LCTD vs. BIRIX
Compare and contrast key facts about BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) and BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX).
LCTD is an actively managed fund by BlackRock. It was launched on Apr 8, 2021. BIRIX is managed by BlackRock. It was launched on Oct 5, 2015.
Performance
LCTD vs. BIRIX - Performance Comparison
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LCTD vs. BIRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF | 2.78% | 30.42% | 3.14% | 17.10% | -16.16% | 4.36% |
BIRIX BlackRock Sustainable Advantage Large Cap Core Fund | -3.73% | 18.97% | 21.83% | 25.55% | -19.73% | 16.35% |
Returns By Period
In the year-to-date period, LCTD achieves a 2.78% return, which is significantly higher than BIRIX's -3.73% return.
LCTD
- 1D
- 1.62%
- 1M
- -4.78%
- YTD
- 2.78%
- 6M
- 6.42%
- 1Y
- 25.79%
- 3Y*
- 14.37%
- 5Y*
- —
- 10Y*
- —
BIRIX
- 1D
- 3.04%
- 1M
- -4.74%
- YTD
- -3.73%
- 6M
- -0.70%
- 1Y
- 20.08%
- 3Y*
- 17.74%
- 5Y*
- 10.72%
- 10Y*
- 13.94%
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LCTD vs. BIRIX - Expense Ratio Comparison
LCTD has a 0.20% expense ratio, which is lower than BIRIX's 0.48% expense ratio.
Return for Risk
LCTD vs. BIRIX — Risk / Return Rank
LCTD
BIRIX
LCTD vs. BIRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) and BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LCTD | BIRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 1.12 | +0.40 |
Sortino ratioReturn per unit of downside risk | 2.10 | 1.68 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.25 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.41 | 1.73 | +0.68 |
Martin ratioReturn relative to average drawdown | 9.04 | 8.57 | +0.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LCTD | BIRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.12 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.58 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.74 | -0.28 |
Correlation
The correlation between LCTD and BIRIX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LCTD vs. BIRIX - Dividend Comparison
LCTD's dividend yield for the trailing twelve months is around 3.51%, less than BIRIX's 6.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF | 3.51% | 3.61% | 3.74% | 3.16% | 3.52% | 2.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BIRIX BlackRock Sustainable Advantage Large Cap Core Fund | 6.76% | 6.51% | 15.58% | 1.01% | 1.22% | 5.79% | 3.69% | 2.95% | 8.26% | 4.89% | 2.78% |
Drawdowns
LCTD vs. BIRIX - Drawdown Comparison
The maximum LCTD drawdown since its inception was -29.82%, smaller than the maximum BIRIX drawdown of -34.67%. Use the drawdown chart below to compare losses from any high point for LCTD and BIRIX.
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Drawdown Indicators
| LCTD | BIRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.82% | -34.67% | +4.85% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -12.26% | +1.34% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.88% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.67% | — |
Current DrawdownCurrent decline from peak | -6.46% | -5.68% | -0.78% |
Average DrawdownAverage peak-to-trough decline | -6.91% | -5.02% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.47% | +0.44% |
Volatility
LCTD vs. BIRIX - Volatility Comparison
BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) has a higher volatility of 7.20% compared to BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) at 5.49%. This indicates that LCTD's price experiences larger fluctuations and is considered to be riskier than BIRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCTD | BIRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.20% | 5.49% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 11.09% | 9.67% | +1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.12% | 18.53% | -1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.03% | 18.56% | -2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.03% | 19.03% | -3.00% |