USMF vs. LCTU ETF Comparison
Comparison of WisdomTree U.S. Multifactor Fund (USMF) to BlackRock U.S. Carbon Transition Readiness ETF (LCTU)
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
$48.86
Average Daily Volume
21,300
Number of Holdings
*
195
* may have additional holdings in another (foreign) market
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
$62.68
Average Daily Volume
55,707
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
Performance
| Period | USMF | LCTU |
|---|---|---|
| 30 Days | 1.94% | 3.95% |
| 60 Days | 9.70% | 11.34% |
| 90 Days | 8.64% | 3.57% |
| 12 Months | 33.52% | 34.73% |
65 Overlapping Holdings
| Symbol | Grade | Weight in USMF | Weight in LCTU | Overlap | |
|---|---|---|---|---|---|
| ABBV | C | 0.44% | 0.78% | 0.44% | |
| ABT | C | 0.41% | 1.28% | 0.41% | |
| ADP | A | 0.39% | 0.19% | 0.19% | |
| AFL | A | 0.37% | 0.16% | 0.16% | |
| ALL | A | 0.36% | 0.23% | 0.23% | |
| AMT | D | 0.28% | 0.4% | 0.28% | |
| BMY | A | 0.33% | 0.02% | 0.02% | |
| BRK.A | B | 0.38% | 0.76% | 0.38% | |
| BSX | A | 0.41% | 0.2% | 0.2% | |
| CCK | C | 0.41% | 0.08% | 0.08% | |
| CI | D | 0.31% | 0.41% | 0.31% | |
| CINF | A | 0.35% | 0.11% | 0.11% | |
| CL | D | 0.35% | 0.38% | 0.35% | |
| CMCSA | B | 0.91% | 0.06% | 0.06% | |
| CME | A | 0.37% | 0.07% | 0.07% | |
| CNC | F | 0.34% | 0.4% | 0.34% | |
| COP | D | 0.39% | 0.76% | 0.39% | |
| CRM | B | 0.84% | 0.61% | 0.61% | |
| CTSH | B | 1.36% | 0.09% | 0.09% | |
| DIS | D | 0.8% | 0.23% | 0.23% | |
| DOCU | A | 0.82% | 0.03% | 0.03% | |
| DVA | C | 0.3% | 0.12% | 0.12% | |
| EBAY | A | 0.74% | 0.35% | 0.35% | |
| ECL | C | 0.48% | 1.1% | 0.48% | |
| ELV | F | 0.39% | 0.41% | 0.39% | |
| EXPE | B | 0.46% | 0.08% | 0.08% | |
| FMC | C | 0.23% | 0.16% | 0.16% | |
| FRT | D | 0.32% | 0.14% | 0.14% | |
| FSLR | C | 0.72% | 0.04% | 0.04% | |
| FTNT | A | 0.74% | 0.23% | 0.23% | |
| GAP | F | 0.35% | 0.02% | 0.02% | |
| GILD | A | 0.41% | 0.05% | 0.05% | |
| GM | D | 0.53% | 0.04% | 0.04% | |
| HOLX | D | 0.45% | 0.39% | 0.39% | |
| HPQ | B | 0.99% | 0.08% | 0.08% | |
| IBM | A | 1.49% | 0.29% | 0.29% | |
| INGR | B | 0.39% | 0.0% | 0.0% | |
| IPG | D | 0.85% | 0.22% | 0.22% | |
| J | F | 0.37% | 0.65% | 0.37% | |
| JNJ | D | 0.47% | 1.43% | 0.47% | |
| JPM | C | 0.36% | 1.29% | 0.36% | |
| LVS | B | 0.73% | 0.12% | 0.12% | |
| MMM | C | 0.23% | 0.03% | 0.03% | |
| MPC | D | 0.32% | 0.37% | 0.32% | |
| MRK | F | 0.42% | 0.59% | 0.42% | |
