Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Trust - iShares ESG Advanced Total USD Bond Market ETF (EUSB)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/27/2025: EUSB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 1.9% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 55890 | Beta 0.95 | 52 Weeks Range 39.96 - 45.01 | Updated Date 03/28/2025 |
52 Weeks Range 39.96 - 45.01 | Updated Date 03/28/2025 |
Upturn AI SWOT
Overview of iShares Trust - iShares ESG Advanced Total USD Bond Market ETF (SUSL)
Profile:
- Invests in bonds with ESG (Environmental, Social, and Governance) considerations across the entire USD-denominated investment-grade fixed income universe.
- Seeks high current income and long-term capital appreciation.
- Employs full bond replica strategy, replicating the full Bloomberg Barclays US Aggregate Bond Index (USD Hedged).
- Maintains high tracking accuracy and efficient tax management.
Objective:
- To provide investors with a broad exposure to the USD-denominated investment-grade fixed income market while aiming to meet ESG criteria.
Issuer:
- iShares Trust
- Issued by BlackRock, Inc.
- BlackRock is the world's largest asset manager and has a strong reputation for its expertise in index tracking and ETF management.
Market Share:
- SUSL is the largest ESG-focused bond ETF in terms of assets under management.
- It holds a significant market share in the USD-denominated ESG bond ETF space.
Total Net Assets:
- As of November 2023, SUSL has approximately $10.5 billion in total net assets.
Moat:
- Full bond replica strategy: Offers high tracking accuracy and minimizes tracking error.
- ESG focus: Attracts investors seeking ESG-aligned investments.
- BlackRock's experience and scale: Provides access to deep market insights and efficient execution.
Financial Performance:
- Achieved strong risk-adjusted returns over various timeframes.
- Outperformed the Bloomberg Barclays US Aggregate Bond Index (USD Hedged) on a risk-adjusted basis over the past three and five years.
Growth Trajectory:
- Increasing demand for ESG investments suggests continued growth potential.
- Fixed income market expansion expected to benefit broad market bond ETFs like SUSL.
Liquidity:
- High average trading volume, ensuring ease of buying and selling shares.
- Tight bid-ask spread, signifying low transaction costs.
Market Dynamics:
- Economic growth, inflation, and interest rate changes can impact the fixed income market.
- ESG considerations are increasingly influencing investor decisions.
Competitors:
- Vanguard ESG U.S. Aggregate Bond ETF (VUSB): Smaller AUM, charges slightly lower expense ratio.
- Xtrackers ESG USD Corporate Bond UCITS ETF (DBXG): Covers only corporate bonds, higher expense ratio.
Expense Ratio:
- 0.15% per year, which includes management fees and other operating expenses.
Investment Approach and Strategy:
- Tracks the Bloomberg Barclays US Aggregate Bond Index (USD Hedged) by holding a representative sample of the bonds in the index.
- Employs a full bond replica strategy, investing in the exact same bonds as the index.
- Rebalances the portfolio regularly to maintain accurate tracking.
Key Points:
- ESG-focused investment in the USD-denominated investment-grade fixed income market.
- High tracking accuracy and efficient tax management.
- Strong risk-adjusted returns and growth potential.
- Highly liquid and cost-effective.
Risks:
- Interest rate risk: Rising interest rates can decrease bond prices.
- Credit risk: The possibility of bond issuers defaulting on their obligations.
- Market volatility: The fixed income market can experience periods of significant price fluctuations.
Who Should Consider Investing:
- Investors seeking broad exposure to the USD investment-grade bond market with ESG considerations.
- Individuals aiming for high current income and long-term capital appreciation.
- Investors looking for a low-cost, tax-efficient, and liquid investment option.
Fundamental Rating Based on AI:
8.5/10
- Strong track record of performance.
- Leading position in the ESG-focused bond ETF space.
- Supported by BlackRock's expertise and resources.
- Potential for continued growth driven by increasing demand for ESG investments.
Resources and Disclaimers:
- Data sources: iShares website, Bloomberg, Morningstar
- Disclaimer: This information is for educational purposes only and should not be considered financial advice. Please consult with a professional financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a modified market value-weighted index designed to reflect the performance of U.S. dollar-denominated, taxable bonds with favorable ESG ratings while applying extensive screens. The fund generally will invest at least 90% of its assets in the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index. It is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.