LCTU vs SPY
Comparison between BlackRock U.S. Carbon Transition Readiness ETF (LCTU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed LCTU, delivering a return of +13.3% compared to +12.1%
LCTU vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LCTU
$1.50B
Winner
SPY
$781B
Expense Ratio
LCTU
0.15%
Winner
SPY
0.09%
Max Drawdown
Winner
LCTU
26.96%
SPY
56.47%
Sharpe Ratio
LCTU
1.32
Winner
SPY
1.42
5Y Beta
Winner
LCTU
0.98
SPY
1.00
P/E Ratio
LCTU
26.51
Winner
SPY
26.48
Forward P/E
Winner
LCTU
20.75
SPY
20.90
PEG Ratio
LCTU
N/A
SPY
0.30
5Y Dividends CAGR
Winner
LCTU
58.80%
SPY
6.00%
5Y EPS CAGR
LCTU
25.47%
Winner
SPY
26.40%
Debt to Equity
Winner
LCTU
48.10%
SPY
48.17%
P/S Ratio
Winner
LCTU
3.11
SPY
3.72
P/B Ratio
Winner
LCTU
5.54
SPY
5.55
LCTU vs SPY - Holdings Comparison
LCTU and SPY have 239 common holdings. Overlap is 70.90%
LCTU's top 25 holdings weight is 48.99%. SPY's top 25 holdings weight is 51.49%.
| Rank | LCTU | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.56% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | APPLE INC (AAPL) - 7.42% | APPLE INC (AAPL) - 7.44% |
| #3 | MICROSOFT CORP (MSFT) - 3.56% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | AMAZON.COM INC (AMZN) - 2.93% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.67% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | BROADCOM INC (AVGO) - 2.34% | BROADCOM INC (AVGO) - 2.83% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.15% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.06% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | BANK OF AMERICA CORP (BAC) - 1.60% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | TESLA INC (TSLA) - 1.56% | TESLA INC (TSLA) - 1.65% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.51% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.40% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | ELI LILLY AND CO (LLY) - 1.31% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.20% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | JPMORGAN CHASE & CO (JPM) - 1.17% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | PROLOGIS INC (PLD) - 1.08% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | RTX CORP (RTX) - 1.00% | VISA INC CLASS A (V) - 0.91% |
| #18 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.91% | INTEL CORP (INTC) - 0.77% |
| #19 | ECOLAB INC (ECL) - 0.85% | WALMART INC (WMT) - 0.75% |
| #20 | PEPSICO INC (PEP) - 0.85% | ABBVIE INC (ABBV) - 0.70% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.84% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | WALMART INC (WMT) - 0.80% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | CATERPILLAR INC (CAT) - 0.80% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | THE GOLDMAN SACHS GROUP INC (GS) - 0.71% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | APPLIED MATERIALS INC (AMAT) - 0.71% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 327 | 505 |
LCTU vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LCTU
+3.47%
SPY
+3.42%
3M
Winner
LCTU
+6.92%
SPY
+5.97%
6M
LCTU
+11.69%
Winner
SPY
+12.56%
1Y
LCTU
+22.32%
Winner
SPY
+23.65%
5Y(CAGR)
LCTU
+12.09%
Winner
SPY
+13.33%
10Y(CAGR)
LCTU
N/A
SPY
+15.34%
Max(CAGR)
Winner
LCTU
+13.12%
SPY
+8.61%
LCTU vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LCTU | SPY |
|---|---|---|
| 2026 | +12.80% | +13.79% |
| 2025 | +17.22% | +18.00% |
| 2024 | +24.77% | +25.59% |
| 2023 | +25.81% | +26.72% |
| 2022 | -20.52% | -18.64% |
| 2021 | +17.51% | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
LCTU vs SPY Drawdown Comparison
The maximum drawdown for LCTU was -25.92%, occurring on Oct 12, 2022. Recovery took 512 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | LCTU | SPY |
|---|---|---|
| #1 | -25.92% Jan 4, 2022 - Jan 19, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -19.83% Feb 19, 2025 - Jun 27, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -9.38% Jan 12, 2026 - Apr 16, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.75% Jul 16, 2024 - Aug 30, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.61% Mar 28, 2024 - May 15, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.50% Oct 28, 2025 - Dec 11, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.95% Sep 2, 2021 - Oct 19, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.62% Nov 8, 2021 - Dec 27, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.50% Dec 6, 2024 - Jan 23, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.23% Jun 2, 2026 - Jul 10, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.21% Aug 30, 2024 - Sep 19, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.86% May 7, 2021 - May 28, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.09% Jul 10, 2026 - Aug 3, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.07% Oct 8, 2025 - Oct 23, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.90% Jul 12, 2021 - Jul 23, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LCTU and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
LCTU vs SPY dividend yield comparison.
| Year | LCTU | SPY |
|---|---|---|
| 2026 | 0.41% | 0.48% |
| 2025 | 1.02% | 1.07% |
| 2024 | 1.27% | 1.21% |
| 2023 | 1.46% | 1.40% |
| 2022 | 1.63% | 1.65% |
| 2021 | 2.20% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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