| MTB | A | 0.28% | 0.28% | 0.28% | |
| PCAR | D | 0.33% | 0.68% | 0.33% | |
| PG | D | 0.35% | 0.5% | 0.35% | |
| PGR | B | 0.36% | 0.14% | 0.14% | |
| PYPL | A | 0.22% | 0.11% | 0.11% | |
| RGA | B | 0.34% | 0.22% | 0.22% | |
| RJF | B | 0.32% | 0.18% | 0.18% | |
| SAIC | A | 0.29% | 0.02% | 0.02% | |
| SYY | D | 0.33% | 0.15% | 0.15% | |
| TJX | D | 0.87% | 0.25% | 0.25% | |
| TMUS | A | 1.15% | 0.32% | 0.32% | |
| VLO | F | 0.34% | 0.07% | 0.07% | |
| VOYA | A | 0.36% | 0.07% | 0.07% | |
| VRSK | D | 0.36% | 0.07% | 0.07% | |
| VZ | C | 0.99% | 0.43% | 0.43% | |
| WDAY | D | 0.76% | 0.16% | 0.16% | |
| WFC | B | 0.32% | 0.02% | 0.02% | |
| WMT | A | 0.35% | 0.25% | 0.25% | |
| XOM | A | 0.42% | 0.72% | 0.42% | |
| ZM | B | 0.91% | 0.17% | 0.17% |
USMF Overweight 130 Positions Relative to LCTU
| Symbol | Grade | Weight | |
|---|---|---|---|
| VRSN | C | 1.52% | |
| MSI | A | 1.45% | |
| ROP | D | 1.38% | |
| GDDY | B | 1.3% | |
| TDY | A | 1.27% | |
| SNX | C | 1.25% | |
| FFIV | B | 1.25% | |
| AKAM | D | 1.14% | |
| TYL | D | 1.11% | |
| JNPR | C | 1.08% | |
| T | B | 1.08% | |
| FOXA | B | 1.05% | |
| EA | D | 1.03% | |
| DBX | C | 0.96% | |
| DT | B | 0.95% | |
| NYT | C | 0.94% | |
| FICO | C | 0.93% | |
| CVLT | B | 0.92% | |
| NTAP | D | 0.87% | |
| DRI | C | 0.83% | |
| ORLY | A | 0.81% | |
| APP | A | 0.77% | |
| AZO | D | 0.77% | |
| TXRH | A | 0.76% | |
| MUSA | D | 0.74% | |
| ARMK | C | 0.71% | |
| HRB | C | 0.69% | |
| INFA | D | 0.69% | |
| EPAM | F | 0.65% | |
| CRUS | D | 0.64% | |
| NTNX | C | 0.58% | |
| EHC | C | 0.45% | |
| LDOS | A | 0.45% | |
| LMT | A | 0.44% | |
| ADTN | C | 0.42% | |
| CHE | D | 0.42% | |
| CACI | A | 0.42% | |
| DGX | D | 0.42% | |
| GPK | D | 0.41% | |
| CAH | B | 0.41% | |
| HIG | A | 0.41% | |
| RSG | D | 0.4% | |
| ZBH | F | 0.4% | |
| WM | B | 0.4% | |
| ANF | D | 0.4% | |
| DOV | C | 0.39% | |
| REGN | D | 0.39% | |
| UHS | D | 0.39% | |
| L | C | 0.39% | |
| EOG | B | 0.39% | |
| UTHR | C | 0.39% | |
| TMO | D | 0.38% | |
| AMP | A | 0.38% | |
| BR | B | 0.38% | |
| SSNC | C | 0.38% | |
| CNA | D | 0.38% | |
| HCA | C | 0.38% | |
| NNN | C | 0.37% | |
| MCK | F | 0.37% | |
| ETR | A | 0.37% | |
| BERY | C | 0.37% | |
| ACI | F | 0.37% | |
| MSA | F | 0.37% | |
| AIZ | B | 0.36% | |
| CBOE | B | 0.36% | |
| TRV | B | 0.36% | |
| BRO | A | 0.35% | |
| GLPI | C | 0.35% | |
| ORI | A | 0.35% | |
| KMB | D | 0.35% | |
| REYN | D | 0.35% | |
| LHX | A | 0.34% | |
