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LCTD vs. LCTU
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LCTD vs. LCTU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) and BlackRock U.S. Carbon Transition Readiness ETF (LCTU). The values are adjusted to include any dividend payments, if applicable.

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LCTD vs. LCTU - Yearly Performance Comparison


2026 (YTD)20252024202320222021
LCTD
BlackRock World ex U.S. Carbon Transition Readiness ETF
1.14%30.42%3.14%17.10%-16.16%4.36%
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
-5.13%16.96%24.00%25.38%-20.02%17.49%

Returns By Period

In the year-to-date period, LCTD achieves a 1.14% return, which is significantly higher than LCTU's -5.13% return.


LCTD

1D
3.15%
1M
-7.73%
YTD
1.14%
6M
5.65%
1Y
24.28%
3Y*
13.76%
5Y*
10Y*

LCTU

1D
2.89%
1M
-5.09%
YTD
-5.13%
6M
-2.83%
1Y
16.96%
3Y*
17.22%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LCTD vs. LCTU - Expense Ratio Comparison

LCTD has a 0.20% expense ratio, which is higher than LCTU's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

LCTD vs. LCTU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LCTD
LCTD Risk / Return Rank: 7878
Overall Rank
LCTD Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
LCTD Sortino Ratio Rank: 7979
Sortino Ratio Rank
LCTD Omega Ratio Rank: 7777
Omega Ratio Rank
LCTD Calmar Ratio Rank: 7979
Calmar Ratio Rank
LCTD Martin Ratio Rank: 7777
Martin Ratio Rank

LCTU
LCTU Risk / Return Rank: 5757
Overall Rank
LCTU Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
LCTU Sortino Ratio Rank: 5454
Sortino Ratio Rank
LCTU Omega Ratio Rank: 5858
Omega Ratio Rank
LCTU Calmar Ratio Rank: 5656
Calmar Ratio Rank
LCTU Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LCTD vs. LCTU - 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 U.S. Carbon Transition Readiness ETF (LCTU). 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.


LCTDLCTUDifference

Sharpe ratio

Return per unit of total volatility

1.43

0.91

+0.52

Sortino ratio

Return per unit of downside risk

2.00

1.41

+0.59

Omega ratio

Gain probability vs. loss probability

1.29

1.21

+0.07

Calmar ratio

Return relative to maximum drawdown

2.13

1.40

+0.73

Martin ratio

Return relative to average drawdown

8.08

6.48

+1.60

LCTD vs. LCTU - Sharpe Ratio Comparison

The current LCTD Sharpe Ratio is 1.43, which is higher than the LCTU Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of LCTD and LCTU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


LCTDLCTUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.43

0.91

+0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.60

-0.16

Correlation

The correlation between LCTD and LCTU is 0.78, 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. LCTU - Dividend Comparison

LCTD's dividend yield for the trailing twelve months is around 3.57%, more than LCTU's 1.07% yield.


TTM20252024202320222021
LCTD
BlackRock World ex U.S. Carbon Transition Readiness ETF
3.57%3.61%3.74%3.16%3.52%2.20%
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
1.07%1.02%1.27%1.46%1.63%2.20%

Drawdowns

LCTD vs. LCTU - Drawdown Comparison

The maximum LCTD drawdown since its inception was -29.82%, which is greater than LCTU's maximum drawdown of -25.93%. Use the drawdown chart below to compare losses from any high point for LCTD and LCTU.


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Drawdown Indicators


LCTDLCTUDifference

Max Drawdown

Largest peak-to-trough decline

-29.82%

-25.93%

-3.89%

Max Drawdown (1Y)

Largest decline over 1 year

-10.92%

-12.49%

+1.57%

Current Drawdown

Current decline from peak

-7.95%

-6.76%

-1.19%

Average Drawdown

Average peak-to-trough decline

-6.91%

-6.51%

-0.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.88%

2.69%

+0.19%

Volatility

LCTD vs. LCTU - Volatility Comparison

BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) has a higher volatility of 7.53% compared to BlackRock U.S. Carbon Transition Readiness ETF (LCTU) at 5.40%. This indicates that LCTD's price experiences larger fluctuations and is considered to be riskier than LCTU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LCTDLCTUDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.53%

5.40%

+2.13%

Volatility (6M)

Calculated over the trailing 6-month period

10.99%

9.84%

+1.15%

Volatility (1Y)

Calculated over the trailing 1-year period

17.08%

18.76%

-1.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.02%

17.17%

-1.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.02%

17.17%

-1.15%