LCTD vs. SPYG
Compare and contrast key facts about BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
LCTD and SPYG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LCTD is an actively managed fund by Blackrock Financial Management. It was launched on Apr 8, 2021. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCTD or SPYG.
Correlation
The correlation between LCTD and SPYG is 0.77, 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.
Performance
LCTD vs. SPYG - Performance Comparison
Key characteristics
LCTD:
0.60
SPYG:
0.66
LCTD:
0.94
SPYG:
1.06
LCTD:
1.13
SPYG:
1.15
LCTD:
0.75
SPYG:
0.74
LCTD:
2.17
SPYG:
2.61
LCTD:
4.71%
SPYG:
6.28%
LCTD:
17.20%
SPYG:
24.90%
LCTD:
-29.82%
SPYG:
-67.79%
LCTD:
-1.05%
SPYG:
-11.62%
Returns By Period
In the year-to-date period, LCTD achieves a 9.35% return, which is significantly higher than SPYG's -7.10% return.
LCTD
9.35%
1.24%
4.11%
9.97%
N/A
N/A
SPYG
-7.10%
-0.75%
-3.16%
14.75%
16.31%
13.91%
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LCTD vs. SPYG - Expense Ratio Comparison
LCTD has a 0.20% expense ratio, which is higher than SPYG's 0.04% 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%.
Risk-Adjusted Performance
LCTD vs. SPYG — Risk-Adjusted Performance Rank
LCTD
SPYG
LCTD vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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.
Dividends
LCTD vs. SPYG - Dividend Comparison
LCTD's dividend yield for the trailing twelve months is around 3.42%, more than SPYG's 0.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF | 3.42% | 3.74% | 3.16% | 3.52% | 2.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.66% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
LCTD vs. SPYG - Drawdown Comparison
The maximum LCTD drawdown since its inception was -29.82%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for LCTD and SPYG. For additional features, visit the drawdowns tool.
Volatility
LCTD vs. SPYG - Volatility Comparison
The current volatility for BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) is 11.26%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 16.37%. This indicates that LCTD experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.