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iShares ESG MSCI USA Leaders ETF (SUSL)SUSL
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Upturn Advisory Summary
11/18/2024: SUSL (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 18.18% | Upturn Advisory Performance  3 | Avg. Invested days: 49 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 11/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 18.18% | Avg. Invested days: 49 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 11/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 49141 | Beta 1.01 |
52 Weeks Range 79.53 - 107.06 | Updated Date 11/21/2024 |
52 Weeks Range 79.53 - 107.06 | Updated Date 11/21/2024 |
AI Summarization
iShares ESG MSCI USA Leaders ETF (SUSL) Overview
Profile:
- Focus: The iShares ESG MSCI USA Leaders ETF (SUSL) invests in large-cap US stocks with high ESG (environmental, social, and governance) ratings.
- Sector: Large-cap US stocks across various sectors, with a tilt towards technology, healthcare, and financials.
- Asset Allocation: Approximately 95% equities, 5% cash and equivalents.
- Strategy: Follows a passively managed approach, tracking the performance of the MSCI USA ESG Leaders Index.
Objective:
- To provide investors with exposure to the performance of large-cap US companies with strong ESG ratings.
Issuer:
- BlackRock: A global investment manager with a strong reputation and extensive experience in the ETF market.
- Management: Experienced portfolio managers with a proven track record in ESG investing.
Market Share:
- 1.8% of the US Large-Cap ESG Equity ETF market.
Total Net Assets:
- $18.84 billion as of November 10, 2023.
Moat:
- ESG Focus: Differentiates itself from other large-cap US ETFs by focusing on companies with strong ESG practices.
- BlackRock's Expertise: Leverages BlackRock's extensive resources and expertise in ESG investing.
- Scale and Liquidity: Offers investors access to a large and liquid basket of ESG-focused stocks.
Financial Performance:
- Year-to-Date: 8.04%
- 1 Year: 12.62%
- 3 Years: 15.99%
- 5 Years: 14.01%
Benchmark Comparison:
- Outperformed the S&P 500 in the past year and 3 years.
Growth Trajectory:
- Positive: Growing demand for ESG investments and strong performance in recent years.
Liquidity:
- Average Trading Volume: 1.3 million shares per day.
- Bid-Ask Spread: 0.03%
Market Dynamics:
- ESG Investing Trend: Increasing investor demand for sustainable investments.
- US Economic Growth: Impacts overall stock market performance.
- Technological Innovation: Drives growth in the technology sector, a significant part of the ETF's portfolio.
Competitors:
- Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) (0.8% market share)
- Vanguard ESG US Stock ETF (ESGV) (0.7% market share)
Expense ratio:
- 0.15%
Investment Approach and Strategy:
- Passive Management: Tracks the MSCI USA ESG Leaders Index.
- Composition: Holds large-cap US stocks with high ESG ratings.
Key Points:
- Provides exposure to ESG-focused US large-cap stocks.
- Offers diversification across various sectors.
- Follows a passive and cost-effective approach.
- Demonstrates strong historical performance.
- Highly liquid and easily traded.
Risks:
- Market Volatility: Stock market fluctuations can impact the ETF's value.
- ESG Controversy: ESG ratings can be subjective and subject to controversy.
- Large-Cap Concentration: Limited diversification within the large-cap space.
Who Should Consider Investing:
- Investors seeking exposure to ESG-focused US large-cap stocks.
- Investors with a long-term investment horizon.
- Investors comfortable with moderate risk.
Fundamental Rating Based on AI - 8.5/10:
SUSL scores high due to its strong financial performance, robust market position, and positive growth trajectory. Its ESG focus and BlackRock's expertise add to its appeal. However, the large-cap concentration and potential for ESG controversy represent minor risks.
Resources:
- iShares website: https://www.ishares.com/us/products/239717/ishares-esg-msci-usa-leaders-etf
- BlackRock website: https://www.blackrock.com/us/individual/products/ishares-esg-msci-usa-leaders-etf-susl
- Morningstar: https://www.morningstar.com/etfs/arcx/susl/quote
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please 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 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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