LCTU vs EXI
Comparison between BlackRock U.S. Carbon Transition Readiness ETF (LCTU, ETF) and ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF).
5-Year PerformanceLCTU has outperformed EXI, delivering a return of +12.4% compared to +12.0%
LCTU vs EXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LCTU
$1.40B
EXI
$1.40B
Expense Ratio
Winner
LCTU
0.15%
EXI
0.39%
Max Drawdown
Winner
LCTU
26.96%
EXI
63.88%
Sharpe Ratio
Winner
LCTU
1.80
EXI
1.55
5Y Beta
LCTU
0.99
Winner
EXI
0.87
P/E Ratio
LCTU
28.00
EXI
N/A
Forward P/E
LCTU
21.44
EXI
N/A
5Y Dividends CAGR
LCTU
N/A
EXI
11.06%
5Y EPS CAGR
LCTU
25.19%
EXI
N/A
Debt to Equity
LCTU
47.16%
EXI
N/A
P/S Ratio
LCTU
2.98
EXI
N/A
P/B Ratio
LCTU
5.22
EXI
N/A
LCTU vs EXI - Holdings Comparison
LCTU and EXI have 27 common holdings. Overlap is 6.05%
LCTU's top 25 holdings weight is 49.53%. EXI's top 25 holdings weight is 39.35%.
| Rank | LCTU | EXI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.49% | CATERPILLAR INC (CAT) - 4.17% |
| #2 | APPLE INC (AAPL) - 7.11% | GE AEROSPACE (GE) - 3.03% |
| #3 | MICROSOFT CORP (MSFT) - 3.60% | GE VERNOVA INC (GEV) - 2.89% |
| #4 | AMAZON.COM INC (AMZN) - 3.29% | RTX CORP (RTX) - 2.36% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.03% | SIEMENS AG (n/a) - 2.21% |
| #6 | BROADCOM INC (AVGO) - 2.75% | BOEING CO (BA) - 1.80% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.37% | SCHNEIDER ELECTRIC SE (n/a) - 1.72% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.26% | EATON CORP PLC (ETN) - 1.67% |
| #9 | TESLA INC (TSLA) - 1.66% | UNION PACIFIC CORP (UNP) - 1.59% |
| #10 | BANK OF AMERICA CORP (BAC) - 1.33% | ABB LTD (n/a) - 1.57% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.26% | UBER TECHNOLOGIES INC (UBER) - 1.56% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.23% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.55% |
| #13 | ELI LILLY AND CO (LLY) - 1.18% | DEERE & CO (DE) - 1.47% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.03% | HITACHI LTD (n/a) - 1.41% |
| #15 | PROLOGIS INC (PLD) - 1.02% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.39% |
| #16 | RTX CORP (RTX) - 1.00% | HONEYWELL INTERNATIONAL INC (HON) - 1.36% |
| #17 | WALMART INC (WMT) - 0.99% | MITSUBISHI CORP (n/a) - 1.35% |
| #18 | ECOLAB INC (ECL) - 0.94% | AIRBUS SE (n/a) - 1.28% |
| #19 | PEPSICO INC (PEP) - 0.93% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.27% |
| #20 | MICRON TECHNOLOGY INC (MU) - 0.91% | PARKER HANNIFIN CORP (PH) - 1.12% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.86% | SUMITOMO CORP (n/a) - 0.53% |
| #22 | AUTODESK INC (ADSK) - 0.85% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 0.53% |
| #23 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.83% | FASTENAL CO (FAST) - 0.52% |
| #24 | THE GOLDMAN SACHS GROUP INC (GS) - 0.81% | SK SQUARE (n/a) - 0.50% |
| #25 | NETFLIX INC (NFLX) - 0.80% | W.W. GRAINGER INC (GWW) - 0.50% |
| Total Holdings | 317 | 193 |
LCTU vs EXI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LCTU
+7.73%
EXI
+2.35%
3M
Winner
LCTU
+5.41%
EXI
-0.25%
6M
LCTU
+6.35%
Winner
EXI
+14.28%
1Y
LCTU
+25.66%
Winner
EXI
+28.42%
5Y(CAGR)
Winner
LCTU
+12.39%
EXI
+12.04%
10Y(CAGR)
LCTU
N/A
EXI
+12.70%
Max(CAGR)
Winner
LCTU
+12.47%
EXI
+8.98%
LCTU vs EXI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | LCTU | EXI |
|---|---|---|
| 2026 | +6.34% | +11.25% |
| 2025 | +17.22% | +26.22% |
| 2024 | +24.77% | +13.67% |
| 2023 | +25.81% | +21.52% |
| 2022 | -20.52% | -11.93% |
| 2021 | +17.51% | +18.66% |
| 2020 | N/A | +9.57% |
| 2019 | N/A | +27.12% |
| 2018 | N/A | -14.89% |
| 2017 | N/A | +24.33% |
| 2016 | N/A | +15.35% |
| 2015 | N/A | -2.23% |
| 2014 | N/A | +2.34% |
| 2013 | N/A | +29.01% |
| 2012 | N/A | +13.62% |
| 2011 | N/A | -9.52% |
| 2010 | N/A | +20.35% |
| 2009 | N/A | +22.59% |
| 2008 | N/A | -41.19% |
| 2007 | N/A | +13.65% |
| 2006 | N/A | +8.67% |
LCTU vs EXI Drawdown Comparison
The maximum drawdown for LCTU was -25.92%, occurring on Oct 12, 2022. Recovery took 512 trading sessions.
