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Upturn AI SWOT - About
iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB)
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Upturn Advisory Summary
03/27/2025: SUSB (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 7.11% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 293229 | Beta 0.47 | 52 Weeks Range 23.29 - 24.99 | Updated Date 03/28/2025 |
52 Weeks Range 23.29 - 24.99 | Updated Date 03/28/2025 |
Upturn AI SWOT
iShares ESG 1-5 Year USD Corporate Bond ETF
ETF Overview
Overview
The iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities between one and five years and that meet certain ESG criteria. It focuses on short-term investment-grade corporate bonds while incorporating environmental, social, and governance (ESG) factors.
Reputation and Reliability
iShares (BlackRock) is a reputable and reliable ETF issuer with a long track record and a large AUM, known for providing a wide range of investment products.
Management Expertise
BlackRock has extensive experience and expertise in managing fixed-income ETFs and a strong management team dedicated to overseeing the fund's performance and strategy.
Investment Objective
Goal
The fund seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities between one and five years and that meet certain ESG criteria.
Investment Approach and Strategy
Strategy: The ETF aims to track the performance of the Bloomberg SASB US Corporate 1-5 Year ESG Ex-Controversies Select Index.
Composition The ETF primarily holds U.S. dollar-denominated, investment-grade corporate bonds.
Market Position
Market Share: SUSB has a notable market share within the ESG-focused short-term corporate bond ETF category, but faces competition from other similar funds.
Total Net Assets (AUM): 1443575517
Competitors
Key Competitors
- XSHD
- VSHD
- FLQD
Competitive Landscape
The competitive landscape is characterized by various short-term corporate bond ETFs, with iShares providing an ESG-focused option. SUSB's advantage lies in its ESG screening process, while competitors might offer lower expense ratios or different index tracking methodologies. A disadvantage could be potential underperformance compared to non-ESG funds in certain market environments.
Financial Performance
Historical Performance: Historical performance data is based on the fund's past returns, which can fluctuate based on market conditions and interest rate movements.
Benchmark Comparison: The ETF's performance is compared to the Bloomberg SASB US Corporate 1-5 Year ESG Ex-Controversies Select Index to assess its tracking effectiveness.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
The average trading volume for SUSB indicates moderate liquidity, allowing investors to buy and sell shares efficiently under normal market conditions.
Bid-Ask Spread
The bid-ask spread for SUSB is generally tight, indicating low transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and corporate bond spreads, along with sector-specific growth prospects and overall market sentiment, significantly influence SUSB's performance.
Growth Trajectory
The ETF's growth trajectory depends on investor demand for ESG-focused fixed income products and the overall performance of the short-term corporate bond market. Changes to strategy and holdings are routinely done to track the index.
Moat and Competitive Advantages
Competitive Edge
SUSB's competitive advantage lies in its combination of short-term corporate bond exposure with ESG considerations, catering to investors seeking socially responsible investments. The fund leverages BlackRock's established reputation and expertise in fixed-income ETFs and ESG integration. It fills a niche for investors looking for short-term fixed income investments that align with ESG principles. This differentiated offering allows it to attract investors specifically focused on responsible investing while maintaining a conservative risk profile.
Risk Analysis
Volatility
SUSB's historical volatility is relatively low due to its focus on short-term investment-grade corporate bonds.
Market Risk
Market risks associated with SUSB include interest rate risk (sensitivity to changes in interest rates), credit risk (risk of default by bond issuers), and liquidity risk (potential difficulty in selling bonds).
Investor Profile
Ideal Investor Profile
The ideal investor for SUSB is a risk-averse investor seeking a stable income stream with ESG considerations or someone seeking to diversify their portfolio with a low-volatility, short-term bond ETF.
Market Risk
SUSB is suitable for long-term investors seeking stable income and ESG alignment, as well as those using it as a defensive component in a diversified portfolio.
Summary
The iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) provides exposure to short-term, investment-grade corporate bonds while integrating ESG factors. It is managed by BlackRock, a reputable issuer, and aims to track the Bloomberg SASB US Corporate 1-5 Year ESG Ex-Controversies Select Index. SUSB's low expense ratio and moderate liquidity make it an attractive option for risk-averse investors seeking stable income with an ESG focus. However, it's essential to consider interest rate risk and credit risk when investing.
Similar Companies
- XSHD
- VSHD
- FLQD
- SCHI
- ISTB
Sources and Disclaimers
Data Sources:
- iShares Website
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions are constantly changing, and past performance is not indicative of future results. Consult a 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 ESG 1-5 Year USD Corporate Bond ETF
Exchange NASDAQ | 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. 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.
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