LCTU vs. YLDE ETF Comparison
Comparison of BlackRock U.S. Carbon Transition Readiness ETF (LCTU) to ClearBridge Dividend Strategy ESG ETF (YLDE)
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
YLDE
ClearBridge Dividend Strategy ESG ETF
YLDE Description
The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance (ESG) criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.Grade (RS Rating)
Last Trade
$50.31
Average Daily Volume
3,243
Number of Holdings
*
52
* may have additional holdings in another (foreign) market
Performance
| Period | LCTU | YLDE |
|---|---|---|
| 30 Days | 3.95% | 2.71% |
| 60 Days | 11.34% | 9.12% |
| 90 Days | 3.57% | 6.47% |
| 12 Months | 34.73% | 26.30% |
29 Overlapping Holdings
| Symbol | Grade | Weight in LCTU | Weight in YLDE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 7.04% | 2.16% | 2.16% | |
| AMT | D | 0.4% | 2.06% | 0.4% | |
| APD | C | 0.14% | 1.37% | 0.14% | |
| AVGO | B | 1.33% | 2.89% | 1.33% | |
| CMCSA | B | 0.06% | 2.94% | 0.06% | |
| COF | A | 0.83% | 1.73% | 0.83% | |
| CSCO | A | 0.77% | 1.1% | 0.77% | |
| DIS | D | 0.23% | 0.74% | 0.23% | |
| FCX | B | 0.07% | 1.1% | 0.07% | |
| GILD | A | 0.05% | 1.06% | 0.05% | |
| GM | D | 0.04% | 0.66% | 0.04% | |
| GOOGL | B | 1.96% | 1.65% | 1.65% | |
| HD | A | 0.67% | 1.7% | 0.67% | |
| JNJ | D | 1.43% | 1.38% | 1.38% | |
| JPM | C | 1.29% | 3.06% | 1.29% | |
| KMI | A | 0.08% | 2.07% | 0.08% | |
| KO | C | 1.17% | 2.2% | 1.17% | |
| MDLZ | D | 0.46% | 0.14% | 0.14% | |
| MET | A | 0.09% | 1.51% | 0.09% | |
| MRK | F | 0.59% | 1.95% | 0.59% | |
| MSFT | D | 5.24% | 4.0% | 4.0% | |
| ORCL | A | 0.3% | 2.19% | 0.3% | |
| PG | D | 0.5% | 1.69% | 0.5% | |
| PPG | D | 0.69% | 0.96% | 0.69% | |
| SBUX | B | 0.26% | 1.15% | 0.26% | |
| SRE | C | 0.97% | 3.22% | 0.97% | |
| TMUS | A | 0.32% | 2.57% | 0.32% | |
| TXN | C | 0.42% | 0.71% | 0.42% | |
| UNH | B | 0.14% | 1.64% | 0.14% |
LCTU Overweight 255 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | 5.42% | |
| AMZN | C | 3.13% | |
| META | A | 2.3% | |
| MA | A | 1.75% | |
| LLY | D | 1.7% | |
| GOOG | B | 1.62% | |
| TSLA | C | 1.44% | |
| COST | C | 1.37% | |
| SPGI | C | 1.28% | |
| ABT | C | 1.28% | |
| ACN | B | 1.11% | |
| ECL | C | 1.1% | |
| GS | B | 1.01% | |
| KKR | A | 1.01% | |
| TT | A | 0.79% | |
| CMI | A | 0.79% | |
| ABBV | C | 0.78% | |
| BRK.A | B | 0.76% | |
| COP | D | 0.76% | |
| NFLX | A | 0.75% | |
| XOM | A | 0.72% | |
| BKNG | B | 0.69% | |
| PCAR | D | 0.68% | |
| YUM | C | 0.66% | |
| J | F | 0.65% | |
| AMD | C | 0.65% | |
| ETN | B | 0.63% | |
| PEG | A | 0.63% | |
| CRM | B | 0.61% | |
| 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% | |
| MKC | C | 0.46% | |
| CHD | D | 0.45% | |
| GE | B | 0.45% | |
| MMC | D | 0.44% | |
| BBY | C | 0.43% | |
| VZ | C | 0.43% | |
| CI | D | 0.41% | |
| ELV | F | 0.41% | |
| HUBB | A | 0.4% | |
| ACGL | A | 0.4% | |
| CNC | F | 0.4% | |
| EXPD | D | 0.4% | |
| HOLX | D | 0.39% | |
| NDAQ | C | 0.38% | |
| CL | D | 0.38% | |
| WY | C | 0.38% | |
| MPC | D | 0.37% | |
| PANW | B | 0.37% | |
| PEP | F | 0.36% | |
| NOW | B | 0.36% | |
| VEEV | C | 0.35% | |
| EBAY | A | 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% | |
| A | B | 0.3% | |
| WSM | C | 0.29% | |
| IBM | A | 0.29% | |
