Which returned more over the last year, ESGU or LCTU?

In the year to Oct 9, 2026, with distributions reinvested, ESGU returned +17.3% and LCTU +15.3%.

Which is cheaper, ESGU or LCTU?

Neither: ESGU and LCTU both charge 0.15% a year. Fees come from each fund's prospectus.

How much do ESGU and LCTU overlap with the S&P 500?

By their latest filed holdings, 97% of ESGU and 93% of LCTU by weight is stocks the S&P 500 already holds.

Compare their flows Ask IQ about these two funds

ESGU vs LCTU: Differences, Returns & Fees

ESGU and LCTU hold 70% of their weight in the same names, and ESGU returned +17.3% over the year. Net assets on Oct 9, 2026: $18.3bn for iShares ESG Aware MSCI USA ETF and $1.2bn for iShares U.S. Carbon Transition Readiness Aware Active ETF.

Both cost 0.15% a year; their one-year returns differ by 2.0 points; ESGU is 15.2 times larger.

Points (pts) are percentage points.

ESGU vs LCTU: Differences, Returns & Fees
	ESGU	LCTU
Expense ratio	0.15%	0.15%
Net assets	$18.3bn	$1.2bn
Total return, 1 year	+17.3%	+15.3%
What it tracks	MSCI USA Extended ESG Focus Index	No index, actively managed
Holdings in common	70%
Top ten holdings, share of the fund	37.8%	35.2%

Holdings in common uses holdings dated Oct 9, 2026.

+17.3%

ESGU total return, 1 year

+15.3%

LCTU total return, 1 year

0.15%

ESGU expense ratio

0.15%

LCTU expense ratio

What they hold in common

By the books each fund has filed, ESGU and LCTU hold 70% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.

50%

half

70% in common

Positions both hold, largest shared weight first

Holding ESGU LCTU

NVIDIA 7.87% 7.91%

APPLE 7.25% 7.14%

MICROSOFT 5.67% 5.12%

AMAZON.COM INC 3.69% 3.18%

META PLATFORMS CLASS A 2.16% 2.30%

BROADCOM INC 2.46% 2.05%

ALPHABET CLASS A 1.93% 2.48%

ALPHABET CLASS C 3.50% 1.90%

MICRON TECHNOLOGY 1.69% 1.60%

ADVANCED MICRO DEVICES 1.50% 1.55%

TESLA INC 1.60% 1.49%

ELI LILLY 1.37% 1.33%

Only in ESGU

PROCTER & GAMBLE 0.60%

TEXAS INSTRUMENT INC 0.38%

LINDE PLC 0.37%

AUTOMATIC DATA PROCESSING INC 0.35%

METLIFE 0.34%

WILLIAMS 0.34%

LOWES COMPANIES INC 0.32%

STERIS 0.32%

Only in LCTU

PEPSICO 0.86%

WALMART 0.86%

REPUBLIC SERVICES INC 0.55%

ASSURANT INC 0.50%

EMERSON ELECTRIC 0.44%

PACCAR INC 0.42%

LIVE NATION ENTERTAINMENT 0.41%

KKR AND CO INC 0.35%

Check overlap with more funds →

On the same fields

ESGU

iShares ESG Aware MSCI USA ETF

LCTU

iShares U.S. Carbon Transition Readiness Aware Active ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index Actively managed

Total return, 1 year +17.3% +15.3%

Its benchmark over the same days not published +16.6% (IWB)

Gap to its benchmark not available −1.4 pts vs IWB

Expense ratio 0.15% 0.15%

Already in the S&P 500 97.4% 93.4%

Holdings 269 322

Net assets $18.3bn $1.2bn

ESGU and LCTU on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About ESGU

ESGU tracks an index. Over the year to Oct 9, 2026 it returned +17.3% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 269 positions, with the top ten at 37.8%.

About LCTU

LCTU is actively managed and tracks no index. By its holdings published by its issuer for Oct 9, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 322 positions, with the top ten at 35.2%.

Over the year to Oct 9, 2026 it returned +15.3% with distributions reinvested, against +16.6% for its benchmark, the Russell 1000 Index.

Questions people ask

Which returned more over the last year, ESGU or LCTU?: In the year to Oct 9, 2026, with distributions reinvested, ESGU returned +17.3% and LCTU +15.3%.
Which is cheaper, ESGU or LCTU?: Neither: ESGU and LCTU both charge 0.15% a year. Fees come from each fund's prospectus.
How much do ESGU and LCTU overlap with the S&P 500?: By their latest filed holdings, 97% of ESGU and 93% of LCTU by weight is stocks the S&P 500 already holds.

Other comparisons

ESGU vs FFLC ESGU vs SUSL ESGU vs STXF ESGU vs VOTE LCTU vs VOO LCTU vs SPHQ LCTU vs MTUM IWV vs LCTU

ESGU on its own →LCTU on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

ESGU filings on SEC EDGAR ↗ESGU prospectus with the expense ratio (SEC) ↗iShares page for ESGU ↗LCTU filings on SEC EDGAR ↗LCTU prospectus with the expense ratio (SEC) ↗iShares page for LCTU ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, ESGU against LCTU, data as of Oct 9, 2026. https://etfiq.com/compare/any/esgu-vs-lctu

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.