LCTD vs SMIZ
Comparison between BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD, ETF) and ZACKS SMALL/MID CAP ETF (SMIZ, ETF).
LCTD vs SMIZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LCTD
$240M
Winner
SMIZ
$241M
Expense Ratio
Winner
LCTD
0.22%
SMIZ
0.55%
Max Drawdown
LCTD
32.18%
Winner
SMIZ
26.16%
Sharpe Ratio
LCTD
0.89
Winner
SMIZ
1.37
5Y Beta
Winner
LCTD
0.73
SMIZ
1.04
P/E Ratio
LCTD
N/A
SMIZ
33.47
Forward P/E
LCTD
N/A
SMIZ
16.08
5Y EPS CAGR
LCTD
N/A
SMIZ
18.35%
Debt to Equity
LCTD
N/A
SMIZ
41.87%
P/S Ratio
LCTD
N/A
SMIZ
1.34
P/B Ratio
LCTD
N/A
SMIZ
3.01
LCTD vs SMIZ - Holdings Comparison
LCTD and SMIZ have 1 common holdings. Overlap is 0.00%
LCTD's top 25 holdings weight is 29.35%. SMIZ's top 25 holdings weight is 27.65%.
| Rank | LCTD | SMIZ |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 2.64% | US DOLLARS (n/a) - 2.51% |
| #2 | ROYAL BANK OF CANADA (n/a) - 2.07% | EMCOR GROUP INC (EME) - 1.75% |
| #3 | ASTRAZENECA PLC (AZN:XLON) - 1.54% | COMFORT SYSTEMS USA INC (FIX) - 1.59% |
| #4 | HSBC HOLDINGS PLC (n/a) - 1.39% | MASTEC INC (MTZ) - 1.29% |
| #5 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.38% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 1.28% |
| #6 | NESTLE SA (n/a) - 1.29% | NORTHERN TRUST CORP (NTRS) - 1.21% |
| #7 | SIEMENS AG (n/a) - 1.22% | STERLING INFRASTRUCTURE INC (STRL) - 1.10% |
| #8 | HITACHI LTD (n/a) - 1.16% | CORNING INC (GLW) - 1.09% |
| #9 | AIA GROUP LTD (n/a) - 1.12% | WESTERN DIGITAL CORP (WDC) - 1.05% |
| #10 | SCHNEIDER ELECTRIC SE (n/a) - 1.11% | VESTIS CORP (VSTS) - 1.03% |
| #11 | ENI SPA (n/a) - 1.06% | BLOOM ENERGY CORP CLASS A (BE) - 1.01% |
| #12 | ENBRIDGE INC (ENB) - 1.06% | FABRINET (FN) - 0.99% |
| #13 | IBERDROLA SA (n/a) - 1.05% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.99% |
| #14 | GIVAUDAN SA (n/a) - 1.03% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.97% |
| #15 | CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 1.02% | COMMVAULT SYSTEMS INC (CVLT) - 0.95% |
| #16 | SANOFI SA (n/a) - 1.02% | NEXTPOWER INC CLASS A (NXT) - 0.92% |
| #17 | SAP SE (n/a) - 1.02% | POWELL INDUSTRIES INC (POWL) - 0.92% |
| #18 | TOTALENERGIES SE (TTE) - 0.94% | HOWMET AEROSPACE INC (HWM) - 0.91% |
| #19 | ENGIE SA (n/a) - 0.93% | CBOE GLOBAL MARKETS INC (CBOE) - 0.91% |
| #20 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.91% | ARROW ELECTRONICS INC (ARW) - 0.89% |
| #21 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.91% | MCKESSON CORP (MCK) - 0.88% |
| #22 | INTESA SANPAOLO (n/a) - 0.89% | CIRRUS LOGIC INC (CRUS) - 0.88% |
| #23 | BANK OF MONTREAL (BMO) - 0.87% | AFFILIATED MANAGERS GROUP INC (AMG) - 0.87% |
| #24 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.86% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.84% |
| #25 | ORKLA ASA (n/a) - 0.86% | ALLIENT INC (ALNT) - 0.82% |
| Total Holdings | 367 | 218 |
LCTD vs SMIZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LCTD
-0.89%
SMIZ
-0.89%
3M
LCTD
+1.30%
Winner
SMIZ
+9.45%
6M
LCTD
+6.75%
Winner
SMIZ
+11.87%
1Y
LCTD
+17.05%
Winner
SMIZ
+28.95%
5Y(CAGR)
LCTD
+6.44%
SMIZ
N/A
Max(CAGR)
LCTD
+7.37%
Winner
SMIZ
+23.31%
LCTD vs SMIZ - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | LCTD | SMIZ |
|---|---|---|
| 2026 | +3.67% | +12.23% |
| 2025 | +30.57% | +12.07% |
| 2024 | +4.34% | +19.02% |
| 2023 | +16.30% | +16.39% |
| 2022 | -16.65% | N/A |
| 2021 | +4.37% | N/A |
LCTD vs SMIZ Drawdown Comparison
The maximum drawdown for LCTD was -29.78%, occurring on Oct 12, 2022. Recovery took 629 trading sessions.
