LCTU vs EPS
Comparison between BlackRock U.S. Carbon Transition Readiness ETF (LCTU, ETF) and WISDOMTREE U.S. LARGECAP FUND (EPS, ETF).
5-Year PerformanceEPS has outperformed LCTU, delivering a return of +13.1% compared to +12.1%
LCTU vs EPS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LCTU
$1.50B
Winner
EPS
$1.60B
Expense Ratio
LCTU
0.15%
Winner
EPS
0.08%
Max Drawdown
Winner
LCTU
26.96%
EPS
55.60%
Sharpe Ratio
LCTU
1.32
Winner
EPS
1.62
5Y Beta
LCTU
0.98
Winner
EPS
0.91
P/E Ratio
LCTU
26.51
Winner
EPS
22.54
Forward P/E
LCTU
20.75
Winner
EPS
18.83
5Y Dividends CAGR
Winner
LCTU
58.80%
EPS
9.06%
5Y EPS CAGR
LCTU
25.47%
Winner
EPS
29.76%
Debt to Equity
Winner
LCTU
48.10%
EPS
61.69%
P/S Ratio
Winner
LCTU
3.11
EPS
3.41
P/B Ratio
LCTU
5.54
Winner
EPS
4.67
LCTU vs EPS - Holdings Comparison
LCTU and EPS have 203 common holdings. Overlap is 51.20%
LCTU's top 25 holdings weight is 48.99%. EPS's top 25 holdings weight is 49.72%.
| Rank | LCTU | EPS |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.56% | NVIDIA CORP (NVDA) - 7.47% |
| #2 | APPLE INC (AAPL) - 7.42% | ALPHABET INC CLASS A (GOOGL) - 5.92% |
| #3 | MICROSOFT CORP (MSFT) - 3.56% | AMAZON.COM INC (AMZN) - 5.82% |
| #4 | AMAZON.COM INC (AMZN) - 2.93% | APPLE INC (AAPL) - 5.69% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.67% | MICROSOFT CORP (MSFT) - 3.54% |
| #6 | BROADCOM INC (AVGO) - 2.34% | META PLATFORMS INC CLASS A (META) - 3.19% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.15% | JPMORGAN CHASE & CO (JPM) - 2.19% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.06% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.65% |
| #9 | BANK OF AMERICA CORP (BAC) - 1.60% | BROADCOM INC (AVGO) - 1.61% |
| #10 | TESLA INC (TSLA) - 1.56% | MICRON TECHNOLOGY INC (MU) - 1.53% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.51% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.36% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.40% | JOHNSON & JOHNSON (JNJ) - 1.25% |
| #13 | ELI LILLY AND CO (LLY) - 1.31% | BANK OF AMERICA CORP (BAC) - 1.11% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.20% | ELI LILLY AND CO (LLY) - 0.98% |
| #15 | JPMORGAN CHASE & CO (JPM) - 1.17% | MERCK & CO INC (MRK) - 0.93% |
| #16 | PROLOGIS INC (PLD) - 1.08% | CISCO SYSTEMS INC (CSCO) - 0.85% |
| #17 | RTX CORP (RTX) - 1.00% | VISA INC CLASS A (V) - 0.83% |
| #18 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.91% | UNITEDHEALTH GROUP INC (UNH) - 0.83% |
| #19 | ECOLAB INC (ECL) - 0.85% | VERIZON COMMUNICATIONS INC (VZ) - 0.74% |
| #20 | PEPSICO INC (PEP) - 0.85% | THE GOLDMAN SACHS GROUP INC (GS) - 0.71% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.84% | LINDE PLC (LIN) - 0.32% |
| #22 | WALMART INC (WMT) - 0.80% | AMERICAN EXPRESS CO (AXP) - 0.31% |
| #23 | CATERPILLAR INC (CAT) - 0.80% | PROGRESSIVE CORP (PGR) - 0.30% |
| #24 | THE GOLDMAN SACHS GROUP INC (GS) - 0.71% | ALLSTATE CORP (ALL) - 0.30% |
| #25 | APPLIED MATERIALS INC (AMAT) - 0.71% | CHARLES SCHWAB CORP (SCHW) - 0.29% |
| Total Holdings | 327 | 447 |
LCTU vs EPS - Historical Returns
Returns include dividend reinvestment.
