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Stone Ridge and Schroders, side by side.
The past year, all their funds · Data as of Oct 30, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one income fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · INCOME | Stone Ridge | Schroders |
|---|---|---|
| Funds in the category | 8 | 1 |
| Made money (W–L) | 2–6 | 0–0 |
| Win % | 25% | — |
| Money made | −$893K | — |
| Typical return | −4.6% | — |
| Launches · 2026 | 0 | 1 |
| Assets | $55M | $60M |
| Fee per $100 | $0.25 | $0.65 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| LDDR | Stone Ridge Trust - LifeX 2035 Income Bucket ETF | $38M | −0.8% ✕ |
| LFAI | Stone Ridge Trust - LifeX 2050 Longevity Income ETF | $4M | −4.6% ✕ |
| LFAO | Stone Ridge Trust - LifeX 2055 Longevity Income ETF | $3M | −4.8% ✕ |
| LFAW | Stone Ridge Trust - LifeX 2060 Longevity Income ETF | $2M | −5.3% ✕ |
| BCKT | Stone Ridge Trust - Lifex 2030 Income Bucket ETF | $2M | +1.2% ✓ |
| LFBE | Stone Ridge Trust - LifeX 2065 Longevity Income ETF | $2M | −5.5% ✕ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| SALI | Schroders US Autocallable Ladder Income ETF | $60M | — |
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.