LCTU vs. IVV
Compare and contrast key facts about BlackRock U.S. Carbon Transition Readiness ETF (LCTU) and iShares Core S&P 500 ETF (IVV).
LCTU and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LCTU is an actively managed fund by BlackRock. It was launched on Apr 6, 2021. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Performance
LCTU vs. IVV - Performance Comparison
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LCTU vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LCTU BlackRock U.S. Carbon Transition Readiness ETF | -5.13% | 16.96% | 24.00% | 25.38% | -20.02% | 17.49% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -18.16% | 17.49% |
Returns By Period
In the year-to-date period, LCTU achieves a -5.13% return, which is significantly lower than IVV's -4.38% return.
LCTU
- 1D
- 2.89%
- 1M
- -5.09%
- YTD
- -5.13%
- 6M
- -2.83%
- 1Y
- 16.96%
- 3Y*
- 17.22%
- 5Y*
- —
- 10Y*
- —
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
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LCTU vs. IVV - Expense Ratio Comparison
LCTU has a 0.15% expense ratio, which is higher than IVV's 0.03% 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
LCTU vs. IVV — Risk / Return Rank
LCTU
IVV
LCTU vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock U.S. Carbon Transition Readiness ETF (LCTU) and iShares Core S&P 500 ETF (IVV). 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.
| LCTU | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.97 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.49 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.53 | -0.14 |
Martin ratioReturn relative to average drawdown | 6.48 | 7.32 | -0.85 |
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
| LCTU | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.97 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.70 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.42 | +0.17 |
Correlation
The correlation between LCTU and IVV is 0.99, 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
LCTU vs. IVV - Dividend Comparison
LCTU's dividend yield for the trailing twelve months is around 1.07%, less than IVV's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCTU BlackRock U.S. Carbon Transition Readiness ETF | 1.07% | 1.02% | 1.27% | 1.46% | 1.63% | 2.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
LCTU vs. IVV - Drawdown Comparison
The maximum LCTU drawdown since its inception was -25.93%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for LCTU and IVV.
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Drawdown Indicators
| LCTU | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.93% | -55.25% | +29.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.49% | -12.06% | -0.43% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.53% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.90% | — |
Current DrawdownCurrent decline from peak | -6.76% | -6.26% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -6.51% | -10.85% | +4.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 2.53% | +0.16% |
Volatility
LCTU vs. IVV - Volatility Comparison
BlackRock U.S. Carbon Transition Readiness ETF (LCTU) and iShares Core S&P 500 ETF (IVV) have volatilities of 5.40% and 5.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCTU | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 5.30% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 9.84% | 9.45% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.76% | 18.31% | +0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 16.89% | +0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 18.04% | -0.87% |