(BELT) BlackRock Long-Term U.S. - Ratings and Ratios

Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • • Large Growth

BELT: U.S. Stocks, Equity Securities, Derivatives, Foreign Stocks, ADRs, GDRs

The BlackRock Long-Term U.S. Equity ETF (NASDAQ:BELT) is designed to provide exposure to U.S. equity markets, with a focus on large-cap growth companies. Under normal market conditions, the fund allocates at least 80% of its net assets, plus borrowings for investment purposes, to equity securities of U.S. issuers and derivatives that replicate the economic characteristics of such securities. This approach allows the fund to maintain core exposure to domestic equities while incorporating derivatives for risk management or return enhancement.

The fund may also invest up to 20% of its assets in equity securities of foreign issuers, including American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs). This flexibility enables the fund to capture growth opportunities in international markets while primarily focusing on U.S. equities. However, as a non-diversified fund, it may concentrate its holdings in a smaller number of issuers compared to diversified funds, which can lead to higher volatility under certain market conditions.

From a technical perspective, the funds price action suggests bearish momentum. The last price of 28.93 is below its SMA 20 (30.37), SMA 50 (30.64), and SMA 200 (30.08), indicating a downtrend. The Average True Range (ATR) of 0.39 reflects moderate volatility, suggesting that price movements are not excessively erratic. However, the average volume of 1400 shares over the past 20 days is relatively low, which may indicate limited liquidity and higher risk of price gaps during periods of high volatility.

Fundamentally, the funds assets under management (AUM) of $10.70 million are relatively small compared to other ETFs in the large growth category. This smaller AUM may result in higher expense ratios and reduced negotiating power when investing in less liquid securities. However, the funds focus on large-cap growth companies may provide stability, as these firms typically have established market positions and revenue streams.

Over the next three months, based on the current technical and fundamental data, the fund is expected to face headwinds. The price remaining below key moving averages (SMA 20, SMA 50, and SMA 200) signals a bearish trend, and the low average volume could exacerbate downward pressure. While the moderate ATR may limit extreme price swings, the small AUM and non-diversified nature of the fund increase its vulnerability to market downturns. Investors should anticipate a challenging environment for the fund in the near term, with potential for further declines unless broader market conditions improve.

Additional Sources for BELT ETF

BELT ETF Overview

Market Cap in USD 11m
Category Large Growth
TER 0.75%
IPO / Inception 2024-06-17

BELT ETF Ratings

Growth 5y -11.1%
Fundamental -
Dividend 0.0%
Rel. Strength Industry -6.18
Analysts -
Fair Price Momentum 22.82 USD
Fair Price DCF -

BELT Dividends

No Dividends Paid

BELT Growth Ratios

Growth Correlation 3m -44.3%
Growth Correlation 12m 42.1%
Growth Correlation 5y 42.1%
CAGR 5y -6.83%
CAGR/Max DD 5y -0.51
Sharpe Ratio 12m 0.16
Alpha -17.83
Beta 1.05
Volatility 27.30%
Current Volume 2.4k
Average Volume 20d 1.5k
What is the price of BELT stocks?
As of March 15, 2025, the stock is trading at USD 28.41 with a total of 2,435 shares traded.
Over the past week, the price has changed by -1.80%, over one month by -8.95%, over three months by -10.28% and over the past year by -6.83%.
Is BlackRock Long-Term U.S. a good stock to buy?
Neither. Based on ValueRay Analyses, BlackRock Long-Term U.S. is currently (March 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of -11.11 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BELT as of March 2025 is 22.82. This means that BELT is currently overvalued and has a potential downside of -19.68%.
Is BELT a buy, sell or hold?
BlackRock Long-Term U.S. has no consensus analysts rating.
What are the forecast for BELT stock price target?
According to ValueRays Forecast Model, BELT BlackRock Long-Term U.S. will be worth about 26.1 in March 2026. The stock is currently trading at 28.41. This means that the stock has a potential downside of -8.27%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 26.1 -8.3%