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

ETF | Large Blend |

Last Closing

USD 118.31

Change

0.00 (0.00)%

Market Cap

USD 3.62B

Volume

0.07M

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: 2024-08-31 )

Largest Industry Peers for Large Blend

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

+1.92 (+0.70%)

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

+0.35 (+0.53%)

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

+0.38 (+0.58%)

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

+0.77 (+0.70%)

USD 12.56B
DYNF BlackRock US Equity Factor Rot..

+0.26 (+0.54%)

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

+0.44 (+0.65%)

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

+0.41 (+0.58%)

USD 7.42B
JQUA JPMorgan U.S. Quality Factor E..

+0.41 (+0.74%)

USD 4.62B
SCHK Schwab 1000 ETF

+0.32 (+0.60%)

USD 3.58B
DIVO Amplify CWP Enhanced Dividend ..

+0.36 (+0.90%)

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 -41.15% 14% F 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -41.15% 14% F 12% F
Trailing 12 Months  
Capital Gain -38.21% 13% F 13% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -38.21% 13% F 13% F
Trailing 5 Years  
Capital Gain -2.36% 19% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.36% 19% F 47% F
Average Annual (5 Year Horizon)  
Capital Gain 13.68% N/A N/A 76% C+
Dividend Return 14.97% N/A N/A 75% C
Total Return 1.29% N/A N/A 30% F
Risk Return Profile  
Volatility (Standard Deviation) 20.54% N/A N/A 50% F
Risk Adjusted Return 72.89% N/A N/A 87% B+
Market Capitalization 3.62B 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:
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.