SUSA:NYE-iShares MSCI USA ESG Select (USD)

ETF | Large Blend |

Last Closing

USD 105.37

Change

0.00 (0.00)%

Market Cap

USD 3.36B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-28 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-0.71 (-0.25%)

USD 443.55B
SCHX Schwab U.S. Large-Cap ETF

-0.06 (-0.26%)

USD 50.00B
SPLG SPDR® Portfolio S&P 500 ETF

-0.22 (-0.32%)

USD 48.55B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.25 (-0.22%)

USD 13.15B
DYNF BlackRock US Equity Factor Rot..

-0.08 (-0.16%)

USD 12.68B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.21 (-0.30%)

USD 9.30B
SPLV Invesco S&P 500® Low Volatili..

+0.13 (+0.18%)

USD 7.49B
JQUA JPMorgan U.S. Quality Factor E..

-0.17 (-0.30%)

USD 5.10B
SCHK Schwab 1000 ETF

-0.08 (-0.29%)

USD 3.87B
DIVO Amplify CWP Enhanced Dividend ..

-0.20 (-0.49%)

USD 3.65B

ETFs Containing SUSA

HECO SPDR Galaxy Hedged Digita.. 0.00 % 0.95 %

-0.43 (-1.30%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.84% 32% F 68% D+
Dividend Return 0.33% 46% F 18% F
Total Return 5.16% 31% F 66% D+
Trailing 12 Months  
Capital Gain 19.32% 42% F 74% C
Dividend Return 1.50% 50% F 20% F
Total Return 20.82% 45% F 72% C
Trailing 5 Years  
Capital Gain 72.33% 67% D+ 82% B
Dividend Return 8.04% 58% F 29% F
Total Return 80.37% 68% D+ 82% B
Average Annual (5 Year Horizon)  
Capital Gain 13.12% 81% B- 77% C+
Dividend Return 14.33% 78% C+ 76% C+
Total Return 1.21% 43% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 20.32% 24% F 56% F
Risk Adjusted Return 70.51% 57% F 90% A-
Market Capitalization 3.36B 70% C- 71% C-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.