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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
Strong Top Holdings
Several key holdings, such as Microsoft, Meta Platforms, and Howmet Aerospace, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF is spread across six sectors, including Technology, Industrials, and Communication Services, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date growth, indicating strong momentum in its portfolio.
Negative Factors
High Geographic Concentration
With nearly 100% exposure to U.S. companies, the ETF lacks diversification across global markets.
Expense Ratio is Relatively High
The ETF charges a higher expense ratio compared to many similar funds, which can eat into investor returns over time.
Recent Short-Term Weakness
The ETF's one-month performance has been slightly negative, signaling potential near-term volatility.
BELT vs. SPDR S&P 500 ETF (SPY)
AUM8.12M
RegionNorth America
Expense Ratio0.75%
Beta1.19
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. Volume301
30 Day Avg. Volume1,035
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
39.85Price Target Upside― Downside
Rating ConsensusStrong 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 investment fund that gives you exposure to a wide range of U.S. companies, from large corporations to smaller businesses. It includes well-known names like Microsoft and Meta Platforms, and covers industries such as technology, industrials, and financials. This ETF is designed for investors who want to diversify their portfolio and benefit from the long-term growth of the U.S. economy. However, since it heavily focuses on sectors like technology and industrials, its performance can be affected if those industries face challenges.
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
The BlackRock Long-Term U.S. Equity ETF (BELT) leans heavily into technology and industrials, with names like Microsoft and Howmet Aerospace driving its positioning. Howmet has been a steady performer, buoyed by strong earnings and strategic initiatives, while Microsoft has recently lost some momentum despite its cloud and AI focus. Alphabet is rising on bullish momentum and robust growth in AI, providing a bright spot for the fund. However, Meta Platforms is dragging performance with bearish trends and regulatory hurdles. Overall, BELT’s U.S.-centric portfolio balances growth and value across diverse sectors, though tech remains its centerpiece.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Howmet Aerospace | 10.78% | $875.56K | $81.82B | 83.60% | 67 Neutral | |
| Microsoft | 10.42% | $846.00K | $3.61T | 11.30% | 79 Outperform | |
| Amazon | 9.05% | $734.70K | $2.43T | 1.08% | 71 Outperform | |
| Meta Platforms | 6.13% | $497.67K | $1.66T | 12.56% | 76 Outperform | |
| Alphabet Class C | 5.81% | $472.03K | $3.71T | 59.93% | 82 Outperform | |
| Cadence Design | 5.11% | $414.67K | $85.72B | 4.46% | 78 Outperform | |
| Mastercard | 5.08% | $412.20K | $513.86B | 8.37% | 75 Outperform | |
| ― | 5.02% | $407.23K | ― | ― | ― | |
| Airbus SE | 4.71% | $382.10K | $181.55B | 42.48% | 66 Neutral | |
| Trane Technologies | 4.59% | $372.51K | $86.44B | 3.38% | 70 Outperform |
BELT Technical Analysis
Positive
―
Price Trends
33.78
Negative
33.34
Positive
31.64
Positive
Market Momentum
-0.13
Positive
48.01
Neutral
30.12
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BELT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.74, equal to the 50-day MA of 33.78, and equal to the 200-day MA of 31.64, indicating a neutral trend. The MACD of -0.13 indicates Positive momentum. The RSI at 48.01 is Neutral, neither overbought nor oversold. The STOCH value of 30.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BELT.
BELT Peer Comparison
Comparison Results
Performance Comparison
BELT
BlackRock Long-Term U.S. Equity ETF
33.50
2.99
9.80%
YALL
God Bless America ETF
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―
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BAMD
Brookstone Dividend Stock ETF
―
―
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STNC
Stance Equity ESG Large Cap Core ETF
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―
―
RFDA
RiverFront Dynamic US Dividend Advantage ETF
―
―
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STOX
Horizon Core Equity 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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