LCTU vs. USMF ETF Comparison
Comparison of BlackRock U.S. Carbon Transition Readiness ETF (LCTU) to WisdomTree U.S. Multifactor Fund (USMF)
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
$60.52
Average Daily Volume
59,730
Number of Holdings
*
309
* may have additional holdings in another (foreign) market
USMF
WisdomTree U.S. Multifactor Fund
USMF Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.Grade (RS Rating)
Last Trade
$45.12
Average Daily Volume
23,723
Number of Holdings
*
197
* may have additional holdings in another (foreign) market
Performance
| Period | LCTU | USMF |
|---|---|---|
| 30 Days | 3.98% | -0.65% |
| 60 Days | 7.13% | 0.73% |
| 90 Days | 6.50% | -2.53% |
| 12 Months | 26.22% | 19.17% |
72 Overlapping Holdings
| Symbol | Grade | Weight in LCTU | Weight in USMF | Overlap | |
|---|---|---|---|---|---|
| ABBV | C | 0.76% | 0.46% | 0.46% | |
| AFG | D | 0.04% | 0.33% | 0.04% | |
| AIG | D | 0.11% | 0.35% | 0.11% | |
| ALL | D | 0.06% | 0.31% | 0.06% | |
| BRK.A | C | 0.6% | 0.39% | 0.39% | |
| BSX | B | 0.14% | 0.42% | 0.14% | |
| CCK | F | 0.05% | 0.27% | 0.05% | |
| CI | D | 0.24% | 0.28% | 0.24% | |
| CINF | C | 0.06% | 0.35% | 0.06% | |
| CL | B | 0.22% | 0.41% | 0.22% | |
| CMCSA | F | 0.21% | 0.98% | 0.21% | |
| CMG | D | 0.05% | 0.66% | 0.05% | |
| CMI | D | 0.53% | 0.34% | 0.34% | |
| CNC | D | 0.2% | 0.31% | 0.2% | |
| CSCO | D | 0.64% | 1.38% | 0.64% | |
| DIS | D | 0.25% | 0.75% | 0.25% | |
| DOCU | C | 0.02% | 0.73% | 0.02% | |
| DVA | C | 0.06% | 0.25% | 0.06% | |
| ECL | B | 1.06% | 0.43% | 0.43% | |
| EIX | C | 0.13% | 0.32% | 0.13% | |
| ELV | C | 0.41% | 0.38% | 0.38% | |
| EXPE | C | 0.06% | 0.42% | 0.06% | |
| FANG | B | 0.26% | 0.42% | 0.26% | |
| FSLR | C | 0.05% | 0.48% | 0.05% | |
| FTNT | C | 0.21% | 0.65% | 0.21% | |
| GM | B | 0.12% | 0.55% | 0.12% | |
| GPS | C | 0.02% | 0.33% | 0.02% | |
| HOLX | C | 0.23% | 0.43% | 0.23% | |
| HPE | C | 0.12% | 0.89% | 0.12% | |
| HPQ | C | 0.07% | 0.9% | 0.07% | |
| HST | D | 0.02% | 0.72% | 0.02% | |
| IBM | B | 0.21% | 1.42% | 0.21% | |
| INGR | D | 0.0% | 0.4% | 0.0% | |
| IPG | F | 0.13% | 0.71% | 0.13% | |
| JBL | F | 0.03% | 0.63% | 0.03% | |
| JNJ | F | 1.56% | 0.48% | 0.48% | |
| JPM | B | 1.3% | 0.39% | 0.39% | |
| KEX | B | 0.12% | 0.34% | 0.12% | |
| LLY | A | 1.8% | 0.28% | 0.28% | |
| LPLA | B | 0.3% | 0.31% | 0.3% | |
| MET | D | 0.33% | 0.33% | 0.33% | |
| MMC | B | 0.15% | 0.39% | 0.15% | |
| MOH | F | 0.03% | 0.33% | 0.03% | |
| MPC | D | 0.27% | 0.35% | 0.27% | |
| MRK | C | 0.65% | 0.42% | 0.42% | |
