iShares MSCI USA ESG Select (SUSA)SUSA

iShares MSCI USA ESG Select ETF (SUSL) Overview

Profile:

iShares MSCI USA ESG Select ETF (SUSL) is an ESG-focused exchange-traded fund that tracks the performance of the MSCI USA ESG Select Index. This index comprises large and mid-cap U.S. companies with strong environmental, social, and governance (ESG) scores. SUSL aims to provide investors with broad exposure to the U.S. stock market while incorporating ESG considerations into their investment decisions.

Objective:

The primary investment objective of SUSL is to track the performance of the MSCI USA ESG Select Index. The ETF seeks to achieve long-term capital appreciation by investing in companies with robust ESG practices.

Issuer:

SUSL is issued by iShares, a leading provider of exchange-traded funds and investment management solutions. BlackRock, a global asset management firm, is the parent company of iShares.

Reputation and Reliability:

iShares has a strong reputation for providing high-quality and innovative investment products. BlackRock is one of the world's largest asset managers, with a long history of delivering strong returns to its investors.

Management:

The iShares ESG Aware team manages SUSL. This team has extensive experience in sustainable investing and ETF management.

Market Share:

SUSL is one of the largest ESG-focused ETFs in the U.S. market, with a significant market share in the ESG ETF category.

Total Net Assets:

As of November 10, 2023, SUSL has approximately $2.1 billion in assets under management.

Moat:

SUSL's competitive advantages include its strong brand recognition, experienced management team, and large asset base. Additionally, the ETF benefits from the robust ESG methodology of the MSCI USA ESG Select Index.

Financial Performance:

Since its inception in 2019, SUSL has delivered a strong performance, outperforming the S&P 500 Index on a risk-adjusted basis.

Benchmark Comparison:

SUSL has consistently outperformed its benchmark, the MSCI USA Index, demonstrating its effectiveness in achieving its investment objective.

Growth Trajectory:

The ESG investing landscape is experiencing rapid growth, with increasing investor demand for sustainable investment solutions. This trend is likely to benefit SUSL's future growth.

Liquidity:

SUSL has a high average daily trading volume, making it a highly liquid ETF. This ensures investors can easily buy and sell shares without significant impact on the price.

Bid-Ask Spread:

SUSL has a tight bid-ask spread, indicating low transaction costs for investors.

Market Dynamics:

The U.S. stock market is experiencing a period of growth, and the increasing focus on ESG investing is providing strong tailwinds for SUSL.

Competitors:

SUSL's key competitors include:

• Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)
• Vanguard ESG U.S. Stock ETF (ESGV)
• SPDR S&P 500 ESG ETF (EFIV)

Expense Ratio:

The expense ratio of SUSL is 0.15% per year.

Investment Approach and Strategy:

SUSL invests in a diversified portfolio of large and mid-cap U.S. companies with high ESG scores. The ETF uses a passive investment approach, tracking the MSCI USA ESG Select Index.

Key Points:

• ESG-focused ETF tracking the MSCI USA ESG Select Index
• Provides broad exposure to the U.S. stock market with ESG considerations
• Strong track record of outperformance
• High liquidity and low expense ratio
• Ideal for investors seeking long-term capital appreciation with a focus on ESG

AI-Based Fundamental Rating:

Based on an analysis of various factors, including financial health, market position, and future prospects, SUSL receives an AI-based fundamental rating of 8 out of 10. This rating indicates a strong fundamental profile with good potential for future growth.

Resources and Disclaimers:

This analysis is based on information sourced from iShares, BlackRock, and Bloomberg as of November 10, 2023. Past performance is not necessarily indicative of future results. This analysis is for informational purposes only and does not constitute investment advice. Investors should consider their own investment objectives and risk tolerance before investing in any ETF.