LCTU vs. OPTZ ETF Comparison
Comparison of BlackRock U.S. Carbon Transition Readiness ETF (LCTU) to Optimize Strategy Index ETF (OPTZ)
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
LCTU Description
The investment seeks long-term capital appreciation by investing in large- and mid-capitalization U.S. equity securities that may be better positioned to benefit from the transition to a low-carbon economy. The fund seeks to outperform the price and yield performance of the Russell 1000 ®Index by optimizing for LCETR scores criteria based on proprietary BFA research. It seeks to invest at least 80% of its net assets in equity securities of issuers listed in the United States of America. The index is a subset of the Russell 3000 Index, which measures the performance of the broad U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$65.47
Average Daily Volume
34,560
289
OPTZ
Optimize Strategy Index ETF
OPTZ Description
OPTZ seeks to track a broad market index consisting of US-listed equities that meet certain market-cap threshold and liquidity requirements. To be included in the fund, eligible large-cap and small-cap companies are evaluated and ranked within their own sector. Large cap companies are ranked based on the ratio of current EPS over the trailing 10-year average EPS, the current P/E ratio, and the 2-year forward EPS growth estimate. Small-cap companies are ranked solely on their P/S ratio. Within these two groups, the top 20% are selected from each sector. The index weights the sectors using the sum of the market capitalization of all constituents in each sector and within each sector each constituent is equally weighted. Reconstitution and rebalancing are done semi-annually.Grade (RS Rating)
Last Trade
$31.34
Average Daily Volume
7,221
321
Performance
Period | LCTU | OPTZ |
---|---|---|
30 Days | 3.49% | 8.47% |
60 Days | 4.30% | 9.68% |
90 Days | 6.08% | 11.36% |
12 Months | 31.67% |
86 Overlapping Holdings
Symbol | Grade | Weight in LCTU | Weight in OPTZ | Overlap | |
---|---|---|---|---|---|
AAPL | C | 6.76% | 1.06% | 1.06% | |
ACGL | D | 0.39% | 0.19% | 0.19% | |
ADBE | C | 0.55% | 0.11% | 0.11% | |
ALL | A | 0.25% | 0.21% | 0.21% | |
AMAT | F | 0.1% | 1.0% | 0.1% | |
AMD | F | 0.5% | 1.03% | 0.5% | |
AMT | D | 0.35% | 0.07% | 0.07% | |
AMZN | C | 3.23% | 0.38% | 0.38% | |
APD | A | 0.15% | 0.18% | 0.15% | |
AXP | A | 0.02% | 0.24% | 0.02% | |
