SUSL:NSD-iShares ESG MSCI USA Leaders ETF (USD)

ETF | Large Blend |

Last Closing

USD 100.98

Change

-0.38 (-0.37)%

Market Cap

USD 1.11B

Volume

9.70K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance ("ESG") characteristics. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-25 )

Largest Industry Peers for Large Blend

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

-0.93 (-0.33%)

USD 439.91B
SCHX Schwab U.S. Large-Cap ETF

-0.37 (-0.55%)

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SPLG SPDR® Portfolio S&P 500 ETF

-0.15 (-0.22%)

USD 45.56B
DGRW WisdomTree U.S. Quality Divide..

-0.44 (-0.53%)

USD 14.50B
ESGU iShares ESG Aware MSCI USA ETF

-0.67 (-0.53%)

USD 13.32B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.14 (-0.12%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

-0.16 (-0.32%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.24 (-0.34%)

USD 9.14B
SPLV Invesco S&P 500® Low Volatili..

-0.17 (-0.24%)

USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

-0.24 (-0.43%)

USD 5.32B

ETFs Containing SUSL

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 19.67% 67% D+ 80% B-
Dividend Return 0.95% 40% F 19% F
Total Return 20.62% 68% D+ 78% C+
Trailing 12 Months  
Capital Gain 34.71% 84% B 81% B-
Dividend Return 1.43% 38% F 19% F
Total Return 36.14% 85% B 80% B-
Trailing 5 Years  
Capital Gain 96.92% 87% B+ 85% B
Dividend Return 8.84% 68% D+ 30% F
Total Return 105.75% 91% A- 85% B
Average Annual (5 Year Horizon)  
Capital Gain 15.08% 89% A- 73% C
Dividend Return 16.48% 89% A- 73% C
Total Return 1.40% 53% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 19.07% 26% F 78% C+
Risk Adjusted Return 86.39% 74% C 94% A
Market Capitalization 1.11B 63% D 59% D-

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:
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.