| AXP | A | 0.34% | |
| POST | C | 0.34% | |
| RLI | A | 0.34% | |
| AIG | C | 0.34% | |
| KR | C | 0.34% | |
| EXEL | B | 0.34% | |
| VICI | C | 0.34% | |
| OGE | C | 0.34% | |
| DE | C | 0.34% | |
| HAL | D | 0.33% | |
| WRB | C | 0.33% | |
| MRO | B | 0.33% | |
| GIS | C | 0.33% | |
| MKL | B | 0.33% | |
| WPC | C | 0.33% | |
| PRI | A | 0.33% | |
| DUK | C | 0.33% | |
| UNM | A | 0.33% | |
| MO | D | 0.33% | |
| ELS | D | 0.33% | |
| MTG | A | 0.32% | |
| EIX | C | 0.32% | |
| ALSN | A | 0.32% | |
| DVN | F | 0.32% | |
| CAG | D | 0.32% | |
| PPC | C | 0.32% | |
| IBKR | A | 0.32% | |
| BAH | C | 0.31% | |
| PNW | C | 0.31% | |
| MAS | C | 0.31% | |
| AEP | C | 0.31% | |
| EME | B | 0.31% | |
| HII | F | 0.31% | |
| KHC | F | 0.3% | |
| PCG | C | 0.3% | |
| VTRS | D | 0.3% | |
| NTRS | B | 0.29% | |
| MLI | B | 0.29% | |
| DINO | F | 0.29% | |
| TAP | D | 0.29% | |
| THC | D | 0.29% | |
| LPX | C | 0.29% | |
| FCN | C | 0.28% | |
| RYAN | A | 0.28% | |
| CRS | B | 0.27% | |
| CBSH | D | 0.27% | |
| EWBC | B | 0.26% | |
| FDX | F | 0.25% | |
| NBIX | F | 0.25% | |
| APA | F | 0.25% | |
| SYF | A | 0.25% | |
| FCNCA | D | 0.25% | |
| BMRN | F | 0.23% | |
| SFM | A | 0.23% | |
| HALO | D | 0.23% | |
| LNTH | C | 0.18% | |
| PAYC | D | 0.18% | |
| GL | C | 0.15% |
USMF Underweight 219 Positions Relative to LCTU
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -7.04% | |
| NVDA | B | -5.42% | |
| MSFT | D | -5.24% | |
| AMZN | C | -3.13% | |
| META | A | -2.3% | |
| GOOGL | B | -1.96% | |
| MA | A | -1.75% | |
| LLY | D | -1.7% | |
| GOOG | B | -1.62% | |
| TSLA | C | -1.44% | |
| COST | C | -1.37% | |
| AVGO | B | -1.33% | |
| SPGI | C | -1.28% | |
| KO | C | -1.17% | |
| ACN | B | -1.11% | |
| GS | B | -1.01% | |
| KKR | A | -1.01% | |
| SRE | C | -0.97% | |
| COF | A | -0.83% | |
| TT | A | -0.79% | |
| CMI | A | -0.79% | |
| CSCO | A | -0.77% | |
| NFLX | A | -0.75% | |
| PPG | D | -0.69% | |
| BKNG | B | -0.69% | |
| HD | A | -0.67% | |
| YUM | C | -0.66% | |
| AMD | C | -0.65% | |
| ETN | B | -0.63% | |
| PEG | A | -0.63% | |
| ADBE | F | -0.59% | |
| ADSK | B | -0.58% | |
| CAT | A | -0.56% | |
| PLD | D | -0.53% | |
| KEY | B | -0.53% | |
| AMGN | D | -0.52% | |
| ADI | B | -0.52% | |
| INTU | F | -0.52% | |
| BKR | B | -0.5% | |
| LRCX | D | -0.5% | |
| RTX | A | -0.47% | |
| UBER | C | -0.47% | |
| XYL | C | -0.47% | |
| MDLZ | D | -0.46% | |
| MKC | C | -0.46% | |
| CHD | D | -0.45% | |
