SMIZ vs LCTD
Comparison between ZACKS SMALL/MID CAP ETF (SMIZ, ETF) and BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD, ETF).
SMIZ vs LCTD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SMIZ
$241M
LCTD
$240M
Expense Ratio
SMIZ
0.55%
Winner
LCTD
0.22%
Max Drawdown
Winner
SMIZ
26.16%
LCTD
32.18%
Sharpe Ratio
Winner
SMIZ
1.37
LCTD
0.89
5Y Beta
SMIZ
1.04
Winner
LCTD
0.73
P/E Ratio
SMIZ
33.47
LCTD
N/A
Forward P/E
SMIZ
16.08
LCTD
N/A
5Y EPS CAGR
SMIZ
18.35%
LCTD
N/A
Debt to Equity
SMIZ
41.87%
LCTD
N/A
P/S Ratio
SMIZ
1.34
LCTD
N/A
P/B Ratio
SMIZ
3.01
LCTD
N/A
SMIZ vs LCTD - Holdings Comparison
SMIZ and LCTD have 1 common holdings. Overlap is 0.00%
SMIZ's top 25 holdings weight is 27.65%. LCTD's top 25 holdings weight is 29.35%.
| Rank | SMIZ | LCTD |
|---|---|---|
| #1 | US DOLLARS (n/a) - 2.51% | ASML HOLDING NV (n/a) - 2.64% |
| #2 | EMCOR GROUP INC (EME) - 1.75% | ROYAL BANK OF CANADA (n/a) - 2.07% |
| #3 | COMFORT SYSTEMS USA INC (FIX) - 1.59% | ASTRAZENECA PLC (AZN:XLON) - 1.54% |
| #4 | MASTEC INC (MTZ) - 1.29% | HSBC HOLDINGS PLC (n/a) - 1.39% |
| #5 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 1.28% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.38% |
| #6 | NORTHERN TRUST CORP (NTRS) - 1.21% | NESTLE SA (n/a) - 1.29% |
| #7 | STERLING INFRASTRUCTURE INC (STRL) - 1.10% | SIEMENS AG (n/a) - 1.22% |
| #8 | CORNING INC (GLW) - 1.09% | HITACHI LTD (n/a) - 1.16% |
| #9 | WESTERN DIGITAL CORP (WDC) - 1.05% | AIA GROUP LTD (n/a) - 1.12% |
| #10 | VESTIS CORP (VSTS) - 1.03% | SCHNEIDER ELECTRIC SE (n/a) - 1.11% |
| #11 | BLOOM ENERGY CORP CLASS A (BE) - 1.01% | ENI SPA (n/a) - 1.06% |
| #12 | FABRINET (FN) - 0.99% | ENBRIDGE INC (ENB) - 1.06% |
| #13 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.99% | IBERDROLA SA (n/a) - 1.05% |
| #14 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.97% | GIVAUDAN SA (n/a) - 1.03% |
| #15 | COMMVAULT SYSTEMS INC (CVLT) - 0.95% | CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 1.02% |
| #16 | NEXTPOWER INC CLASS A (NXT) - 0.92% | SANOFI SA (n/a) - 1.02% |
| #17 | POWELL INDUSTRIES INC (POWL) - 0.92% | SAP SE (n/a) - 1.02% |
| #18 | HOWMET AEROSPACE INC (HWM) - 0.91% | TOTALENERGIES SE (TTE) - 0.94% |
| #19 | CBOE GLOBAL MARKETS INC (CBOE) - 0.91% | ENGIE SA (n/a) - 0.93% |
| #20 | ARROW ELECTRONICS INC (ARW) - 0.89% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.91% |
| #21 | MCKESSON CORP (MCK) - 0.88% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.91% |
| #22 | CIRRUS LOGIC INC (CRUS) - 0.88% | INTESA SANPAOLO (n/a) - 0.89% |
| #23 | AFFILIATED MANAGERS GROUP INC (AMG) - 0.87% | BANK OF MONTREAL (BMO) - 0.87% |
| #24 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.84% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.86% |
| #25 | ALLIENT INC (ALNT) - 0.82% | ORKLA ASA (n/a) - 0.86% |
| Total Holdings | 218 | 367 |
SMIZ vs LCTD - Historical Returns
Returns include dividend reinvestment.