BAH | F | 0.02% | 1.02% | 0.02% | |
BG | F | 0.04% | 0.25% | 0.04% | |
BKR | B | 0.54% | 0.07% | 0.07% | |
CAT | B | 0.53% | 0.14% | 0.14% | |
CDNS | B | 0.09% | 1.21% | 0.09% | |
CEG | D | 0.14% | 0.07% | 0.07% | |
CHD | B | 0.48% | 0.3% | 0.3% | |
CINF | A | 0.13% | 0.23% | 0.13% | |
CL | D | 0.41% | 0.25% | 0.25% | |
CMCSA | B | 0.05% | 0.64% | 0.05% | |
COIN | C | 0.04% | 0.42% | 0.04% | |
COST | B | 1.42% | 0.29% | 0.29% | |
CRM | B | 0.7% | 1.37% | 0.7% | |
CRWD | B | 0.13% | 1.37% | 0.13% | |
CVNA | B | 0.01% | 0.55% | 0.01% | |
CVS | D | 0.24% | 0.26% | 0.24% | |
DECK | A | 0.18% | 0.39% | 0.18% | |
DELL | C | 0.05% | 1.29% | 0.05% | |
DIS | B | 0.26% | 0.77% | 0.26% | |
DJT | C | 0.02% | 0.93% | 0.02% | |
DOCU | A | 0.05% | 0.16% | 0.05% | |
DVA | B | 0.12% | 0.14% | 0.12% | |
ECL | D | 1.04% | 0.15% | 0.15% | |
ETN | A | 0.7% | 0.15% | 0.15% | |
ETSY | D | 0.22% | 0.3% | 0.22% | |
FSLR | F | 0.03% | 0.96% | 0.03% | |
FTI | A | 0.06% | 0.06% | 0.06% | |
GL | B | 0.02% | 0.21% | 0.02% | |
GRMN | B | 0.01% | 0.37% | 0.01% | |
GS | A | 1.24% | 0.25% | 0.25% | |
HON | B | 0.03% | 0.15% | 0.03% | |
HUBB | B | 0.41% | 0.15% | 0.15% | |
IBM | C | 0.28% | 1.02% | 0.28% | |
INTC | D | 0.2% | 1.31% | 0.2% | |
ISRG | A | 0.22% | 0.15% | 0.15% | |
KKR | A | 0.59% | 0.25% | 0.25% | |
LVS | C | 0.11% | 0.38% | 0.11% | |
MCD | D | 0.25% | 0.32% | 0.25% | |
META | D | 2.24% | 0.65% | 0.65% | |
MKTX | D | 0.0% | 0.2% | 0.0% | |
MOH | F | 0.01% | 0.12% | 0.01% | |
MSCI | C | 0.11% | 0.21% | 0.11% | |
NFLX | A | 0.89% | 0.73% | 0.73% | |
NOW | A | 0.44% | 1.27% | 0.44% | |
NRG | B | 0.19% | 0.06% | 0.06% | |
NVDA | C | 6.37% | 1.44% | 1.44% | |
PCAR | B | 0.62% | 0.15% | 0.15% | |
PEP | F | 0.38% | 0.26% | 0.26% | |
PRU | A | 0.08% | 0.23% | 0.08% | |
PWR | A | 0.09% | 0.16% | 0.09% | |
RCL | A | 0.04% | 0.47% | 0.04% | |
REXR | F | 0.06% | 0.08% | 0.06% | |
RL | B | 0.08% | 0.39% | 0.08% | |
SHW | A | 0.07% | 0.16% | 0.07% | |
SPG | B | 0.19% | 0.1% | 0.1% | |
SPGI | C | 1.07% | 0.2% | 0.2% | |
SQ | B | 0.42% | 0.27% | 0.27% | |
TGT | F | 0.32% | 0.28% | 0.28% | |
TMUS | B | 0.39% | 0.72% | 0.39% | |
TRGP | B | 0.17% | 0.07% | 0.07% | |
TSLA | B | 1.85% | 0.49% | 0.49% | |
TT | A | 0.76% | 0.15% | 0.15% | |
UNH | C | 0.18% | 0.13% | 0.13% | |
V | A | 0.06% | 0.22% | 0.06% | |
VNO | B | 0.02% | 0.11% | 0.02% | |
VRSK | A | 0.08% | 0.13% | 0.08% | |
VRT | B | 0.03% | 0.21% | 0.03% | |
