# LCTU (iShares U.S. Carbon Transition Readiness Aware Active ETF)

iShares · Stock ETFs · U.S. large-cap blend · data as of Oct 2, 2026

LCTU is actively managed and returned +14.1% over the past year.

## Key facts

- LCTU, total return, 1 year: +14.1%, as of Oct 2, 2026.
- LCTU, expense ratio: 0.15%, as of Oct 2, 2026.
- LCTU, holdings: 334, as of Oct 2, 2026.
- LCTU, below its high: −1.4%, as of Oct 2, 2026.
- LCTU, net assets: $1.2bn (the issuer’s own daily fund list, as of Oct 2, 2026).

## LCTU over each window to Oct 2, 2026

| Window | Total return | S&P 500 | Gap to S&P 500 | Gap to Nasdaq-100 |
| --- | --- | --- | --- | --- |
| 3 months | +3.0% | +3.6% | −0.6 pts | −2.3 pts |
| 6 months | +17.0% | +17.9% | −1.0 pts | −11.4 pts |
| 1 year | +14.1% | +16.2% | −2.1 pts | −10.2 pts |
| 3 years | +84.2% | +89.3% | −5.1 pts | −30.6 pts |
| Since listing | +91.4% | +102.8% | −11.4 pts | −39.6 pts |

## Every published field

| Field | Value | Source |
| --- | --- | --- |
| What it tracks | No index, actively managed | ETFIQ |
| Fund type | Equity fund | ETFIQ |
| Category | Stocks · U.S. large-cap blend | ETFIQ |
| Expense ratio | 0.15% | 485BPOS XBRL, May 4, 2026 |
| Price | $82.39 | ETFIQ |
| Listed since | Apr 8, 2021 | ETFIQ |
| Net assets | $1.2bn | the issuer’s own daily fund list, as of Oct 2, 2026 |
| Below its high | −1.4% | ETFIQ |
| Holdings | 334 | ETFIQ |
| Top ten weight | 35.5% | ETFIQ |
| Holdings published for | Oct 1, 2026 | the issuer’s daily file |
| Already in the S&P 500, by weight | 93.8% | ETFIQ |
| Active share vs the S&P 500 | 30.6% | ETFIQ |
| Already in the Nasdaq-100, by weight | 50.0% | ETFIQ |

## Questions

### How has LCTU performed?

Over the year to Oct 2, 2026, LCTU returned +14.1% with distributions reinvested, against +16.2% for the S&P 500. Over three years the figure is +84.2%.

### What does LCTU cost?

The prospectus expense ratio is 0.15% a year.

### What does LCTU hold?

334 positions as published by its issuer for Oct 1, 2026, with the top ten at 35.5% of the fund. 94% of its weight is in stocks the S&P 500 also holds.

### How far is LCTU below its high?

1.4% below its high of Aug 13, 2026, measured on the reinvested series to Oct 2, 2026.


## Cite this page

ETFIQ, LCTU, data as of Oct 2, 2026. https://etfiq.com/funds/lctu
Free to use with attribution; the underlying files are at https://etfiq.com/data/.

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