ducovest

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

ETF | Large Blend |

Last Closing

USD 110.21

Change

-0.45 (-0.41)%

Market Cap

USD 3.49B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-22 )

Largest Industry Peers for Large Blend

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

N/A

 USD 533.64B
IVV iShares Core S&P 500 ETF

N/A

 USD 470.06B
VOO Vanguard S&P 500 ETF

N/A

 USD 462.68B
VTI Vanguard Total Stock Market In..

N/A

 USD 406.86B
VIG Vanguard Dividend Appreciation..

N/A

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

N/A

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

N/A

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

N/A

 USD 42.71B
SPLG SPDR® Portfolio S&P 500 ETF

N/A

 USD 37.89B
IWB iShares Russell 1000 ETF

N/A

 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 9.65% 42% F 73% C
Dividend Return 0.33% 46% F 16% F
Total Return 9.98% 43% F 71% C-
Trailing 12 Months  
Capital Gain 27.18% 49% F 77% C+
Dividend Return 1.53% 51% F 20% F
Total Return 28.71% 50% F 75% C
Trailing 5 Years  
Capital Gain 88.75% 81% B- 82% B
Dividend Return 8.42% 63% D 29% F
Total Return 97.17% 79% B- 82% B
Average Annual (5 Year Horizon)  
Capital Gain 13.40% 81% B- 77% C+
Dividend Return 14.63% 78% C+ 76% C+
Total Return 1.22% 46% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 20.30% 26% F 56% F
Risk Adjusted Return 72.04% 54% F 90% A-
Market Capitalization 3.49B 70% C- 72% 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.