LIFT vs BITK

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

LIFT vs BITK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

LIFT

$2.40M

BITK

$2.40M

Expense Ratio

Winner

LIFT

0.25%

BITK

0.99%

Max Drawdown

Winner

LIFT

22.51%

BITK

64.65%

Sharpe Ratio

Winner

LIFT

-0.77

BITK

-1.95

5Y Beta

Winner

LIFT

0.00

BITK

2.02

LIFT vs BITK - Holdings Comparison

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

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

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

LIFT vs BITK - Historical Returns

Returns include dividend reinvestment.

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

Winner

LIFT

+0.14%

BITK

-25.08%

Winner

LIFT

+0.43%

BITK

-15.10%

Winner

LIFT

+0.91%

BITK

-36.66%

Max(CAGR)

Winner

LIFT

+2.70%

BITK

-65.20%

LIFT vs BITK - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

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

LIFT vs BITK Drawdown Comparison

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

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

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

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

Correlation

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

-0.97

-101