LCTD - ETF AI Analysis
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BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing positive momentum for investors.
Leading Holdings with Strong Results
Several of the largest positions, including ASML and major banks, have shown strong performance, helping support the fund’s returns.
Broad Global and Sector Diversification
The fund spreads its investments across many countries and industries, which helps reduce the impact of problems in any single market or sector.
Negative Factors
Recent Short-Term Softness
Performance over the last three months has been slightly negative, suggesting some recent weakness in the portfolio.
Underperforming Health Care Holdings
Key health care names like AstraZeneca and Sanofi have been lagging, which can drag on overall fund performance.
Meaningful Exposure to Financials
With a large portion of assets in financial stocks, the ETF is sensitive to banking sector risks and changes in interest rates.
LCTD Historical Chart
AUM308.09M
RegionDeveloped Markets
Expense Ratio0.22%
Beta0.73
IssueriShares
Inception DateApr 06, 2021
Dividend Yield3.24%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume14,946
30 Day Avg. Volume28,403
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
68.95Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering344
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LCTD Summary
LCTD is the BlackRock World ex U.S. Carbon Transition Readiness ETF, focused on companies outside the United States that are moving toward a low‑carbon, more environmentally friendly future. It follows a carbon transition theme rather than a traditional stock index and holds a wide mix of sectors and countries, including well-known names like ASML Holding, Nestlé, and Novartis. Investors might consider LCTD for international diversification while supporting businesses that aim to reduce their carbon footprint. A key risk is that the fund’s value can go up and down with global stock markets and changes in climate-related policies.
How much will it cost me?The BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) has an expense ratio of 0.20%, meaning you’ll pay $2 per year for every $1,000 invested. This cost is lower than average for actively managed funds, as it focuses on a specific theme—low-carbon transition—while still maintaining competitive fees.
What would affect this ETF?The ETF's focus on companies transitioning to a low-carbon economy could benefit from global policies promoting sustainability and increased demand for green technologies, especially in developed markets outside the U.S. However, it may face challenges from regulatory changes, economic slowdowns in key regions, or reduced investment in carbon transition initiatives. Sector exposure to financials and industrials adds potential for growth but also vulnerability to interest rate fluctuations and economic cycles.
LCTD Top 10 Holdings
LCTD is leaning on a mix of global heavyweights, with ASML and Schneider Electric doing much of the heavy lifting as their rising shares tap into the low‑carbon and industrial tech story. Financials like Royal Bank of Canada, HSBC, and Banco Santander are steady-to-rising anchors, giving the fund a solid banking backbone. On the softer side, AstraZeneca and Nestlé have been lagging, acting as a mild brake on performance. Overall, it’s a developed‑markets ex‑U.S. play, tilted toward financials and industrial innovators driving the carbon transition theme.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 2.64% | $8.08M | €560.52B | 115.72% | 76 Outperform | |
| Royal Bank Of Canada | 2.16% | $6.63M | $292.08B | 45.75% | 75 Outperform | |
| Novartis AG | 1.64% | $5.02M | CHF237.20B | 24.62% | 80 Outperform | |
| SAP SE | 1.42% | $4.34M | €216.79B | -18.33% | 66 Neutral | |
| HSBC Holdings | 1.36% | $4.17M | £271.26B | 64.09% | 80 Outperform | |
| Banco Santander | 1.23% | $3.78M | €193.07B | 55.81% | 73 Outperform | |
| Hitachi,Ltd. | 1.17% | $3.59M | ¥24.32T | 27.95% | 77 Outperform | |
| AstraZeneca | 1.16% | $3.57M | $253.04B | -0.69% | 80 Outperform | |
| Schneider Electric | 1.16% | $3.54M | €162.64B | 32.14% | 62 Neutral | |
| Nestlé SA | 1.12% | $3.44M | CHF201.43B | 1.06% | 71 Outperform |
LCTD Technical Analysis
Positive
―
Price Trends
59.02
Positive
58.11
Positive
56.56
Positive
Market Momentum
0.28
Positive
56.41
Neutral
58.36
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCTD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 60.26, equal to the 50-day MA of 59.02, and equal to the 200-day MA of 56.56, indicating a bullish trend. The MACD of 0.28 indicates Positive momentum. The RSI at 56.41 is Neutral, neither overbought nor oversold. The STOCH value of 58.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LCTD.
LCTD Peer Comparison
Comparison Results
Performance Comparison
LCTD
BlackRock World ex U.S. Carbon Transition Readiness ETF
60.33
9.11
17.79%
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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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