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LCTD - ETF AI Analysis
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BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD)
Rating:64Neutral
Price Target:
$58.00
Positive Factors
Strong Top Holdings
Several of the largest positions, such as ASML Holding NV and Siemens, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Global Diversification
The ETF invests across multiple countries, including Japan, the UK, and Canada, reducing reliance on any single geographic market.
Low Expense Ratio
With an expense ratio of 0.2%, the ETF is cost-efficient compared to many actively managed funds.
Negative Factors
Underperforming Holding
SAP SE, one of the top holdings, has shown weak year-to-date performance, which could drag on the fund's overall returns.
Sector Concentration in Financials
The ETF has a heavy allocation to the financial sector, making it more sensitive to downturns in banking and related industries.
Limited U.S. Exposure
With only 12% of its portfolio allocated to U.S. companies, the ETF may miss out on stronger growth opportunities in the world's largest economy.
LCTD vs. SPDR S&P 500 ETF (SPY)
AUM246.08M
RegionDeveloped Markets
Expense Ratio0.20%
Beta0.72
IssueriShares
Inception DateApr 06, 2021
Dividend Yield3.26%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume74,572
30 Day Avg. Volume19,087
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
58.51Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering342
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LCTD Summary
The BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) is an investment fund focused on companies outside the U.S. that are actively transitioning to a low-carbon economy. It includes businesses from various sectors, such as financials, industrials, and technology, with top holdings like HSBC Holdings and ASML Holding NV. Investors might consider this ETF to diversify internationally while supporting environmentally responsible companies that are adapting to global sustainability trends. However, new investors should be aware that the fund’s performance can be influenced by global market fluctuations and the success of the carbon transition efforts of its holdings.
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
The BlackRock World ex U.S. Carbon Transition Readiness ETF is leaning heavily on financials and industrials, with names like HSBC and Siemens playing pivotal roles. HSBC has shown mixed signals recently, with steady long-term growth but short-term softness, while Siemens is rising steadily thanks to solid revenue growth. ASML Holding NV from the technology sector is a standout performer, riding strong demand for its semiconductor equipment. On the flip side, SAP SE has been lagging, holding back the fund with weaker momentum. Overall, the ETF’s focus on developed markets outside the U.S. provides a diversified yet sector-concentrated approach to the low-carbon transition theme.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 1.85% | $4.52M | £179.93B | 44.12% | 79 Outperform | |
| AstraZeneca | 1.69% | $4.13M | £210.77B | 36.38% | 76 Outperform | |
| ASML Holding NV | 1.62% | $3.95M | €338.67B | 41.66% | 76 Outperform | |
| Canadian Bank of Commerce | 1.40% | $3.42M | C$109.85B | 29.50% | 77 Outperform | |
| Iberdrola | 1.38% | $3.37M | €118.19B | 33.18% | 67 Neutral | |
| Hitachi,Ltd. | 1.34% | $3.27M | ¥21.47T | 29.93% | 77 Outperform | |
| SAP SE | 1.25% | $3.06M | €239.84B | -6.85% | 66 Neutral | |
| Allianz | 1.24% | $3.03M | €138.13B | 25.93% | 67 Neutral | |
| Schneider Electric | 1.21% | $2.95M | €127.97B | -4.30% | 75 Outperform | |
| Nestlé SA | 1.17% | $2.86M | CHF200.72B | 14.16% | 71 Outperform |
LCTD Technical Analysis
Negative
―
Price Trends
53.65
Negative
52.54
Negative
49.79
Positive
Market Momentum
-0.21
Positive
32.26
Neutral
6.98
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCTD, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 53.90, equal to the 50-day MA of 53.65, and equal to the 200-day MA of 49.79, indicating a neutral trend. The MACD of -0.21 indicates Positive momentum. The RSI at 32.26 is Neutral, neither overbought nor oversold. The STOCH value of 6.98 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LCTD.
LCTD Peer Comparison
Comparison Results
Performance Comparison
LCTD
BlackRock World ex U.S. Carbon Transition Readiness ETF
51.92
8.64
19.96%
CHAT
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ARKX
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IQSZ
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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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