ducovest

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

ETF | Large Blend |

Last Closing

USD 104.1

Change

0.00 (0.00)%

Market Cap

USD 1.09B

Volume

0.03M

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.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-16 )

Largest Industry Peers for Large Blend

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

N/A

 USD 14.54B
ESGU iShares ESG Aware MSCI USA ETF

N/A

 USD 13.31B
FTCS First Trust Capital Strength E..

N/A

 USD 8.86B
VONE Vanguard Russell 1000 Index Fu..

N/A

 USD 5.09B
VTHR Vanguard Russell 3000 Index Fu..

N/A

 USD 2.73B
USMC Principal U.S. Mega-Cap ETF

N/A

 USD 2.50B
FEX First Trust Large Cap Core Alp..

N/A

 USD 1.28B
PKW Invesco BuyBack Achievers ETF

N/A

 USD 1.22B
CATH Global X S&P 500® Catholic Va..

N/A

 USD 0.90B
KRMA Global X Conscious Companies E..

N/A

 USD 0.72B

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 23.37% 89% A- 79% B-
Dividend Return 0.95% 37% F 19% F
Total Return 24.32% 84% B 78% C+
Trailing 12 Months  
Capital Gain 30.52% 79% B- 74% C
Dividend Return 1.35% 26% F 19% F
Total Return 31.86% 74% C 74% C
Trailing 5 Years  
Capital Gain 93.53% 100% F 83% B
Dividend Return 9.35% 47% F 30% F
Total Return 102.88% 100% F 83% B
Average Annual (5 Year Horizon)  
Capital Gain 15.85% 89% A- 69% C-
Dividend Return 17.23% 89% A- 69% C-
Total Return 1.38% 53% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 19.43% 32% F 78% C+
Risk Adjusted Return 88.66% 74% C 94% A
Market Capitalization 1.09B 58% F 72% 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 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.