LCTU vs. VDC
Compare and contrast key facts about BlackRock U.S. Carbon Transition Readiness ETF (LCTU) and Vanguard Consumer Staples ETF (VDC).
LCTU and VDC 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. VDC is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Staples 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCTU or VDC.
Key characteristics
| LCTU | VDC | |
|---|---|---|
| YTD Return | 4.89% | 4.99% |
| 1Y Return | 22.78% | 2.41% |
| 3Y Return (Ann) | 6.55% | 5.79% |
| Sharpe Ratio | 1.80 | 0.20 |
| Daily Std Dev | 11.85% | 10.40% |
| Max Drawdown | -25.92% | -34.24% |
| Current Drawdown | -4.67% | -2.20% |
Correlation
The correlation between LCTU and VDC is 0.61, 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.
Performance
LCTU vs. VDC - Performance Comparison
The year-to-date returns for both investments are quite close, with LCTU having a 4.89% return and VDC slightly higher at 4.99%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LCTU vs. VDC - Expense Ratio Comparison
LCTU has a 0.15% expense ratio, which is higher than VDC's 0.10% 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
LCTU vs. VDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock U.S. Carbon Transition Readiness ETF (LCTU) and Vanguard Consumer Staples ETF (VDC). 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. VDC - Dividend Comparison
LCTU's dividend yield for the trailing twelve months is around 1.38%, less than VDC's 2.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCTU BlackRock U.S. Carbon Transition Readiness ETF | 1.38% | 1.46% | 1.63% | 2.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VDC Vanguard Consumer Staples ETF | 2.54% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% | 1.93% | 2.21% |
Drawdowns
LCTU vs. VDC - Drawdown Comparison
The maximum LCTU drawdown since its inception was -25.92%, smaller than the maximum VDC drawdown of -34.24%. Use the drawdown chart below to compare losses from any high point for LCTU and VDC. For additional features, visit the drawdowns tool.
Volatility
LCTU vs. VDC - Volatility Comparison
BlackRock U.S. Carbon Transition Readiness ETF (LCTU) has a higher volatility of 3.87% compared to Vanguard Consumer Staples ETF (VDC) at 2.74%. This indicates that LCTU's price experiences larger fluctuations and is considered to be riskier than VDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.