| GE | B | -0.45% | |
| MMC | D | -0.44% | |
| BBY | C | -0.43% | |
| TXN | C | -0.42% | |
| HUBB | A | -0.4% | |
| ACGL | A | -0.4% | |
| EXPD | D | -0.4% | |
| NDAQ | C | -0.38% | |
| WY | C | -0.38% | |
| PANW | B | -0.37% | |
| PEP | F | -0.36% | |
| NOW | B | -0.36% | |
| VEEV | C | -0.35% | |
| TGT | C | -0.33% | |
| ES | D | -0.32% | |
| C | B | -0.32% | |
| QCOM | D | -0.31% | |
| NKE | D | -0.31% | |
| ILMN | B | -0.3% | |
| FITB | C | -0.3% | |
| AON | A | -0.3% | |
| ORCL | A | -0.3% | |
| A | B | -0.3% | |
| WSM | C | -0.29% | |
| NRG | A | -0.27% | |
| MCD | A | -0.27% | |
| CVS | D | -0.26% | |
| SBUX | B | -0.26% | |
| MDT | C | -0.26% | |
| O | C | -0.26% | |
| JBHT | D | -0.25% | |
| BIIB | F | -0.25% | |
| CVX | B | -0.23% | |
| AMAT | C | -0.23% | |
| OLED | B | -0.23% | |
| INTC | D | -0.23% | |
| SQ | D | -0.23% | |
| WHR | C | -0.22% | |
| ETSY | F | -0.22% | |
| VLTO | A | -0.21% | |
| IR | A | -0.21% | |
| KDP | C | -0.2% | |
| SPG | A | -0.18% | |
| GEV | A | -0.18% | |
| VRTX | D | -0.18% | |
| ITW | C | -0.17% | |
| LPLA | D | -0.17% | |
| ISRG | C | -0.16% | |
| OKTA | F | -0.16% | |
| CEG | A | -0.16% | |
| DECK | B | -0.16% | |
| CHRW | C | -0.16% | |
| ESI | C | -0.15% | |
| NEE | C | -0.15% | |
| MGM | D | -0.15% | |
| UNH | B | -0.14% | |
| HUM | F | -0.14% | |
| MAN | D | -0.14% | |
| APD | C | -0.14% | |
| FNB | D | -0.14% | |
| SPOT | C | -0.13% | |
| OKE | A | -0.13% | |
| XRAY | D | -0.13% | |
| BXP | B | -0.13% | |
| NU | D | -0.13% | |
| GLOB | D | -0.12% | |
| VTR | C | -0.12% | |
| REG | C | -0.12% | |
| EL | D | -0.12% | |
| KRC | C | -0.12% | |
| HXL | F | -0.11% | |
| PFE | D | -0.11% | |
| ED | C | -0.11% | |
| CFG | C | -0.11% | |
| SHW | C | -0.11% | |
| MSCI | B | -0.1% | |
| MTD | C | -0.1% | |
| TTWO | D | -0.1% | |
| HUBS | D | -0.09% | |
| AR | C | -0.09% | |
| MET | A | -0.09% | |
| RGLD | C | -0.08% | |
| REXR | D | -0.08% | |
| KMI | A | -0.08% | |
| RL | B | -0.08% | |
| FCX | B | -0.07% | |
| PLTR | A | -0.07% | |
| KEX | C | -0.07% | |
| PWR | A | -0.07% | |
| HPE | B | -0.07% | |
| FANG | D | -0.07% | |
| CRWD | D | -0.07% | |
| EW | F | -0.06% | |
| FTI | B | -0.06% | |
| MU | D | -0.06% | |
| PSN | A | -0.06% | |
| SCHW | D | -0.06% | |
| ALNY | C | -0.06% | |
| WAT | B | -0.06% | |
| CZR | B | -0.05% | |
| BG | F | -0.05% | |
| TRGP | A | -0.05% | |
| WDC | C | -0.05% | |
| MTZ | A | -0.05% | |
| WST | D | -0.05% | |
| AVY | D | -0.05% | |
| HAS | A | -0.05% | |
