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Upturn AI SWOT - About
iShares MSCI USA ESG Select (SUSA)
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Upturn Advisory Summary
04/01/2025: SUSA (1-star) is currently NOT-A-BUY. Pass it for now.
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
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 13.58% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 111321 | Beta 1.05 | 52 Weeks Range 101.04 - 126.47 | Updated Date 04/1/2025 |
52 Weeks Range 101.04 - 126.47 | Updated Date 04/1/2025 |
Upturn AI SWOT
iShares MSCI USA ESG Select
ETF Overview
Overview
The iShares MSCI USA ESG Select ETF (SUSA) seeks to track the investment results of an index composed of U.S. companies with high ESG ratings relative to their sector peers, while maintaining risk and return characteristics similar to the broader market.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock has a large team of experienced portfolio managers and analysts dedicated to ETF management.
Investment Objective
Goal
To track the investment results of an index composed of U.S. companies with high ESG ratings relative to their sector peers.
Investment Approach and Strategy
Strategy: Tracks the MSCI USA ESG Select Index, which selects companies based on ESG (Environmental, Social, and Governance) factors.
Composition Primarily holds stocks of large and mid-cap U.S. companies with favorable ESG profiles.
Market Position
Market Share: SUSA has a significant market share within the ESG-focused U.S. equity ETF segment.
Total Net Assets (AUM): 3060000000
Competitors
Key Competitors
- Xtrackers S&P 500 ESG ETF (SNPE)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Nuveen ESG Large-Cap Growth ETF (NULG)
Competitive Landscape
The ESG ETF market is becoming increasingly competitive. SUSA benefits from BlackRock's established brand and size, but faces competition from other ESG ETFs with different screening methodologies and lower expense ratios. SNPE tracks S&P 500 ESG Index, which provides similar holdings, which might be attractive to some investors. ESGV has very low expense ratio (0.05%) which might also attract more investors.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers. Past performance is not indicative of future results.
Benchmark Comparison: Performance should be compared against the MSCI USA Index and the MSCI USA ESG Index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
SUSA exhibits moderate liquidity, reflected in its average trading volume.
Bid-Ask Spread
The bid-ask spread for SUSA is generally tight, which helps to lower the trading cost.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards ESG investing can all influence SUSA's performance.
Growth Trajectory
SUSA's growth is tied to the increasing popularity of ESG investing and the performance of its underlying holdings. Changes to holdings are guided by the index methodology.
Moat and Competitive Advantages
Competitive Edge
SUSA's competitive advantage lies in its established track record, relatively low expense ratio compared to other ESG ETFs of similar assets under management, and the backing of BlackRock's global asset management expertise. The fund's screening methodology, which focuses on high ESG ratings within each sector, allows it to maintain sector diversification while promoting ESG principles. This balance attracts investors seeking both responsible investing and market-like returns. BlackRock's global brand recognition enhances its appeal to a broad range of investors.
Risk Analysis
Volatility
SUSA's volatility is generally similar to the broader U.S. equity market.
Market Risk
SUSA is subject to market risk, meaning its value can fluctuate based on overall market conditions and the performance of its underlying holdings. Companies with high ESG ratings might underperform the general market which affects SUSA's performance.
Investor Profile
Ideal Investor Profile
The ideal investor for SUSA is one who seeks to align their investments with ESG principles while maintaining exposure to the U.S. equity market.
Market Risk
SUSA is suitable for long-term investors who are comfortable with market risk and believe in the long-term benefits of ESG investing.
Summary
The iShares MSCI USA ESG Select ETF (SUSA) offers exposure to U.S. companies with strong ESG characteristics, providing a way for investors to align their portfolios with their values. Managed by BlackRock, a leading asset manager, SUSA tracks the MSCI USA ESG Select Index and maintains sector diversification. While its expense ratio is competitive, it faces competition from other ESG ETFs. Ideal investors are those seeking long-term growth and ESG alignment, understanding that the ETF is subject to market risk and potential underperformance compared to non-ESG-focused benchmarks.
Similar Companies
DSI
iShares MSCI KLD 400 Social ETF
DSI
iShares MSCI KLD 400 Social ETF
SNPE
Xtrackers S&P 500 ESG ETF
SNPE
Xtrackers S&P 500 ESG ETF
SUSL
iShares ESG MSCI USA Leaders ETF
SUSL
iShares ESG MSCI USA Leaders ETF
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- Morningstar
- etf.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified 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 MSCI USA ESG Select
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is an optimized index designed to maximize exposure to positive environmental, social and governance characteristics while exhibiting risk and return characteristics similar to the MSCI USA Index.
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