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

ETF | Large Blend |

Last Closing

USD 121.99

Change

0.00 (0.00)%

Market Cap

USD 3.51B

Volume

0.08M

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: 2025-06-01 )

Largest Industry Peers for Large Blend

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

+2.01 (+0.69%)

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

+0.42 (+0.60%)

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

+0.16 (+0.68%)

USD 53.78B
DYNF BlackRock US Equity Factor Rot..

+0.27 (+0.52%)

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

+0.83 (+0.71%)

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

+0.50 (+0.70%)

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

-0.16 (-0.22%)

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

+0.32 (+0.54%)

USD 6.13B
DIVO Amplify CWP Enhanced Dividend ..

+0.06 (+0.14%)

USD 4.33B
SCHK Schwab 1000 ETF

+0.18 (+0.63%)

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 0.33% 38% F 55% F
Dividend Return 0.24% 71% C- 6% D-
Total Return 0.57% 49% F 54% F
Trailing 12 Months  
Capital Gain 11.66% 62% D 76% C+
Dividend Return 1.24% 91% A- 26% F
Total Return 12.90% 73% C 73% C
Trailing 5 Years  
Capital Gain 84.47% 54% F 75% C
Dividend Return 9.12% 54% F 22% F
Total Return 93.59% 51% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 9.56% 32% F 70% C-
Dividend Return 10.87% 31% F 68% D+
Total Return 1.31% 68% D+ 30% F
Risk Return Profile  
Volatility (Standard Deviation) 19.29% 25% F 50% F
Risk Adjusted Return 56.33% 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.