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

ETF | Large Blend |

Last Closing

USD 122.76

Change

0.00 (0.00)%

Market Cap

USD 3.87B

Volume

0.09M

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: 2024-12-22 )

Largest Industry Peers for Large Blend

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

+0.72 (+0.25%)

USD 456.91B
SPLG SPDR® Portfolio S&P 500 ETF

+0.47 (+0.67%)

USD 54.47B
SCHX Schwab U.S. Large-Cap ETF

+0.13 (+0.56%)

USD 51.93B
DYNF BlackRock US Equity Factor Rot..

+0.34 (+0.66%)

USD 14.33B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.18 (+0.15%)

USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.19 (+0.26%)

USD 9.84B
SPLV Invesco S&P 500® Low Volatili..

-0.09 (-0.13%)

USD 7.27B
JQUA JPMorgan U.S. Quality Factor E..

+0.19 (+0.33%)

USD 5.38B
SCHK Schwab 1000 ETF

+0.18 (+0.63%)

USD 4.10B
DIVO Amplify CWP Enhanced Dividend ..

+0.18 (+0.44%)

USD 3.78B

ETFs Containing SUSA

HECO SPDR Galaxy Hedged Digita.. 0.00 % 0.95 %

-1.39 (-3.93%)

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 22.14% 50% F 80% B-
Dividend Return 1.39% 78% C+ 23% F
Total Return 23.53% 50% F 79% B-
Trailing 12 Months  
Capital Gain 22.64% 50% F 81% B-
Dividend Return 1.40% 70% C- 23% F
Total Return 24.03% 50% F 80% B-
Trailing 5 Years  
Capital Gain 83.44% 71% C- 84% B
Dividend Return 8.94% 49% F 27% F
Total Return 92.38% 63% D 84% B
Average Annual (5 Year Horizon)  
Capital Gain 12.52% 40% F 70% C-
Dividend Return 13.83% 39% F 68% D+
Total Return 1.31% 54% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 22.14% 24% F 49% F
Risk Adjusted Return 62.47% 26% F 76% C+
Market Capitalization 3.87B 82% B 75% 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.