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BELT - ETF AI Analysis
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BlackRock Long-Term U.S. Equity ETF (BELT)
Rating:69Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month and quarter, indicating positive recent momentum.
Growth-Oriented Sector Mix
Heavy exposure to technology, industrials, and communication services positions the fund to benefit if growth-focused sectors continue to do well.
Strong Contributors Among Top Holdings
Holdings like ASML, Howmet Aerospace, Alphabet, Amazon, and Airbus have delivered strong year-to-date results, helping support the fund’s overall performance.
Negative Factors
High Concentration in a Few Stocks
A significant portion of the portfolio is tied up in a small number of large positions, which increases the impact if any of these companies stumble.
Several Weak Mega-Cap Holdings
Key names such as Microsoft, Meta, Broadcom, and Cadence Design have shown weak year-to-date performance, which can drag on returns if the trend continues.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, meaning more of the investment’s return is lost to fees each year.
BELT vs. SPDR S&P 500 ETF (SPY)
AUM8.53M
RegionNorth America
Expense Ratio0.75%
Beta1.18
IssueriShares
Inception DateJun 17, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume439
30 Day Avg. Volume658
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
42.17Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering20
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BELT Summary
The BlackRock Long-Term U.S. Equity ETF (BELT) is an actively managed fund that aims to capture the long-term growth of the overall U.S. stock market, without tracking a specific index. It invests across large, mid, and small companies, with a strong tilt toward technology and other major sectors. Well-known holdings include Microsoft and Amazon, along with other big tech and industrial names. Someone might invest in BELT for broad diversification and long-term growth potential tied to the U.S. economy. A key risk is that it is heavily exposed to stocks, especially tech, so its value can rise and fall sharply with the market.
How much will it cost me?The BlackRock Long-Term U.S. Equity ETF (BELT) has an expense ratio of 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, aiming to provide diversified exposure across the entire U.S. equity market with a strategic blend of growth and value stocks.
What would affect this ETF?The BlackRock Long-Term U.S. Equity ETF (BELT) could benefit from continued growth in the U.S. economy, particularly in sectors like technology and communication services, which make up a significant portion of its holdings. However, rising interest rates or regulatory changes affecting major companies like Microsoft, Meta, and Amazon could negatively impact performance. Additionally, economic slowdowns or shifts in consumer spending could pose risks to its diversified portfolio.
BELT Top 10 Holdings
BELT is leaning heavily on a tech-and-industrials engine, with Vertiv, ASML, and Howmet Aerospace doing most of the heavy lifting as their shares keep climbing on strong growth stories tied to AI infrastructure and aerospace demand. Trane is another quiet workhorse, steadily adding to returns. On the flip side, Big Tech staples like Microsoft and Amazon have been losing steam lately, with Alphabet and Meta more mixed than outright strong. Despite its “total market” label, this is very much a U.S.-focused, tech-centric portfolio with a few industrial stars in the spotlight.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Howmet Aerospace | 9.59% | $826.69K | $99.97B | 98.39% | 67 Neutral | |
| Alphabet Class C | 7.76% | $669.16K | $3.67T | 72.02% | 82 Outperform | |
| Broadcom | 7.01% | $604.09K | $1.58T | 58.87% | 76 Outperform | |
| Microsoft | 6.69% | $576.78K | $2.97T | -4.83% | 79 Outperform | |
| Vertiv Holdings | 6.31% | $544.29K | $93.05B | 169.63% | 77 Outperform | |
| ASML Holding | 6.24% | $537.87K | $559.08B | 101.91% | 81 Outperform | |
| Meta Platforms | 5.81% | $500.92K | $1.63T | -4.62% | 76 Outperform | |
| Amazon | 5.80% | $499.85K | $2.20T | -3.50% | 71 Outperform | |
| Trane Technologies | 5.34% | $460.58K | $101.69B | 32.59% | 70 Outperform | |
| ― | 4.91% | $423.31K | ― | ― | ― |
BELT Technical Analysis
Negative
―
Price Trends
34.13
Negative
33.95
Negative
33.04
Positive
Market Momentum
-0.07
Negative
46.80
Neutral
69.65
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BELT, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 34.13, equal to the 50-day MA of 34.13, and equal to the 200-day MA of 33.04, indicating a neutral trend. The MACD of -0.07 indicates Negative momentum. The RSI at 46.80 is Neutral, neither overbought nor oversold. The STOCH value of 69.65 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BELT.
BELT Peer Comparison
Comparison Results
Performance Comparison
BELT
BlackRock Long-Term U.S. Equity ETF
33.82
3.98
13.34%
BAMD
Brookstone Dividend Stock ETF
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―
―
SOVF
Sovereign's Capital Flourish Fund
―
―
―
STNC
Stance Equity ESG Large Cap Core ETF
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―
―
RFDA
RiverFront Dynamic US Dividend Advantage ETF
―
―
―
VAMO
Cambria Value & Momentum ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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