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

ETF | Large Blend |

Last Closing

USD 124.25

Change

-1.75 (-1.39)%

Market Cap

USD 3.69B

Volume

0.07M

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: 2025-01-27 )

Largest Industry Peers for Large Blend

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

+2.55 (+0.86%)

USD 454.13B
SPLG SPDR® Portfolio S&P 500 ETF

+0.60 (+0.85%)

USD 53.49B
SCHX Schwab U.S. Large-Cap ETF

+0.20 (+0.84%)

USD 51.13B
DYNF BlackRock US Equity Factor Rot..

+0.55 (+1.05%)

USD 13.65B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.94 (+0.80%)

USD 13.10B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.56 (+0.77%)

USD 9.65B
SPLV Invesco S&P 500® Low Volatili..

-0.88 (-1.22%)

USD 7.14B
JQUA JPMorgan U.S. Quality Factor E..

+0.10 (+0.17%)

USD 5.20B
SCHK Schwab 1000 ETF

+0.24 (+0.83%)

USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

-0.07 (-0.16%)

USD 3.77B

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 2.19% 25% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.19% 25% F 50% F
Trailing 12 Months  
Capital Gain 20.62% 53% F 77% C+
Dividend Return 1.36% 74% C 22% F
Total Return 21.98% 56% F 76% C+
Trailing 5 Years  
Capital Gain 81.90% 65% D 82% B
Dividend Return 8.76% 49% F 26% F
Total Return 90.66% 61% D- 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.52% 40% F 70% C-
Dividend Return 13.84% 38% F 68% D+
Total Return 1.32% 54% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 22.14% 24% F 49% F
Risk Adjusted Return 62.52% 26% F 75% C
Market Capitalization 3.69B 80% 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.