LCTU vs VOO
iShares US Carbon Transition Readiness Aware Active ETF vs Vanguard S&P 500 ETF
Which is better, LCTU or VOO?
Nearly the same fund. VOO costs less.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 1.00. LCTU is less concentrated, with 35.5% of the fund in its ten largest positions against 37.9%.
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 | LCTU | VOO |
|---|---|---|
| Expense Ratio | 0.15% | 0.03%Best |
| AUM | $1.2B | $1.0T |
| Dividend Yield | 0.97% | 1.06% |
| Holdings | 334 | 506 |
| YTD Return | +11.76% | +13.57%Best |
| 1Y Return | +15.34% | +17.55%Best |
| 3Y Return (annualized) | +21.21% | +22.46%Best |
| 5Y Return (annualized) | +11.70% | +13.28%Best |
| Volatility (annualized) | 15.5% | 15.2%Best |
| Max Drawdown | -25.9% | -24.5%Best |
| $10,000 over 5 years | $17,389 | $18,654Best |
| Top 10 Weight | 35.5%Best | 37.9% |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 6, 2021 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Apr 8, 2021 to Oct 14, 2026 (5.5 years).
LCTU vs VOO 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 5.5 years both funds cover.
LCTU vs VOO Performance
iShares US Carbon Transition Readiness Aware Active ETF (LCTU) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year LCTU returned +15.34% while VOO returned +17.55%. Year to date, LCTU is up 11.76% versus a gain of 13.57% for VOO.
Over three years, LCTU compounded at +21.21% per year against +22.46% for VOO; over five years the annualized figures are +11.70% and +13.28% respectively. Across the full 6-year window we track, VOO has the edge at +13.74% annualized vs +12.46%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LCTU has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 15.2% for VOO. 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 -25.9% for LCTU and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LCTU charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, LCTU currently yields 0.97% against 1.06% for VOO.
Holdings Overlap
94.1% of LCTU's money is in holdings VOO also owns. 83.0% of VOO's money is in holdings LCTU also owns.
Most of LCTU is already inside VOO. Owning both mostly buys the same companies twice.
242 positions in common, counted across the 331 positions we hold weights for in LCTU and 504 in VOO, against full books of 334 and 506.
What only one of them owns
Our book lists 258 positions for VOO that do not appear in our book for LCTU (16.9% of the fund), and 71 for LCTU that do not appear in VOO (5.0%).
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 LCTU | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.16% | 8.09% | 0.07% |
| AAPLApple, Inc | 7.17% | 7.04% | 0.13% |
| MSFTMicrosoft Corp | 4.94% | 5.70% | 0.76% |
| AMZNAmazon.Com Inc | 3.08% | 3.85% | 0.77% |
| GOOGLAlphabet Inc | 2.49% | 3.01% | 0.52% |
| AVGOBroadcom Inc | 2.04% | 2.65% | 0.61% |
| METAMeta Platforms Inc | 2.43% | 1.90% | 0.53% |
| GOOGAlphabet Inc. C | 1.91% | 2.40% | 0.49% |
| MUMicron Technology, Inc. | 1.66% | 1.64% | 0.02% |
| TSLATesla Inc | 1.44% | 1.57% | 0.13% |
94.1% of LCTU is already inside VOO.
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, LCTU or VOO?
LCTU has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, LCTU or VOO?
Over the past year LCTU returned +15.34% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), LCTU annualized +12.46% vs +13.74% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LCTU or VOO?
LCTU has been the more volatile fund at 15.5% annualized versus 15.2% for VOO. Worst drawdown: LCTU -25.9% vs VOO -24.5%.
Should I hold both LCTU and VOO?
LCTU and VOO have a monthly-return correlation of 1.00, 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 LCTU and VOO?
94.1% of LCTU's money is in holdings VOO also owns. 83.0% of VOO's is in holdings LCTU also owns. They hold 242 positions in common, counted across the 331 positions we hold weights for in LCTU and 504 in VOO.
Which pays a higher dividend, LCTU or VOO?
LCTU yields 0.97% while VOO yields 1.06%, so VOO currently pays the higher dividend yield.
Is VOO better than LCTU?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 1.00. LCTU is less concentrated, with 35.5% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.