LCTD - ETF AI Analysis
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BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD)
LCTD’s rating suggests it is a solid, but not top-tier, international ETF, supported by several strong global leaders. High-quality holdings like Novartis and HSBC, which show robust financial performance, positive earnings outlooks, and reasonable valuations, are key drivers of the fund’s quality. However, names such as SAP and Givaudan, where bearish technical trends and potential overvaluation appear, slightly weigh on the rating, and investors should note the fund’s meaningful exposure to large financial institutions as a key risk if that sector faces pressure.
LCTD vs. SPDR S&P 500 ETF (SPY)
- AUM
- 318.18M
- Region
- Developed Markets
- Expense Ratio
- 0.22%
- Beta
- 0.72
- Issuer
- iShares
- Inception Date
- Apr 06, 2021
- Dividend Yield
- 3.34%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
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 leans heavily on a mix of global financials and industrials, with European and Canadian banks like Royal Bank of Canada, HSBC, Banco Santander, and Bank of Montreal quietly powering the fund thanks to generally rising, if sometimes choppy, share prices. ASML and Hitachi add a tech-and-industrial edge, with ASML’s longer-term strength and Hitachi’s steady climb helping performance. On the flip side, SAP has been mixed and Nestlé is losing steam, modestly dragging returns. With broad developed-markets exposure outside the U.S., the fund’s story is global and low-carbon, not U.S. tech-driven.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NL:ASML | ASML Holding NV | 2.72% | $8.60M | EUR 570.61B | 67.88% | 76Outperform |
 RY | Royal Bank Of Canada | ― | ― | ― | ― | 75Outperform |
 CH:NOVN | Novartis AG | 1.71% | $5.42M | CHF 232.26B | 21.35% | 80Outperform |
 DE:SAP | SAP SE | 1.44% | $4.55M | EUR 235.32B | -13.21% | 66Neutral |
 ES:SAN | Banco Santander | 1.34% | $4.26M | EUR 170.54B | 43.10% | 73Outperform |
 CH:NESN | Nestlé SA | 1.32% | $4.19M | CHF 213.78B | 1.09% | 71Outperform |
 TSE:BMO | Bank Of Montreal | 1.28% | $4.05M | CAD 166.27B | 36.24% | 74Outperform |
 JP:6501 | Hitachi,Ltd. | 1.30% | $4.12M | JPY 26.41T | 29.84% | 77Outperform |
 CH:GIVN | Givaudan SA | 1.25% | $3.97M | CHF 36.56B | 10.52% | 69Neutral |
 GB:HSBA | HSBC Holdings | 1.15% | $3.63M | GBP 237.35B | 41.99% | 80Outperform |
LCTD Technical Analysis
Price Trends
Market Momentum
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 58.40 is above the 20-day moving average (MA) of 57.92, below the 50-day MA of 59.04, and above the 200-day MA of 57.45, indicating a neutral trend. The MACD of -0.24 indicates Negative momentum. The RSI at 51.75 is Neutral, neither overbought nor oversold. The STOCH value of 69.87 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| LCTD | $58.40 | $62.00(6.16% Upside) | $318.18M | 0.22% | 65Neutral |
 BLOK | $56.43 | $93.90(66.40% Upside) | $944.79M | 0.70% | 58Neutral |
 AGIX | $45.09 | $63.88(41.67% Upside) | $749.02M | 1.00% | 60Neutral |
 FEPI | $41.52 | $57.17(37.70% Upside) | $723.65M | 0.65% | 71Outperform |
 AIPI | $36.18 | $48.53(34.14% Upside) | $486.17M | 0.65% | 73Outperform |
 IQSZ | $32.15 | $38.96(21.18% Upside) | $169.61M | 0.19% | 65Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 58.40 | 6.00 | 11.44% | |
| BLOK | Amplify Transformational Data Sharing Etf | 56.43 | -14.50 | -20.45% | |
| AGIX | KraneShares Artificial Intelligence & Technology ETF | 45.09 | 7.13 | 18.78% | |
| FEPI | REX FANG & Innovation Equity Premium Income ETF | 41.52 | 3.91 | 10.40% | |
| AIPI | REX AI Equity Premium Income ETF | 36.18 | 5.08 | 16.35% | |
| IQSZ | Invesco Global Equity Net Zero ETF | 32.15 | 5.45 | 20.42% |
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.