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

ETF | Large Blend |

Last Closing

USD 109.14

Change

+0.93 (+0.86)%

Market Cap

USD 3.50B

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: 2024-03-27 )

Largest Industry Peers for Large Blend

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

+2.32 (+0.93%)

USD 1,599.41B
SPY SPDR S&P 500 ETF Trust

+4.77 (+0.95%)

USD 528.58B
IVV iShares Core S&P 500 ETF

+4.95 (+0.98%)

USD 428.78B
VOO Vanguard S&P 500 ETF

+4.63 (+1.00%)

USD 419.07B
VIG Vanguard Dividend Appreciation..

+0.18 (+0.10%)

USD 77.60B
RSP Invesco S&P 500® Equal Weight..

+0.08 (+0.05%)

USD 53.38B
ITOT iShares Core S&P Total U.S. St..

+1.07 (+0.97%)

USD 51.22B
SCHX Schwab U.S. Large-Cap ETF

+0.55 (+0.92%)

USD 40.18B
IWB iShares Russell 1000 ETF

+2.65 (+0.96%)

USD 33.43B
VV Vanguard Large-Cap Index Fund ..

+2.51 (+1.09%)

USD 32.71B

ETFs Containing SUSA

HECO 0.00 % 0.95 %

N/A

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 8.59% 29% F 73% C
Dividend Return 0.33% 47% F 18% F
Total Return 8.91% 31% F 71% C-
Trailing 12 Months  
Capital Gain 26.98% 41% F 77% C+
Dividend Return 1.54% 50% F 20% F
Total Return 28.52% 42% F 76% C+
Trailing 5 Years  
Capital Gain 84.59% 67% D+ 82% B
Dividend Return 8.32% 60% D- 29% F
Total Return 92.91% 69% C- 82% B
Average Annual (5 Year Horizon)  
Capital Gain 12.47% 83% B 78% C+
Dividend Return 13.65% 81% B- 76% C+
Total Return 1.18% 43% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 20.46% 24% F 55% F
Risk Adjusted Return 66.72% 56% F 90% A-
Market Capitalization 3.50B 73% C 72% 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:
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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.