| TEAM | D | -0.05% | |
| S | C | -0.04% | |
| STLD | C | -0.04% | |
| GWRE | A | -0.04% | |
| RIVN | F | -0.04% | |
| ZS | F | -0.04% | |
| HWM | A | -0.04% | |
| AFG | A | -0.04% | |
| ABNB | D | -0.04% | |
| PSX | D | -0.03% | |
| ARE | D | -0.03% | |
| CDNS | D | -0.03% | |
| AAL | D | -0.03% | |
| MRNA | F | -0.03% | |
| TXT | F | -0.03% | |
| WELL | C | -0.03% | |
| MRVL | C | -0.03% | |
| AXS | A | -0.03% | |
| SMCI | F | -0.03% | |
| RMD | C | -0.03% | |
| MOH | F | -0.03% | |
| OMC | C | -0.03% | |
| CTLT | A | -0.03% | |
| CPNG | C | -0.03% | |
| K | B | -0.03% | |
| CMG | C | -0.02% | |
| GXO | D | -0.02% | |
| CIVI | F | -0.02% | |
| LOPE | D | -0.02% | |
| KIM | C | -0.02% | |
| USB | C | -0.02% | |
| DXCM | F | -0.02% | |
| PVH | D | -0.02% | |
| ENPH | F | -0.02% | |
| VRT | B | -0.02% | |
| AJG | C | -0.02% | |
| VNO | B | -0.02% | |
| DOX | B | -0.01% | |
| DJT | F | -0.01% | |
| TDG | A | -0.01% | |
| MS | A | -0.01% | |
| AGO | B | -0.01% | |
| NOV | F | -0.01% | |
| LCID | F | -0.01% | |
| RPM | A | -0.01% | |
| DELL | C | -0.01% | |
| GFS | F | -0.01% | |
| ITT | C | -0.01% | |
| BWA | C | -0.01% | |
| HST | D | -0.01% | |
| AGNC | B | -0.0% | |
| AM | A | -0.0% | |
| PNFP | B | -0.0% | |
| TWLO | B | -0.0% | |
| DXC | C | -0.0% | |
| FYBR | C | -0.0% | |
| IEX | D | -0.0% | |
| PARA | F | -0.0% | |
| SNOW | F | -0.0% | |
| TTEK | A | -0.0% | |
| YETI | C | -0.0% | |
| MKTX | B | -0.0% | |
| PII | D | -0.0% | |
| TFC | D | -0.0% | |
| G | A | -0.0% | |
| BX | C | -0.0% |
USMF: Top Represented Industries & Keywords
Industries:
Software - Application
Insurance - Property & Casualty
Biotechnology
Business Services
Information Technology Services
Medical Care
Packaged Foods
Software - Infrastructure
Utilities - Regulated Electric
Drug Manufacturers - Major
Insurance - Diversified
Oil & Gas E&P
Telecom Services
Communication Equipment
Insurance - Life
Packaging & Containers
Specialty Retail
Apparel Stores
Asset Management
Banks - Global
LCTU: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Banks - Regional - US
Capital Markets
Diversified Industrials
Software - Infrastructure
Health Care Plans
Information Technology Services
Telecom Services
Diagnostics & Research
Insurance - Property & Casualty
Medical Instruments & Supplies
REIT - Retail
Specialty Chemicals
Specialty Retail
Aerospace & Defense
Auto Manufacturers
Engineering & Construction
Household & Personal Products
Compare ETFs