| MSI | B | 0.11% | 1.48% | 0.11% | |
| MTB | C | 0.22% | 0.24% | 0.22% | |
| NRG | D | 0.23% | 0.27% | 0.23% | |
| NYT | A | 0.0% | 0.92% | 0.0% | |
| OMC | D | 0.01% | 0.87% | 0.01% | |
| PCAR | D | 0.79% | 0.34% | 0.34% | |
| PG | C | 0.8% | 0.38% | 0.38% | |
| PGR | B | 0.0% | 0.3% | 0.0% | |
| PRU | B | 0.19% | 0.35% | 0.19% | |
| QCOM | B | 0.38% | 0.78% | 0.38% | |
| REGN | B | 0.38% | 0.44% | 0.38% | |
| RGA | C | 0.13% | 0.4% | 0.13% | |
| RL | C | 0.06% | 0.46% | 0.06% | |
| STLD | D | 0.03% | 0.28% | 0.03% | |
| SYK | B | 0.06% | 0.38% | 0.06% | |
| SYY | D | 0.16% | 0.36% | 0.16% | |
| T | B | 0.13% | 1.0% | 0.13% | |
| TGT | D | 0.25% | 0.21% | 0.21% | |
| TJX | A | 0.1% | 0.83% | 0.1% | |
| TMUS | B | 0.08% | 1.14% | 0.08% | |
| TXT | D | 0.03% | 0.31% | 0.03% | |
| VRTX | B | 0.17% | 0.34% | 0.17% | |
| VZ | B | 0.37% | 0.86% | 0.37% | |
| WDAY | D | 0.13% | 0.86% | 0.13% | |
| WMT | A | 0.55% | 0.37% | 0.37% | |
| WSM | D | 0.24% | 0.35% | 0.24% | |
| XOM | D | 0.74% | 0.43% | 0.43% |
LCTU Overweight 237 Positions Relative to USMF
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | A | 6.85% | |
| NVDA | B | 5.76% | |
| MSFT | A | 5.72% | |
| AMZN | A | 3.55% | |
| GOOGL | A | 2.35% | |
| META | A | 2.32% | |
| GOOG | A | 1.91% | |
| MA | C | 1.61% | |
| KO | A | 1.21% | |
| ABT | D | 1.19% | |
| AVGO | B | 1.17% | |
| TSLA | B | 1.14% | |
| COST | A | 1.11% | |
| ACN | D | 1.06% | |
| SPGI | B | 1.0% | |
| GS | A | 0.91% | |
| KKR | C | 0.89% | |
| AON | C | 0.89% | |
| INTU | A | 0.85% | |
| COF | D | 0.79% | |
| COP | D | 0.73% | |
| TT | B | 0.71% | |
| ADBE | B | 0.69% | |
| BKNG | B | 0.69% | |
| LRCX | B | 0.66% | |
| NFLX | A | 0.66% | |
| HD | C | 0.64% | |
| AMD | B | 0.64% | |
| SRE | B | 0.62% | |
| ADI | B | 0.59% | |
| ADSK | B | 0.58% | |
| FITB | D | 0.58% | |
| YUM | D | 0.57% | |
| BKR | C | 0.53% | |
| CRM | C | 0.51% | |
| XYL | D | 0.5% | |
| J | D | 0.5% | |
| PLD | C | 0.49% | |
| BBY | C | 0.48% | |
| PPG | D | 0.47% | |
| ETN | C | 0.47% | |
| CAT | D | 0.44% | |
| GE | D | 0.44% | |
| HWM | C | 0.42% | |
| CVX | D | 0.41% | |
| TXN | B | 0.41% | |
| MDLZ | D | 0.4% | |
| C | B | 0.39% | |
| UBER | B | 0.38% | |
| AMGN | B | 0.37% | |
| EXPD | B | 0.37% | |
| MKC | C | 0.35% | |
| NKE | F | 0.34% | |
| MCD | F | 0.32% | |
| UNH | D | 0.32% | |
| NDAQ | C | 0.32% | |
| PANW | B | 0.3% | |
| AMAT | B | 0.3% | |
| PEP | D | 0.3% | |
| CVS | D | 0.29% | |
| ACGL | C | 0.29% | |
| HUBB | C | 0.28% | |
| OLED | A | 0.28% | |
| INTC | C | 0.27% | |
| ED | D | 0.27% | |
