LCTD vs UMMA
Comparison between BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD, ETF) and WAHED DOW JONES ISLAMIC WORLD ETF (UMMA, ETF).
LCTD vs UMMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LCTD
$240M
UMMA
$239M
Expense Ratio
Winner
LCTD
0.22%
UMMA
0.65%
Max Drawdown
Winner
LCTD
32.18%
UMMA
35.35%
Sharpe Ratio
LCTD
0.89
Winner
UMMA
1.60
5Y Beta
Winner
LCTD
0.73
UMMA
0.95
LCTD vs UMMA - Holdings Comparison
LCTD and UMMA have 3 common holdings. Overlap is 2.03%
LCTD's top 25 holdings weight is 29.35%. UMMA's top 25 holdings weight is 68.52%.
| Rank | LCTD | UMMA |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 2.64% | n/a (TSM) - 10.17% |
| #2 | ROYAL BANK OF CANADA (n/a) - 2.07% | SAMSUNG ELECTRONICS CO LTD (n/a) - 8.01% |
| #3 | ASTRAZENECA PLC (AZN:XLON) - 1.54% | SK HYNIX INC (n/a) - 7.37% |
| #4 | HSBC HOLDINGS PLC (n/a) - 1.39% | ASML HOLDING NV (n/a) - 5.47% |
| #5 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.38% | INFINEON TECHNOLOGIES AG (n/a) - 4.10% |
| #6 | NESTLE SA (n/a) - 1.29% | ASTRAZENECA PLC (AZN:XLON) - 2.65% |
| #7 | SIEMENS AG (n/a) - 1.22% | MURATA MANUFACTURING CO LTD (n/a) - 2.62% |
| #8 | HITACHI LTD (n/a) - 1.16% | NOVARTIS AG REGISTERED SHARES (n/a) - 2.59% |
| #9 | AIA GROUP LTD (n/a) - 1.12% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.53% |
| #10 | SCHNEIDER ELECTRIC SE (n/a) - 1.11% | NESTLE SA (n/a) - 2.32% |
| #11 | ENI SPA (n/a) - 1.06% | BHP GROUP LTD (n/a) - 2.04% |
| #12 | ENBRIDGE INC (ENB) - 1.06% | US DOLLARS (n/a) - 1.65% |
| #13 | IBERDROLA SA (n/a) - 1.05% | SAP SE (n/a) - 1.61% |
| #14 | GIVAUDAN SA (n/a) - 1.03% | SCHNEIDER ELECTRIC SE (n/a) - 1.59% |
| #15 | CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 1.02% | ABB LTD (n/a) - 1.56% |
| #16 | SANOFI SA (n/a) - 1.02% | TOKYO ELECTRON LTD (n/a) - 1.46% |
| #17 | SAP SE (n/a) - 1.02% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.43% |
| #18 | TOTALENERGIES SE (TTE) - 0.94% | HITACHI LTD (n/a) - 1.36% |
| #19 | ENGIE SA (n/a) - 0.93% | UNILEVER PLC (n/a) - 1.28% |
| #20 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.91% | NOVO NORDISK AS CLASS B (n/a) - 1.25% |
| #21 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.91% | ADVANTEST CORP (n/a) - 1.18% |
| #22 | INTESA SANPAOLO (n/a) - 0.89% | SUNCOR ENERGY INC (SU) - 1.14% |
| #23 | BANK OF MONTREAL (BMO) - 0.87% | AIR LIQUIDE SA (n/a) - 1.12% |
| #24 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.86% | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.03% |
| #25 | ORKLA ASA (n/a) - 0.86% | n/a (n/a) - 0.99% |
| Total Holdings | 367 | 100 |
LCTD vs UMMA - Historical Returns
Returns include dividend reinvestment.
1M
LCTD
-0.89%
Winner
UMMA
+4.86%
3M
LCTD
+1.30%
Winner
UMMA
+13.98%
6M
LCTD
+6.75%
Winner
UMMA
+26.04%
1Y
LCTD
+17.05%
Winner
UMMA
+42.25%
5Y(CAGR)
LCTD
+6.44%
Winner
UMMA
+10.09%
Max(CAGR)
LCTD
+7.37%
Winner
UMMA
+10.09%
LCTD vs UMMA - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | LCTD | UMMA |
|---|---|---|
| 2026 | +3.67% | +21.12% |
| 2025 | +30.57% | +26.56% |
| 2024 | +4.34% | +6.71% |
| 2023 | +16.30% | +18.29% |
| 2022 | -16.65% | -21.65% |
| 2021 | +4.37% | N/A |
LCTD vs UMMA Drawdown Comparison
The maximum drawdown for LCTD was -29.78%, occurring on Oct 12, 2022. Recovery took 629 trading sessions.
The maximum drawdown for UMMA was -34.19%, occurring on Oct 14, 2022. Recovery took 587 trading sessions.
The current LCTD drawdown is -4.77%. The current UMMA drawdown is -7.31%.
| Rank | LCTD | UMMA |
|---|---|---|
| #1 | -29.78% Sep 3, 2021 - Mar 7, 2024 | -34.19% Jan 12, 2022 - May 15, 2024 |
| #2 | -13.59% Sep 26, 2024 - May 2, 2025 | -18.72% Sep 26, 2024 - Jun 4, 2025 |
| #3 | -10.92% Feb 26, 2026 - Mar 20, 2026 | -14.92% Feb 25, 2026 - May 5, 2026 |
| #4 | -7.51% Jul 12, 2024 - Aug 19, 2024 | -10.15% Jul 16, 2024 - Sep 26, 2024 |
| #5 | -5.57% Nov 12, 2025 - Dec 11, 2025 | -7.31% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -5.31% Jun 15, 2021 - Sep 2, 2021 | -5.79% Oct 20, 2025 - Dec 5, 2025 |
| #7 | -4.54% Mar 13, 2024 - May 7, 2024 | -5.61% Jul 23, 2025 - Sep 15, 2025 |
| #8 | -4.52% Jul 23, 2025 - Aug 15, 2025 | -4.46% Oct 6, 2025 - Oct 20, 2025 |
| #9 | -3.66% Aug 30, 2024 - Sep 19, 2024 | -3.89% Jun 12, 2025 - Jun 27, 2025 |
| #10 | -3.58% Jun 6, 2024 - Jul 11, 2024 | -3.60% Dec 10, 2025 - Dec 24, 2025 |
| #11 | -3.48% Oct 6, 2025 - Oct 28, 2025 | -3.37% May 14, 2026 - May 21, 2026 |
| #12 | -3.22% May 7, 2021 - May 24, 2021 | -2.94% Jan 28, 2026 - Feb 6, 2026 |
| #13 | -2.68% Jun 12, 2025 - Jun 27, 2025 | -2.52% Jan 7, 2022 - Jan 12, 2022 |
| #14 | -2.63% May 15, 2024 - Jun 6, 2024 | -2.50% Jan 16, 2026 - Jan 23, 2026 |
| #15 | -2.55% Aug 22, 2025 - Sep 8, 2025 | -2.24% May 20, 2024 - Jun 5, 2024 |
Correlation
Correlation between LCTD and UMMA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2021 - 2026)
LCTD vs UMMA dividend yield comparison.
| Year | LCTD | UMMA |
|---|---|---|
| 2026 | 0.00% | 0.33% |
| 2025 | 3.61% | 1.02% |
| 2024 | 3.74% | 0.91% |
| 2023 | 3.16% | 1.09% |
| 2022 | 3.52% | 1.77% |
| 2021 | 2.20% | 0.00% |
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