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

ETF | Large Blend |

Last Closing

USD 105.98

Change

+1.21 (+1.15)%

Market Cap

USD 1.00B

Volume

7.50K

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

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VTHR Vanguard Russell 3000 Index Fu..

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USMC Principal U.S. Mega-Cap ETF

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FEX First Trust Large Cap Core Alp..

+1.11 (+1.06%)

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PKW Invesco BuyBack Achievers ETF

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CATH Global X S&P 500® Catholic Va..

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KRMA Global X Conscious Companies E..

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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 25.60% 74% C 78% C+
Dividend Return 1.34% 79% B- 25% F
Total Return 26.94% 84% B 78% C+
Trailing 12 Months  
Capital Gain 25.70% 79% B- 78% C+
Dividend Return 1.34% 74% C 25% F
Total Return 27.05% 95% A 78% C+
Trailing 5 Years  
Capital Gain 90.13% 95% A 84% B
Dividend Return 9.17% 68% D+ 31% F
Total Return 99.30% 95% A 85% B
Average Annual (5 Year Horizon)  
Capital Gain 16.18% 89% A- 69% C-
Dividend Return 17.58% 89% A- 70% C-
Total Return 1.39% 53% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 19.55% 32% F 78% C+
Risk Adjusted Return 89.88% 74% C 94% A
Market Capitalization 1.00B 53% F 71% 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.