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

ETF | Large Blend |

Last Closing

USD 125.52

Change

+0.67 (+0.54)%

Market Cap

USD 3.78B

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: 2025-02-18 )

Largest Industry Peers for Large Blend

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

+0.43 (+0.14%)

USD 474.06B
SPLG SPDR® Portfolio S&P 500 ETF

+0.17 (+0.24%)

USD 58.63B
SCHX Schwab U.S. Large-Cap ETF

+0.02 (+0.08%)

USD 53.32B
DYNF BlackRock US Equity Factor Rot..

+0.11 (+0.21%)

USD 15.09B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.17 (+0.14%)

USD 13.57B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.18 (+0.24%)

USD 10.01B
SPLV Invesco S&P 500® Low Volatili..

+0.37 (+0.51%)

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E..

-0.02 (-0.03%)

USD 5.86B
SCHK Schwab 1000 ETF

+0.05 (+0.17%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

+0.11 (+0.26%)

USD 4.07B

ETFs Containing SUSA

HECO SPDR Galaxy Hedged Digita.. 0.00 % 0.95 %

+0.21 (+0.58%)

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 3.23% 11% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.23% 11% F 53% F
Trailing 12 Months  
Capital Gain 21.25% 51% F 76% C+
Dividend Return 1.35% 74% C 22% F
Total Return 22.60% 54% F 75% C
Trailing 5 Years  
Capital Gain 77.93% 61% D- 82% B
Dividend Return 8.48% 49% F 25% F
Total Return 86.41% 58% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.49% 36% F 70% C-
Dividend Return 13.81% 38% F 68% D+
Total Return 1.32% 56% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 22.13% 22% F 49% F
Risk Adjusted Return 62.40% 26% F 75% C
Market Capitalization 3.78B 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.