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

ETF | Large Blend |

Last Closing

USD 124.54

Change

+0.81 (+0.65)%

Market Cap

USD 3.66B

Volume

0.06M

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: 2024-11-08 )

Largest Industry Peers for Large Blend

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

+0.83 (+0.28%)

USD 443.32B
SCHX Schwab U.S. Large-Cap ETF

+0.04 (+0.17%)

USD 50.15B
SPLG SPDR® Portfolio S&P 500 ETF

+0.05 (+0.07%)

USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.19 (+0.16%)

USD 13.67B
DYNF BlackRock US Equity Factor Rot..

+0.06 (+0.11%)

USD 13.25B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.09 (+0.12%)

USD 9.18B
SPLV Invesco S&P 500® Low Volatili..

+0.32 (+0.44%)

USD 7.58B
JQUA JPMorgan U.S. Quality Factor E..

+0.10 (+0.17%)

USD 5.05B
SCHK Schwab 1000 ETF

+0.06 (+0.21%)

USD 3.82B
DIVO Amplify CWP Enhanced Dividend ..

+0.06 (+0.14%)

USD 3.64B

ETFs Containing SUSA

HECO SPDR Galaxy Hedged Digita.. 0.00 % 0.95 %

+2.65 (+7.26%)

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 -38.05% 14% F 13% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -38.05% 14% F 15% F
Trailing 12 Months  
Capital Gain -32.00% 15% F 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -32.00% 15% F 14% F
Trailing 5 Years  
Capital Gain -3.09% 18% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.09% 18% F 49% F
Average Annual (5 Year Horizon)  
Capital Gain 12.45% 44% F 71% C-
Dividend Return 13.74% 46% F 70% C-
Total Return 1.30% 57% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 21.92% 22% F 50% F
Risk Adjusted Return 62.69% 26% F 78% C+
Market Capitalization 3.66B 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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.