(LCTU) BlackRock U.S. Carbon - Ratings and Ratios
Large-Cap, U.S., Equity, Transition, Index
| Risk via 10d forecast | |
|---|---|
| Volatility | 18.9% |
| Value at Risk 5%th | 32.4% |
| Relative Tail Risk | 4.05% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.43 |
| Alpha | -0.58 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.445 |
| Beta | 0.980 |
| Beta Downside | 0.986 |
| Drawdowns 3y | |
|---|---|
| Max DD | 19.83% |
| Mean DD | 2.49% |
| Median DD | 1.34% |
Description: LCTU BlackRock U.S. Carbon November 14, 2025
The BlackRock U.S. Carbon Transition Readiness ETF (LCTU) aims to beat the price-and-yield performance of the Russell 1000 Index (pre-expenses) by selecting U.S. equities with the highest LCETR scores-a proprietary carbon-transition readiness metric developed by BlackRock’s Fundamental Analytics (BFA) team. The fund must allocate at least 80 % of its net assets (plus any borrowing) to U.S. listed equity securities, effectively making it a large-blend, domestic-focused vehicle.
Additional context (as of Q3 2024):
• Expense ratio ≈ 0.30 % (net of fees), which is modest for an ESG-focused large-cap ETF.
• Assets under management (AUM) ≈ $210 million, indicating growing investor interest but still a relatively small niche fund.
• Top sector exposures are Industrial (~28 %), Technology (~22 %), and Utilities (~15 %), reflecting companies that are both carbon-intensive and actively investing in transition technologies.
• Key driver: U.S. policy momentum on decarbonization (e.g., Inflation Reduction Act incentives) and corporate cap-and-trade participation, which tend to boost the LCETR scores of firms that can monetize low-carbon assets.
If you want a deeper, data-driven view of how LCTU’s holdings compare to broader ESG benchmarks, the ValueRay platform offers granular score breakdowns and scenario analyses worth exploring.
LCTU ETF Overview
| Market Cap in USD | 1,382m |
| Category | Large Blend |
| TER | 0.14% |
| IPO / Inception | 2021-04-06 |
| Return 12m vs S&P 500 | -0.67% |
| Analyst Rating | - |
LCTU Dividends
| Metric | Value |
|---|---|
| Dividend Yield | 1.03% |
| Yield on Cost 5y | 1.68% |
| Yield CAGR 5y | -11.89% |
| Payout Consistency | 91.0% |
| Payout Ratio | - |
LCTU Growth Ratios
| Metric | Value |
|---|---|
| CAGR 3y | 18.30% |
| CAGR/Max DD Calmar Ratio | 0.92 |
| CAGR/Mean DD Pain Ratio | 7.36 |
| Current Volume | 30.5k |
| Average Volume | 24.8k |
What is the price of LCTU shares?
Over the past week, the price has changed by -3.34%, over one month by -3.34%, over three months by +2.09% and over the past year by +11.10%.
Is LCTU a buy, sell or hold?
What are the forecasts/targets for the LCTU price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 79.9 | 12.8% |
LCTU Fundamental Data Overview November 19, 2025
Beta = 1.04
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 1.38b USD (1.38b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 1.38b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 1.38b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 9.63% (E(1.38b)/V(1.38b) * Re(9.63%) + (debt-free company))
Discount Rate = 9.63% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for LCTU ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle