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

ETF | Large Blend |

Last Closing

USD 104.26

Change

0.00 (0.00)%

Market Cap

USD 3.59B

Volume

1.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict
Created with Highstock 5.0.6

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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SUSA VTI
  • VTI
Relative Returns (From:    To: 2025-04-05 )

Largest Industry Peers for Large Blend

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

+4.31 (+1.67%)

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

+1.10 (+1.78%)

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

+0.36 (+1.74%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

+0.79 (+1.72%)

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

+1.69 (+1.64%)

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

+1.11 (+1.74%)

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

+1.07 (+1.52%)

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

+0.85 (+1.61%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

+0.49 (+1.26%)

USD 4.00B
SCHK Schwab 1000 ETF

+0.43 (+1.70%)

USD 3.90B

ETFs Containing SUSA

HECO SPDR Galaxy Hedged Digita.. 0.00 % 0.95 %

+0.60 (+2.63%)

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 -14.25% 26% F 29% F
Dividend Return 0.24% 75% C 7% C-
Total Return -14.02% 34% F 29% F
Trailing 12 Months  
Capital Gain -2.99% 51% F 54% F
Dividend Return 1.26% 92% A 26% F
Total Return -1.72% 63% D 48% F
Trailing 5 Years  
Capital Gain 84.51% 40% F 70% C-
Dividend Return 10.68% 54% F 22% F
Total Return 95.19% 40% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.18% 33% F 70% C-
Dividend Return 12.50% 31% F 68% D+
Total Return 1.32% 64% D 32% F
Risk Return Profile  
Volatility (Standard Deviation) 20.79% 24% F 50% F
Risk Adjusted Return 60.13% 26% F 73% C
Market Capitalization 3.59B 80% B- 74% C

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.