SUSA:NYE- (USD)

ETF | Large Blend |

Last Closing

USD 115.57

Change

-1.07 (-0.92)%

Market Cap

USD 3.14B

Volume

0.07M
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-06 )

Largest Industry Peers for Large Blend

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

+1.14 (+0.41%)

USD 423.10B
SPLG SPDR® Portfolio S&P 500 ETF

+0.28 (+0.43%)

USD 56.21B
SCHX Schwab U.S. Large-Cap ETF

+0.09 (+0.41%)

USD 48.13B
DYNF BlackRock US Equity Factor Rot..

+0.23 (+0.47%)

USD 14.67B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.55 (+0.50%)

USD 11.80B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.26 (+0.38%)

USD 9.06B
SPLV Invesco S&P 500® Low Volatili..

+0.41 (+0.57%)

USD 7.56B
JQUA JPMorgan U.S. Quality Factor E..

+0.38 (+0.67%)

USD 5.39B
DIVO Amplify CWP Enhanced Dividend ..

+0.06 (+0.15%)

USD 3.97B
SCHK Schwab 1000 ETF

+0.09 (+0.33%)

USD 3.74B

ETFs Containing SUSA

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 -4.95% 32% F 38% F
Dividend Return 0.24% 83% B 7% C-
Total Return -4.71% 38% F 38% F
Trailing 12 Months  
Capital Gain 7.66% 59% D- 72% C
Dividend Return 1.26% 91% A- 26% F
Total Return 8.92% 72% C 69% C-
Trailing 5 Years  
Capital Gain 87.89% 46% F 71% C-
Dividend Return 9.81% 56% F 22% F
Total Return 97.70% 49% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.25% 31% F 70% C-
Dividend Return 11.56% 31% F 68% D+
Total Return 1.31% 68% D+ 32% F
Risk Return Profile  
Volatility (Standard Deviation) 19.95% 24% F 51% F
Risk Adjusted Return 57.96% 27% F 72% C
Market Capitalization 3.14B 80% B- 73% 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.