XLCI vs BCKT

Comparison between 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) and LifeX 2030 Income Bucket ETF (BCKT, ETF).

XLCI vs BCKT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

XLCI

$2.50M

BCKT

$2.50M

Expense Ratio

XLCI

0.35%

Winner

BCKT

0.25%

Max Drawdown

Winner

XLCI

10.58%

BCKT

14.35%

Sharpe Ratio

Winner

XLCI

0.28

BCKT

-1.05

5Y Beta

XLCI

0.60

Winner

BCKT

0.02

XLCI vs BCKT - Holdings Comparison

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

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

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

XLCI vs BCKT - Historical Returns

Returns include dividend reinvestment.

Period	XLCI	BCKT
1 month	-2.86%	+0.13%
3 months	-1.11%	+0.14%
6 months	+0.55%	+0.69%
1 year	+5.45%	N/A
Max(CAGR)	+6.31%	+2.11%

XLCI

-2.86%

Winner

BCKT

+0.13%

XLCI

-1.11%

Winner

BCKT

+0.14%

XLCI

+0.55%

Winner

BCKT

+0.69%

XLCI

+5.45%

BCKT

N/A

Max(CAGR)

Winner

XLCI

+6.31%

BCKT

+2.11%

XLCI vs BCKT - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	XLCI	BCKT
2026	-0.91%	+0.42%
2025	+6.83%	+1.09%

XLCI vs BCKT Drawdown Comparison

The maximum drawdown for XLCI was -7.72%, occurring on Mar 27, 2026. Recovery took 52 trading sessions.

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

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

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