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

ETF | Large Blend |

Last Closing

USD 104.23

Change

-1.30 (-1.23)%

Market Cap

USD 3.50B

Volume

0.14M

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: 2024-04-15 )

Largest Industry Peers for Large Blend

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

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SPY SPDR S&P 500 ETF Trust

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IVV iShares Core S&P 500 ETF

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VOO Vanguard S&P 500 ETF

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VIG Vanguard Dividend Appreciation..

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RSP Invesco S&P 500® Equal Weight..

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ITOT iShares Core S&P Total U.S. St..

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

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USD 40.18B
SPLG SPDR® Portfolio S&P 500 ETF

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USD 33.77B
IWB iShares Russell 1000 ETF

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USD 33.43B

ETFs Containing SUSA

HECO 0.00 % 0.95 %

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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 3.70% 30% F 68% D+
Dividend Return 0.33% 46% F 18% F
Total Return 4.03% 28% F 66% D+
Trailing 12 Months  
Capital Gain 18.77% 39% F 77% C+
Dividend Return 1.51% 51% F 21% F
Total Return 20.28% 43% F 75% C
Trailing 5 Years  
Capital Gain 72.22% 67% D+ 82% B
Dividend Return 8.13% 56% F 29% F
Total Return 80.35% 65% D 82% B
Average Annual (5 Year Horizon)  
Capital Gain 12.92% 81% B- 78% C+
Dividend Return 14.12% 80% B- 76% C+
Total Return 1.20% 43% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 20.37% 24% F 55% F
Risk Adjusted Return 69.33% 57% F 90% A-
Market Capitalization 3.50B 72% 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.