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

ETF | Large Blend |

Last Closing

USD 122.25

Change

+0.29 (+0.24)%

Market Cap

USD 3.51B

Volume

0.06M

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: 2025-05-29 )

Largest Industry Peers for Large Blend

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

-0.24 (-0.08%)

USD 473.09B
SPLG SPDR® Portfolio S&P 500 ETF

-0.07 (-0.10%)

USD 68.24B
SCHX Schwab U.S. Large-Cap ETF

-0.04 (-0.17%)

USD 53.78B
DYNF BlackRock US Equity Factor Rot..

-0.04 (-0.08%)

USD 17.32B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.03 (+0.03%)

USD 12.98B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.07 (-0.10%)

USD 10.11B
SPLV Invesco S&P 500® Low Volatili..

+0.36 (+0.49%)

USD 7.93B
JQUA JPMorgan U.S. Quality Factor E..

+0.18 (+0.31%)

USD 6.13B
DIVO Amplify CWP Enhanced Dividend ..

+0.07 (+0.17%)

USD 4.33B
SCHK Schwab 1000 ETF

-0.02 (-0.07%)

USD 4.15B

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 0.54% 42% F 57% F
Dividend Return 0.24% 71% C- 6% D-
Total Return 0.78% 63% D 55% F
Trailing 12 Months  
Capital Gain 12.94% 72% C 76% C+
Dividend Return 1.25% 89% A- 26% F
Total Return 14.20% 77% C+ 74% C
Trailing 5 Years  
Capital Gain 87.39% 55% F 74% C
Dividend Return 9.25% 54% F 22% F
Total Return 96.63% 51% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.71% 32% F 70% C-
Dividend Return 11.02% 32% F 68% D+
Total Return 1.31% 68% D+ 31% F
Risk Return Profile  
Volatility (Standard Deviation) 19.42% 25% F 51% F
Risk Adjusted Return 56.72% 27% F 72% C
Market Capitalization 3.51B 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.