LCTD vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricLCTDVXUSWinner
Expense Ratio0.22%0.05%
AUM$282M$156.5B
Dividend Yield3.39%2.60%
Holdings3678,747
YTD Return+11.22%+14.19%
1Y Return+22.13%+27.38%
3Y Return (annualized)+16.93%+19.53%
5Y Return (annualized)+7.91%+9.03%
Volatility (annualized)15.3%15.1%
Max Drawdown-29.8%-39.9%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionApr 6, 2021Jan 26, 2011

LCTD vs VXUS Performance

iShares World ex US Carbon Transition Readiness Aware Active ETF (LCTD) is a ETF from iShares by BlackRock (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year LCTD returned +22.13% while VXUS returned +27.38%. Year to date, LCTD is up 11.22% versus a gain of 14.19% for VXUS.

Over three years, LCTD compounded at +16.93% per year against +19.53% for VXUS; over five years the annualized figures are +7.91% and +9.03% respectively. Across the full 5-year window we track, LCTD has the edge at +8.51% annualized vs +4.83%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LCTD has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -29.8% for LCTD and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

LCTD charges 0.22% per year while VXUS charges 0.05%. On a $10,000 position that is $22 vs $5 annually, a gap of $17 per year that compounds over a long holding period. On income, LCTD currently yields 3.39% against 2.60% for VXUS.

Holdings Overlap

23.5%overlap

LCTD and VXUS share 228 holdings out of 7979 unique holdings combined, representing a 23.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LCTDWeight in VXUSDifference
ASML:AS3.06%1.29%1.77%
RY:CA2.18%0.53%1.65%
NOVN:SM1.61%0.73%0.88%
AZN:LNProProPro
HSBA:LNProProPro
NESN:SMProProPro
SAN:NZProProPro
ENB:AQLProProPro
CBA:AUProProPro
BMO:CAProProPro
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Frequently Asked Questions

Which is cheaper, LCTD or VXUS?

LCTD has an expense ratio of 0.22% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, LCTD or VXUS?

Over the past year LCTD returned +22.13% vs +27.38% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), LCTD annualized +8.51% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, LCTD or VXUS?

LCTD has been the more volatile fund at 15.3% annualized versus 15.1% for VXUS. Worst drawdown: LCTD -29.8% vs VXUS -39.9%.

Should I hold both LCTD and VXUS?

LCTD and VXUS have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between LCTD and VXUS?

LCTD and VXUS share 228 common holdings with a 23.5% weight overlap. Combined, they hold 7979 unique securities.

Which pays a higher dividend, LCTD or VXUS?

LCTD yields 3.39% while VXUS yields 2.60%, so LCTD currently pays the higher dividend yield.

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