DCAP vs. LCTU ETF Comparison
Comparison of Unity Wealth Partners Dynamic Capital Appreciation & Options ETF (DCAP) to BlackRock U.S. Carbon Transition Readiness ETF (LCTU)
DCAP
Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
DCAP Description
The fund is an actively managed ETF that seeks broad-equity market exposure, as well as exposure to certain individual equity securities while also employing an options overlay strategy (via risk-defined options) to seek to limit potential losses and to generate additional income. It will invest, under normal circumstances, at least 80% of its net assets plus the amount of borrowings for investment purposes, in the fund"s Core Capital Appreciation Strategy and Options Strategy.
Grade (RS Rating)
Last Trade
$20.46
Average Daily Volume
685
Number of Holdings
*
39
* 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
$62.60
Average Daily Volume
56,113
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
Performance
| Period | DCAP | LCTU |
|---|---|---|
| 30 Days | 1.37% | 0.63% |
| 60 Days | 5.41% | 7.03% |
| 90 Days | 2.61% | |
| 12 Months | 33.31% |
27 Overlapping Holdings
| Symbol | Grade | Weight in DCAP | Weight in LCTU | Overlap | |
|---|---|---|---|---|---|
| ABBV | B | 0.53% | 0.78% | 0.53% | |
| ACN | B | 0.48% | 1.11% | 0.48% | |
| ADBE | F | 0.41% | 0.59% | 0.41% | |
| ADP | A | 0.53% | 0.19% | 0.19% | |
| AMGN | D | 0.45% | 0.52% | 0.45% | |
| BBY | C | 0.56% | 0.43% | 0.43% | |
| BRK.A | C | 0.46% | 0.76% | 0.46% | |
| C | C | 0.7% | 0.32% | 0.32% | |
| CAT | A | 0.53% | 0.56% | 0.53% | |
| CMG | C | 0.51% | 0.02% | 0.02% | |
| DIS | D | 0.75% | 0.23% | 0.23% | |
| GS | D | 0.98% | 1.01% | 0.98% | |
| HD | A | 1.09% | 0.67% | 0.67% | |
| JNJ | D | 1.01% | 1.43% | 1.01% | |
| JPM | D | 0.98% | 1.29% | 0.98% | |
| MCD | A | 0.83% | 0.27% | 0.27% | |
| MDT | C | 0.27% | 0.26% | 0.26% | |
| MRK | F | 0.24% | 0.59% | 0.24% | |
| MS | B | 0.73% | 0.01% | 0.01% | |
| NKE | D | 0.58% | 0.31% | 0.31% | |
| PG | D | 0.51% | 0.5% | 0.5% | |
| QCOM | C | 0.25% | 0.31% | 0.25% | |
| SBUX | C | 0.93% | 0.26% | 0.26% | |
| TGT | D | 0.75% | 0.33% | 0.33% | |
| TMUS | A | 0.56% | 0.32% | 0.32% | |
| UNH | B | 1.24% | 0.14% | 0.14% | |
| WMT | A | 0.82% | 0.25% | 0.25% |
DCAP Underweight 257 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 | C | -1.33% | |
| SPGI | B | -1.28% | |
| ABT | C | -1.28% | |
| KO | C | -1.17% | |
| ECL | B | -1.1% | |
| KKR | C | -1.01% | |
| SRE | B | -0.97% | |
| COF | C | -0.83% | |
| TT | A | -0.79% | |
| CMI | A | -0.79% | |
| CSCO | A | -0.77% | |
| COP | D | -0.76% | |
| NFLX | B | -0.75% | |
| XOM | A | -0.72% | |
| PPG | D | -0.69% | |
| BKNG | C | -0.69% | |
| PCAR | C | -0.68% | |
| YUM | B | -0.66% | |
