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

ETF | Large Blend |

Last Closing

USD 120.67

Change

+0.23 (+0.19)%

Market Cap

USD 3.72B

Volume

0.07M

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. It is an optimized index designed to maximize exposure to positive environmental, social and governance characteristics while exhibiting risk and return characteristics similar to the MSCI USA Index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-29 )

Largest Industry Peers for Large Blend

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

+0.38 (+0.13%)

USD 443.55B
SCHX Schwab U.S. Large-Cap ETF

+0.04 (+0.17%)

USD 50.00B
SPLG SPDR® Portfolio S&P 500 ETF

+0.11 (+0.16%)

USD 48.55B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.11 (+0.10%)

USD 13.15B
DYNF BlackRock US Equity Factor Rot..

+0.03 (+0.06%)

USD 12.68B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.11 (+0.16%)

USD 9.30B
SPLV Invesco S&P 500® Low Volatili..

-0.37 (-0.52%)

USD 7.49B
JQUA JPMorgan U.S. Quality Factor E..

+0.21 (+0.37%)

USD 5.10B
SCHK Schwab 1000 ETF

+0.05 (+0.18%)

USD 3.87B
DIVO Amplify CWP Enhanced Dividend ..

-0.18 (-0.44%)

USD 3.65B

ETFs Containing SUSA

HECO SPDR Galaxy Hedged Digita.. 0.00 % 0.95 %

+0.02 (+0.06%)

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 -39.97% 11% F 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -39.97% 11% F 19% F
Trailing 12 Months  
Capital Gain -30.48% 14% F 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -30.48% 14% F 18% F
Trailing 5 Years  
Capital Gain -4.09% 17% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.09% 17% F 49% F
Average Annual (5 Year Horizon)  
Capital Gain 12.90% 47% F 73% C
Dividend Return 14.20% 53% F 71% C-
Total Return 1.30% 56% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 21.49% 22% F 50% F
Risk Adjusted Return 66.10% 29% F 81% B-
Market Capitalization 3.72B 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.