Compare · 2 funds side by side · dividends reinvested

LCTU and VXF

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,041LCTU · best of the two

02 / 04

LCTU and VXF, 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%$1.1B1.5

Vanguard Extended Market ETFUS Stock Styles · Large cap0.05%1.08%+8.4%+8.6%+19.9%+4.4%−11.0%17.9%$30.2B1.5

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 · VXF 2001

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

VXF

Vanguard Extended Market ETF · $30.2B$12,425

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

LCTUMeasureVXF

+7.1%Year to dateJan 1 → Nov 6+8.4%

+7.8%1 yearTotal return+8.6%

+20.9%3 years · per year$10,000 became $17,673 · $17,249+19.9%

+9.9%5 years · per year$10,000 became $16,041 · $12,425+4.4%

0.30%Expense ratio$30 · $5 a year on $10k · lower is better0.05%

1.00%Trailing 12-mo yield$100 · $108 a year on $10k1.08%

−9.4%Worst dropSmaller is better−11.0%

13.7%VolatilityLower is calmer17.9%

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

4–4Level

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 VXF: Top 5 Holdings

Today

LCTU

25.3%in top 5

VXF

in top 56.7%

LCTUStockVXF

7.7%AAPLnot top 5

6.6%NVDAnot top 5

5.4%MSFTnot top 5

3.3%AMZNnot top 5

not top 5SPCX2.5%

2.1%GOOGLnot top 5

not top 5SNOW1.4%

not top 5NET1.4%

not top 5NTRA0.7%

not top 5MSTR0.7%

Held in common4.0%

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

LCTU vs VXF Returns, Every Period

iSharesLCTU

+9.9%

5 years, per year

VXFVanguard

+4.4%

5 years, per year

LCTUVXFFaded: behind in that period

2–2Level

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

LCTU vs VXF

YTD

iSharesLCTU

+7.1%

VXFVanguard

+8.4%

+7.1%Year to date+8.4%

−9.4%Worst drop · 1Y−11.0%

13.7%Volatility · 1Y17.9%

1.0%Yield1.1%

$1.1BAssets$30.2B

2–2level

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

Cost, Income and Risk

Fees: LCTU, VXF

Today

0.05%lowest, VXF

FundExpense ratioFee$10k

VXF0.05%$5

LCTU0.30%$30

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

Yields: LCTU, VXF

1.08%highest, VXF

FundTrailing yieldYield$10k

VXF1.08%$108

LCTU1.00%$100

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

Income After Fees on $10,000

$103most kept, VXF

VXF$108 − $5 = $103

LCTU$100 − $30 = $70

KeptFee

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

Overlap: LCTU, VXF

Today

4.0%most shared, LCTU and VXF

LCTUVXF

LCTU—4.0%

VXF4.0%—

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

Return vs Bumpiness: 2 ETFs

+8.6%VXF, at 17.9% volatility

LCTUWorst drop−9.4%13.7% vol

VXFWorst drop−11.0%17.9% vol

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

Paid More vs Made More

YTD

VXFLCTU

+8.4%Year to date+7.1%

1.1%Yield1.0%

+8.6%Past year+7.8%

0.05%Fee0.30%

4–0VXF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026