SUSA - ETF AI Analysis
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Ishares Msci Usa Esg Select Etf (SUSA)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Tech and Semiconductor Exposure
Several top holdings in technology and chip-related companies have delivered strong results, helping drive the fund’s returns.
Large Asset Base
The fund manages a substantial amount of money, suggesting it is established and widely used by investors.
Negative Factors
Heavy Technology Concentration
A large portion of the portfolio is in the technology sector, which can make the fund more sensitive to swings in tech stocks.
Underperforming Mega-Cap Holdings
Some major positions, including well-known large tech and auto names, have shown weak performance this year, which can drag on overall returns.
Limited International Diversification
The ETF is overwhelmingly invested in U.S. companies, offering very little exposure to markets outside the United States.
SUSA vs. SPDR S&P 500 ETF (SPY)
AUM4.04B
RegionNorth America
Expense Ratio0.25%
Beta0.97
IssueriShares
Inception DateJan 24, 2005
Dividend Yield0.85%
Asset ClassEquity
Index TrackedMSCI USA Extended ESG Select Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume33,352
30 Day Avg. Volume38,727
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
178.37Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering193
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SUSA Summary
SUSA is an ETF that follows the MSCI USA Extended ESG Select Index, which focuses on U.S. companies with stronger environmental, social, and governance (ESG) practices. It holds many well-known names like Apple, Microsoft, and Nvidia, and spreads investments across technology, financials, health care, and more. Someone might invest in SUSA to get broad exposure to the U.S. stock market while trying to support more responsible companies and seeking long-term growth. A key risk is that it is heavily tilted toward tech stocks, so its price can rise and fall sharply with the stock market and technology sector.
How much will it cost me?The expense ratio for the iShares MSCI USA ESG Select ETF (SUSA) is 0.25%, which means you’ll pay $2.50 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it focuses on companies with strong ESG practices, which requires more specialized research and selection.
What would affect this ETF?SUSA's strong focus on technology and ESG principles positions it to benefit from growing demand for sustainable investing and innovation in tech. However, its heavy reliance on the U.S. market and concentration in a few sectors, like technology, could make it vulnerable to regulatory changes, economic slowdowns, or sector-specific challenges. Broader market trends, such as interest rate fluctuations or shifts in ESG policies, may also impact its performance.
SUSA Top 10 Holdings
SUSA is very much a U.S. tech-and-AI story, with Nvidia, Apple, Microsoft, Alphabet, Broadcom, and AMD steering the ship. High-flying chip names like Nvidia and especially AMD have been powering the fund, while Apple and Alphabet have added steady, rising support. Microsoft has been more mixed lately, and Tesla is losing steam, acting more like a side current than a tailwind. Outside this tech-heavy core, financials like Hartford play a smaller, steadier role, so performance is largely tied to how U.S. mega-cap tech and semiconductors behave.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.63% | $299.71M | $4.96T | 44.72% | 76 Outperform | |
| Apple | 6.75% | $264.90M | $4.51T | 50.72% | 79 Outperform | |
| Microsoft | 4.42% | $173.75M | $3.10T | -11.42% | 79 Outperform | |
| Alphabet Class C | 3.56% | $139.80M | $4.45T | 109.10% | 82 Outperform | |
| Broadcom | 2.75% | $107.88M | $1.83T | 56.21% | 76 Outperform | |
| Alphabet Class A | 2.73% | $107.16M | $4.45T | 112.19% | 85 Outperform | |
| Tesla | 1.73% | $67.97M | $1.47T | 32.48% | 73 Outperform | |
| Micron | 1.48% | $57.95M | $974.37B | 695.88% | 79 Outperform | |
| Eli Lilly & Co | 1.41% | $55.49M | $1.07T | 46.96% | 72 Outperform | |
| Hartford Insurance | 1.34% | $52.56M | $36.22B | 2.17% | 78 Outperform |
SUSA Technical Analysis
Neutral
―
Price Trends
144.87
Positive
141.77
Positive
138.96
Positive
Market Momentum
2.40
Positive
52.22
Neutral
54.95
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SUSA, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 151.72, equal to the 50-day MA of 144.87, and equal to the 200-day MA of 138.96, indicating a neutral trend. The MACD of 2.40 indicates Positive momentum. The RSI at 52.22 is Neutral, neither overbought nor oversold. The STOCH value of 54.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SUSA.
SUSA Peer Comparison
Comparison Results
Performance Comparison
SUSA
Ishares Msci Usa Esg Select Etf
150.89
27.68
22.47%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
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AKRE
Akre Focus ETF
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DSI
iShares MSCI KLD 400 Social ETF
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VTHR
Vanguard Russell 3000 ETF
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QLTY
GMO U.S. Quality ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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