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BELT
+0.72 · +2.14%
$34.49 · NASDAQ

BlackRock Long-Term U.S. Equity ETF (BELT) ETF Analysis | Large Growth

BlackRock · USA
AUM:$8.9M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 34.5% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.75% — moderate cost. Consider how fees compound over long holding periods.

What is BELT?

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. issuers and derivatives with similar economic characteristics.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BELT delivered 34.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.75%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 68.8% of the ETF — significant weight in a small number of names.
ETF Information
AUM$8.9M
Expense Ratio0.75%
Dividend Yield0.00%
Holdings18
Inception DateJun 2024
Domicile–
Distribution–
Index–
ProviderBlackRock
Beta–
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+17.0%
1Y
+21.1%
3Y
+31.3%
5Y
+31.3%
OpenBook InsightIf you had invested £10,000 in BELT 5 years ago, it would have grown to £13,133 — a gain of £3,133.

Annual Returns

Calendar year performance

BELT delivered positive returns in 2 of the last 3 calendar years.
YearBELT
2026 YTD+18.0%
2025+12.2%
2024-2.0%
CAGR 2yr+4.9%
2/3 positive yearsAvg return: +9.4%Worst year: -2.0% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
23.0%
Moderate
Momentum
+1.2%
30-day change
Support Level
36.63
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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