ESGU:NSD-iShares ESG Aware MSCI USA ETF (USD)

ETF | Large Blend |

Last Closing

USD 126.18

Change

+0.51 (+0.41)%

Market Cap

USD 13.30B

Volume

0.43M

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 an optimized equity index designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance (ESG) characteristics (as determined by the index provider), while exhibiting risk and return characteristics similar to those of the MSCI USA Index (the parent index).

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
DGRW WisdomTree U.S. Quality Divide..

+0.38 (+0.46%)

USD 14.56B
DGRW WisdomTree U.S. Quality Divide..

+0.38 (+0.46%)

USD 14.56B
FTCS First Trust Capital Strength E..

+0.20 (+0.22%)

USD 9.00B
FTCS First Trust Capital Strength E..

+0.20 (+0.22%)

USD 9.00B
VONE Vanguard Russell 1000 Index Fu..

+0.95 (+0.37%)

USD 5.15B
VONE Vanguard Russell 1000 Index Fu..

+0.95 (+0.37%)

USD 5.15B
VTHR Vanguard Russell 3000 Index Fu..

+0.71 (+0.28%)

USD 2.64B
VTHR Vanguard Russell 3000 Index Fu..

+0.71 (+0.28%)

USD 2.64B
USMC Principal U.S. Mega-Cap ETF

+0.30 (+0.53%)

USD 2.52B
USMC Principal U.S. Mega-Cap ETF

+0.30 (+0.53%)

USD 2.52B

ETFs Containing ESGU

EAOA 50.29 % 0.00 %

N/A

N/A
EAOR 38.20 % 0.00 %

N/A

N/A
EAOM 25.72 % 0.00 %

N/A

N/A
EAOK 19.39 % 0.00 %

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 20.26% 82% B 79% B-
Dividend Return 1.06% 61% D- 25% F
Total Return 21.33% 87% B+ 78% C+
Trailing 12 Months  
Capital Gain 34.51% 97% N/A 77% C+
Dividend Return 1.55% 45% F 22% F
Total Return 36.05% 97% N/A 77% C+
Trailing 5 Years  
Capital Gain 98.87% 82% B 82% B
Dividend Return 8.50% 34% F 29% F
Total Return 107.37% 82% B 82% B
Average Annual (5 Year Horizon)  
Capital Gain 14.01% N/A N/A 72% C
Dividend Return 15.26% N/A N/A 71% C-
Total Return 1.25% N/A N/A 30% F
Risk Return Profile  
Volatility (Standard Deviation) 19.37% N/A N/A 77% C+
Risk Adjusted Return 78.79% N/A N/A 91% A-
Market Capitalization 13.30B 92% A 94% A

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.