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Upturn AI SWOT - About
BlackRock Long-Term U.S. Equity ETF (BELT)
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Upturn Advisory Summary
08/14/2025: BELT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -1.54% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.62 - 32.48 | Updated Date 06/28/2025 |
52 Weeks Range 23.62 - 32.48 | Updated Date 06/28/2025 |
Upturn AI SWOT
BlackRock Long-Term U.S. Equity ETF
ETF Overview
Overview
The BlackRock Long-Term U.S. Equity ETF (BGLC) aims to provide long-term capital appreciation by investing primarily in a portfolio of U.S. equity securities. It utilizes a fundamental, research-driven investment approach focusing on companies with sustainable business models and long-term growth potential across various sectors.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation for investment management and a long track record of providing reliable ETF products.
Management Expertise
BlackRock has a deep team of experienced portfolio managers and research analysts with expertise in fundamental equity investing.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but employs a fundamental, bottom-up investment strategy to identify companies with strong long-term growth potential.
Composition The ETF primarily holds U.S. equity securities across various market capitalizations and sectors.
Market Position
Market Share: Information not available.
Total Net Assets (AUM): 162200000
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
Competitive Landscape
The competitive landscape for U.S. equity ETFs is highly concentrated with a few large players dominating the market. BGLC differentiates itself with its long-term investment horizon and fundamental, research-driven approach, whereas VTI and SPY are passively managed, broad-market index trackers. BGLCu2019s active management may lead to outperformance but also comes with higher fees and potential for underperformance relative to its benchmarks.
Financial Performance
Historical Performance: Historical performance data is readily available on financial websites but varies with market conditions.
Benchmark Comparison: Performance should be compared to broad market indices like the S&P 500 or the Russell 3000.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
BGLC exhibits moderate trading volume, ensuring reasonable liquidity for investors looking to buy or sell shares.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events can influence the performance of BGLC's underlying equity holdings.
Growth Trajectory
Growth trends depend on the ETF's ability to identify and invest in companies with sustainable long-term growth potential. Changes to strategy and holdings are actively managed.
Moat and Competitive Advantages
Competitive Edge
BGLC's competitive edge lies in its fundamental, research-driven investment approach focused on identifying companies with sustainable business models and long-term growth prospects. This approach differentiates it from passive index trackers. The fund leverages BlackRock's extensive research capabilities and experienced portfolio management team. This emphasis on quality and sustainability, coupled with active management, allows for potentially superior long-term risk-adjusted returns. However, this is conditional and subject to the performance of the fund managers.
Risk Analysis
Volatility
BGLC's volatility is comparable to that of the broader U.S. equity market.
Market Risk
Market risk is the primary risk, as the ETF's performance is tied to the overall performance of the U.S. equity market and the specific companies it holds. Sector-specific risks are also relevant depending on the ETF's allocation.
Investor Profile
Ideal Investor Profile
BGLC is suitable for long-term investors seeking capital appreciation through exposure to U.S. equities and comfortable with the risks associated with active management.
Market Risk
BGLC is best suited for long-term investors seeking capital appreciation.
Summary
The BlackRock Long-Term U.S. Equity ETF (BGLC) offers investors a diversified portfolio of U.S. equities selected using a fundamental, research-driven investment approach. Its focus on companies with sustainable business models aims to generate long-term capital appreciation. While BGLC's active management distinguishes it from passive index trackers, investors should be aware of the higher expense ratio and the potential for underperformance. This ETF best suits investors seeking long-term growth and comfortable with active investment strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock official website
- ETF.com
- Morningstar.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share information is estimates and may vary based on data source and reporting period.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BlackRock Long-Term U.S. Equity ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of U.S. issuers and derivatives with similar economic characteristics. It may invest up to 20% of its assets in equity securities of foreign issuers, including ADRs and GDRs. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.