VRTX | F | 0.13% | 0.13% | 0.13% | |
WDAY | B | 0.16% | 0.13% | 0.13% | |
WELL | A | 0.06% | 0.1% | 0.06% | |
WHR | B | 0.2% | 0.37% | 0.2% | |
WST | C | 0.05% | 0.14% | 0.05% | |
WY | D | 0.34% | 0.09% | 0.09% | |
XYL | D | 0.44% | 0.12% | 0.12% | |
YETI | C | 0.0% | 0.31% | 0.0% | |
ZM | B | 0.18% | 0.71% | 0.18% |
LCTU Overweight 203 Positions Relative to OPTZ
Symbol | Grade | Weight | |
---|---|---|---|
MSFT | F | 4.7% | |
GOOGL | C | 2.07% | |
MA | C | 1.78% | |
GOOG | C | 1.69% | |
JPM | A | 1.45% | |
ABT | B | 1.36% | |
LLY | F | 1.3% | |
AVGO | D | 1.24% | |
JNJ | D | 1.18% | |
BRK.A | B | 1.12% | |
SRE | A | 1.08% | |
KO | D | 1.0% | |
ACN | C | 0.98% | |
HD | A | 0.92% | |
CSCO | B | 0.87% | |
CMI | A | 0.84% | |
COP | C | 0.73% | |
ADSK | A | 0.73% | |
KEY | B | 0.72% | |
BKNG | A | 0.69% | |
COF | B | 0.68% | |
PEG | A | 0.67% | |
ABBV | D | 0.66% | |
XOM | B | 0.65% | |
PPG | F | 0.6% | |
GE | D | 0.57% | |
ADI | D | 0.56% | |
YUM | B | 0.56% | |
J | F | 0.54% | |
RTX | C | 0.5% | |
MMC | B | 0.5% | |
INTU | C | 0.5% | |
MRK | F | 0.48% | |
PLD | D | 0.43% | |
AMGN | D | 0.43% | |
UBER | D | 0.42% | |
MTB | A | 0.41% | |
ORCL | B | 0.4% | |
NDAQ | A | 0.4% | |
PANW | C | 0.39% | |
VZ | C | 0.39% | |
TXN | C | 0.39% | |
C | A | 0.37% | |
CI | F | 0.37% | |
LRCX | F | 0.37% | |
HOLX | D | 0.36% | |
MKC | D | 0.36% | |
MDLZ | F | 0.34% | |
MPC | D | 0.34% | |
ES | D | 0.33% | |
ILMN | D | 0.33% | |
VEEV | C | 0.32% | |
EBAY | D | 0.32% | |
EXPD | D | 0.29% | |
KMI | A | 0.29% | |
O | D | 0.28% | |
SBUX | A | 0.28% | |
AON | A | 0.27% | |
ELV | F | 0.27% | |
RJF | A | 0.27% | |
BBY | D | 0.26% | |
JBHT | C | 0.25% | |
MDT | D | 0.25% | |
PG | A | 0.24% | |
WMT | A | 0.24% | |
QCOM | F | 0.23% | |
CVX | A | 0.23% | |
VLTO | D | 0.23% | |
RGA | A | 0.23% | |
GEV | B | 0.23% | |
WSM | B | 0.23% | |
CNC | D | 0.23% | |
IR | B | 0.22% | |
TJX | A | 0.22% | |
GEN | B | 0.22% | |
NKE | D | 0.22% | |
VOYA | B | 0.21% | |
IPG | D | 0.21% | |
LPLA | A | 0.2% | |
BIIB | F | 0.2% | |
A | D | 0.2% | |
PLTR | B | 0.19% | |
FNB | A | 0.19% | |
OKE | A | 0.18% | |
OKTA | C | 0.18% | |
FTNT | C | 0.18% | |
NU | C | 0.17% | |
CHRW | C | 0.16% | |
KDP | D | 0.16% | |
BSX | B | 0.16% | |
ADP | B | 0.16% | |
ESI | A | 0.15% | |
SCHW | B | 0.15% | |
AFL | B | 0.15% | |
OLED | D | 0.15% | |
MGM | D | 0.14% | |
HUM | C | 0.13% | |
BXP | D | 0.13% | |
SPOT | B | 0.13% | |
SYY | B | 0.13% | |
