LCTU vs CTA
Comparison between BlackRock U.S. Carbon Transition Readiness ETF (LCTU, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
LCTU vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LCTU
$1.50B
CTA
$1.50B
Expense Ratio
Winner
LCTU
0.15%
CTA
0.75%
Max Drawdown
LCTU
26.96%
Winner
CTA
22.46%
Sharpe Ratio
Winner
LCTU
1.32
CTA
-0.03
5Y Beta
LCTU
0.98
Winner
CTA
-0.10
P/E Ratio
LCTU
26.51
CTA
N/A
Forward P/E
LCTU
20.75
CTA
N/A
5Y Dividends CAGR
LCTU
58.80%
CTA
N/A
5Y EPS CAGR
LCTU
25.47%
CTA
N/A
Debt to Equity
LCTU
48.10%
CTA
N/A
P/S Ratio
LCTU
3.11
CTA
N/A
P/B Ratio
LCTU
5.54
CTA
N/A
LCTU vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LCTU
+3.47%
CTA
-0.12%
3M
Winner
LCTU
+6.92%
CTA
-14.86%
6M
Winner
LCTU
+11.69%
CTA
-5.92%
1Y
Winner
LCTU
+22.32%
CTA
-0.48%
5Y(CAGR)
Winner
LCTU
+12.09%
CTA
+6.41%
Max(CAGR)
Winner
LCTU
+13.12%
CTA
+6.41%
LCTU vs CTA - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | LCTU | CTA |
|---|---|---|
| 2026 | +12.80% | -1.52% |
| 2025 | +17.22% | +0.56% |
| 2024 | +24.77% | +22.54% |
| 2023 | +25.81% | -2.92% |
| 2022 | -20.52% | +9.54% |
| 2021 | +17.51% | N/A |
LCTU vs CTA Drawdown Comparison
The maximum drawdown for LCTU was -25.92%, occurring on Oct 12, 2022. Recovery took 512 trading sessions.
The maximum drawdown for CTA was -20.79%, occurring on Aug 4, 2026. This drawdown has not yet recovered.
The current CTA drawdown is -19.48%.
| Rank | LCTU | CTA |
|---|---|---|
| #1 | -25.92% Jan 4, 2022 - Jan 19, 2024 | -20.79% May 4, 2026 - Aug 4, 2026 |
| #2 | -19.83% Feb 19, 2025 - Jun 27, 2025 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -9.38% Jan 12, 2026 - Apr 16, 2026 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -8.75% Jul 16, 2024 - Aug 30, 2024 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -5.61% Mar 28, 2024 - May 15, 2024 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -5.50% Oct 28, 2025 - Dec 11, 2025 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -4.95% Sep 2, 2021 - Oct 19, 2021 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -4.62% Nov 8, 2021 - Dec 27, 2021 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -4.50% Dec 6, 2024 - Jan 23, 2025 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -4.23% Jun 2, 2026 - Jul 10, 2026 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -4.21% Aug 30, 2024 - Sep 19, 2024 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -3.86% May 7, 2021 - May 28, 2021 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -3.09% Jul 10, 2026 - Aug 3, 2026 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -3.07% Oct 8, 2025 - Oct 23, 2025 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -2.90% Jul 12, 2021 - Jul 23, 2021 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between LCTU and CTA is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2021 - 2026)
LCTU vs CTA dividend yield comparison.
| Year | LCTU | CTA |
|---|---|---|
| 2026 | 0.41% | 3.71% |
| 2025 | 1.02% | 3.19% |
| 2024 | 1.27% | 4.80% |
| 2023 | 1.46% | 7.78% |
| 2022 | 1.63% | 6.58% |
| 2021 | 2.20% | 0.00% |
Select Stocks to Compare
Popular: LCTU vs SPYCTA vs SPY
More Comparisons
Compare with similar stocks