| ORCL | A | 0.27% | |
| ES | C | 0.26% | |
| DECK | C | 0.25% | |
| VEEV | D | 0.25% | |
| WY | F | 0.25% | |
| SPG | C | 0.25% | |
| JBHT | F | 0.24% | |
| WHR | C | 0.24% | |
| BIIB | C | 0.24% | |
| FCX | C | 0.24% | |
| MDT | D | 0.24% | |
| NOW | A | 0.24% | |
| EBAY | B | 0.24% | |
| ADP | D | 0.24% | |
| PEG | B | 0.23% | |
| RTX | D | 0.23% | |
| AMT | B | 0.23% | |
| CHD | C | 0.23% | |
| ISRG | A | 0.23% | |
| VRSK | A | 0.23% | |
| KEY | C | 0.21% | |
| ILMN | D | 0.2% | |
| ETSY | F | 0.2% | |
| CRWD | B | 0.2% | |
| ITW | D | 0.2% | |
| KDP | D | 0.19% | |
| A | D | 0.19% | |
| SBUX | F | 0.18% | |
| SCHW | D | 0.17% | |
| JCI | D | 0.17% | |
| ICE | A | 0.16% | |
| FMC | F | 0.16% | |
| EXC | D | 0.15% | |
| CFG | B | 0.15% | |
| OKTA | C | 0.15% | |
| SPOT | B | 0.15% | |
| EW | B | 0.15% | |
| NEE | D | 0.15% | |
| ESI | B | 0.15% | |
| MTD | D | 0.15% | |
| MAN | D | 0.14% | |
| CDNS | B | 0.14% | |
| SQ | C | 0.14% | |
| PYPL | D | 0.14% | |
| IR | C | 0.14% | |
| EL | F | 0.14% | |
| TTWO | C | 0.13% | |
| KRC | F | 0.13% | |
| MMM | B | 0.13% | |
| HXL | D | 0.13% | |
| FNB | C | 0.13% | |
| MGM | B | 0.13% | |
| APD | D | 0.13% | |
| HUM | C | 0.12% | |
| GEV | B | 0.12% | |
| OKE | B | 0.12% | |
| FRT | C | 0.12% | |
| VLTO | D | 0.12% | |
| REG | B | 0.11% | |
| UPS | D | 0.11% | |
| AGR | C | 0.11% | |
| CHRW | C | 0.11% | |
| VTR | A | 0.11% | |
| MSCI | C | 0.11% | |
| BXP | C | 0.1% | |
| ABNB | B | 0.1% | |
| XRAY | F | 0.1% | |
| PLTR | A | 0.09% | |
| V | C | 0.09% | |
| CEG | B | 0.08% | |
| TEAM | C | 0.08% | |
| KMI | B | 0.08% | |
| PSX | D | 0.08% | |
| AR | D | 0.08% | |
| RPM | D | 0.08% | |
| FCN | D | 0.08% | |
| SHW | D | 0.08% | |
| RJF | D | 0.08% | |
| MRNA | D | 0.07% | |
| CZR | C | 0.07% | |
| DXCM | D | 0.07% | |
| REXR | C | 0.07% | |
| ZM | F | 0.07% | |
| ALNY | A | 0.07% | |
| GLOB | C | 0.07% | |
| AVY | D | 0.06% | |
| NU | B | 0.06% | |
| RGLD | B | 0.06% | |
| HUBS | C | 0.06% | |
| WST | F | 0.06% | |
| WTRG | C | 0.06% | |
| WDC | B | 0.06% | |
| FDX | B | 0.06% | |
| PFE | C | 0.05% | |
| MTZ | C | 0.05% | |
| RIVN | C | 0.05% | |
| MRVL | C | 0.05% | |
| RCL | B | 0.05% | |
| PVH | F | 0.05% | |
| PODD | C | 0.05% | |
| TRGP | A | 0.05% | |
| MSM | F | 0.05% | |
| PFG | D | 0.05% | |
| LOPE | C | 0.05% | |
| WAT | D | 0.05% | |
| SOFI | F | 0.04% | |
| ZS | B | 0.04% | |
| O | C | 0.04% | |
| BAX | C | 0.04% | |
| FTI | B | 0.04% | |
| BDX | F | 0.04% | |
| QRVO | B | 0.04% | |
| CBRE | C | 0.04% | |
| HAS | D | 0.04% | |
| OZK | D | 0.03% | |
