LCTU vs. VONG
Compare and contrast key facts about BlackRock U.S. Carbon Transition Readiness ETF (LCTU) and Vanguard Russell 1000 Growth ETF (VONG).
LCTU and VONG 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. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCTU or VONG.
Performance
LCTU vs. VONG - Performance Comparison
Returns By Period
In the year-to-date period, LCTU achieves a 25.86% return, which is significantly lower than VONG's 30.63% return.
LCTU
25.86%
3.49%
13.66%
32.97%
N/A
N/A
VONG
30.63%
4.08%
14.24%
36.29%
19.51%
16.39%
Key characteristics
| LCTU | VONG | |
|---|---|---|
| Sharpe Ratio | 2.68 | 2.17 |
| Sortino Ratio | 3.58 | 2.83 |
| Omega Ratio | 1.49 | 1.40 |
| Calmar Ratio | 3.77 | 2.77 |
| Martin Ratio | 16.90 | 10.89 |
| Ulcer Index | 1.95% | 3.33% |
| Daily Std Dev | 12.30% | 16.70% |
| Max Drawdown | -25.92% | -32.72% |
| Current Drawdown | -0.34% | -1.16% |
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LCTU vs. VONG - Expense Ratio Comparison
LCTU has a 0.15% expense ratio, which is higher than VONG's 0.08% 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 VONG is 0.94, 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. VONG - 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 Russell 1000 Growth ETF (VONG). 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. VONG - Dividend Comparison
LCTU's dividend yield for the trailing twelve months is around 1.24%, more than VONG's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCTU BlackRock U.S. Carbon Transition Readiness ETF | 1.24% | 1.46% | 1.62% | 2.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VONG Vanguard Russell 1000 Growth ETF | 0.59% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
LCTU vs. VONG - Drawdown Comparison
The maximum LCTU drawdown since its inception was -25.92%, smaller than the maximum VONG drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for LCTU and VONG. For additional features, visit the drawdowns tool.
Volatility
LCTU vs. VONG - Volatility Comparison
The current volatility for BlackRock U.S. Carbon Transition Readiness ETF (LCTU) is 4.05%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 5.40%. This indicates that LCTU experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.