Compare · 2 funds side by side · dividends reinvested

LCTU and VTV

LCTUiShares×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,865VTV · best of the two

02 / 04

LCTU and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

iShares U.S. Carbon Transition Readiness Aware Active ETFUS Stock Styles · Large cap0.30%0.98%+9.8%+11.8%+21.1%+10.4%−9.4%13.8%$1.2B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: LCTU 2021 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.2B$16,382

LCTU

VTV

Vanguard Morningstar Value ETF · $184B$17,865

$10,000 five years ago, dividends reinvested · they hold 34.7% in common

LCTUMeasureVTV

+9.8%Year to dateJan 1 → Nov 9+20.9%

+11.8%1 yearTotal return+25.4%

+21.1%3 years · per year$10,000 became $17,777 · $17,700+21.0%

+10.4%5 years · per year$10,000 became $16,382 · $17,865+12.3%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

0.98%Trailing 12-mo yield$98 · $183 a year on $10k1.83%

−9.4%Worst dropSmaller is better−6.4%

13.8%VolatilityLower is calmer10.8%

LCTUVTV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7VTV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LCTU vs VTV: Top 5 Holdings

Today

LCTU

25.3%in top 5

VTV

in top 515.8%

LCTUStockVTV

7.7%AAPLnot top 5

6.8%NVDAnot top 5

5.4%MSFTnot top 5

not top 5MU4.6%

not top 5JPM3.3%

3.3%AMZNnot top 5

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

2.1%GOOGLnot top 5

Held in common34.7%

End-of-day Nov 9, 2026 · share of each fund

LCTU vs VTV Returns, Every Period

iSharesLCTU

+10.4%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

LCTUVTVFaded: behind in that period

1–3VTV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

LCTU vs VTV

YTD

iSharesLCTU

+9.8%

VTVVanguard

+20.9%

+9.8%Year to date+20.9%

−9.4%Worst drop · 1Y−6.4%

13.8%Volatility · 1Y10.8%

1.0%Yield1.8%

$1.2BAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCTU, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

LCTU0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LCTU, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

LCTU0.98%$98

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

LCTU$98 − $30 = $68

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LCTU, VTV

Today

34.7%most shared, LCTU and VTV

LCTUVTV

LCTU—34.7%

VTV34.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

LCTUWorst drop−9.4%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVLCTU

+20.9%Year to date+9.8%

1.8%Yield1.0%

+25.4%Past year+11.8%

0.03%Fee0.30%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026