LCTU vs. VCLN

Last updated Apr 1, 2026

Compare and contrast key facts about BlackRock U.S. Carbon Transition Readiness ETF (LCTU) and Virtus Duff & Phelps Clean Energy ETF (VCLN).

LCTU and VCLN 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. VCLN is an actively managed fund by Virtus Investment Partners. It was launched on Aug 3, 2021.

Performance

LCTU vs. VCLN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock U.S. Carbon Transition Readiness ETF (LCTU) and Virtus Duff & Phelps Clean Energy ETF (VCLN). The values are adjusted to include any dividend payments, if applicable.

LCTU vs. VCLN - 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%	8.45%
VCLN Virtus Duff & Phelps Clean Energy ETF	9.96%	55.75%	-6.69%	-17.54%	-7.87%	-5.00%

Returns By Period

In the year-to-date period, LCTU achieves a -5.13% return, which is significantly lower than VCLN's 9.96% return.

LCTU

• 1D: 2.89%
• 1M: -5.09%
• YTD: -5.13%
• 6M: -2.83%
• 1Y: 16.96%
• 3Y*: 17.22%
• 5Y*: —
• 10Y*: —

VCLN

• 1D: 4.26%
• 1M: -0.55%
• YTD: 9.96%
• 6M: 19.57%
• 1Y: 72.36%
• 3Y*: 9.48%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

LCTU vs. VCLN - Expense Ratio Comparison

LCTU has a 0.15% expense ratio, which is lower than VCLN's 0.59% expense ratio.

VCLN

Virtus Duff & Phelps Clean Energy ETF

LCTU

BlackRock U.S. Carbon Transition Readiness ETF

Return for Risk

LCTU vs. VCLN — Risk / Return Rank

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

LCTU

LCTU Risk / Return Rank: 57
LCTU Sharpe Ratio Rank: 51
LCTU Sortino Ratio Rank: 54
LCTU Omega Ratio Rank: 58
LCTU Calmar Ratio Rank: 56
LCTU Martin Ratio Rank: 65

VCLN

VCLN Risk / Return Rank: 96
VCLN Sharpe Ratio Rank: 95
VCLN Sortino Ratio Rank: 95
VCLN Omega Ratio Rank: 92
VCLN Calmar Ratio Rank: 98
VCLN Martin Ratio Rank: 97

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.

LCTU vs. VCLN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock U.S. Carbon Transition Readiness ETF (LCTU) and Virtus Duff & Phelps Clean Energy ETF (VCLN). 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	VCLN	Difference
Sharpe ratio Return per unit of total volatility	0.91	2.44	-1.53
Sortino ratio Return per unit of downside risk	1.41	3.16	-1.75
Omega ratio Gain probability vs. loss probability	1.21	1.40	-0.19
Calmar ratio Return relative to maximum drawdown	1.40	5.64	-4.24
Martin ratio Return relative to average drawdown	6.48	20.86	-14.39
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LCTU vs. VCLN - Sharpe Ratio Comparison

The current LCTU Sharpe Ratio is 0.91, which is lower than the VCLN Sharpe Ratio of 2.44. The chart below compares the historical Sharpe Ratios of LCTU and VCLN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	LCTU	VCLN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.91	2.44	-1.53
Sharpe Ratio (All Time) Calculated using the full available price history	0.60	0.11	+0.48

Correlation

The correlation between LCTU and VCLN is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

LCTU vs. VCLN - Dividend Comparison

LCTU's dividend yield for the trailing twelve months is around 1.07%, less than VCLN's 1.83% yield.

	TTM	2025	2024	2023	2022	2021
LCTU BlackRock U.S. Carbon Transition Readiness ETF	1.07%	1.02%	1.27%	1.46%	1.63%	2.20%
VCLN Virtus Duff & Phelps Clean Energy ETF	1.83%	2.01%	1.16%	1.14%	0.65%	0.00%

Drawdowns

LCTU vs. VCLN - Drawdown Comparison

The maximum LCTU drawdown since its inception was -25.93%, smaller than the maximum VCLN drawdown of -45.66%. Use the drawdown chart below to compare losses from any high point for LCTU and VCLN.

Drawdown Indicators

	LCTU	VCLN	Difference
Max Drawdown Largest peak-to-trough decline	-25.93%	-45.66%	+19.73%
Max Drawdown (1Y) Largest decline over 1 year	-12.49%	-12.58%	+0.09%
Current Drawdown Current decline from peak	-6.76%	-5.48%	-1.28%
Average Drawdown Average peak-to-trough decline	-6.51%	-24.93%	+18.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.69%	3.40%	-0.71%

Volatility

LCTU vs. VCLN - Volatility Comparison

The current volatility for BlackRock U.S. Carbon Transition Readiness ETF (LCTU) is 5.40%, while Virtus Duff & Phelps Clean Energy ETF (VCLN) has a volatility of 9.99%. This indicates that LCTU experiences smaller price fluctuations and is considered to be less risky than VCLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LCTU	VCLN	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.40%	9.99%	-4.59%
Volatility (6M) Calculated over the trailing 6-month period	9.84%	21.33%	-11.49%
Volatility (1Y) Calculated over the trailing 1-year period	18.76%	29.85%	-11.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.17%	27.35%	-10.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.17%	27.35%	-10.18%