LCTU vs ZROZ

Comparison between BlackRock U.S. Carbon Transition Readiness ETF (LCTU, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).

5-Year PerformanceLCTU has outperformed ZROZ, delivering a return of +12.4% compared to -11.1%

LCTU vs ZROZ - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	LCTU(ETF)	ZROZ(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.15%	0.15%
Max Drawdown	26.96%	67.48%
Sharpe Ratio	1.80	-0.18
5Y Beta	0.99	0.11
P/E Ratio	28.00	N/A
Forward P/E	21.44	N/A
5Y Dividends CAGR	N/A	3.66%
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

ZROZ

$1.40B

Expense Ratio

LCTU

0.15%

ZROZ

0.15%

Max Drawdown

Winner

LCTU

26.96%

ZROZ

67.48%

Sharpe Ratio

Winner

LCTU

1.80

ZROZ

-0.18

5Y Beta

LCTU

0.99

Winner

ZROZ

0.11

P/E Ratio

LCTU

28.00

ZROZ

N/A

Forward P/E

LCTU

21.44

ZROZ

N/A

5Y Dividends CAGR

LCTU

N/A

ZROZ

3.66%

5Y EPS CAGR

LCTU

25.19%

ZROZ

N/A

Debt to Equity

LCTU

47.16%

ZROZ

N/A

P/S Ratio

LCTU

2.98

ZROZ

N/A

P/B Ratio

LCTU

5.22

ZROZ

N/A

LCTU vs ZROZ - Historical Returns

Returns include dividend reinvestment.

Period	LCTU	ZROZ
1 month	+7.73%	-1.55%
3 months	+5.41%	-2.96%
6 months	+6.35%	-6.62%
1 year	+25.66%	+0.47%
5 years(CAGR)	+12.39%	-11.09%
10 years(CAGR)	N/A	-3.98%
Max(CAGR)	+12.47%	+2.08%

Winner

LCTU

+7.73%

ZROZ

-1.55%

Winner

LCTU

+5.41%

ZROZ

-2.96%

Winner

LCTU

+6.35%

ZROZ

-6.62%

Winner

LCTU

+25.66%

ZROZ

+0.47%

5Y(CAGR)

Winner

LCTU

+12.39%

ZROZ

-11.09%

10Y(CAGR)

LCTU

N/A

ZROZ

-3.98%

Max(CAGR)

Winner

LCTU

+12.47%

ZROZ

+2.08%

LCTU vs ZROZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	LCTU	ZROZ
2026	+6.34%	-1.13%
2025	+17.22%	-1.87%
2024	+24.77%	-15.03%
2023	+25.81%	-1.52%
2022	-20.52%	-39.26%
2021	+17.51%	-4.79%
2020	N/A	+22.56%
2019	N/A	+20.05%
2018	N/A	-3.51%
2017	N/A	+13.87%
2016	N/A	-0.31%
2015	N/A	-7.39%
2014	N/A	+48.29%
2013	N/A	-19.11%
2012	N/A	+3.51%
2011	N/A	+61.75%
2010	N/A	+9.96%
2009	N/A	-6.29%

LCTU vs ZROZ Drawdown Comparison

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

The maximum drawdown for ZROZ was -62.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current LCTU drawdown is -0.03%. The current ZROZ drawdown is -60.14%.

Rank	LCTU	ZROZ
#1	-25.92% Jan 4, 2022 - Jan 19, 2024	-62.94% Mar 9, 2020 - Oct 19, 2023
#2	-19.83% Feb 19, 2025 - Jun 27, 2025	-32.29% Jul 25, 2012 - Dec 11, 2014
#3	-9.38% Jan 12, 2026 - Apr 16, 2026	-28.88% Aug 26, 2010 - Aug 10, 2011
#4	-8.75% Jul 16, 2024 - Aug 30, 2024	-25.82% Jan 30, 2015 - Jun 27, 2016
#5	-5.61% Mar 28, 2024 - May 15, 2024	-25.21% Jul 8, 2016 - Aug 2, 2019
#6	-5.50% Oct 28, 2025 - Dec 11, 2025	-18.35% Oct 3, 2011 - Dec 19, 2011
#7	-4.95% Sep 2, 2021 - Oct 19, 2021	-17.49% Dec 19, 2011 - May 17, 2012
#8	-4.62% Nov 8, 2021 - Dec 27, 2021	-15.67% Nov 27, 2009 - May 6, 2010
#9	-4.50% Dec 6, 2024 - Jan 23, 2025	-12.23% Aug 28, 2019 - Feb 20, 2020
#10	-4.21% Aug 30, 2024 - Sep 19, 2024	-9.10% Aug 10, 2011 - Aug 18, 2011
#11	-3.86% May 7, 2021 - May 28, 2021	-8.29% May 6, 2010 - May 20, 2010
#12	-3.07% Oct 8, 2025 - Oct 23, 2025	-7.85% Sep 22, 2011 - Oct 3, 2011
#13	-2.90% Jul 12, 2021 - Jul 23, 2021	-7.18% Aug 19, 2011 - Sep 2, 2011
#14	-2.86% Oct 14, 2024 - Nov 6, 2024	-7.09% Jun 1, 2012 - Jul 20, 2012
#15	-2.47% Dec 11, 2025 - Dec 23, 2025	-6.88% Jul 1, 2010 - Aug 16, 2010

Correlation

Correlation between LCTU and ZROZ is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.54

-101

Dividend Comparison (2009 - 2026)

LCTU vs ZROZ dividend yield comparison.

Year	LCTU	ZROZ
2026	0.20%	1.31%
2025	1.02%	4.96%
2024	1.27%	4.58%
2023	1.46%	3.52%
2022	1.63%	2.76%
2021	2.20%	1.60%
2020	0.00%	1.68%
2019	0.00%	2.22%
2018	0.00%	2.06%
2017	0.00%	2.53%
2016	0.00%	3.00%
2015	0.00%	2.98%
2014	0.00%	2.60%
2013	0.00%	4.28%
2012	0.00%	3.16%
2011	0.00%	2.99%
2010	0.00%	4.55%
2009	0.00%	0.74%