FRT | B | 0.13% | |
ITW | B | 0.13% | |
FMC | D | 0.13% | |
EXPE | B | 0.13% | |
NEE | D | 0.13% | |
AAL | B | 0.12% | |
GLOB | B | 0.12% | |
KRC | C | 0.12% | |
PYPL | B | 0.12% | |
REG | B | 0.12% | |
TTWO | A | 0.12% | |
CFG | B | 0.12% | |
HUBS | A | 0.11% | |
ZS | C | 0.11% | |
CTSH | B | 0.11% | |
BMY | B | 0.11% | |
VTR | C | 0.11% | |
CCK | C | 0.1% | |
AR | B | 0.1% | |
HXL | D | 0.1% | |
PSN | D | 0.1% | |
GILD | C | 0.1% | |
ACM | A | 0.1% | |
AXS | A | 0.1% | |
XRAY | F | 0.09% | |
PFE | D | 0.09% | |
TEAM | A | 0.09% | |
MRVL | B | 0.08% | |
RGLD | C | 0.08% | |
EL | F | 0.08% | |
HPQ | B | 0.08% | |
GM | B | 0.08% | |
FCX | D | 0.07% | |
HPE | B | 0.07% | |
MAN | D | 0.06% | |
EW | C | 0.06% | |
MTZ | B | 0.06% | |
VLO | C | 0.06% | |
ABNB | C | 0.06% | |
OMC | C | 0.06% | |
ALNY | D | 0.06% | |
AVY | D | 0.05% | |
PFG | D | 0.05% | |
RIVN | F | 0.05% | |
MU | D | 0.05% | |
RVTY | F | 0.05% | |
UAL | A | 0.05% | |
ED | D | 0.04% | |
KEX | C | 0.04% | |
STLD | B | 0.04% | |
GWRE | A | 0.04% | |
S | B | 0.04% | |
DASH | A | 0.04% | |
CZR | F | 0.04% | |
AFG | A | 0.04% | |
HAS | D | 0.04% | |
WFC | A | 0.03% | |
GXO | B | 0.03% | |
WAT | B | 0.03% | |
DOC | D | 0.03% | |
HWM | A | 0.03% | |
RMD | C | 0.03% | |
DXCM | D | 0.03% | |
HOOD | B | 0.03% | |
CTLT | B | 0.03% | |
CPNG | D | 0.03% | |
KIM | A | 0.03% | |
HLT | A | 0.02% | |
MRNA | F | 0.02% | |
LOPE | B | 0.02% | |
GAP | C | 0.02% | |
SMCI | F | 0.02% | |
MSTR | C | 0.02% | |
ARE | D | 0.02% | |
AJG | B | 0.02% | |
WDC | D | 0.02% | |
MTD | D | 0.02% | |
DOX | D | 0.01% | |
CLH | B | 0.01% | |
ENPH | F | 0.01% | |
WH | B | 0.01% | |
EWBC | A | 0.01% | |
BWA | D | 0.01% | |
NOV | C | 0.01% | |
LCID | F | 0.01% | |
HST | C | 0.01% | |
ITT | A | 0.01% | |
GFS | C | 0.01% | |
SAIC | F | 0.01% | |
SPR | D | 0.01% | |
AGNC | D | 0.0% | |
INGR | B | 0.0% | |
AM | A | 0.0% | |
DXC | B | 0.0% | |
PII | D | 0.0% | |
TTEK | F | 0.0% | |
FYBR | D | 0.0% | |
PARA | C | 0.0% | |
FBIN | D | 0.0% | |
IEX | B | 0.0% | |
PNFP | B | 0.0% | |
SNOW | C | 0.0% | |
TWLO | A | 0.0% |
LCTU Underweight 235 Positions Relative to OPTZ
Symbol | Grade | Weight | |
---|---|---|---|
APP | B | -2.03% | |
TTMI | B | -1.36% | |
GDDY | A | -1.27% | |
FFIV | B | -1.25% | |
ANET | C | -1.24% | |
QLYS | C | -1.22% | |
BHE | B | -1.2% | |
ITRI | B | -1.19% | |
MSI | B | -1.18% | |
SNPS | B | -1.16% | |
WIX | B | -1.15% | |
INFN | C | -1.11% | |