| RMD | C | 0.03% | |
| WH | C | 0.03% | |
| RUN | F | 0.03% | |
| TRMB | C | 0.03% | |
| CPNG | C | 0.03% | |
| GWRE | A | 0.03% | |
| COIN | C | 0.03% | |
| S | C | 0.03% | |
| CTLT | B | 0.03% | |
| GXO | F | 0.02% | |
| SOLV | F | 0.02% | |
| VNO | C | 0.02% | |
| DASH | C | 0.02% | |
| NOV | D | 0.02% | |
| XP | F | 0.02% | |
| CUZ | D | 0.02% | |
| GFS | C | 0.02% | |
| VRT | C | 0.02% | |
| ENPH | F | 0.02% | |
| BG | B | 0.02% | |
| JLL | B | 0.02% | |
| VFC | D | 0.02% | |
| VVV | B | 0.02% | |
| LNG | B | 0.02% | |
| CSX | D | 0.02% | |
| K | D | 0.02% | |
| ANET | A | 0.02% | |
| NUE | F | 0.01% | |
| DLR | B | 0.01% | |
| LULU | F | 0.01% | |
| XPO | C | 0.01% | |
| FAF | D | 0.01% | |
| NET | B | 0.01% | |
| BBWI | F | 0.01% | |
| LCID | D | 0.01% | |
| ALB | F | 0.01% | |
| ARE | C | 0.01% | |
| LAD | F | 0.01% | |
| AGO | D | 0.01% | |
| SWK | D | 0.01% | |
| AGNC | A | 0.0% | |
| PNFP | D | 0.0% | |
| FYBR | B | 0.0% | |
| TWLO | D | 0.0% | |
| AM | B | 0.0% | |
| DXC | C | 0.0% | |
| MKTX | C | 0.0% | |
| IEX | D | 0.0% | |
| TTEK | D | 0.0% | |
| PARA | C | 0.0% | |
| PII | F | 0.0% | |
| YETI | F | 0.0% | |
| BX | C | 0.0% | |
| G | D | 0.0% | |
| TFC | B | 0.0% | |
| SNOW | D | 0.0% | |
| PLNT | B | 0.0% |
LCTU Underweight 125 Positions Relative to USMF
| Symbol | Grade | Weight | |
|---|---|---|---|
| ROP | B | -1.49% | |
| VRSN | C | -1.48% | |
| FFIV | C | -1.33% | |
| CTSH | C | -1.3% | |
| SNX | D | -1.23% | |
| GDDY | A | -1.2% | |
| AKAM | F | -1.16% | |
| NSIT | C | -1.16% | |
| VNT | D | -1.14% | |
| TDY | D | -1.11% | |
| EA | B | -1.07% | |
| FOXA | B | -0.99% | |
| JNPR | B | -0.96% | |
| NTAP | A | -0.92% | |
| DBX | D | -0.87% | |
| CRUS | A | -0.84% | |
| DRI | D | -0.78% | |
| MUSA | C | -0.77% | |
| WPC | D | -0.74% | |
| RHP | D | -0.71% | |
| GNTX | D | -0.7% | |
| HRB | B | -0.69% | |
| TXRH | B | -0.68% | |
| CIEN | F | -0.66% | |
| ARMK | C | -0.61% | |
| EPAM | F | -0.61% | |
| APP | B | -0.61% | |
| APPF | B | -0.58% | |
| DPZ | D | -0.57% | |
| ULTA | D | -0.52% | |
| DTM | B | -0.49% | |
| WM | B | -0.45% | |
| UTHR | B | -0.44% | |
| MCK | B | -0.44% | |
| HIG | C | -0.43% | |
| LMT | C | -0.43% | |
| LDOS | B | -0.43% | |
| EHC | B | -0.43% | |
| ATR | D | -0.42% | |
| L | D | -0.42% | |
| CACI | B | -0.42% | |
| RSG | A | -0.42% | |
| GILD | C | -0.42% | |
| ANF | C | -0.41% | |
| KMB | B | -0.41% | |
| DGX | C | -0.41% | |
| ACI | F | -0.4% | |
| CNA | B | -0.39% | |
| CAH | D | -0.39% | |
| BMY | F | -0.38% | |
| CBOE | D | -0.38% | |
| ETR | D | -0.38% | |
