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

ETF | Large Blend |

Last Closing

USD 103.82

Change

-0.57 (-0.55)%

Market Cap

USD 3.36B

Volume

0.07M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-01 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
SPY SPDR S&P 500 ETF Trust

+4.41 (+0.82%)

USD 533.64B
IVV iShares Core S&P 500 ETF

+4.48 (+0.83%)

USD 470.06B
VOO Vanguard S&P 500 ETF

+4.11 (+0.83%)

USD 462.68B
VTI Vanguard Total Stock Market In..

+2.49 (+0.94%)

USD 394.93B
VIG Vanguard Dividend Appreciation..

+0.86 (+0.47%)

USD 78.38B
ITOT iShares Core S&P Total U.S. St..

+1.11 (+0.95%)

USD 55.78B
RSP Invesco S&P 500® Equal Weight..

+0.88 (+0.54%)

USD 55.39B
SCHX Schwab U.S. Large-Cap ETF

+0.58 (+0.91%)

USD 41.62B
SPLG SPDR® Portfolio S&P 500 ETF

+0.51 (+0.81%)

USD 37.89B
IWB iShares Russell 1000 ETF

+2.47 (+0.84%)

USD 36.17B

ETFs Containing SUSA

HECO 0.00 % 0.95 %

N/A

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 3.29% 30% F 66% D+
Dividend Return 0.33% 46% F 17% F
Total Return 3.62% 30% F 62% D
Trailing 12 Months  
Capital Gain 19.68% 42% F 74% C
Dividend Return 1.53% 51% F 20% F
Total Return 21.21% 43% F 71% C-
Trailing 5 Years  
Capital Gain 69.74% 67% D+ 83% B
Dividend Return 8.04% 58% F 28% F
Total Return 77.78% 70% C- 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.