BELT - ETF AI Analysis
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BlackRock Long-Term U.S. Equity ETF (BELT)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Overall Year-to-Date Performance
The ETF has delivered solid gains so far this year, suggesting its strategy and holdings have generally worked well for investors.
Leading Technology and Semiconductor Exposure
Several top positions in major technology and chip-related companies have shown strong or very strong performance, helping drive the fund’s returns.
Broad Sector Mix Within U.S. Stocks
Holdings spread across technology, industrials, communication services, financials, and consumer cyclical companies provide some diversification across different parts of the U.S. economy.
Negative Factors
High Concentration in Top Holdings
A small group of large positions makes up a significant share of the portfolio, increasing the impact that any one stock’s moves can have on the ETF.
Heavy Tilt Toward Technology
With a large portion of assets in technology-related names, the fund may be more sensitive to swings in the tech sector than a more balanced ETF.
Relatively High Expense Ratio
The fund’s ongoing fee is on the higher side for an ETF, which can gradually reduce investors’ net returns over time.
BELT vs. SPDR S&P 500 ETF (SPY)
AUM9.99M
RegionNorth America
Expense Ratio0.75%
Beta1.26
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. Volume0
30 Day Avg. Volume1,649
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 TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BELT Summary
The BlackRock Long-Term U.S. Equity ETF (BELT) is a fund that invests across the total U.S. stock market, with no specific index but a focus on a broad mix of large, mid, and small companies. It leans heavily toward technology and industrial stocks and holds well-known names like Amazon and Microsoft. Someone might invest in BELT to get diversified exposure to many parts of the U.S. economy in a single investment, aiming for long-term growth. A key risk is that it is heavily tilted toward tech and U.S. stocks, so its value can rise and fall sharply with those parts of the market.
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 on U.S. tech and industrial names, with Howmet Aerospace and Vertiv acting as key engines of recent strength, helped by solid earnings and upbeat outlooks. Semiconductor-linked giants like Broadcom and ASML are mostly rising, giving the fund a strong chip-and-AI flavor, even as Cadence Design looks a bit overextended and mixed lately. Big Tech pillars Amazon, Alphabet, and Microsoft have been more sluggish, occasionally losing steam and tempering gains. Overall, it’s a U.S.-centric, tech-tilted portfolio with a few industrial workhorses pulling extra weight.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Howmet Aerospace | 9.46% | $942.89K | $112.41B | 57.72% | 67 Neutral | |
| Amazon | 8.71% | $867.63K | $2.96T | 25.66% | 71 Outperform | |
| Broadcom | 8.14% | $811.03K | $2.04T | 38.99% | 76 Outperform | |
| Alphabet Class C | 7.88% | $785.06K | $4.33T | 76.48% | 82 Outperform | |
| Microsoft | 6.42% | $639.99K | $3.71T | -3.01% | 79 Outperform | |
| Vertiv Holdings | 5.29% | $526.82K | $104.87B | 93.16% | 77 Outperform | |
| Intel | 5.06% | $503.98K | $512.72B | 372.25% | 64 Neutral | |
| ASML Holding NV | 4.98% | $496.18K | €572.60B | 143.26% | 76 Outperform | |
| Cadence Design | 4.78% | $476.63K | $93.42B | -4.92% | 78 Outperform | |
| Trane Technologies | 4.53% | $450.96K | $106.12B | 11.43% | 70 Outperform |
BELT Technical Analysis
Positive
―
Price Trends
39.39
Positive
38.86
Positive
36.34
Positive
Market Momentum
0.25
Positive
57.90
Neutral
-2.04
Positive
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 39.97, equal to the 50-day MA of 39.39, and equal to the 200-day MA of 36.34, indicating a bullish trend. The MACD of 0.25 indicates Positive momentum. The RSI at 57.90 is Neutral, neither overbought nor oversold. The STOCH value of -2.04 is Positive, 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
40.04
8.00
24.97%
BAMD
Brookstone Dividend Stock ETF
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STNC
Stance Equity ESG Large Cap Core ETF
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YALL
God Bless America ETF
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PFOE
Pathfinder Focused Opportunities ETF
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SOVF
Sovereign's Capital Flourish Fund
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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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