LCTU vs VOO
LCTU vs VOO
iShares US Carbon Transition Readiness Aware Active ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | LCTU | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.03% | |
| AUM | $1.2B | $979.0B | |
| Dividend Yield | 0.96% | 1.09% | |
| Holdings | 319 | 509 | |
| YTD Return | +8.63% | +9.95% | |
| 1Y Return | +17.60% | +19.58% | |
| 3Y Return (annualized) | +18.17% | +19.43% | |
| 5Y Return (annualized) | +11.47% | +12.89% | |
| Volatility (annualized) | 15.8% | 14.2% | |
| Max Drawdown | -25.9% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 6, 2021 | Sep 7, 2010 |
LCTU vs VOO Performance
iShares US Carbon Transition Readiness Aware Active ETF (LCTU) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LCTU returned +17.60% while VOO returned +19.58%. Year to date, LCTU is up 8.63% versus a gain of 9.95% for VOO.
Over three years, LCTU compounded at +18.17% per year against +19.43% for VOO; over five years the annualized figures are +11.47% and +12.89% respectively. Across the full 5-year window we track, VOO has the edge at +13.35% annualized vs +12.36%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LCTU has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 14.2% 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 -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 0.96% against 1.09% for VOO.
Holdings Overlap
LCTU and VOO share 233 holdings out of 586 unique holdings combined, representing a 69.0% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in LCTU | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 7.08% | 7.51% | 0.43% |
| AAPL | 7.22% | 6.59% | 0.63% |
| MSFT | 3.54% | 4.30% | 0.76% |
| AMZN | Pro | Pro | Pro |
| GOOGL | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
See all 10 holdings LCTU shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
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. On a $10,000 investment, that is $12 per year of difference.
Which performed better, LCTU or VOO?
Over the past year LCTU returned +17.60% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), LCTU annualized +12.36% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, LCTU or VOO?
LCTU has been the more volatile fund at 15.8% annualized versus 14.2% for VOO. Worst drawdown: LCTU -25.9% vs VOO -34.3%.
Should I hold both LCTU and VOO?
LCTU and VOO have a monthly-return correlation of 1.00, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between LCTU and VOO?
LCTU and VOO share 233 common holdings with a 69.0% weight overlap. Combined, they hold 586 unique securities.
Which pays a higher dividend, LCTU or VOO?
LCTU yields 0.96% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.