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Upturn AI Summary
iShares Large Cap Value Active ETF(BLCV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BLCV
10/02/2026: BLCV (2-star) is currently NOT-A-BUY. Pass it for now.
BLCV is an actively managed ETF that offers exposure to U.S. large-cap value companies, seeking to outperform traditional passive indices through skilled security selection. Its primary strength lies in the active research capabilities of BlackRock, allowing for a more tactical approach than standard market-cap-weighted funds. It is best used as a core or satellite holding for investors targeting the value factor. Key risks include the higher expense ratio typical of active funds and the potential for underperformance if the manager's picks lag the broader market. The fund is most suitable for long-term, value-oriented investors willing to pay for professional oversight in hopes of achieving superior returns.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund focuses on value characteristics rather than high-growth momentum stocks. |
| Momentum investor | Mixed fit | Momentum investors may find limited appeal unless the fund's active selection aligns with current market leaders. |
| Value investor | Strong fit | It is specifically designed for investors seeking exposure to undervalued large-cap companies. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the fund's primary goal is capital appreciation rather than pure income generation. |
| Low-risk investor | Medium | While value stocks are often defensive, active management introduces idiosyncratic risk that may increase volatility compared to passive funds. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone who believes in the value factor and trusts active management to outperform passive benchmarks over a multi-year horizon.
Suitability
BLCV is best suited for long-term investors who want core value exposure with an active management component to potentially add alpha.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity markets naturally experience price swings that can affect short-term portfolio value. |
| Market risk | Medium / high | General market downturns will negatively impact the fund's value regardless of stock selection. |
| Concentration | Medium | Active strategies may result in overweight positions in certain sectors, increasing sensitivity to those areas. |
| Tracking/expense | Medium | The higher expense ratio requires the manager to outperform the benchmark to add net value. |
| Liquidity | Low | The underlying large-cap stocks are highly liquid, minimizing execution risk for most investors. |
| Business/sector quality | Medium | The fund relies on the financial health and management decisions of its underlying company holdings. |
Risk Analysis
Volatility
BLCV historically exhibits volatility in line with the broader large-cap value sector, though active deviations can increase relative tracking risk.
Market Risk
As an equity fund, BLCV is subject to systemic risk, meaning its performance is tied to the overall health of the US economy and stock market.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 98 | The fund focuses on established, large-sized U.S. companies that appear undervalued relative to their peers. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion is held in cash to provide liquidity for trading activities and redemptions. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 15.7% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $340.61M |
| Issuer | BlackRock |
| Expense Ratio | 0.5499999999999999% |
| Distribution Yield | 1.21% |
| Inception | May 19, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | +12.70% |
| 1 Year | +18.88% |
| 3 Year | +19.51% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 11.64% |
| 3Y Volatility | 11.91% |
| 3Y Sharpe Ratio | 1.18 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 34.47% |
| Mega Cap | 29.00% |
| Mid Cap | 27.34% |
| Small Cap | 8.65% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 19.93% |
| Financial Services | 14.80% |
| Consumer Cyclicals | 14.59% |
| Healthcare | 14.19% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 17.04x |
| Portfolio P/B | 2.63x |
| Portfolio P/S | 1.92x |
| Holdings Turnover | 12.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Microsoft | 8.77% |
| Amazon | 7.71% |
| Apple | 5.89% |
| Chevron | 3.78% |
| Charles Schwab | 3.03% |
Upturn AI Summary
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.
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