| J | F | -0.65% | |
| AMD | B | -0.65% | |
| ETN | C | -0.63% | |
| PEG | A | -0.63% | |
| CRM | B | -0.61% | |
| ADSK | C | -0.58% | |
| PLD | D | -0.53% | |
| KEY | C | -0.53% | |
| ADI | C | -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 | C | -0.45% | |
| MMC | D | -0.44% | |
| VZ | B | -0.43% | |
| TXN | C | -0.42% | |
| CI | D | -0.41% | |
| ELV | F | -0.41% | |
| HUBB | B | -0.4% | |
| AMT | C | -0.4% | |
| ACGL | B | -0.4% | |
| CNC | F | -0.4% | |
| EXPD | D | -0.4% | |
| HOLX | D | -0.39% | |
| NDAQ | B | -0.38% | |
| CL | D | -0.38% | |
| WY | C | -0.38% | |
| MPC | C | -0.37% | |
| PANW | D | -0.37% | |
| PEP | F | -0.36% | |
| NOW | C | -0.36% | |
| VEEV | C | -0.35% | |
| EBAY | A | -0.35% | |
| ES | D | -0.32% | |
| ILMN | B | -0.3% | |
| FITB | C | -0.3% | |
| AON | B | -0.3% | |
| ORCL | C | -0.3% | |
| A | B | -0.3% | |
| WSM | B | -0.29% | |
| IBM | A | -0.29% | |
| MTB | C | -0.28% | |
| NRG | A | -0.27% | |
| CVS | C | -0.26% | |
| O | A | -0.26% | |
| TJX | D | -0.25% | |
| JBHT | D | -0.25% | |
| BIIB | F | -0.25% | |
| CVX | B | -0.23% | |
| AMAT | B | -0.23% | |
| OLED | C | -0.23% | |
| FTNT | B | -0.23% | |
| INTC | D | -0.23% | |
| SQ | D | -0.23% | |
| ALL | C | -0.23% | |
| WHR | C | -0.22% | |
| ETSY | F | -0.22% | |
| IPG | D | -0.22% | |
| RGA | C | -0.22% | |
| VLTO | A | -0.21% | |
| IR | B | -0.21% | |
| KDP | C | -0.2% | |
| BSX | A | -0.2% | |
| SPG | A | -0.18% | |
| GEV | A | -0.18% | |
| RJF | B | -0.18% | |
| VRTX | D | -0.18% | |
| ITW | B | -0.17% | |
| ZM | C | -0.17% | |
| LPLA | C | -0.17% | |
| ISRG | C | -0.16% | |
| OKTA | F | -0.16% | |
| AFL | A | -0.16% | |
| WDAY | D | -0.16% | |
| FMC | C | -0.16% | |
| CEG | A | -0.16% | |
| DECK | B | -0.16% | |
| CHRW | C | -0.16% | |
| ESI | C | -0.15% | |
| SYY | D | -0.15% | |
| NEE | A | -0.15% | |
| MGM | C | -0.15% | |
| FRT | D | -0.14% | |
| PGR | C | -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 | C | -0.13% | |
| NU | D | -0.13% | |
| GLOB | C | -0.12% | |
| VTR | C | -0.12% | |
| REG | C | -0.12% | |
| DVA | C | -0.12% | |
| LVS | B | -0.12% | |
| EL | D | -0.12% | |
| KRC | C | -0.12% | |
| CINF | B | -0.11% | |
| HXL | F | -0.11% | |
| PFE | D | -0.11% | |
| ED | A | -0.11% | |
| CFG | D | -0.11% | |
| PYPL | C | -0.11% | |
| SHW | C | -0.11% | |
| MSCI | B | -0.1% | |
| MTD | B | -0.1% | |
| TTWO | F | -0.1% | |
| HUBS | D | -0.09% | |
| AR | B | -0.09% | |
| MET | B | -0.09% | |
| CTSH | B | -0.09% | |
| RGLD | C | -0.08% | |
| EXPE | B | -0.08% | |
| REXR | D | -0.08% | |
| KMI | A | -0.08% | |
| HPQ | B | -0.08% | |
| RL | B | -0.08% | |
| CCK | C | -0.08% | |
| FCX | B | -0.07% | |
| PLTR | A | -0.07% | |
| KEX | C | -0.07% | |
| CME | A | -0.07% | |
