BLCV - ETF AI Analysis
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BlackRock Large Cap Value ETF (BLCV)
BLCV, the BlackRock Large Cap Value ETF, has a solid overall rating driven mainly by heavyweight positions in high-quality companies like Microsoft, Apple, and Merck, which bring strong financial performance, growth in areas like cloud, AI, and services, and attractive valuations. The fund also benefits from positive momentum and earnings strength in holdings such as Wells Fargo and Meta, though weaker names like British American Tobacco, with revenue declines and earnings volatility, slightly weigh on the picture. A key risk is the fund’s meaningful concentration in a few large tech-related holdings, which can increase sensitivity to shifts in technology and growth expectations.
BLCV vs. SPDR S&P 500 ETF (SPY)
- AUM
- 353.42M
- Region
- North America
- Expense Ratio
- 0.45%
- Beta
- 0.73
- Issuer
- iShares
- Inception Date
- May 19, 2023
- Dividend Yield
- 3.25%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
BLCV Summary
The BlackRock Large Cap Value ETF (BLCV) invests in big, established U.S. companies that appear undervalued based on their business strength and price. It follows a value theme, focusing on large firms with solid earnings and cash flows across many sectors like technology, finance, health care, and consumer goods. Well-known holdings include Microsoft, Amazon, and Apple. Someone might invest in BLCV to get broad, diversified exposure to strong blue-chip companies with potential for long-term growth. A key risk is that value stocks can fall out of favor, and the ETF’s price can go up or down with the overall stock market.
How much will it cost me?
This ETF has an expense ratio of 0.45%, which means you’ll pay about $4.50 per year for every $1,000 invested. That’s a bit higher than the average low-cost index ETF because it’s actively managed rather than simply tracking a broad market index.
What would affect this ETF?
Because BLCV focuses on large U.S. value stocks, it could benefit if investors move away from high-growth names toward steadier companies, especially in sectors like financials, health care, and energy, and if the U.S. economy remains resilient, supporting giants such as Microsoft, Amazon, and Apple. On the downside, a sharp economic slowdown, tighter regulation of big tech, banks, or energy firms, or a strong shift back toward fast-growing, high-valuation stocks could weigh on this ETF’s performance.
BLCV Top 10 Holdings
BLCV is leaning heavily on Big Tech, with Microsoft, Amazon, and Apple acting as the main engines of performance, all showing rising or steady momentum and giving this value fund a growth-flavored twist. Chevron has been another strong contributor, riding firm energy markets, while defensive names like Keurig Dr Pepper and Merck add a steady ballast with generally positive trends. On the flip side, financials such as Charles Schwab and Wells Fargo are lagging and occasionally drag on returns. Overall, it’s a U.S.-centric portfolio with a tilt toward tech, energy, and stable consumer names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 8.65% | $30.55M | $3.88T | -2.06% | 79Outperform |
 AMZN | Amazon | 7.22% | $25.52M | $2.59T | 0.58% | 71Outperform |
 AAPL | Apple | 5.93% | $20.93M | $5.03T | 25.13% | 79Outperform |
 CVX | Chevron | 4.19% | $14.79M | $465.33B | 44.41% | 71Outperform |
 BTI | British American Tobacco | 2.70% | $9.53M | $132.27B | 20.94% | 59Neutral |
 KDP | Keurig Dr Pepper | 2.68% | $9.45M | $48.77B | 35.57% | 71Outperform |
 SCHW | Charles Schwab | 2.59% | $9.16M | $152.27B | -6.15% | 74Outperform |
 WFC | Wells Fargo | 2.78% | $9.82M | $250.35B | -1.24% | 80Outperform |
 MRK | Merck & Company | 2.65% | $9.37M | $368.89B | 72.55% | 80Outperform |
 JNJ | Johnson & Johnson | 2.31% | $8.17M | $657.68B | 43.25% | 78Outperform |
BLCV Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BLCV, the sentiment is Positive. The current price of 43.39 is above the 20-day moving average (MA) of 42.81, above the 50-day MA of 42.53, and above the 200-day MA of 40.12, indicating a bullish trend. The MACD of 0.31 indicates Negative momentum. The RSI at 62.92 is Neutral, neither overbought nor oversold. The STOCH value of 70.21 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BLCV.
BLCV Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BLCV | $43.39 | $46.00(6.02% Upside) | $353.42M | 0.45% | 70Outperform |
 BASV | $31.20 | $37.30(19.54% Upside) | $423.47M | 0.71% | 66Neutral |
 FLV | $88.78 | $99.45(12.01% Upside) | $400.09M | 0.42% | 71Outperform |
 BEDY | $29.51 | $33.64(14.00% Upside) | $326.17M | 0.50% | 64Neutral |
 ACVU | $32.60 | $37.37(14.63% Upside) | $278.93M | 0.45% | 72Outperform |
 FLCV | $38.02 | $42.48(11.75% Upside) | $232.62M | 0.32% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BLCV | BlackRock Large Cap Value ETF | 43.39 | 8.11 | 22.98% | |
| BASV | Brown Advisory Sustainable Value ETF | 31.20 | 4.21 | 15.62% | |
| FLV | American Century Focused Large Cap Value ETF | 88.78 | 17.37 | 24.32% | |
| BEDY | BNY Mellon Enhanced Dividend and Income ETF | 29.51 | 5.03 | 20.54% | |
| ACVU | Hartford Alpha Capture Value Etf | 32.60 | 6.49 | 24.84% | |
| FLCV | Federated Hermes MDT Large Cap Value ETF | 38.02 | 8.20 | 27.52% |
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.