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iShares ESG MSCI USA Leaders ETF (SUSL)SUSL
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Upturn Advisory Summary
09/18/2024: SUSL (2-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: 12.25% | Upturn Advisory Performance  3 | Avg. Invested days: 44 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 12.25% | Avg. Invested days: 44 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 20871 | Beta 1.03 |
52 Weeks Range 71.34 - 101.02 | Updated Date 09/19/2024 |
52 Weeks Range 71.34 - 101.02 | Updated Date 09/19/2024 |
AI Summarization
iShares ESG MSCI USA Leaders ETF (SUSL) Summary
Profile:
The iShares ESG MSCI USA Leaders ETF (SUSL) tracks the performance of the MSCI USA ESG Leaders Index. This index focuses on large and mid-cap US companies with high ESG (Environmental, Social, and Governance) ratings. The ETF invests in a diversified portfolio of stocks across various sectors, with an emphasis on companies demonstrating strong environmental and social responsibility, as well as good corporate governance practices.
Objective:
The primary investment goal of SUSL is to provide long-term capital appreciation by tracking the performance of the MSCI USA ESG Leaders Index. The ETF aims to achieve this objective by investing in a portfolio of ESG-focused US companies with strong growth potential.
Issuer:
BlackRock is the issuer of SUSL. BlackRock is the world's largest asset manager with a strong reputation and proven track record in the financial industry. The firm employs experienced professionals with expertise in managing ESG-focused investment products.
Market Share:
SUSL has a market share of 0.75% within the ESG-focused equity ETF category.
Total Net Assets:
As of November 2023, SUSL has $1.29 billion in total net assets.
Moat:
- ESG Integration: SUSL's focus on ESG principles provides a competitive advantage in the growing market for sustainable investing.
- Strong Brand Recognition: BlackRock's reputation and proven track record in managing ESG-focused investment products attract investors.
- Diversified Portfolio: SUSL's broad exposure to various sectors with high ESG ratings mitigates risk and enhances resilience.
Financial Performance:
- Year-to-Date (YTD): 5.89% (as of November 2023)
- 1-Year: 11.47%
- 3-Year: 15.06%
Benchmark Comparison:
SUSL has outperformed the S&P 500 index over the past 1 and 3-year periods. This highlights the potential of investing in ESG-focused companies.
Growth Trajectory:
The ESG investing market is expected to experience significant growth in the coming years, fueled by increasing investor demand for sustainable investment options. This bodes well for SUSL's future growth prospects.
Liquidity:
- Average Trading Volume: 92,000 shares
- Bid-Ask Spread: 0.04%
Market Dynamics:
- Growing investor preference for ESG investing
- Government regulations and policies promoting sustainability
- Increasing corporate focus on ESG practices
Competitors:
- iShares ESG S&P 500 ETF (ESGV)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Xtrackers S&P 500 ESG ETF (SNPE)
Expense Ratio:
The expense ratio for SUSL is 0.15%.
Investment Approach and Strategy:
- Strategy: Replicating the MSCI USA ESG Leaders Index
- Composition: Primarily invested in US large and mid-cap stocks with high ESG ratings
Key Points:
- ESG-focused investment
- Diversified portfolio
- Strong track record
- Competitive expense ratio
Risks:
- Market risk: Stock market fluctuations can impact the value of the ETF.
- ESG Investing risk: The ESG investing market is relatively new and evolving, potentially increasing volatility and uncertainty.
- Management risk: The ETF's performance is dependent on the issuer's management team and their decision-making abilities.
Who Should Consider Investing:
- Investors aligned with ESG principles
- Investors seeking long-term capital appreciation
- Investors looking for exposure to the US stock market while mitigating risk through sector diversification and ESG-focused investing
Fundamental Rating Based on AI:
8.5/10
Justification:
SUSL displays strong fundamentals based on its track record, diversification, robust strategy, and competitive position within the ESG investing market. However, the relatively young age of the ESG investing market introduces some element of uncertainty, reflected in the rating.
Resources and Disclaimers:
- iShares ESG MSCI USA Leaders ETF (SUSL): https://www.ishares.com/us/products/aapl/etf/susl
- BlackRock: https://www.blackrock.com/us/individual/investment-products/esg-investing
Disclaimer: This information is for informational purposes only and should not be considered investment advice. Investing involves risk, and investors should carefully consider their individual circumstances before making 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 MSCI USA Leaders 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 underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance ("ESG") characteristics. It is non-diversified.
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