1M
SMIZ
-0.89%
Winner
LCTD
-0.89%
3M
Winner
SMIZ
+9.45%
LCTD
+1.30%
6M
Winner
SMIZ
+11.87%
LCTD
+6.75%
1Y
Winner
SMIZ
+28.95%
LCTD
+17.05%
5Y(CAGR)
SMIZ
N/A
LCTD
+6.44%
Max(CAGR)
Winner
SMIZ
+23.31%
LCTD
+7.37%
SMIZ vs LCTD - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SMIZ | LCTD |
|---|---|---|
| 2026 | +12.23% | +3.67% |
| 2025 | +12.07% | +30.57% |
| 2024 | +19.02% | +4.34% |
| 2023 | +16.39% | +16.30% |
| 2022 | N/A | -16.65% |
| 2021 | N/A | +4.37% |
SMIZ vs LCTD Drawdown Comparison
The maximum drawdown for SMIZ was -25.02%, occurring on Apr 8, 2025. Recovery took 178 trading sessions.
The maximum drawdown for LCTD was -29.78%, occurring on Oct 12, 2022. Recovery took 629 trading sessions.
The current SMIZ drawdown is -2.73%. The current LCTD drawdown is -4.77%.
| Rank | SMIZ | LCTD |
|---|---|---|
| #1 | -25.02% Dec 4, 2024 - Aug 22, 2025 | -29.78% Sep 3, 2021 - Mar 7, 2024 |
| #2 | -10.51% Feb 9, 2026 - Apr 13, 2026 | -13.59% Sep 26, 2024 - May 2, 2025 |
| #3 | -9.41% Jul 16, 2024 - Sep 19, 2024 | -10.92% Feb 26, 2026 - Mar 20, 2026 |
| #4 | -7.65% Mar 28, 2024 - Jul 15, 2024 | -7.51% Jul 12, 2024 - Aug 19, 2024 |
| #5 | -7.56% Oct 27, 2025 - Dec 11, 2025 | -5.57% Nov 12, 2025 - Dec 11, 2025 |
| #6 | -7.28% Oct 11, 2023 - Nov 14, 2023 | -5.31% Jun 15, 2021 - Sep 2, 2021 |
| #7 | -4.17% May 6, 2026 - May 26, 2026 | -4.54% Mar 13, 2024 - May 7, 2024 |
| #8 | -4.10% Sep 22, 2025 - Oct 24, 2025 | -4.52% Jul 23, 2025 - Aug 15, 2025 |
| #9 | -3.85% Dec 28, 2023 - Jan 29, 2024 | -3.66% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -3.73% Nov 11, 2024 - Nov 22, 2024 | -3.58% Jun 6, 2024 - Jul 11, 2024 |
| #11 | -3.59% Dec 11, 2025 - Jan 6, 2026 | -3.48% Oct 6, 2025 - Oct 28, 2025 |
| #12 | -2.73% Jan 22, 2026 - Feb 6, 2026 | -3.22% May 7, 2021 - May 24, 2021 |
| #13 | -2.73% Jun 4, 2026 - Jun 5, 2026 | -2.68% Jun 12, 2025 - Jun 27, 2025 |
| #14 | -2.59% Oct 18, 2024 - Nov 6, 2024 | -2.63% May 15, 2024 - Jun 6, 2024 |
| #15 | -2.51% Feb 15, 2024 - Feb 27, 2024 | -2.55% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between SMIZ and LCTD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2021 - 2025)
SMIZ vs LCTD dividend yield comparison.
| Year | SMIZ | LCTD |
|---|---|---|
| 2025 | 0.62% | 3.61% |
| 2024 | 1.57% | 3.74% |
| 2023 | 0.07% | 3.16% |
| 2022 | 0.00% | 3.52% |
| 2021 | 0.00% | 2.20% |
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