| AFL | B | -0.38% | |
| CW | C | -0.38% | |
| ADTN | D | -0.38% | |
| CHRD | C | -0.38% | |
| CHE | D | -0.37% | |
| OGE | C | -0.37% | |
| INCY | D | -0.37% | |
| AMP | B | -0.37% | |
| NBIX | C | -0.37% | |
| TRV | D | -0.37% | |
| WRB | C | -0.37% | |
| PPC | B | -0.36% | |
| UNM | D | -0.36% | |
| POST | C | -0.36% | |
| DCI | D | -0.36% | |
| PSN | C | -0.36% | |
| MSA | C | -0.36% | |
| DKS | C | -0.36% | |
| ORI | D | -0.36% | |
| MO | A | -0.36% | |
| ZBH | D | -0.36% | |
| DVN | D | -0.35% | |
| UHS | C | -0.35% | |
| MKL | D | -0.35% | |
| KR | C | -0.35% | |
| HCA | C | -0.35% | |
| AXP | C | -0.34% | |
| WAB | D | -0.34% | |
| VOYA | D | -0.34% | |
| EXEL | C | -0.34% | |
| VLO | D | -0.34% | |
| AEP | C | -0.34% | |
| AIZ | D | -0.33% | |
| KHC | D | -0.33% | |
| PRI | C | -0.33% | |
| RYAN | B | -0.33% | |
| RLI | D | -0.33% | |
| WFC | C | -0.33% | |
| GPK | D | -0.32% | |
| CAG | D | -0.32% | |
| EME | D | -0.32% | |
| HII | D | -0.32% | |
| DE | F | -0.32% | |
| HAL | F | -0.32% | |
| FLS | D | -0.32% | |
| SAIC | D | -0.32% | |
| IBKR | B | -0.32% | |
| VTRS | D | -0.32% | |
| PCG | D | -0.32% | |
| GIS | D | -0.32% | |
| TAP | F | -0.31% | |
| XEL | D | -0.31% | |
| WWD | D | -0.31% | |
| DINO | D | -0.3% | |
| AYI | D | -0.29% | |
| CMC | D | -0.29% | |
| SYF | B | -0.29% | |
| EQH | B | -0.29% | |
| OVV | D | -0.29% | |
| APA | F | -0.28% | |
| APO | B | -0.28% | |
| WRK | C | -0.28% | |
| ALSN | D | -0.28% | |
| OC | D | -0.27% | |
| CNM | D | -0.27% | |
| FCNCA | C | -0.26% | |
| DAL | D | -0.25% | |
| CRBG | C | -0.25% | |
| THC | C | -0.25% | |
| MLI | C | -0.25% | |
| SFM | B | -0.25% | |
| HQY | B | -0.24% | |
| GL | D | -0.15% |
LCTU: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Banks - Regional - US
Capital Markets
Drug Manufacturers - Major
Health Care Plans
Medical Instruments & Supplies
Software - Infrastructure
Telecom Services
Diversified Industrials
Integrated Shipping & Logistics
Medical Devices
Specialty Chemicals
Credit Services
Diagnostics & Research
REIT - Office
Specialty Retail
Utilities - Regulated Electric
Apparel Stores
Auto Manufacturers
USMF: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Information Technology Services
Biotechnology
Communication Equipment
Diversified Industrials
Drug Manufacturers - Major
Insurance - Diversified
Insurance - Life
Medical Care
Packaged Foods
Software - Application
Oil & Gas E&P
Restaurants
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Health Care Plans
Packaging & Containers
Specialty Retail
Apparel Stores
Compare ETFs
