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

In the year to Oct 9, 2026, with distributions reinvested, IWB returned +16.6% and LCTU +15.3%.

Which is cheaper, IWB or LCTU?

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

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

By their latest filed holdings, 92% of IWB and 93% of LCTU by weight is stocks the S&P 500 already holds.

Compare their flows Ask IQ about these two funds

IWB vs LCTU: Differences, Returns & Fees

IWB and LCTU hold 71% of their weight in the same names, and IWB returned +16.6% over the year. Net assets on Oct 9, 2026: $49.6bn for iShares Russell 1000 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 1.3 points; IWB is far larger, $49.6bn against $1.2bn.

Points (pts) are percentage points.

	IWB	LCTU
Expense ratio	0.15%	0.15%
Net assets	$49.6bn	$1.2bn
Total return, 1 year	+16.6%	+15.3%
What it tracks	Russell 1000 Index	No index, actively managed
Holdings in common	71%
Top ten holdings, share of the fund	36.1%	35.5%

Holdings in common uses holdings dated Oct 8, 2026 and Oct 9, 2026.

+16.6%

IWB total return, 1 year

+15.3%

LCTU total return, 1 year

0.15%

IWB expense ratio

0.15%

LCTU expense ratio

What they hold in common

By the books each fund has filed, IWB and LCTU hold 71% 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 8, 2026 and Oct 9, 2026.

50%

half

71% in common

Positions both hold, largest shared weight first

Holding IWB LCTU

NVIDIA 7.44% 8.04%

APPLE 6.77% 7.29%

MICROSOFT 5.53% 4.97%

AMAZON.COM INC 3.54% 3.11%

ALPHABET CLASS A 2.85% 2.53%

META PLATFORMS CLASS A 2.20% 2.38%

BROADCOM INC 2.34% 2.11%

ALPHABET CLASS C 2.30% 1.94%

MICRON TECHNOLOGY 1.61% 1.55%

TESLA INC 1.56% 1.51%

ADVANCED MICRO DEVICES 1.38% 1.63%

ELI LILLY 1.31% 1.27%

Only in IWB

PROCTER & GAMBLE 0.49%

PHILIP MORRIS INTERNATIONAL 0.44%

TEXAS INSTRUMENT INC 0.36%

LINDE PLC 0.31%

BLACKROCK 0.23%

UNION PACIFIC 0.23%

WELLTOWER 0.23%

CHARLES SCHWAB 0.22%

Only in LCTU

GAMESTOP EQUITY WARRANT EXPIRY TH 0.00%

WALGREENS BOOTS ALLIANCE INC 0.00%

Check overlap with more funds →

On the same fields

IWB

iShares Russell 1000 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 the Russell 1000 Actively managed

Total return, 1 year +16.6% +15.3%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 −0.6 pts −2.0 pts

Expense ratio 0.15% 0.15%

Already in the S&P 500 91.7% 93.4%

Holdings 1025 330

Net assets $49.6bn $1.2bn

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

IWB in plain words

IWB tracks the Russell 1000. Over the year to Oct 9, 2026 it returned +16.6% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,025 positions, with the top ten at 36.1%.

LCTU in plain words

LCTU is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +15.3% with distributions reinvested, against +17.3% for the S&P 500. By its holdings published by its issuer for Oct 8, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 330 positions, with the top ten at 35.5%.

Questions people ask

Which returned more over the last year, IWB or LCTU?: In the year to Oct 9, 2026, with distributions reinvested, IWB returned +16.6% and LCTU +15.3%.
Which is cheaper, IWB or LCTU?: Neither: IWB and LCTU both charge 0.15% a year. Fees come from each fund's prospectus.
How much do IWB and LCTU overlap with the S&P 500?: By their latest filed holdings, 92% of IWB and 93% of LCTU by weight is stocks the S&P 500 already holds.

Other comparisons

IWB vs SUSL AVLC vs IWB IWB vs STXF IWB vs TDVG LCTU vs QUAL LCTU vs SCHB LCTU vs RDVY LCTU vs USMV

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

Where these figures came from

IWB filings on SEC EDGAR ↗IWB prospectus with the expense ratio (SEC) ↗iShares page for IWB ↗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, IWB against LCTU, data as of Oct 9, 2026. https://etfiq.com/compare/any/iwb-vs-lctu

Open data

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