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

ETF | Large Blend |

Last Closing

USD 106.22

Change

0.00 (0.00)%

Market Cap

USD 3.36B

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: 2024-05-04 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
SPY SPDR S&P 500 ETF Trust

+0.76 (+0.14%)

USD 510.94B
IVV iShares Core S&P 500 ETF

+0.90 (+0.17%)

USD 455.09B
VOO Vanguard S&P 500 ETF

+0.72 (+0.15%)

USD 444.68B
VTI Vanguard Total Stock Market In..

+0.37 (+0.14%)

USD 390.30B
VIG Vanguard Dividend Appreciation..

+0.43 (+0.23%)

USD 77.23B
RSP Invesco S&P 500® Equal Weight..

+0.25 (+0.15%)

USD 55.86B
ITOT iShares Core S&P Total U.S. St..

+0.17 (+0.15%)

USD 54.16B
SCHX Schwab U.S. Large-Cap ETF

+0.09 (+0.14%)

USD 39.95B
SPLG SPDR® Portfolio S&P 500 ETF

+0.08 (+0.13%)

USD 36.33B
IWB iShares Russell 1000 ETF

+0.51 (+0.18%)

USD 35.14B

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 5.68% 40% F 67% D+
Dividend Return 0.33% 46% F 18% F
Total Return 6.01% 41% F 65% D
Trailing 12 Months  
Capital Gain 21.12% 45% F 74% C
Dividend Return 1.51% 51% F 20% F
Total Return 22.63% 45% F 71% C-
Trailing 5 Years  
Capital Gain 74.63% 74% C 83% B
Dividend Return 8.09% 58% F 29% F
Total Return 82.72% 73% C 82% B
Average Annual (5 Year Horizon)  
Capital Gain 13.22% 81% B- 77% C+
Dividend Return 14.43% 78% C+ 76% C+
Total Return 1.21% 43% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 20.30% 24% F 56% F
Risk Adjusted Return 71.08% 55% F 90% A-
Market Capitalization 3.36B 70% C- 71% 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.