Compare · 2 funds side by side · dividends reinvested

LCTU and VUG

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,124VUG · best of the two

02 / 04

LCTU and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Carbon Transition Readiness Aware Active ETFUS Stock Styles · Large cap0.30%1.00%+7.1%+7.8%+20.9%+9.9%−9.4%13.7%$1.1B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: LCTU 2021 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.1B$16,041

LCTU

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 47.9% in common

LCTUMeasureVUG

+7.1%Year to dateJan 1 → Nov 6+1.4%

+7.8%1 yearTotal return+0.2%

+20.9%3 years · per year$10,000 became $17,673 · $18,415+22.6%

+9.9%5 years · per year$10,000 became $16,041 · $16,124+10.0%

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

1.00%Trailing 12-mo yield$100 · $42 a year on $10k0.42%

−9.4%Worst dropSmaller is better−15.1%

13.7%VolatilityLower is calmer19.0%

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

5–3LCTU wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LCTU vs VUG: Top 5 Holdings

Today

LCTU

25.3%in top 5

VUG

in top 545.2%

LCTUStockVUG

6.6%NVDA13.5%

7.7%AAPL12.5%

5.4%MSFT9.7%

2.1%GOOGL5.2%

not top 5AVGO4.3%

3.3%AMZNnot top 5

Held in common47.9%

End-of-day Nov 6, 2026 · share of each fund

LCTU vs VUG Returns, Every Period

iSharesLCTU

+9.9%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

LCTUVUGFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

LCTU vs VUG

YTD

iSharesLCTU

+7.1%

VUGVanguard

+1.4%

+7.1%Year to date+1.4%

−9.4%Worst drop · 1Y−15.1%

13.7%Volatility · 1Y19.0%

1.0%Yield0.4%

$1.1BAssets$233B

4–0LCTU wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCTU, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

LCTU0.30%$30

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LCTU, VUG

1.00%highest, LCTU

FundTrailing yieldYield$10k

LCTU1.00%$100

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, LCTU

LCTU$100 − $30 = $70

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LCTU, VUG

Today

47.9%most shared, LCTU and VUG

LCTUVUG

LCTU—47.9%

VUG47.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.8%LCTU, at 13.7% volatility

LCTUWorst drop−9.4%13.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

LCTUVUG

+7.1%Year to date+1.4%

1.0%Yield0.4%

+7.8%Past year+0.2%

0.30%Fee0.03%

3–1LCTU wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026