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

ETF | Large Blend |

Last Closing

USD 123.33

Change

+0.95 (+0.78)%

Market Cap

USD 3.51B

Volume

0.10M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-06-03 )

Largest Industry Peers for Large Blend

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

-0.03 (-0.01%)

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

-0.04 (-0.06%)

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

N/A

USD 53.78B
DYNF BlackRock US Equity Factor Rot..

-0.05 (-0.10%)

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

-0.06 (-0.05%)

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

-0.07 (-0.10%)

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

-0.43 (-0.59%)

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

+0.05 (+0.08%)

USD 6.13B
DIVO Amplify CWP Enhanced Dividend ..

-0.07 (-0.17%)

USD 4.33B
SCHK Schwab 1000 ETF

N/A

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 1.43% 39% F 61% D-
Dividend Return 0.24% 71% C- 6% D-
Total Return 1.67% 51% F 59% D-
Trailing 12 Months  
Capital Gain 13.03% 72% C 77% C+
Dividend Return 1.24% 89% A- 26% F
Total Return 14.28% 82% B 75% C
Trailing 5 Years  
Capital Gain 85.01% 55% F 76% C+
Dividend Return 9.05% 57% F 23% F
Total Return 94.07% 54% F 74% 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.