| MTB | A | 0.28% | |
| NRG | A | 0.27% | |
| MCD | A | 0.27% | |
| CVS | D | 0.26% | |
| MDT | C | 0.26% | |
| O | C | 0.26% | |
| TJX | D | 0.25% | |
| JBHT | D | 0.25% | |
| BIIB | F | 0.25% | |
| WMT | A | 0.25% | |
| CVX | B | 0.23% | |
| AMAT | C | 0.23% | |
| OLED | B | 0.23% | |
| FTNT | A | 0.23% | |
| INTC | D | 0.23% | |
| SQ | D | 0.23% | |
| ALL | A | 0.23% | |
| WHR | C | 0.22% | |
| ETSY | F | 0.22% | |
| IPG | D | 0.22% | |
| RGA | B | 0.22% | |
| VLTO | A | 0.21% | |
| IR | A | 0.21% | |
| KDP | C | 0.2% | |
| BSX | A | 0.2% | |
| ADP | A | 0.19% | |
| SPG | A | 0.18% | |
| GEV | A | 0.18% | |
| RJF | B | 0.18% | |
| VRTX | D | 0.18% | |
| ITW | C | 0.17% | |
| ZM | B | 0.17% | |
| LPLA | D | 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 | C | 0.15% | |
| MGM | D | 0.15% | |
| FRT | D | 0.14% | |
| PGR | B | 0.14% | |
| HUM | F | 0.14% | |
| MAN | D | 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% | |
| DVA | C | 0.12% | |
| LVS | B | 0.12% | |
| EL | D | 0.12% | |
| KRC | C | 0.12% | |
| CINF | A | 0.11% | |
| HXL | F | 0.11% | |
| PFE | D | 0.11% | |
| ED | C | 0.11% | |
| CFG | C | 0.11% | |
| PYPL | A | 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% | |
| CTSH | B | 0.09% | |
| RGLD | C | 0.08% | |
| EXPE | B | 0.08% | |
| REXR | D | 0.08% | |
| HPQ | B | 0.08% | |
| RL | B | 0.08% | |
| CCK | C | 0.08% | |
| PLTR | A | 0.07% | |
| KEX | C | 0.07% | |
| CME | A | 0.07% | |
| PWR | A | 0.07% | |
| HPE | B | 0.07% | |
| FANG | D | 0.07% | |
| VLO | F | 0.07% | |
| CRWD | D | 0.07% | |
| VOYA | A | 0.07% | |
| VRSK | 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% | |
| FSLR | 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% | |
| MMM | C | 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% | |
| DOCU | A | 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% | |
| SAIC | A | 0.02% | |
| DXCM | F | 0.02% | |
| PVH | D | 0.02% | |
| GAP | F | 0.02% | |
| WFC | B | 0.02% | |
| ENPH | F | 0.02% | |
| VRT | B | 0.02% | |
| BMY | A | 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% | |
| INGR | 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% |
LCTU Underweight 23 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMB | A | -3.99% | |
| APO | A | -2.93% | |
| BDX | C | -2.92% | |
| LIN | C | -2.69% | |
| TRV | B | -2.64% | |
| V | B | -2.53% | |
| VMC | D | -2.13% | |
| AVB | C | -2.0% | |
| SAP | C | -1.9% | |
| UNP | F | -1.8% | |
| WM | B | -1.54% | |
| HON | C | -1.5% | |
| HLN | C | -1.45% | |
| PSA | C | -1.25% | |
| PNC | C | -1.21% | |
| EIX | C | -1.18% | |
| AZN | D | -1.17% | |
| EQT | C | -1.1% | |
| DTE | B | -1.06% | |
| NUE | D | -0.89% | |
| AIG | C | -0.89% | |
| KVUE | C | -0.75% | |
| UPS | D | -0.48% |
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
YLDE: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Credit Services
Household & Personal Products
Oil & Gas Midstream
Semiconductors
Software - Infrastructure
Specialty Chemicals
Telecom Services
Utilities - Regulated Electric
Asset Management
Auto Manufacturers
Banks - Global
Banks - Regional - US
Beverages - Soft Drinks
Building Materials
Chemicals
Communication Equipment
Confectioners
Consumer Electronics
Copper
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