BELT - ETF AI Analysis
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BlackRock Long-Term U.S. Equity ETF (BELT)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing positive momentum.
High-Performing Top Holdings
Several of the largest positions, including companies in technology and industrials, have posted strong year-to-date gains that support the fund’s returns.
Focused Sector Exposure
A meaningful tilt toward technology and industrials gives investors targeted exposure to areas that have been driving much of the market’s growth.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the investment return is eaten up by costs compared with many low-cost ETFs.
Concentrated Top Holdings
A small group of stocks makes up a large share of the portfolio, so weakness in just a few names could significantly impact overall performance.
Limited Geographic Diversification
With almost all assets invested in U.S. companies, the ETF offers little exposure to international markets and may be more sensitive to U.S.-specific risks.
BELT vs. SPDR S&P 500 ETF (SPY)
AUM9.83M
RegionNorth America
Expense Ratio0.75%
Beta1.25
IssueriShares
Inception DateJun 17, 2024
Dividend Yield0.02%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,154
30 Day Avg. Volume2,277
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
46.22Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering18
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BELT Summary
The BlackRock Long-Term U.S. Equity ETF (BELT) is an actively managed fund that aims to capture the long-term growth of the overall U.S. stock market, rather than tracking a specific index. It invests in a wide mix of large, mid, and small companies, with a strong tilt toward technology and industrials. Well-known holdings include Amazon, Microsoft, Alphabet (Google), and Meta. Someone might consider BELT for broad diversification and long-term growth potential tied to the U.S. economy. A key risk is that it is heavily exposed to stock market swings, especially in tech-related companies, so its value can rise and fall significantly.
How much will it cost me?The BlackRock Long-Term U.S. Equity ETF (BELT) has an expense ratio of 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, aiming to provide diversified exposure across the entire U.S. equity market with a strategic blend of growth and value stocks.
What would affect this ETF?The BlackRock Long-Term U.S. Equity ETF (BELT) could benefit from continued growth in the U.S. economy, particularly in sectors like technology and communication services, which make up a significant portion of its holdings. However, rising interest rates or regulatory changes affecting major companies like Microsoft, Meta, and Amazon could negatively impact performance. Additionally, economic slowdowns or shifts in consumer spending could pose risks to its diversified portfolio.
BELT Top 10 Holdings
BELT is leaning heavily into U.S. industrials and tech, with names like Howmet Aerospace and Trane Technologies quietly powering the fund as their shares keep climbing. On the tech side, Vertiv, ASML, and Cadence are all running hot, giving the ETF a strong AI and semiconductor flavor. But some of the big household names are losing a bit of steam: Alphabet and Amazon have turned choppy, and Microsoft has been lagging lately. Overall, this is a U.S.-centric bet on industrial strength and next‑gen tech, with a few tech giants acting as a mild drag.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Howmet Aerospace | 9.22% | $904.52K | $108.19B | 54.86% | 67 Neutral | |
| Alphabet Class C | 8.06% | $791.08K | $4.34T | 105.51% | 82 Outperform | |
| Amazon | 7.82% | $767.08K | $2.61T | 12.14% | 71 Outperform | |
| Vertiv Holdings | 7.15% | $701.44K | $115.44B | 152.23% | 77 Outperform | |
| Broadcom | 6.97% | $683.41K | $1.71T | 36.42% | 76 Outperform | |
| Intel | 6.08% | $596.70K | $604.88B | 367.95% | 64 Neutral | |
| ASML Holding | 5.81% | $569.72K | $714.60B | 120.03% | 81 Outperform | |
| Cadence Design | 5.34% | $524.26K | $102.92B | 14.78% | 78 Outperform | |
| Microsoft | 5.09% | $499.83K | $2.90T | -22.12% | 79 Outperform | |
| Trane Technologies | 4.56% | $447.05K | $105.69B | 11.44% | 70 Outperform |
BELT Technical Analysis
Positive
―
Price Trends
39.20
Positive
36.81
Positive
35.35
Positive
Market Momentum
0.22
Negative
55.27
Neutral
67.89
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BELT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 39.38, equal to the 50-day MA of 39.20, and equal to the 200-day MA of 35.35, indicating a bullish trend. The MACD of 0.22 indicates Negative momentum. The RSI at 55.27 is Neutral, neither overbought nor oversold. The STOCH value of 67.89 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BELT.
BELT Peer Comparison
Comparison Results
Performance Comparison
BELT
BlackRock Long-Term U.S. Equity ETF
39.83
7.36
22.67%
BAMD
Brookstone Dividend Stock ETF
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SOVF
Sovereign's Capital Flourish Fund
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YALL
God Bless America ETF
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RFDA
RiverFront Dynamic US Dividend Advantage ETF
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PFOE
Pathfinder Focused Opportunities 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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