VZIO | A | -1.04% | |
VRSN | F | -1.03% | |
ROP | B | -1.0% | |
LUMN | C | -0.83% | |
CRUS | D | -0.8% | |
IDCC | A | -0.78% | |
ACLS | F | -0.78% | |
RNG | B | -0.72% | |
EA | A | -0.66% | |
T | A | -0.64% | |
EAT | A | -0.55% | |
AMC | C | -0.54% | |
NPAB | B | -0.52% | |
WWW | B | -0.48% | |
NCLH | B | -0.48% | |
HBI | B | -0.42% | |
WOOF | D | -0.42% | |
UNFI | A | -0.41% | |
LULU | C | -0.39% | |
SIG | B | -0.39% | |
MAR | B | -0.39% | |
ANF | C | -0.36% | |
SBH | C | -0.36% | |
WYNN | D | -0.36% | |
BZH | B | -0.35% | |
LOW | D | -0.35% | |
PCT | C | -0.34% | |
FIVE | F | -0.34% | |
DPZ | C | -0.34% | |
PVH | C | -0.34% | |
ORLY | B | -0.34% | |
ALV | C | -0.33% | |
BURL | A | -0.33% | |
TAP | C | -0.32% | |
CHDN | B | -0.32% | |
APO | B | -0.31% | |
ENR | B | -0.31% | |
ULTA | F | -0.3% | |
ROST | C | -0.29% | |
DKS | C | -0.29% | |
GPC | D | -0.29% | |
LC | A | -0.28% | |
LEA | D | -0.28% | |
LNW | D | -0.28% | |
DOLE | D | -0.27% | |
MELI | D | -0.27% | |
WBA | F | -0.27% | |
STZ | D | -0.27% | |
ODP | F | -0.27% | |
AX | A | -0.26% | |
DAN | D | -0.26% | |
APTV | D | -0.25% | |
FI | A | -0.25% | |
AMP | A | -0.25% | |
CAL | D | -0.25% | |
TROW | B | -0.24% | |
ARES | A | -0.24% | |
CROX | D | -0.24% | |
BLK | C | -0.24% | |
BHF | B | -0.24% | |
AGO | B | -0.23% | |
EWTX | C | -0.23% | |
AIZ | A | -0.23% | |
CPAY | A | -0.23% | |
PRG | C | -0.22% | |
SIGI | C | -0.22% | |
GPN | B | -0.22% | |
WTW | B | -0.22% | |
COOP | B | -0.22% | |
LBPH | A | -0.22% | |
BR | A | -0.22% | |
TRV | B | -0.22% | |
NATL | B | -0.21% | |
PGR | A | -0.21% | |
AXON | A | -0.21% | |
AER | B | -0.21% | |
BFH | B | -0.21% | |
BRO | B | -0.21% | |
LDI | C | -0.2% | |
ICE | C | -0.2% | |
STRL | B | -0.2% | |
CME | A | -0.2% | |
HIG | B | -0.2% | |
CRS | A | -0.2% | |
MCO | B | -0.2% | |
GATO | D | -0.2% | |
RNR | C | -0.2% | |
ZIM | C | -0.2% | |
NAVI | C | -0.19% | |
DAL | C | -0.19% | |
PMT | D | -0.19% | |
CBOE | B | -0.19% | |
CB | C | -0.19% | |
FIX | A | -0.18% | |
VMC | B | -0.18% | |
EME | C | -0.18% | |
GTLS | B | -0.18% | |
PAYC | B | -0.18% | |
XPO | B | -0.18% | |
LPX | B | -0.18% | |
EXP | A | -0.18% | |
SKYW | B | -0.18% | |
HQY | B | -0.17% | |
JBLU | F | -0.17% | |
AVNT | B | -0.17% | |
MLM | B | -0.17% | |
HASI | D | -0.17% | |
PEN | B | -0.16% | |
EMN | D | -0.16% | |
PCTY | B | -0.16% | |
AIT | A | -0.16% | |
ACHR | B | -0.16% | |
INCY | C | -0.16% | |
VERA | B | -0.16% | |
