LCTU vs. SCHD
Compare and contrast key facts about BlackRock U.S. Carbon Transition Readiness ETF (LCTU) and Schwab US Dividend Equity ETF (SCHD).
LCTU and SCHD 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 Financial Management. It was launched on Apr 6, 2021. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCTU or SCHD.
Performance
LCTU vs. SCHD - Performance Comparison
Returns By Period
In the year-to-date period, LCTU achieves a 24.40% return, which is significantly higher than SCHD's 16.26% return.
LCTU
24.40%
1.15%
12.27%
31.91%
N/A
N/A
SCHD
16.26%
0.84%
10.89%
25.41%
12.67%
11.40%
Key characteristics
| LCTU | SCHD | |
|---|---|---|
| Sharpe Ratio | 2.58 | 2.27 |
| Sortino Ratio | 3.46 | 3.27 |
| Omega Ratio | 1.48 | 1.40 |
| Calmar Ratio | 3.63 | 3.34 |
| Martin Ratio | 16.27 | 12.25 |
| Ulcer Index | 1.95% | 2.05% |
| Daily Std Dev | 12.28% | 11.06% |
| Max Drawdown | -25.92% | -33.37% |
| Current Drawdown | -1.49% | -1.54% |
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LCTU vs. SCHD - Expense Ratio Comparison
LCTU has a 0.15% expense ratio, which is higher than SCHD's 0.06% 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%.
Correlation
The correlation between LCTU and SCHD is 0.79, 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.
Risk-Adjusted Performance
LCTU vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock U.S. Carbon Transition Readiness ETF (LCTU) and Schwab US Dividend Equity ETF (SCHD). 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
LCTU vs. SCHD - Dividend Comparison
LCTU's dividend yield for the trailing twelve months is around 1.25%, less than SCHD's 3.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCTU BlackRock U.S. Carbon Transition Readiness ETF | 1.25% | 1.46% | 1.62% | 2.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.40% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
LCTU vs. SCHD - Drawdown Comparison
The maximum LCTU drawdown since its inception was -25.92%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for LCTU and SCHD. For additional features, visit the drawdowns tool.
Volatility
LCTU vs. SCHD - Volatility Comparison
BlackRock U.S. Carbon Transition Readiness ETF (LCTU) has a higher volatility of 4.15% compared to Schwab US Dividend Equity ETF (SCHD) at 3.39%. This indicates that LCTU's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.