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LCTU - ETF AI Analysis
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BlackRock U.S. Carbon Transition Readiness ETF (LCTU)
Rating:74Outperform
Price Target:―
Positive Factors
Large, Established Fund
The ETF manages a sizable pool of assets, which can support liquidity and trading ease for investors.
Low Expense Ratio
The fund’s relatively low annual fee helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings spread across technology, financials, consumer, health care, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Heavy Tilt to Technology
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Top Holdings Under Pressure
Several of the largest positions have shown weak recent performance, which can weigh on the fund’s short-term results.
Limited International Exposure
With almost all assets in U.S. companies, the fund offers little geographic diversification outside the United States.
LCTU vs. SPDR S&P 500 ETF (SPY)
AUM1.43B
RegionNorth America
Expense Ratio0.15%
Beta1.01
IssueriShares
Inception DateApr 06, 2021
Dividend Yield1.02%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume28,018
30 Day Avg. Volume24,785
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
88.92Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering298
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LCTU Summary
The BlackRock U.S. Carbon Transition Readiness ETF (LCTU) is a U.S.-focused fund that invests in companies better prepared for a low‑carbon future, rather than tracking a traditional index. It holds many large, familiar names like Apple and Nvidia, with a big tilt toward technology and other major sectors of the U.S. economy. Someone might invest in this ETF to seek long-term growth while supporting companies that are working to reduce carbon emissions and adapt to new environmental rules. A key risk is that it is heavily exposed to big U.S. tech and stock prices can go up and down with the market.
How much will it cost me?The BlackRock U.S. Carbon Transition Readiness ETF (LCTU) has an expense ratio of 0.14%, meaning you’ll pay $1.40 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as it’s designed to be cost-efficient while focusing on companies adapting to a low-carbon economy.
What would affect this ETF?The BlackRock U.S. Carbon Transition Readiness ETF (LCTU) could benefit from increasing regulatory support for carbon reduction initiatives and growing consumer demand for environmentally responsible companies, especially in sectors like technology and healthcare. However, it may face challenges if stricter regulations or economic slowdowns negatively impact high-growth sectors like technology or consumer cyclical industries, which make up a significant portion of its holdings. Additionally, shifts in interest rates or geopolitical tensions could influence the performance of its top holdings such as Nvidia, Apple, and Microsoft.
LCTU Top 10 Holdings
LCTU is very much a U.S. Big Tech and AI story, with Nvidia, Apple, and Microsoft sitting in the driver’s seat. Lately, though, that trio has been losing a bit of steam, with Nvidia and Microsoft looking mixed and Apple clearly lagging, which has weighed on the fund. Offsetting some of that pressure, Alphabet and Amazon have been rising and helping keep the tech-heavy portfolio afloat. Tesla has also been dragging its feet, adding volatility to a fund that’s firmly anchored in U.S. large-cap growth and the low‑carbon transition theme.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.28% | $103.92M | $4.49T | 35.01% | 76 Outperform | |
| Apple | 6.97% | $99.47M | $3.87T | 7.96% | 79 Outperform | |
| Microsoft | 3.84% | $54.81M | $2.95T | -3.66% | 79 Outperform | |
| Amazon | 2.70% | $38.59M | $2.16T | -9.64% | 71 Outperform | |
| Alphabet Class A | 2.58% | $36.87M | $3.66T | 63.72% | 85 Outperform | |
| Meta Platforms | 2.43% | $34.69M | $1.62T | -8.60% | 76 Outperform | |
| Broadcom | 2.35% | $33.57M | $1.58T | 45.81% | 76 Outperform | |
| Alphabet Class C | 2.06% | $29.45M | $3.66T | 62.42% | 82 Outperform | |
| Tesla | 1.99% | $28.38M | $1.54T | 14.08% | 73 Outperform | |
| Berkshire Hathaway B | 1.59% | $22.64M | $1.09T | 3.16% | 66 Neutral |
LCTU Technical Analysis
Neutral
―
Price Trends
74.49
Negative
73.71
Positive
70.38
Positive
Market Momentum
-0.18
Positive
47.73
Neutral
31.04
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCTU, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 74.50, equal to the 50-day MA of 74.49, and equal to the 200-day MA of 70.38, indicating a neutral trend. The MACD of -0.18 indicates Positive momentum. The RSI at 47.73 is Neutral, neither overbought nor oversold. The STOCH value of 31.04 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LCTU.
LCTU Peer Comparison
Comparison Results
Performance Comparison
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
73.89
7.83
11.85%
THRO
Ishares U.S. Thematic Rotation Active Etf
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―
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JTEK
JPMorgan U.S. Tech Leaders ETF
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DFAR
Dimensional US Real Estate ETF
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―
―
UTES
Virtus Reaves Utilities ETF
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―
―
PWRD
Tcw Transform Systems 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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