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Upturn AI SWOT - About
iShares ESG MSCI USA Leaders ETF (SUSL)
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Upturn Advisory Summary
04/01/2025: SUSL (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
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 17% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 48133 | Beta 1.01 | 52 Weeks Range 86.78 - 107.65 | Updated Date 04/2/2025 |
52 Weeks Range 86.78 - 107.65 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares ESG MSCI USA Leaders ETF
ETF Overview
Overview
The iShares ESG MSCI USA Leaders ETF (SUSL) aims to track the investment results of an index composed of U.S. companies with high Environmental, Social and Governance (ESG) performance relative to their sector peers.
Reputation and Reliability
iShares is a well-established and reputable ETF provider, known for its diverse range of investment products and reliable fund management.
Management Expertise
BlackRock, the parent company of iShares, possesses extensive experience and expertise in asset management, employing a team of skilled professionals to manage its ETFs.
Investment Objective
Goal
The ETF's goal is to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI USA ESG Leaders Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management investment strategy, attempting to replicate the performance of the MSCI USA ESG Leaders Index.
Composition The ETF holds a diversified portfolio of U.S. stocks that have high ESG ratings within their respective sectors.
Market Position
Market Share: SUSL's market share varies depending on the specific ESG-focused US equity ETF category definition.
Total Net Assets (AUM): 3960000000
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 competitive, with several providers offering similar products. SUSL benefits from the iShares brand and MSCI index, but faces competition from lower-cost ETFs like ESGV. SUSL's narrower focus on leaders may offer a different risk/return profile than broader ESG ETFs like SNPE.
Financial Performance
Historical Performance: Historical performance data should be reviewed from reputable financial data providers for accurate figures over various time periods.
Benchmark Comparison: The ETF's performance should be compared against the MSCI USA ESG Leaders Index to assess tracking effectiveness.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
SUSL generally exhibits good liquidity, with a healthy average daily trading volume facilitating relatively easy buying and selling.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquid nature and low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, investor sentiment towards ESG investing, and regulatory changes can influence SUSL's performance.
Growth Trajectory
SUSL's growth is tied to the increasing adoption of ESG investing strategies and the performance of U.S. equities.
Moat and Competitive Advantages
Competitive Edge
SUSL's competitive edge lies in its use of the MSCI USA ESG Leaders Index, a well-recognized benchmark. It benefits from BlackRock's expertise in ETF management and its established brand recognition. SUSL's focus on ESG leaders within each sector differentiates it from broader ESG ETFs. However, its expense ratio is comparatively higher. Overall, the ETF provides exposure to companies displaying high ESG performance.
Risk Analysis
Volatility
SUSL's volatility is expected to be similar to that of the broader U.S. equity market, as it invests in large-cap U.S. companies.
Market Risk
SUSL is subject to market risk, which includes the potential for declines in the overall stock market and sector-specific risks associated with its holdings.
Investor Profile
Ideal Investor Profile
SUSL is suitable for investors seeking exposure to U.S. equities with a focus on ESG factors, who are comfortable with market risk and seeking long-term capital appreciation.
Market Risk
SUSL is best suited for long-term investors looking to incorporate ESG principles into their portfolio.
Summary
The iShares ESG MSCI USA Leaders ETF (SUSL) offers exposure to U.S. companies with strong ESG profiles, tracking the MSCI USA ESG Leaders Index. It is managed by BlackRock's iShares, a reputable ETF provider. The ETF's performance is subject to market risk and ESG investing trends. SUSL's competitive edge lies in its well-recognized index and iShares brand, making it a suitable option for long-term investors focused on ESG.
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Sources and Disclaimers
Data Sources:
- iShares.com
- MSCI.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on your own research and consultation with a qualified financial advisor. Market share figures are estimates and may vary depending on the source.
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
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 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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