| PWR | B | -0.07% | |
| HPE | B | -0.07% | |
| FANG | C | -0.07% | |
| VLO | D | -0.07% | |
| CRWD | D | -0.07% | |
| VOYA | A | -0.07% | |
| VRSK | C | -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% | |
| CMCSA | C | -0.06% | |
| WAT | B | -0.06% | |
| GILD | A | -0.05% | |
| 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 | B | -0.05% | |
| TEAM | D | -0.05% | |
| S | D | -0.04% | |
| FSLR | C | -0.04% | |
| STLD | B | -0.04% | |
| GWRE | A | -0.04% | |
| RIVN | F | -0.04% | |
| ZS | F | -0.04% | |
| HWM | A | -0.04% | |
| AFG | B | -0.04% | |
| GM | D | -0.04% | |
| ABNB | D | -0.04% | |
| PSX | D | -0.03% | |
| ARE | D | -0.03% | |
| CDNS | D | -0.03% | |
| MMM | C | -0.03% | |
| AAL | D | -0.03% | |
| MRNA | F | -0.03% | |
| TXT | F | -0.03% | |
| WELL | C | -0.03% | |
| MRVL | B | -0.03% | |
| AXS | A | -0.03% | |
| SMCI | F | -0.03% | |
| RMD | C | -0.03% | |
| DOCU | B | -0.03% | |
| MOH | D | -0.03% | |
| OMC | C | -0.03% | |
| CTLT | A | -0.03% | |
| CPNG | C | -0.03% | |
| K | A | -0.03% | |
| GXO | D | -0.02% | |
| CIVI | F | -0.02% | |
| LOPE | D | -0.02% | |
| KIM | C | -0.02% | |
| USB | D | -0.02% | |
| SAIC | A | -0.02% | |
| DXCM | F | -0.02% | |
| PVH | F | -0.02% | |
| GAP | F | -0.02% | |
| WFC | F | -0.02% | |
| ENPH | F | -0.02% | |
| VRT | B | -0.02% | |
| BMY | B | -0.02% | |
| AJG | D | -0.02% | |
| VNO | A | -0.02% | |
| DOX | B | -0.01% | |
| DJT | F | -0.01% | |
| TDG | B | -0.01% | |
| AGO | B | -0.01% | |
| NOV | F | -0.01% | |
| LCID | D | -0.01% | |
| RPM | B | -0.01% | |
| DELL | C | -0.01% | |
| GFS | F | -0.01% | |
| ITT | C | -0.01% | |
| BWA | C | -0.01% | |
| HST | D | -0.01% | |
| AGNC | C | -0.0% | |
| INGR | B | -0.0% | |
| AM | A | -0.0% | |
| PNFP | D | -0.0% | |
| TWLO | B | -0.0% | |
| DXC | B | -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% |
DCAP: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Restaurants
Banks - Global
Capital Markets
Credit Services
Discount Stores
Farm & Construction Equipment
Specialty Retail
Aerospace & Defense
Apparel Stores
Beverages - Wineries & Distilleries
Business Services
Diagnostics & Research
Diversified Industrials
Footwear & Accessories
Health Care Plans
Home Improvement Stores
Household & Personal Products
Information Technology Services
Insurance - Diversified
Keywords:
S&P 500
Dow Jones Component
Nasdaq 100
Retail Store
Electronics
Banking
E-Commerce
Financial Products
Investment Bank
Investment Banking
Investment Product
Magazines
Medicine
Pharmaceutical Products
Primary Dealers
Retail Outlets
Risk Management
Transaction Services
Alcohol
Autoimmune Disease
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
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