Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB)SUSB
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/18/2024: SUSB (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: 6.67% | Upturn Advisory Performance  3 | Avg. Invested days: 69 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 6.67% | Avg. Invested days: 69 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 240298 | Beta 0.47 |
52 Weeks Range 22.79 - 25.19 | Updated Date 09/19/2024 |
52 Weeks Range 22.79 - 25.19 | Updated Date 09/19/2024 |
AI Summarization
iShares ESG 1-5 Year USD Corporate Bond ETF (SUSC) Overview:
Profile:
- Focus: Invests in investment-grade USD-denominated corporate bonds with maturities between 1 and 5 years, adhering to ESG (environmental, social, and governance) criteria.
- Asset Allocation: Primarily fixed income (corporate bonds).
- Investment Strategy: Passively tracks the Bloomberg Barclays MSCI US Corporate ESG Select 1-5 Year USD Index.
Objective:
- Primary Goal: To provide investors with exposure to the performance of the ESG-screened 1-5 year USD corporate bond market, while adhering to ESG principles.
Issuer:
- BlackRock: A global investment management firm with a strong reputation and track record in the market.
- Management: Experienced and knowledgeable portfolio management team with expertise in ESG investing and fixed income markets.
Market Share:
- Currently holds a significant share of the ESG corporate bond ETF market.
Total Net Assets:
- Approximately $5.48 billion as of November 15, 2023.
Moat:
- ESG Focus: Differentiates itself by offering ESG-screened exposure to the corporate bond market.
- 规模和流动性: Large asset base and high trading volume provide liquidity and stability.
- BlackRock's Expertise: Benefits from BlackRock's extensive resources and experience in ESG investing and index tracking.
Financial Performance:
- Historically delivered positive returns: Outperformed the benchmark index in various timeframes.
- Low volatility: Compared to the broader corporate bond market.
Growth Trajectory:
- Positive growth trend: Market for ESG investments is expected to continue growing.
- Increasing demand for ESG-compliant fixed income products: SUSC is well-positioned to benefit from this trend.
Liquidity:
- Average Trading Volume: High, ensuring ease of buying and selling.
- Bid-Ask Spread: Tight, indicating low transaction costs.
Market Dynamics:
- Favorable economic conditions: Low interest rates and strong corporate earnings support the corporate bond market.
- Growing ESG awareness: Increasing investor demand for sustainable investment options.
Competitors:
- iShares ESG USD Corporate Bond ETF (SUSB)
- Xtrackers USD Corporate Bond ESG UCITS ETF (XSUU)
- Vanguard ESG U.S. Corporate Bond ETF (VESG)
Expense Ratio:
- 0.15% per year
Investment Approach and Strategy:
- Strategy: Passively tracks the Bloomberg Barclays MSCI US Corporate ESG Select 1-5 Year USD Index.
- Composition: Primarily holds investment-grade USD-denominated corporate bonds with maturities between 1 and 5 years, adhering to ESG criteria.
Key Points:
- Provides diversified exposure to ESG-screened 1-5 year USD corporate bonds.
- Offers potential for income generation and capital appreciation.
- Low volatility and high liquidity.
- Backed by BlackRock's expertise and resources.
Risks:
- Market Risk: Interest rate fluctuations and changes in economic conditions can impact bond prices.
- Credit Risk: The possibility that bond issuers may default on their obligations.
- ESG Risk: The potential for companies to not meet ESG standards or be subject to ESG-related controversies.
Who Should Consider Investing:
- Investors seeking exposure to the 1-5 year USD corporate bond market with an ESG focus.
- Investors aiming for income generation and capital appreciation with moderate risk.
Fundamental Rating Based on AI:
8.5 out of 10.
Justification: Strong financial performance, competitive advantages, and positive growth trajectory. The ETF benefits from BlackRock's expertise and the growing demand for ESG investments. However, investors should be aware of the inherent risks associated with fixed income markets.
Resources and Disclaimers:
- iShares ESG 1-5 Year USD Corporate Bond ETF (SUSC) website: https://www.ishares.com/us/products/239713/ishares-esg-15-year-usd-corporate-bond-etf
- BlackRock website: https://www.blackrock.com/us/individual/products/etfs/ishares-esg-15-year-usd-corporate-bond-etf-susc
- Bloomberg Barclays MSCI US Corporate ESG Select 1-5 Year USD Index: https://www.bloomberg.com/professional/product/bloomberg-barclays-msci-us-corporate-esg-select-1-5-year-usd-index/
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please conduct your own research 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 ESG 1-5 Year USD Corporate Bond ETF
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. The index has been developed by Bloomberg Finance L.P. and its affiliates with environmental, social and governance (ESG) rating inputs from MSCI ESG Research LLC pursuant to an agreement between MSCI ESG Research and Bloomberg Index Services Limited, a subsidiary of Bloomberg.
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.