LCTU vs BWX

Comparison between BlackRock U.S. Carbon Transition Readiness ETF (LCTU, ETF) and SPDR Bloomberg International Treasury Bond ETF (BWX, ETF).

5-Year PerformanceLCTU has outperformed BWX, delivering a return of +12.4% compared to -4.1%

LCTU vs BWX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LCTU(ETF)	BWX(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.15%	0.35%
Max Drawdown	26.96%	35.95%
Sharpe Ratio	1.80	-0.35
5Y Beta	0.99	0.00
P/E Ratio	28.00	N/A
Forward P/E	21.44	N/A
5Y Dividends CAGR	N/A	14.53%
5Y EPS CAGR	25.19%	N/A
Debt to Equity	47.16%	N/A
P/S Ratio	2.98	N/A
P/B Ratio	5.22	N/A

Net Assets

LCTU

$1.40B

Winner

BWX

$1.50B

Expense Ratio

Winner

LCTU

0.15%

BWX

0.35%

Max Drawdown

Winner

LCTU

26.96%

BWX

35.95%

Sharpe Ratio

Winner

LCTU

1.80

BWX

-0.35

5Y Beta

LCTU

0.99

Winner

BWX

0.00

P/E Ratio

LCTU

28.00

BWX

N/A

Forward P/E

LCTU

21.44

BWX

N/A

5Y Dividends CAGR

LCTU

N/A

BWX

14.53%

5Y EPS CAGR

LCTU

25.19%

BWX

N/A

Debt to Equity

LCTU

47.16%

BWX

N/A

P/S Ratio

LCTU

2.98

BWX

N/A

P/B Ratio

LCTU

5.22

BWX

N/A

LCTU vs BWX - Historical Returns

Returns include dividend reinvestment.

Period	LCTU	BWX
1 month	+7.73%	+0.74%
3 months	+5.41%	-2.39%
6 months	+6.35%	-0.57%
1 year	+25.66%	+2.03%
5 years(CAGR)	+12.39%	-4.10%
10 years(CAGR)	N/A	-1.07%
Max(CAGR)	+12.47%	+0.60%

Winner

LCTU

+7.73%

BWX

+0.74%

Winner

LCTU

+5.41%

BWX

-2.39%

Winner

LCTU

+6.35%

BWX

-0.57%

Winner

LCTU

+25.66%

BWX

+2.03%

5Y(CAGR)

Winner

LCTU

+12.39%

BWX

-4.10%

10Y(CAGR)

LCTU

N/A

BWX

-1.07%

Max(CAGR)

Winner

LCTU

+12.47%

BWX

+0.60%

LCTU vs BWX - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	LCTU	BWX
2026	+6.34%	-0.10%
2025	+17.22%	+8.27%
2024	+24.77%	-5.03%
2023	+25.81%	+5.34%
2022	-20.52%	-18.75%
2021	+17.51%	-9.16%
2020	N/A	+9.62%
2019	N/A	+5.62%
2018	N/A	-2.40%
2017	N/A	+11.31%
2016	N/A	+0.66%
2015	N/A	-6.28%
2014	N/A	-1.91%
2013	N/A	-3.28%
2012	N/A	+4.56%
2011	N/A	+4.00%
2010	N/A	+3.73%
2009	N/A	+6.31%
2008	N/A	+3.55%
2007	N/A	+3.97%

LCTU vs BWX Drawdown Comparison

The maximum drawdown for LCTU was -25.92%, occurring on Oct 12, 2022. Recovery took 512 trading sessions.

The maximum drawdown for BWX was -34.05%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current LCTU drawdown is -0.03%. The current BWX drawdown is -22.75%.

Rank	LCTU	BWX
#1	-25.92% Jan 4, 2022 - Jan 19, 2024	-34.05% Jan 5, 2021 - Oct 20, 2022
#2	-19.83% Feb 19, 2025 - Jun 27, 2025	-23.01% Mar 14, 2008 - Sep 8, 2009
#3	-9.38% Jan 12, 2026 - Apr 16, 2026	-15.41% Jul 1, 2014 - Mar 3, 2020
#4	-8.75% Jul 16, 2024 - Aug 30, 2024	-13.37% Mar 9, 2020 - Jul 27, 2020
#5	-5.61% Mar 28, 2024 - May 15, 2024	-12.97% Dec 1, 2009 - Oct 1, 2010
#6	-5.50% Oct 28, 2025 - Dec 11, 2025	-9.13% Oct 17, 2012 - May 6, 2014
#7	-4.95% Sep 2, 2021 - Oct 19, 2021	-8.63% Nov 4, 2010 - Apr 27, 2011
#8	-4.62% Nov 8, 2021 - Dec 27, 2021	-8.10% Aug 23, 2011 - Sep 11, 2012
#9	-4.50% Dec 6, 2024 - Jan 23, 2025	-4.57% Nov 26, 2007 - Jan 14, 2008
#10	-4.21% Aug 30, 2024 - Sep 19, 2024	-3.41% May 2, 2011 - Jun 3, 2011
#11	-3.86% May 7, 2021 - May 28, 2021	-3.37% Jun 7, 2011 - Aug 9, 2011
#12	-3.07% Oct 8, 2025 - Oct 23, 2025	-2.68% Oct 14, 2010 - Nov 4, 2010
#13	-2.90% Jul 12, 2021 - Jul 23, 2021	-1.78% Aug 6, 2020 - Oct 21, 2020
#14	-2.86% Oct 14, 2024 - Nov 6, 2024	-1.69% Oct 8, 2009 - Nov 9, 2009
#15	-2.47% Dec 11, 2025 - Dec 23, 2025	-1.47% Feb 1, 2008 - Feb 27, 2008

Correlation

Correlation between LCTU and BWX is -0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.09

-101

Dividend Comparison (2007 - 2026)

LCTU vs BWX dividend yield comparison.

Year	LCTU	BWX
2026	0.20%	0.76%
2025	1.02%	2.19%
2024	1.27%	1.99%
2023	1.46%	1.62%
2022	1.63%	1.23%
2021	2.20%	0.93%
2020	0.00%	0.95%
2019	0.00%	1.16%
2018	0.00%	1.07%
2017	0.00%	0.46%
2014	0.00%	1.77%
2013	0.00%	1.88%
2012	0.00%	1.80%
2011	0.00%	3.35%
2010	0.00%	1.08%
2009	0.00%	0.87%
2008	0.00%	2.98%
2007	0.00%	0.59%