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

ETF | Large Blend |

Last Closing

USD 118.26

Change

+0.32 (+0.27)%

Market Cap

USD 3.59B

Volume

0.05M

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: 2025-03-25 )

Largest Industry Peers for Large Blend

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

-5.56 (-1.99%)

USD 453.93B
SPLG SPDR® Portfolio S&P 500 ETF

-1.54 (-2.30%)

USD 56.87B
SCHX Schwab U.S. Large-Cap ETF

-0.43 (-1.92%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

-0.97 (-1.96%)

USD 14.94B
GSLC Goldman Sachs ActiveBeta® U.S..

-2.15 (-1.93%)

USD 12.23B
SPTM SPDR® Portfolio S&P 1500 Comp..

-1.36 (-1.97%)

USD 9.53B
SPLV Invesco S&P 500® Low Volatili..

-0.35 (-0.47%)

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

-0.95 (-1.67%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-0.77 (-1.87%)

USD 4.00B
SCHK Schwab 1000 ETF

-0.54 (-1.98%)

USD 3.90B

ETFs Containing SUSA

HECO SPDR Galaxy Hedged Digita.. 0.00 % 0.95 %

-1.32 (-5.17%)

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 -2.74% 19% F 32% F
Dividend Return 0.24% 100% F 8% B-
Total Return -2.50% 21% F 31% F
Trailing 12 Months  
Capital Gain 9.29% 40% F 71% C-
Dividend Return 1.25% 92% A 25% F
Total Return 10.54% 50% F 67% D+
Trailing 5 Years  
Capital Gain 112.54% 51% F 74% C
Dividend Return 10.84% 56% F 23% F
Total Return 123.39% 47% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.72% 36% F 70% C-
Dividend Return 13.05% 38% F 67% D+
Total Return 1.33% 57% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 21.38% 22% F 49% F
Risk Adjusted Return 61.02% 26% F 74% C
Market Capitalization 3.59B 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.