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

ETF | Large Blend |

Last Closing

USD 117.75

Change

0.00 (0.00)%

Market Cap

USD 3.58B

Volume

0.04M

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: 2024-08-25 )

Largest Industry Peers for Large Blend

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

+2.27 (+0.83%)

USD 412.72B
SPLG SPDR® Portfolio S&P 500 ETF

+0.55 (+0.84%)

USD 43.54B
SCHX Schwab U.S. Large-Cap ETF

+0.54 (+0.82%)

USD 43.23B
GSLC Goldman Sachs ActiveBeta® U.S..

+1.04 (+0.96%)

USD 12.72B
DYNF BlackRock US Equity Factor Rot..

+0.54 (+1.13%)

USD 10.84B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.58 (+0.86%)

USD 8.66B
SPLV Invesco S&P 500® Low Volatili..

+0.37 (+0.53%)

USD 7.54B
JQUA JPMorgan U.S. Quality Factor E..

+0.36 (+0.66%)

USD 4.62B
SCHK Schwab 1000 ETF

+0.46 (+0.86%)

USD 3.58B
DIVO Amplify CWP Enhanced Dividend ..

+0.10 (+0.25%)

USD 3.40B

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 17.15% 51% F 79% B-
Dividend Return 0.58% 31% F 13% F
Total Return 17.73% 47% F 77% C+
Trailing 12 Months  
Capital Gain 26.50% 51% F 79% B-
Dividend Return 1.44% 43% F 21% F
Total Return 27.95% 51% F 77% C+
Trailing 5 Years  
Capital Gain 98.48% 83% B 83% B
Dividend Return 8.32% 58% F 27% F
Total Return 106.80% 85% B 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.70% 64% D 76% C+
Dividend Return 14.99% 64% D 75% C
Total Return 1.29% 50% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 20.54% 26% F 51% F
Risk Adjusted Return 73.00% 39% F 87% B+
Market Capitalization 3.58B 82% B 74% 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 market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.