N/A
#19	N/A	N/A
#20	N/A	N/A
#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	18	8

BCKT vs YBTY - Historical Returns

Returns include dividend reinvestment.

Period	BCKT	YBTY
1 month	-0.08%	-6.03%
3 months	-0.17%	-8.61%
6 months	+0.43%	-24.61%
1 year	+1.48%	N/A
Max(CAGR)	+1.79%	-44.19%

Winner

BCKT

-0.08%

YBTY

-6.03%

Winner

BCKT

-0.17%

YBTY

-8.61%

Winner

BCKT

+0.43%

YBTY

-24.61%

BCKT

+1.48%

YBTY

N/A

Max(CAGR)

Winner

BCKT

+1.79%

YBTY

-44.19%

BCKT vs YBTY - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	BCKT	YBTY
2026	+0.40%	-25.70%
2025	+1.09%	-7.94%

BCKT vs YBTY 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 YBTY was -30.78%, occurring on Jul 20, 2026. This drawdown has not yet recovered.

The current BCKT drawdown is -0.51%. The current YBTY drawdown is -30.50%.

Rank	BCKT	YBTY
#1	-1.00% Feb 27, 2026 - Mar 26, 2026	-30.78% Dec 22, 2025 - Jul 20, 2026
#2	-0.36% Oct 22, 2025 - Nov 20, 2025	-2.48% Dec 16, 2025 - Dec 22, 2025
#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 YBTY is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46

-101