IWV vs LCTU: holdings overlap, shared companies and scores
As of October 9, 2026, IWV and LCTU overlap 70.1% by weight. iShares Russell 3000 ETF (IWV): U.S. total market index. iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU): U.S. carbon transition leaders.
Updated October 9, 2026
Where IWV and LCTU trade against their own history
IWV trades at 24.1 times earnings, against its own median of 22.2, and is more expensive than 63% of its own last 9 years.
LCTU trades at 24.8 times earnings, against its own median of 24.7, and is more expensive than 51% of its own last 5 years.
What moved IWV and LCTU this week
IWV rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
LCTU rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Apple (+0.9%); Nvidia (−2.0%) pushed the other way.
What do IWV and LCTU each hold?
What's inside IWV: Tech 43%, Magnificent 7 31%.
35% of IWV is its ten largest holdings.
What's inside LCTU: Tech 44%, Magnificent 7 32%.
36% of LCTU is its ten largest holdings.
How much do IWV and LCTU overlap? 70.1% by weight
As of October 9, 2026, IWV and LCTU overlap 70.1% by weight.
77% of IWV is already inside LCTU.
100% of LCTU is already inside IWV.
IWV holds 2,587 companies and LCTU holds 332; 328 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IWV and LCTU? 6.5 and 6.7 out of 10
As of October 9, 2026, ETF Copilot scores IWV 6.5 out of 10 and LCTU 6.7 out of 10.
They differ most on Value: IWV 3.1 and LCTU 5.5.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IWV | LCTU |
|---|---|---|
| Growth | 7.1 | 7.2 |
| Value | 3.1 | 5.5 |
| Risk | 6.5 | 6.2 |
| Quality | 7.8 | 7.9 |
| Return | 7.6 | 6.6 |
IWV is the cheaper of the two at 0.20% a year
As of October 9, 2026, IWV charges 0.20% a year, yields 0.86% and holds $20.5B in assets across 2587 positions.
As of October 9, 2026, LCTU charges 0.30% a year, yields 0.94% and holds $1.2B in assets across 332 positions.
| Measure | IWV | LCTU |
|---|---|---|
| Expense ratio | 0.20% | 0.30% |
| Dividend yield | 0.86% | 0.94% |
| Assets under management | $20.5B | $1.2B |
| Holdings | 2587 | 332 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “IWV vs LCTU holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iwv-vs-lctu
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