BLCR vs LCTU
iShares Large Cap Core Active ETF vs iShares US Carbon Transition Readiness Aware Active ETF
Which is better, BLCR or LCTU?
BLCR has been ahead.
LCTU has a lower expense ratio. BLCR led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. LCTU is less concentrated, with 35.5% of the fund in its ten largest positions against 48.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BLCR | LCTU |
|---|---|---|
| Expense Ratio | 0.36% | 0.15%Best |
| AUM | $9.8B | $1.2B |
| Dividend Yield | 0.32% | 0.97% |
| Holdings | 52 | 334 |
| YTD Return | +16.18%Best | +11.76% |
| 1Y Return | +25.71%Best | +15.34% |
| 3Y Return (annualized) | +27.24%Best | +21.21% |
| 5Y Return (annualized) | - | +11.70% |
| Volatility (annualized) | 15.7% | 12.4%Best |
| Max Drawdown | -21.3% | -19.8%Best |
| $10,000 over 3 years | $20,600Best | $18,993 |
| Top 10 Weight | 48.6% | 35.5%Best |
| Fund Family | BlackRock, Inc. (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 24, 2023 | Apr 6, 2021 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Oct 26, 2023 to Oct 14, 2026 (3 years).
BLCR vs LCTU growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3 years both funds cover.
BLCR vs LCTU Performance
iShares Large Cap Core Active ETF (BLCR) is an ETF from BlackRock, Inc. (US) and iShares US Carbon Transition Readiness Aware Active ETF (LCTU) is an ETF from iShares by BlackRock (US). Over the past year BLCR returned +25.71% while LCTU returned +15.34%. Year to date, BLCR is up 16.18% versus a gain of 11.76% for LCTU.
Over three years, BLCR compounded at +27.24% per year against +21.21% for LCTU.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BLCR has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 12.4% for LCTU. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -21.3% for BLCR and -19.8% for LCTU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BLCR charges 0.36% per year while LCTU charges 0.15%. On a $10,000 position that is $36 vs $15 annually, a gap of $21 per year that compounds over a long holding period. On income, BLCR currently yields 0.32% against 0.97% for LCTU.
Holdings Overlap
80.0% of BLCR's money is in holdings LCTU also owns. 44.7% of LCTU's money is in holdings BLCR also owns.
Most of BLCR is already inside LCTU. Owning both mostly buys the same companies twice.
39 positions in common, counted across the 53 positions we hold weights for in BLCR and 331 in LCTU, against full books of 52 and 334.
What only one of them owns
Our book lists 271 positions for LCTU that do not appear in our book for BLCR (54.1% of the fund), and 12 for BLCR that do not appear in LCTU (17.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BLCR | Weight in LCTU | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.36% | 8.16% | 0.80% |
| AAPLApple, Inc | 4.55% | 7.17% | 2.62% |
| MSFTMicrosoft Corp | 6.47% | 4.94% | 1.53% |
| AMZNAmazon.Com Inc | 5.72% | 3.08% | 2.64% |
| METAMeta Platforms Inc | 5.18% | 2.43% | 2.75% |
| GOOGLAlphabet Inc | 5.00% | 2.49% | 2.51% |
| MUMicron Technology, Inc. | 3.50% | 1.66% | 1.84% |
| VVisa Inc Class A | 4.20% | 0.38% | 3.82% |
| AMDAdvanced Micro Devices Inc | 2.58% | 1.64% | 0.94% |
| CAHCardinal Health Inc. | 3.50% | 0.06% | 3.44% |
80.0% of BLCR is already inside LCTU.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BLCR or LCTU?
BLCR has an expense ratio of 0.36% while LCTU charges 0.15%. LCTU is the cheaper option, by $21 a year on a $10,000 investment.
Which performed better, BLCR or LCTU?
Over the past year BLCR returned +25.71% vs +15.34% for LCTU, so BLCR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BLCR or LCTU?
BLCR has been the more volatile fund at 15.7% annualized versus 12.4% for LCTU. Worst drawdown: BLCR -21.3% vs LCTU -19.8%.
Should I hold both BLCR and LCTU?
BLCR and LCTU have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between BLCR and LCTU?
80.0% of BLCR's money is in holdings LCTU also owns. 44.7% of LCTU's is in holdings BLCR also owns. They hold 39 positions in common, counted across the 53 positions we hold weights for in BLCR and 331 in LCTU.
Which pays a higher dividend, BLCR or LCTU?
BLCR yields 0.32% while LCTU yields 0.97%, so LCTU currently pays the higher dividend yield.
Is LCTU better than BLCR?
LCTU has a lower expense ratio. BLCR led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. LCTU is less concentrated, with 35.5% of the fund in its ten largest positions against 48.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.