FEUS vs LCTU
Northern Trust ESG & Climate US Large Cap Core ETF vs iShares US Carbon Transition Readiness Aware Active ETF
Which is better, FEUS or LCTU?
Nearly the same fund. FEUS costs less.
FEUS has a lower expense ratio. FEUS led over 1Y, 5Y and the full window, LCTU over 3Y. The two have moved almost in lockstep, correlation 0.99. LCTU is less concentrated, with 35.5% of the fund in its ten largest positions against 40.7%.
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 | FEUS | LCTU |
|---|---|---|
| Expense Ratio | 0.09%Best | 0.15% |
| AUM | $128M | $1.2B |
| Dividend Yield | 1.00% | 0.97% |
| Holdings | 132 | 334 |
| YTD Return | +14.43%Best | +11.76% |
| 1Y Return | +18.43%Best | +15.34% |
| 3Y Return (annualized) | +20.62% | +21.21%Best |
| 5Y Return (annualized) | +11.92%Best | +11.70% |
| Volatility (annualized) | 15.9%Tie | 15.9%Tie |
| Max Drawdown | -25.3%Best | -25.9% |
| $10,000 over 5 years | $17,561Best | $17,389 |
| Top 10 Weight | 40.7% | 35.5%Best |
| Fund Family | Northern Trust Asset Management | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 20, 2021 | Apr 6, 2021 |
Volatility and max drawdown are measured over the window both funds cover: Sep 21, 2021 to Oct 14, 2026 (5.1 years).
FEUS 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 5.1 years both funds cover.
FEUS vs LCTU Performance
Northern Trust ESG & Climate US Large Cap Core ETF (FEUS) is an ETF from Northern Trust Asset Management and iShares US Carbon Transition Readiness Aware Active ETF (LCTU) is an ETF from iShares by BlackRock (US). Over the past year FEUS returned +18.43% while LCTU returned +15.34%. Year to date, FEUS is up 14.43% versus a gain of 11.76% for LCTU.
Over three years, FEUS compounded at +20.62% per year against +21.21% for LCTU; over five years the annualized figures are +11.92% and +11.70% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FEUS and LCTU have been equally volatile, both at 15.9% annualized.
The deepest peak-to-trough decline in our data was -25.3% for FEUS and -25.9% 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
FEUS charges 0.09% per year while LCTU charges 0.15%. On a $10,000 position that is $9 vs $15 annually, a gap of $6 per year that compounds over a long holding period. On income, FEUS currently yields 1.00% against 0.97% for LCTU.
Holdings Overlap
88.7% of FEUS's money is in holdings LCTU also owns. 64.5% of LCTU's money is in holdings FEUS also owns.
Most of FEUS is already inside LCTU. Owning both mostly buys the same companies twice.
93 positions in common, counted across the 128 positions we hold weights for in FEUS and 331 in LCTU, against full books of 132 and 334.
What only one of them owns
Our book lists 217 positions for LCTU that do not appear in our book for FEUS (34.4% of the fund), and 34 for FEUS that do not appear in LCTU (10.0%).
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 FEUS | Weight in LCTU | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.52% | 8.16% | 0.36% |
| AAPLApple, Inc | 7.22% | 7.17% | 0.05% |
| MSFTMicrosoft Corp | 6.09% | 4.94% | 1.15% |
| AMZNAmazon.Com Inc | 4.09% | 3.08% | 1.01% |
| GOOGLAlphabet Inc | 3.56% | 2.49% | 1.07% |
| GOOGAlphabet Inc. C | 2.97% | 1.91% | 1.06% |
| METAMeta Platforms Inc | 2.28% | 2.43% | 0.15% |
| TSLATesla Inc | 2.31% | 1.44% | 0.87% |
| AVGOBroadcom Inc | 1.39% | 2.04% | 0.65% |
| JPMJpmorgan Chase | 1.99% | 1.09% | 0.90% |
88.7% of FEUS 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, FEUS or LCTU?
FEUS has an expense ratio of 0.09% while LCTU charges 0.15%. FEUS is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, FEUS or LCTU?
Over the past year FEUS returned +18.43% vs +15.34% for LCTU, so FEUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FEUS or LCTU?
FEUS and LCTU have been equally volatile, both at 15.9% annualized. Worst drawdown: FEUS -25.3% vs LCTU -25.9%.
Should I hold both FEUS and LCTU?
FEUS and LCTU have a monthly-return correlation of 0.99, 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 FEUS and LCTU?
88.7% of FEUS's money is in holdings LCTU also owns. 64.5% of LCTU's is in holdings FEUS also owns. They hold 93 positions in common, counted across the 128 positions we hold weights for in FEUS and 331 in LCTU.
Which pays a higher dividend, FEUS or LCTU?
FEUS yields 1.00% while LCTU yields 0.97%, so FEUS currently pays the higher dividend yield.
Is LCTU better than FEUS?
FEUS has a lower expense ratio. FEUS led over 1Y, 5Y and the full window, LCTU over 3Y. The two have moved almost in lockstep, correlation 0.99. LCTU is less concentrated, with 35.5% of the fund in its ten largest positions against 40.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.