LCTU
BlackRock U.S. Carbon Transition Readiness ETF
LCTU is an actively-managed portfolio of large- and midcap US firms in the Russell 1000 Index that are selected and weighted with a preference for lower carbon emissions.
US
EQUITY
Active
MANAGEMENT STYLE
$ 1.5 B
ASSETS UNDER MGMT
14 bp
EXPENSES
Fund Basics
| Inception date | Apr 06, 2021 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| NVIDIA CORP | 7.9 % |
| APPLE INC | 7.1 % |
| MICROSOFT CORP | 3.6 % |
| AMAZON.COM INC | 3.0 % |
| ALPHABET INC. CLASS A | 2.9 % |
| BROADCOM INC. | 2.6 % |
| ALPHABET INC. CLASS C | 2.3 % |
| META PLATFORMS INC | 2.0 % |
| MICRON TECHNOLOGY INC | 1.8 % |
| TESLA MOTORS INC | 1.7 % |
Constituent Breakdown
| Number of holdings | 323 |
| Herfindahl-Hirschman Index | 202 |
| Wgt avg mkt cap (mns) | $1,421,009 |
| Large cap (>$10bn) | 99.8% |
| Mid cap ($2-10bn) | 1.4% |
| Small cap (<$2bn) | 0.1% |
| Developed mkts. | 101.3% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 99.0 % |
 |
IRELAND | 1.4 % |
Historical Performance
Standardized Performance (as of 06/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 8.2% | 19.2% | 16.2% | 18.0% | 10.1% | -- | -- | 10.8% |
| Dividend Yield | 0.5% | 1.2% | 1.3% | 1.5% | 1.8% | -- | -- | 1.8% |
| Total Returns | 8.7% | 20.4% | 17.5% | 19.4% | 11.9% | -- | -- | 12.6% | Ann. Volatility | 14.5% | 12.8% | 16.9% | 15.3% | 17.2% | -- | -- | 17.0% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.01 | 98% |
| MSCI EAFE | 0.63 | 60% |
| MSCI Emg Mkts | 0.42 | 56% |
Liquidity Measures
| Avg. volume (000) | 23 |
| ADV traded (mns) | $2 |
| Turnover | 0.1% |
| Avg. Bid/Ask (% of price) | 0.09% |
Technical Indicators
| 30d moving avg. (EMA) | $79.91 |
| Relative strength (RSI) | 55 |
| MACD/Signal | 0.46/0.47 |
| Bollinger Bands (Upper/Lower) | $81.76/$78.41 |
| Short interest (% of AUM) | 0.2% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. LCTU |
Expenses vs. LCTU |
ALTAR Score™ vs. LCTU |
|---|---|---|---|---|
| VOTE | TCW Transform 500 ETF | 73.6% | -9 bp | +0.0% |
| PBUS | Invesco MSCI USA ETF | 73.5% | -10 bp | +0.1% |
| BBUS | JP Morgan Betabuilders U.S. Equity ETF | 73.2% | -12 bp | +0.6% |
| BKLC | BNY Mellon US Large Cap Core Equity ETF | 72.9% | -14 bp | +11.5% |
| GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 72.9% | -7 bp | +0.0% |
| SPXE | ProShares S&P 500 Ex-Energy ETF | 72.3% | -5 bp | 0.0% |
| KLMN | Invesco MSCI North America Climate ETF | 72.1% | -5 bp | +0.2% |
| GXLC | Global X U.S. 500 ETF | 71.1% | -12 bp | 0.0% |
| SPY | SPDR S&P 500 ETF | 71.1% | -5 bp | +0.0% |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | 71.0% | -12 bp | +0.1% |
Risk and Returns: LCTU vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 7/26/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
4.8%
ALTAR SCORE™
39th
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 1,398 funds in the US Equity category with an average
ALTAR Score™ of 5.4% and a standard deviation
of 2.1%. LCTU's ALTAR Score™ is approximately -0.3 standard
deviations above the category average. This places LCTU in the 39th percentile
among funds in the category.
Sell-Side Consensus
$92.06
PRICE TARGET
+15.9%
UPSIDE