The maximum drawdown for SMIZ was -25.02%, occurring on Apr 8, 2025. Recovery took 178 trading sessions.
The current LCTD drawdown is -4.77%. The current SMIZ drawdown is -2.73%.
| Rank | LCTD | SMIZ |
|---|---|---|
| #1 | -29.78% Sep 3, 2021 - Mar 7, 2024 | -25.02% Dec 4, 2024 - Aug 22, 2025 |
| #2 | -13.59% Sep 26, 2024 - May 2, 2025 | -10.51% Feb 9, 2026 - Apr 13, 2026 |
| #3 | -10.92% Feb 26, 2026 - Mar 20, 2026 | -9.41% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -7.51% Jul 12, 2024 - Aug 19, 2024 | -7.65% Mar 28, 2024 - Jul 15, 2024 |
| #5 | -5.57% Nov 12, 2025 - Dec 11, 2025 | -7.56% Oct 27, 2025 - Dec 11, 2025 |
| #6 | -5.31% Jun 15, 2021 - Sep 2, 2021 | -7.28% Oct 11, 2023 - Nov 14, 2023 |
| #7 | -4.54% Mar 13, 2024 - May 7, 2024 | -4.17% May 6, 2026 - May 26, 2026 |
| #8 | -4.52% Jul 23, 2025 - Aug 15, 2025 | -4.10% Sep 22, 2025 - Oct 24, 2025 |
| #9 | -3.66% Aug 30, 2024 - Sep 19, 2024 | -3.85% Dec 28, 2023 - Jan 29, 2024 |
| #10 | -3.58% Jun 6, 2024 - Jul 11, 2024 | -3.73% Nov 11, 2024 - Nov 22, 2024 |
| #11 | -3.48% Oct 6, 2025 - Oct 28, 2025 | -3.59% Dec 11, 2025 - Jan 6, 2026 |
| #12 | -3.22% May 7, 2021 - May 24, 2021 | -2.73% Jan 22, 2026 - Feb 6, 2026 |
| #13 | -2.68% Jun 12, 2025 - Jun 27, 2025 | -2.73% Jun 4, 2026 - Jun 5, 2026 |
| #14 | -2.63% May 15, 2024 - Jun 6, 2024 | -2.59% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -2.55% Aug 22, 2025 - Sep 8, 2025 | -2.51% Feb 15, 2024 - Feb 27, 2024 |
Correlation
Correlation between LCTD and SMIZ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2021 - 2025)
LCTD vs SMIZ dividend yield comparison.
| Year | LCTD | SMIZ |
|---|---|---|
| 2025 | 3.61% | 0.62% |
| 2024 | 3.74% | 1.57% |
| 2023 | 3.16% | 0.07% |
| 2022 | 3.52% | 0.00% |
| 2021 | 2.20% | 0.00% |
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