LCTD - ETF AI Analysis
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BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD)
Rating:66Neutral
Price Target:―
Positive Factors
Broad International Diversification
The fund spreads its investments across many countries outside the U.S., which helps reduce the impact of problems in any single market.
Balanced Sector Mix
Holdings are spread across financials, industrials, technology, health care, and other sectors, limiting reliance on any one part of the economy.
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Negative Factors
Heavy Tilt to Financials
A large share of the portfolio is in financial companies, which can hurt returns if that sector runs into trouble.
Mixed Results Among Top Holdings
While some leading positions have performed strongly, others have been weak, which can create uneven performance for the fund.
Meaningful Single-Country Exposure
Significant weights in countries like Japan and the UK mean the fund can be sensitive to economic or political issues in those markets.
LCTD vs. SPDR S&P 500 ETF (SPY)
AUM239.64M
RegionDeveloped Markets
Expense Ratio0.22%
Beta0.75
IssueriShares
Inception DateApr 06, 2021
Dividend Yield3.4%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,792
30 Day Avg. Volume8,399
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
65.52Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering344
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LCTD Summary
LCTD is the BlackRock World ex U.S. Carbon Transition Readiness ETF, focused on companies outside the United States that are moving toward a lower‑carbon, more environmentally friendly future. It follows a low‑carbon, sustainability theme rather than a traditional stock index and spreads investments across many countries and sectors, including financials, industrials, and technology. Well-known holdings include ASML and HSBC. Someone might invest in LCTD to gain international diversification while supporting companies working on climate and energy transition. A key risk is that the fund’s value can go up or down with global stock markets and changing attitudes toward green investing.
How much will it cost me?The BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) has an expense ratio of 0.20%, meaning you’ll pay $2 per year for every $1,000 invested. This cost is lower than average for actively managed funds, as it focuses on a specific theme—low-carbon transition—while still maintaining competitive fees.
What would affect this ETF?The ETF's focus on companies transitioning to a low-carbon economy could benefit from global policies promoting sustainability and increased demand for green technologies, especially in developed markets outside the U.S. However, it may face challenges from regulatory changes, economic slowdowns in key regions, or reduced investment in carbon transition initiatives. Sector exposure to financials and industrials adds potential for growth but also vulnerability to interest rate fluctuations and economic cycles.
LCTD Top 10 Holdings
LCTD leans heavily on big non-U.S. financials, with names like Royal Bank of Canada, HSBC, and Commonwealth Bank of Australia setting much of the tone; lately, these banks have been more of a headwind than a help, with several lagging after earlier strength. On the brighter side, energy name ENI has been a clear bright spot, rising steadily and giving the fund a lift, while ASML and Novartis have delivered more mixed, stop‑and‑go performance. Overall, this is a globally diversified, ex-U.S. play with a tilt toward financials and carbon-transition leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 2.23% | $5.30M | €471.67B | 119.99% | 76 Outperform | |
| AstraZeneca | 1.75% | $4.15M | $318.08B | 52.48% | 80 Outperform | |
| HSBC Holdings | 1.67% | $3.98M | £229.16B | 81.76% | 80 Outperform | |
| Royal Bank Of Canada | 1.58% | $3.76M | $238.31B | 51.77% | 75 Outperform | |
| ENI S.p.A. | 1.32% | $3.15M | €71.45B | 110.93% | 63 Neutral | |
| Novartis AG | 1.31% | $3.12M | CHF223.05B | 44.23% | 80 Outperform | |
| Hitachi,Ltd. | 1.24% | $2.94M | ¥21.90T | 34.73% | 77 Outperform | |
| Iberdrola | 1.19% | $2.83M | €136.79B | 39.98% | 67 Neutral | |
| Canadian Bank of Commerce | 1.13% | $2.68M | C$131.20B | 81.67% | 74 Outperform | |
| Nestlé SA | 1.10% | $2.61M | CHF199.66B | -2.32% | 71 Outperform |
LCTD Technical Analysis
Positive
―
Price Trends
57.06
Positive
55.80
Positive
53.63
Positive
Market Momentum
0.19
Negative
61.22
Neutral
92.59
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCTD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.48, equal to the 50-day MA of 57.06, and equal to the 200-day MA of 53.63, indicating a bullish trend. The MACD of 0.19 indicates Negative momentum. The RSI at 61.22 is Neutral, neither overbought nor oversold. The STOCH value of 92.59 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LCTD.
LCTD Peer Comparison
Comparison Results
Performance Comparison
LCTD
BlackRock World ex U.S. Carbon Transition Readiness ETF
58.03
14.89
34.52%
BLOK
Amplify Transformational Data Sharing Etf
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―
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BKGI
BNY Mellon Global Infrastructure Income ETF
―
―
―
FEPI
REX FANG & Innovation Equity Premium Income ETF
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―
―
SAMT
Strategas Macro Thematic Opportunities ETF
―
―
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IQSZ
Invesco Global Equity Net Zero 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.
DisclaimerThis 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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