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 | 7.7 % |
| APPLE INC | 7.1 % |
| MICROSOFT CORP | 3.7 % |
| AMAZON.COM INC | 3.3 % |
| ALPHABET INC. CLASS A | 3.1 % |
| BROADCOM INC. | 2.8 % |
| ALPHABET INC. CLASS C | 2.4 % |
| META PLATFORMS INC | 2.3 % |
| TESLA MOTORS INC | 1.7 % |
| BANK OF AMERICA CORP | 1.4 % |
Constituent Breakdown
| Number of holdings | 318 |
| Herfindahl-Hirschman Index | 199 |
| Wgt avg mkt cap (mns) | $1,283,884 |
| Large cap (>$10bn) | 97.2% |
| Mid cap ($2-10bn) | 1.4% |
| Small cap (<$2bn) | 0.1% |
| Developed mkts. | 100.2% |
| Emerging mkts. | 0.1% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 97.3 % |
 |
IRELAND | 1.6 % |
Historical Performance
Standardized Performance (as of 04/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 3.7% | 27.5% | 18.3% | 18.9% | 9.9% | -- | -- | 10.3% |
| Dividend Yield | 0.2% | 1.4% | 1.4% | 1.5% | 1.8% | -- | -- | 1.8% |
| Total Returns | 4.0% | 28.8% | 19.7% | 20.4% | 11.7% | -- | -- | 12.0% | Ann. Volatility | 14.9% | 12.9% | 16.6% | 15.2% | 17.2% | -- | -- | 17.1% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.03 | 98% |
| MSCI EAFE | 0.65 | 54% |
| MSCI Emg Mkts | 0.50 | 52% |
Liquidity Measures
| Avg. volume (000) | 46 |
| ADV traded (mns) | $4 |
| Turnover | 0.2% |
| Avg. Bid/Ask (% of price) | 0.08% |
Technical Indicators
| 30d moving avg. (EMA) | $77.15 |
| Relative strength (RSI) | 63 |
| MACD/Signal | 1.18/1.26 |
| Bollinger Bands (Upper/Lower) | $80.29/$75.80 |
| Short interest (% of AUM) | 0.2% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. LCTU |
Expenses vs. LCTU |
ALTAR Score™ vs. LCTU |
|---|---|---|---|---|
| VOTE | TCW Transform 500 ETF | 69.6% | -9 bp | 0.0% |
| BBUS | JP Morgan Betabuilders U.S. Equity ETF | 69.4% | -12 bp | +0.0% |
| BKLC | BNY Mellon US Large Cap Core Equity ETF | 69.4% | -14 bp | +0.0% |
| ILCB | iShares Morningstar U.S. Equity ETF | 69.3% | -11 bp | 0.0% |
| GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 69.3% | -7 bp | 0.0% |
| GXLC | Global X U.S. 500 ETF | 69.2% | -12 bp | -0.1% |
| VV | Vanguard Large-Cap ETF | 69.1% | -10 bp | 0.0% |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | 69.1% | -12 bp | +0.3% |
| SPY | SPDR S&P 500 ETF | 69.1% | -5 bp | 0.0% |
| STRV | Strive 500 ETF | 68.9% | -9 bp | 0.0% |
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 5/29/2026
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
4.7%
ALTAR SCORE™
39th
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 1,401 funds in the US Equity category with an average
ALTAR Score™ of 5.3% 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
$91.45
PRICE TARGET
+13.5%
UPSIDE