GNRC | B | -0.16% | |
ESTC | C | -0.15% | |
GFF | A | -0.15% | |
PEGA | A | -0.15% | |
WAB | B | -0.15% | |
JAZZ | B | -0.15% | |
PH | A | -0.15% | |
URI | B | -0.15% | |
TPC | C | -0.15% | |
SAIA | B | -0.15% | |
PODD | C | -0.15% | |
CLOV | D | -0.15% | |
PNR | A | -0.15% | |
PHIN | A | -0.14% | |
THC | D | -0.14% | |
STGW | B | -0.14% | |
COR | B | -0.14% | |
ZBH | C | -0.14% | |
MRC | B | -0.14% | |
DGX | A | -0.14% | |
LECO | B | -0.14% | |
UTHR | C | -0.14% | |
CAH | B | -0.14% | |
LIVN | F | -0.14% | |
AKRO | B | -0.14% | |
REVG | B | -0.14% | |
LIN | D | -0.14% | |
SYK | C | -0.14% | |
BV | B | -0.13% | |
ALGN | D | -0.13% | |
FDX | B | -0.13% | |
NBIX | C | -0.13% | |
SAVA | D | -0.13% | |
OSK | B | -0.13% | |
PBI | B | -0.13% | |
WWD | B | -0.13% | |
ASH | D | -0.13% | |
MANH | D | -0.13% | |
AHCO | F | -0.12% | |
SHC | F | -0.12% | |
AOS | F | -0.12% | |
KRYS | B | -0.12% | |
RPRX | D | -0.12% | |
STE | F | -0.12% | |
RSG | A | -0.12% | |
ETNB | C | -0.12% | |
DAWN | F | -0.12% | |
IQV | D | -0.11% | |
EFX | F | -0.11% | |
COGT | D | -0.11% | |
SRPT | D | -0.11% | |
BAX | D | -0.11% | |
DLR | B | -0.11% | |
SNDX | F | -0.11% | |
KURA | F | -0.11% | |
BA | F | -0.11% | |
TMO | F | -0.11% | |
UHS | D | -0.11% | |
IDXX | F | -0.11% | |
DYN | F | -0.11% | |
UNIT | B | -0.1% | |
EQIX | A | -0.1% | |
RHP | B | -0.1% | |
CGEM | F | -0.1% | |
LNTH | D | -0.1% | |
EXPI | C | -0.1% | |
CBRE | B | -0.1% | |
OMI | F | -0.1% | |
HII | D | -0.09% | |
CPT | B | -0.09% | |
PEB | D | -0.09% | |
NEXT | B | -0.09% | |
ELS | C | -0.09% | |
PK | B | -0.09% | |
CE | F | -0.09% | |
LAMR | D | -0.09% | |
SBRA | C | -0.09% | |
OGN | D | -0.09% | |
NMRK | B | -0.09% | |
NVRI | F | -0.08% | |
RDFN | D | -0.08% | |
SBAC | D | -0.08% | |
EGP | F | -0.08% | |
TDW | F | -0.08% | |
ICLR | D | -0.08% | |
PRIM | A | -0.08% | |
KNTK | B | -0.07% | |
WMB | A | -0.07% | |
BKD | D | -0.07% | |
DTM | B | -0.07% | |
ATO | A | -0.06% | |
WKC | D | -0.06% | |
ETR | B | -0.06% | |
SLB | C | -0.06% | |
OII | B | -0.06% | |
WHD | B | -0.06% | |
SANA | F | -0.06% | |
EIX | B | -0.05% | |
VAL | D | -0.05% | |
DUK | C | -0.05% | |
DTE | C | -0.05% | |
APA | D | -0.05% | |
SO | D | -0.05% | |
WFRD | D | -0.05% | |
DK | C | -0.05% | |
SWX | B | -0.05% | |
AES | F | -0.04% | |
NFE | D | -0.04% | |
HE | C | -0.04% |
LCTU: Top Represented Industries & Keywords
OPTZ: Top Represented Industries & Keywords