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PCR vs BCKT

Comparison between Simplify VettaFi Private Credit Strategy ETF (PCR, ETF) and LifeX 2030 Income Bucket ETF (BCKT, ETF).

PCR vs BCKT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PCR
$2.50M
BCKT
$2.50M
Expense Ratio
PCR
0.76%
Winner
BCKT
0.25%
Max Drawdown
PCR
24.18%
Winner
BCKT
14.35%
Sharpe Ratio
PCR
-1.33
Winner
BCKT
-1.05
5Y Beta
PCR
0.65
Winner
BCKT
0.02

PCR vs BCKT - Historical Returns

Returns include dividend reinvestment.

1M
PCR
-1.49%
Winner
BCKT
+0.13%
3M
Winner
PCR
+4.73%
BCKT
+0.14%
6M
PCR
-11.36%
Winner
BCKT
+0.69%
Max(CAGR)
PCR
-20.66%
Winner
BCKT
+2.11%

PCR vs BCKT - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearPCRBCKT
2026-9.91%+0.42%
2025-5.74%+1.09%

PCR vs BCKT Drawdown Comparison

The maximum drawdown for PCR was -20.08%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for BCKT was -1.00%, occurring on Mar 26, 2026. This drawdown has not yet recovered.

The current PCR drawdown is -15.30%. The current BCKT drawdown is -0.49%.

RankPCRBCKT
#1-20.08%
Sep 23, 2025 - Mar 27, 2026
-1.00%
Feb 27, 2026 - Mar 26, 2026
#2N/A-0.36%
Oct 22, 2025 - Nov 20, 2025
#3N/A-0.22%
Nov 26, 2025 - Dec 16, 2025
#4N/A-0.21%
Jan 7, 2026 - Jan 30, 2026
#5N/A-0.17%
Dec 22, 2025 - Dec 29, 2025
#6N/A-0.11%
Oct 2, 2025 - Oct 10, 2025
#7N/A-0.11%
Feb 13, 2026 - Feb 23, 2026
#8N/A-0.10%
Sep 24, 2025 - Sep 30, 2025
#9N/A-0.09%
Oct 16, 2025 - Oct 22, 2025
#10N/A-0.09%
Feb 10, 2026 - Feb 13, 2026
#11N/A-0.08%
Jan 30, 2026 - Feb 5, 2026
#12N/A-0.07%
Dec 30, 2025 - Jan 5, 2026
#13N/A-0.07%
Feb 23, 2026 - Feb 26, 2026
#14N/A-0.05%
Oct 14, 2025 - Oct 16, 2025
#15N/A-0.04%
Dec 18, 2025 - Dec 22, 2025

Correlation

Correlation between PCR and BCKT is -0.86 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.86
-101

Dividend Comparison (2025 - 2026)

PCR vs BCKT dividend yield comparison.

YearPCRBCKT
20265.12%11.96%
20252.30%5.36%

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