1M
LCTU
+3.47%
Winner
EPS
+3.81%
3M
Winner
LCTU
+6.92%
EPS
+6.70%
6M
LCTU
+11.69%
Winner
EPS
+13.35%
1Y
LCTU
+22.32%
Winner
EPS
+25.82%
5Y(CAGR)
LCTU
+12.09%
Winner
EPS
+13.09%
10Y(CAGR)
LCTU
N/A
EPS
+14.83%
Max(CAGR)
Winner
LCTU
+13.12%
EPS
+10.54%
LCTU vs EPS - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | LCTU | EPS |
|---|---|---|
| 2026 | +12.80% | +15.00% |
| 2025 | +17.22% | +17.52% |
| 2024 | +24.77% | +24.38% |
| 2023 | +25.81% | +23.19% |
| 2022 | -20.52% | -16.52% |
| 2021 | +17.51% | +29.19% |
| 2020 | N/A | +11.09% |
| 2019 | N/A | +32.16% |
| 2018 | N/A | -7.91% |
| 2017 | N/A | +22.21% |
| 2016 | N/A | +15.33% |
| 2015 | N/A | -1.36% |
| 2014 | N/A | +14.27% |
| 2013 | N/A | +29.44% |
| 2012 | N/A | +12.80% |
| 2011 | N/A | +2.58% |
| 2010 | N/A | +11.74% |
| 2009 | N/A | +23.43% |
| 2008 | N/A | -35.92% |
| 2007 | N/A | +2.94% |
LCTU vs EPS Drawdown Comparison
The maximum drawdown for LCTU was -25.92%, occurring on Oct 12, 2022. Recovery took 512 trading sessions.
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
| Rank | LCTU | EPS |
|---|---|---|
| #1 | -25.92% Jan 4, 2022 - Jan 19, 2024 | -54.41% Oct 10, 2007 - Mar 14, 2012 |
| #2 | -19.83% Feb 19, 2025 - Jun 27, 2025 | -35.79% Feb 12, 2020 - Sep 2, 2020 |
| #3 | -9.38% Jan 12, 2026 - Apr 16, 2026 | -23.56% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -8.75% Jul 16, 2024 - Aug 30, 2024 | -18.98% Sep 20, 2018 - Apr 8, 2019 |
| #5 | -5.61% Mar 28, 2024 - May 15, 2024 | -17.65% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -5.50% Oct 28, 2025 - Dec 11, 2025 | -15.09% May 21, 2015 - Jul 14, 2016 |
| #7 | -4.95% Sep 2, 2021 - Oct 19, 2021 | -10.72% Apr 2, 2012 - Aug 21, 2012 |
| #8 | -4.62% Nov 8, 2021 - Dec 27, 2021 | -10.31% Jul 13, 2007 - Oct 9, 2007 |
| #9 | -4.50% Dec 6, 2024 - Jan 23, 2025 | -10.19% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -4.23% Jun 2, 2026 - Jul 10, 2026 | -8.98% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -4.21% Aug 30, 2024 - Sep 19, 2024 | -8.39% Feb 2, 2026 - Apr 14, 2026 |
| #12 | -3.86% May 7, 2021 - May 28, 2021 | -7.84% May 3, 2019 - Jul 1, 2019 |
| #13 | -3.09% Jul 10, 2026 - Aug 3, 2026 | -7.82% Jul 16, 2024 - Aug 30, 2024 |
| #14 | -3.07% Oct 8, 2025 - Oct 23, 2025 | -7.47% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -2.90% Jul 12, 2021 - Jul 23, 2021 | -7.30% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between LCTU and EPS is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2007 - 2026)
LCTU vs EPS dividend yield comparison.
| Year | LCTU | EPS |
|---|---|---|
| 2026 | 0.41% | 0.52% |
| 2025 | 1.02% | 1.26% |
| 2024 | 1.27% | 1.47% |
| 2023 | 1.46% | 1.73% |
| 2022 | 1.63% | 1.95% |
| 2021 | 2.20% | 1.51% |
| 2020 | 0.00% | 1.85% |
| 2019 | 0.00% | 1.70% |
| 2018 | 0.00% | 2.02% |
| 2017 | 0.00% | 1.59% |
| 2016 | 0.00% | 1.99% |
| 2015 | 0.00% | 2.15% |
| 2014 | 0.00% | 1.66% |
| 2013 | 0.00% | 1.63% |
| 2012 | 0.00% | 2.17% |
| 2011 | 0.00% | 1.95% |
| 2010 | 0.00% | 1.70% |
| 2009 | 0.00% | 1.93% |
| 2008 | 0.00% | 2.73% |
| 2007 | 0.00% | 1.41% |
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