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

ETF | Large Blend |

Last Closing

USD 122.57

Change

+1.13 (+0.93)%

Market Cap

USD 3.14B

Volume

0.07M

Analyst Target

N/A
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: 2025-05-15 )

Largest Industry Peers for Large Blend

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

+1.99 (+0.68%)

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

+0.45 (+0.65%)

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

+0.18 (+0.77%)

USD 48.13B
DYNF BlackRock US Equity Factor Rot..

+0.23 (+0.44%)

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

+0.90 (+0.77%)

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

+0.50 (+0.70%)

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

+0.76 (+1.04%)

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

+0.44 (+0.75%)

USD 5.39B
DIVO Amplify CWP Enhanced Dividend ..

+0.21 (+0.51%)

USD 3.97B
SCHK Schwab 1000 ETF

+0.20 (+0.70%)

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 0.81% 60% D- 59% D-
Dividend Return 0.24% 83% B 7% C-
Total Return 1.04% 63% D 57% F
Trailing 12 Months  
Capital Gain 11.34% 66% D+ 77% C+
Dividend Return 1.23% 91% A- 26% F
Total Return 12.57% 77% C+ 75% C
Trailing 5 Years  
Capital Gain 100.05% 52% F 71% C-
Dividend Return 9.85% 56% F 21% F
Total Return 109.90% 51% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.05% 32% F 70% C-
Dividend Return 11.37% 32% F 68% D+
Total Return 1.31% 68% D+ 32% F
Risk Return Profile  
Volatility (Standard Deviation) 19.76% 24% F 51% F
Risk Adjusted Return 57.52% 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.