SUSL:NSD-iShares ESG MSCI USA Leaders ETF (USD)

ETF | Large Blend |

Last Closing

USD 98.39

Change

+0.62 (+0.63)%

Market Cap

USD 0.81B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance ("ESG") characteristics. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-08 )

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FEX First Trust Large Cap Core Alp..

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PKW Invesco BuyBack Achievers ETF

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CATH Global X S&P 500® Catholic Va..

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IUS Invesco RAFI Strategic US ETF

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ETFs Containing SUSL

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 -4.51% 12% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.51% 12% F 53% F
Trailing 12 Months  
Capital Gain 6.40% 41% F 68% D+
Dividend Return 0.94% 88% B+ 23% F
Total Return 7.34% 47% F 67% D+
Trailing 5 Years  
Capital Gain 91.79% 76% C+ 77% C+
Dividend Return 9.48% 65% D 27% F
Total Return 101.27% 76% C+ 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 14.37% 84% B 72% C
Dividend Return 15.74% 84% B 72% C
Total Return 1.37% 53% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 18.27% 11% F 79% B-
Risk Adjusted Return 86.13% 74% C 94% A
Market Capitalization 0.81B 47% F 71% 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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.