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

ETF | Large Blend |

Last Closing

USD 111.39

Change

-0.15 (-0.13)%

Market Cap

USD 3.47B

Volume

0.06M

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: 2024-06-14 )

Largest Industry Peers for Large Blend

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

+4.32 (+0.80%)

USD 533.64B
IVV iShares Core S&P 500 ETF

+4.45 (+0.82%)

USD 470.06B
VOO Vanguard S&P 500 ETF

+3.96 (+0.79%)

USD 462.68B
VTI Vanguard Total Stock Market In..

+2.03 (+0.76%)

USD 406.86B
VIG Vanguard Dividend Appreciation..

+1.86 (+1.02%)

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

+0.98 (+0.83%)

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

+1.19 (+0.73%)

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

+0.50 (+0.78%)

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

+0.54 (+0.85%)

USD 37.89B
IWB iShares Russell 1000 ETF

+2.19 (+0.74%)

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 10.82% 47% F 80% B-
Dividend Return 0.58% 80% B- 23% F
Total Return 11.41% 49% F 78% C+
Trailing 12 Months  
Capital Gain 19.70% 47% F 80% B-
Dividend Return 1.44% 51% F 21% F
Total Return 21.14% 47% F 78% C+
Trailing 5 Years  
Capital Gain 85.85% 69% C- 84% B
Dividend Return 8.63% 63% D 29% F
Total Return 94.49% 71% C- 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.61% 77% C+ 78% C+
Dividend Return 14.85% 76% C+ 76% C+
Total Return 1.24% 46% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 20.34% 26% F 52% F
Risk Adjusted Return 73.03% 50% F 98% N/A
Market Capitalization 3.47B 69% 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.