The maximum drawdown for EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.
The current LCTU drawdown is -0.03%. The current EXI drawdown is -1.50%.
| Rank | LCTU | EXI |
|---|---|---|
| #1 | -25.92% Jan 4, 2022 - Jan 19, 2024 | -62.59% Oct 11, 2007 - May 6, 2013 |
| #2 | -19.83% Feb 19, 2025 - Jun 27, 2025 | -39.56% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -9.38% Jan 12, 2026 - Apr 16, 2026 | -27.22% Jan 4, 2022 - Jul 13, 2023 |
| #4 | -8.75% Jul 16, 2024 - Aug 30, 2024 | -23.83% Jan 26, 2018 - Nov 4, 2019 |
| #5 | -5.61% Mar 28, 2024 - May 15, 2024 | -16.53% May 21, 2015 - Jul 20, 2016 |
| #6 | -5.50% Oct 28, 2025 - Dec 11, 2025 | -14.38% Dec 4, 2024 - May 2, 2025 |
| #7 | -4.95% Sep 2, 2021 - Oct 19, 2021 | -13.64% Jul 28, 2023 - Dec 13, 2023 |
| #8 | -4.62% Nov 8, 2021 - Dec 27, 2021 | -12.35% Feb 27, 2026 - May 6, 2026 |
| #9 | -4.50% Dec 6, 2024 - Jan 23, 2025 | -12.19% Jun 9, 2014 - Feb 20, 2015 |
| #10 | -4.21% Aug 30, 2024 - Sep 19, 2024 | -11.88% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -3.86% May 7, 2021 - May 28, 2021 | -7.56% May 21, 2013 - Jul 19, 2013 |
| #12 | -3.07% Oct 8, 2025 - Oct 23, 2025 | -7.43% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -2.90% Jul 12, 2021 - Jul 23, 2021 | -7.11% Feb 20, 2007 - Apr 10, 2007 |
| #14 | -2.86% Oct 14, 2024 - Nov 6, 2024 | -7.04% Nov 8, 2021 - Jan 4, 2022 |
| #15 | -2.47% Dec 11, 2025 - Dec 23, 2025 | -7.02% Dec 31, 2013 - Mar 6, 2014 |
Correlation
Correlation between LCTU and EXI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
LCTU vs EXI dividend yield comparison.
| Year | LCTU | EXI |
|---|---|---|
| 2026 | 0.20% | 0.00% |
| 2025 | 1.02% | 1.32% |
| 2024 | 1.27% | 1.47% |
| 2023 | 1.46% | 1.84% |
| 2022 | 1.63% | 1.63% |
| 2021 | 2.20% | 1.42% |
| 2020 | 0.00% | 1.26% |
| 2019 | 0.00% | 1.72% |
| 2018 | 0.00% | 2.21% |
| 2017 | 0.00% | 1.48% |
| 2016 | 0.00% | 1.75% |
| 2015 | 0.00% | 1.95% |
| 2014 | 0.00% | 1.93% |
| 2013 | 0.00% | 1.51% |
| 2012 | 0.00% | 2.29% |
| 2011 | 0.00% | 2.37% |
| 2010 | 0.00% | 1.48% |
| 2009 | 0.00% | 1.77% |
| 2008 | 0.00% | 3.62% |
| 2007 | 0.00% | 0.61% |
| 2006 | 0.00% | 0.52% |
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