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

ETF | Large Blend |

Last Closing

USD 117.82

Change

0.00 (0.00)%

Market Cap

USD 3.56B

Volume

0.12M

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: 2024-09-14 )

Largest Industry Peers for Large Blend

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

+0.28 (+0.10%)

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

+0.05 (+0.08%)

USD 45.42B
SCHX Schwab U.S. Large-Cap ETF

+0.04 (+0.06%)

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

+0.15 (+0.14%)

USD 12.56B
DYNF BlackRock US Equity Factor Rot..

+0.09 (+0.19%)

USD 11.50B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.06 (+0.09%)

USD 9.00B
SPLV Invesco S&P 500® Low Volatili..

-0.28 (-0.39%)

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

-0.06 (-0.11%)

USD 4.91B
SCHK Schwab 1000 ETF

+0.08 (+0.15%)

USD 3.72B
DIVO Amplify CWP Enhanced Dividend ..

-0.02 (-0.05%)

USD 3.49B

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 17.22% 51% F 79% B-
Dividend Return 0.58% 28% F 12% F
Total Return 17.80% 51% F 76% C+
Trailing 12 Months  
Capital Gain 25.86% 61% D- 79% B-
Dividend Return 1.43% 44% F 20% F
Total Return 27.30% 63% D 77% C+
Trailing 5 Years  
Capital Gain 89.13% 79% B- 85% B
Dividend Return 7.92% 55% F 26% F
Total Return 97.05% 76% C+ 84% B
Average Annual (5 Year Horizon)  
Capital Gain 13.60% 64% D 76% C+
Dividend Return 14.90% 63% D 74% C
Total Return 1.30% 54% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 20.63% 25% F 50% F
Risk Adjusted Return 72.23% 36% F 86% B+
Market Capitalization 3.56B 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.

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.