BITK vs LIFT

Comparison between TUTTLE CAPITAL BITCOIN 0DTE COVERED CALL ETF (BITK, ETF) and LifeX 2028 Income Bucket ETF (LIFT, ETF).

BITK vs LIFT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BITK(ETF)	LIFT(ETF)
Net Assets	$2.40M	$2.40M
Expense Ratio	0.99%	0.25%
Max Drawdown	64.65%	22.51%
Sharpe Ratio	-1.95	-0.77
5Y Beta	2.02	0.00

Net Assets

BITK

$2.40M

LIFT

$2.40M

Expense Ratio

BITK

0.99%

Winner

LIFT

0.25%

Max Drawdown

BITK

64.65%

Winner

LIFT

22.51%

Sharpe Ratio

BITK

-1.95

Winner

LIFT

-0.77

5Y Beta

BITK

2.02

Winner

LIFT

0.00

BITK vs LIFT - Holdings Comparison

BITK and LIFT have 1 common holdings. Overlap is 0.70%

BITK's top 25 holdings weight is 0.70%. LIFT's top 25 holdings weight is 98.42%.

Rank	BITK	LIFT
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.70%	UNITED STATES TREASURY NOTES 3.5% (n/a) - 21.02%
#2	N/A	UNITED STATES TREASURY NOTES 4.63% (n/a) - 16.44%
#3	N/A	UNITED STATES TREASURY NOTES 3.63% (n/a) - 16.04%
#4	N/A	UNITED STATES TREASURY NOTES 3.38% (n/a) - 13.37%
#5	N/A	UNITED STATES TREASURY NOTES 3.88% (n/a) - 8.54%
#6	N/A	UNITED STATES TREASURY NOTES 4.5% (n/a) - 5.85%
#7	N/A	UNITED STATES TREASURY NOTES 4.25% (n/a) - 3.93%
#8	N/A	UNITED STATES TREASURY NOTES 4.13% (n/a) - 3.84%
#9	N/A	UNITED STATES TREASURY NOTES 2% (n/a) - 3.42%
#10	N/A	UNITED STATES TREASURY NOTES 4.38% (n/a) - 2.20%
#11	N/A	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.36%
#12	N/A	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.36%
#13	N/A	OTHER ASSETS AND LIABILITIES (n/a) - 0.78%
#14	N/A	UNITED STATES TREASURY BONDS 4.75% (n/a) - 0.08%
#15	N/A	UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.08%
#16	N/A	UNITED STATES TREASURY BONDS 4.13% (n/a) - 0.04%
#17	N/A	UNITED STATES TREASURY NOTES 3.13% (n/a) - 0.04%
#18	N/A	UNITED STATES TREASURY BONDS 2.38% (n/a) - 0.03%
#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	1	18

BITK vs LIFT - Historical Returns

Returns include dividend reinvestment.

Period	BITK	LIFT
1 month	-25.08%	+0.14%
3 months	-15.10%	+0.43%
6 months	-36.66%	+0.91%
Max(CAGR)	-65.20%	+2.70%

BITK

-25.08%

Winner

LIFT

+0.14%

BITK

-15.10%

Winner

LIFT

+0.43%

BITK

-36.66%

Winner

LIFT

+0.91%

Max(CAGR)

BITK

-65.20%

Winner

LIFT

+2.70%

BITK vs LIFT - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	BITK	LIFT
2026	-35.85%	+0.67%
2025	-27.08%	+1.17%

BITK vs LIFT Drawdown Comparison

The maximum drawdown for BITK was -56.24%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for LIFT was -0.49%, occurring on Mar 26, 2026. Recovery took 33 trading sessions.

The current BITK drawdown is -56.24%. The current LIFT drawdown is -0.07%.

Rank	BITK	LIFT
#1	-56.24% Oct 7, 2025 - Jun 5, 2026	-0.49% Feb 27, 2026 - Apr 16, 2026
#2	-3.49% Sep 24, 2025 - Sep 29, 2025	-0.40% Jan 7, 2026 - Feb 5, 2026
#3	N/A	-0.25% Apr 17, 2026 - May 8, 2026
#4	N/A	-0.25% Oct 24, 2025 - Nov 11, 2025
#5	N/A	-0.16% May 8, 2026 - May 21, 2026
#6	N/A	-0.16% Dec 5, 2025 - Dec 15, 2025
#7	N/A	-0.12% Nov 11, 2025 - Nov 20, 2025
#8	N/A	-0.11% Oct 21, 2025 - Oct 24, 2025
#9	N/A	-0.11% Nov 28, 2025 - Dec 4, 2025
#10	N/A	-0.10% Dec 19, 2025 - Dec 29, 2025
#11	N/A	-0.08% Sep 24, 2025 - Sep 29, 2025
#12	N/A	-0.08% May 22, 2026 - May 26, 2026
#13	N/A	-0.07% Oct 2, 2025 - Oct 10, 2025
#14	N/A	-0.07% Feb 5, 2026 - Feb 12, 2026
#15	N/A	-0.07% Dec 29, 2025 - Jan 5, 2026

Correlation

Correlation between BITK and LIFT is -0.97 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.97

-101