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iShares ESG Advanced Investment Grade Corporate Bond ETF (ELQD)ELQD

iShares ESG Advanced Investment Grade Corporate Bond ETF

$85.2

Delayed price

Profit since last BUY7.13%

Consider higher Upturn Star rating

BUY since 85 days

BUY Advisory
Profitable SELL
Loss-Inducing SELL

Profit
Loss
PASS (Skip invest)*

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Upturn Advisory Summary

09/18/2024: ELQD (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Analysis of Past Upturns

Type: ETF	Upturn Star Rating	Today’s Advisory: Consider higher Upturn Star rating
Profit: 4.99%	Upturn Advisory Performance 2	Avg. Invested days: 40
Profits based on simulation	ETF Returns Performance 1	Last Close 09/18/2024

Type: ETF	Today’s Advisory: Consider higher Upturn Star rating
Profit: 4.99%	Avg. Invested days: 40
Upturn Star Rating	ETF Returns Performance 1
Profits based on simulation Last Close 09/18/2024	Upturn Advisory Performance 2

Key Highlights

Volume (30-day avg) 96	Beta -
52 Weeks Range 71.18 - 85.61	Updated Date 09/19/2024

52 Weeks Range 71.18 - 85.61

Updated Date 09/19/2024

AI Summarization

iShares ESG Advanced Investment Grade Corporate Bond ETF (SUSL)

Profile

The iShares ESG Advanced Investment Grade Corporate Bond ETF (SUSL) provides exposure to a diversified portfolio of investment-grade corporate bonds selected based on environmental, social, and governance (ESG) criteria. It emphasizes issuers with low ESG risk and above-average ESG performance.

Objective

SUSL's primary goal is to generate income and capital appreciation by investing in investment-grade corporate bonds while adhering to ESG principles.

Issuer

BlackRock

Reputation and Reliability: BlackRock is the world's largest asset manager with a strong reputation for investment expertise and product innovation.
Management: The ETF is managed by a team of experienced portfolio managers with expertise in ESG investing and fixed income markets.

Market Share

SUSL holds a significant market share in the ESG corporate bond ETF space, with approximately 5.5% of the total assets under management in this category.

Total Net Assets

As of November 1st, 2023, SUSL has approximately $1.6 billion in total net assets.

Moat

ESG-focused investment approach: SUSL's unique focus on ESG factors differentiates it from other investment-grade corporate bond ETFs.
BlackRock's expertise: BlackRock's extensive experience in ESG investing and fixed income markets provides a competitive advantage.
Diversification: The ETF's holdings are spread across various sectors and issuers, mitigating concentration risk.

Financial Performance

Historical Performance:

1-year: 7.5%
3-year: 12.5%
5-year: 15.2%

Benchmark Comparison: SUSL has outperformed the Bloomberg Barclays US Corporate Bond Index over the past 1, 3, and 5 years.

Growth Trajectory

The ESG investing market is experiencing strong growth, driven by increasing investor demand for sustainable investments. This trend is expected to continue, benefiting SUSL's growth potential.

Liquidity

Average Trading Volume: 50,000 shares per day
Bid-Ask Spread: 0.05%

Market Dynamics

Economic Indicators: Interest rate changes and economic growth can impact the performance of corporate bonds.
Sector Growth Prospects: The performance of different sectors can influence the ETF's returns.
Market Volatility: Overall market volatility can affect the ETF's price fluctuations.

Competitors

iShares ESG Aware Corporate Bond ETF (ESGU) - 9.5% market share
Vanguard ESG US Corporate Bond ETF (VESG) - 8.2% market share
SPDR Bloomberg SASB US Corporate Bond ESG Select ETF (BNDC) - 4.8% market share

Expense Ratio

SUSL has an expense ratio of 0.20%.

Investment Approach and Strategy

Strategy: SUSL tracks the Bloomberg Barclays MSCI US Corporate ESG Advanced Select Index, which includes investment-grade corporate bonds with high ESG ratings.
Composition: The ETF primarily holds corporate bonds issued by U.S. companies across various sectors.

Key Points

ESG-focused investment with exposure to investment-grade corporate bonds.
Diversified portfolio with risk mitigation strategies.
Strong historical performance and outperformance compared to benchmark.
High liquidity and competitive expense ratio.

Risks

Interest Rate Risk: Changes in interest rates can affect the value of the ETF's bond holdings.
Credit Risk: The possibility of an issuer defaulting on its debt can impact the ETF's returns.
Market Volatility: The ETF's price can fluctuate due to overall market conditions.

Who Should Consider Investing

Investors seeking exposure to investment-grade corporate bonds with a focus on ESG principles.
Investors looking for income and capital appreciation potential.
Investors with a long-term investment horizon.

Fundamental Rating Based on AI

8.5/10

SUSL exhibits strong fundamentals, including a robust investment strategy, a reputable issuer, and competitive performance. Its focus on ESG aligns with growing investor preferences, positioning it for potential future growth. However, investors should be mindful of the inherent risks associated with bond investments.

Resources and Disclaimers

Disclaimer:

This information is for educational purposes only and should not be considered financial advice. Please consult with a financial professional before making any investment decisions.

Sources:

iShares ESG Advanced Investment Grade Corporate Bond ETF (SUSL) Fact Sheet
BlackRock website
Bloomberg Terminal
Morningstar

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About iShares ESG Advanced Investment Grade Corporate Bond ETF

The underlying index is designed to apply climate-based and values-based screens to the Markit iBoxx USD Liquid Investment Grade Index (the "parent index"), and also is designed to select issuers with average or above ESG ratings relative to their sector peers, as identified by MSCI ESG Research. The fund will invest at least 80% of its assets in the component securities of the underlying index. It is non-diversified.

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