SUSA - ETF AI Analysis
Top Page
Ishares Msci Usa Esg Select Etf (SUSA)
Rating:74Outperform
Price Target:―
Positive Factors
Large, Established Fund
The ETF manages a sizable pool of assets, which can support liquidity and trading ease for investors.
Broad Sector Diversification
Holdings spread across technology, financials, industrials, health care, and other sectors help reduce the impact of weakness in any single industry.
Several Strong Recent Performers in Top Holdings
Companies like Alphabet, Applied Materials, Home Depot, and Eli Lilly have shown strong or steady recent performance, helping offset weaker names in the portfolio.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the fund is invested in technology stocks, which can make returns more sensitive to swings in that sector.
Mixed Performance Among Largest Positions
Some of the biggest holdings, including Apple, Microsoft, Nvidia, Broadcom, and Tesla, have shown weak recent performance, which has weighed on the fund’s short-term results.
Very Concentrated in the U.S. Market
With almost all assets in U.S. stocks and very little overseas exposure, the fund offers limited diversification across global markets.
SUSA vs. SPDR S&P 500 ETF (SPY)
AUM3.50B
RegionNorth America
Expense Ratio0.25%
Beta0.98
IssueriShares
Inception DateJan 24, 2005
Dividend Yield0.95%
Asset ClassEquity
Index TrackedMSCI USA Extended ESG Select Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume41,156
30 Day Avg. Volume66,615
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
168.63Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering170
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, focusing on U.S. companies that score well on environmental, social, and governance (ESG) standards. It holds many large, familiar names like Apple and Nvidia, and spreads investments across technology, finance, health care, and more, giving broad diversification while trying to support more responsible businesses. Someone might invest in SUSA to seek long-term growth from the overall U.S. stock market while aligning with sustainability values. A key risk is that it is heavily tilted toward U.S. tech stocks, so its price can rise and fall sharply with that 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 heavily tilted toward U.S. Big Tech and chip names, and that’s where the recent turbulence is coming from. Nvidia, Apple, Microsoft, and Broadcom have all been losing steam lately, so the fund’s tech engine is sputtering rather than roaring. Alphabet has also been soft, adding to the drag, even though its long-term story around AI and cloud remains solid. On the brighter side, Applied Materials has been rising, helping offset some of the tech weakness. Overall, this is a U.S.-centric, tech-heavy ESG play riding a bumpy growth wave.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.52% | $254.56M | $4.32T | 81.93% | 76 Outperform | |
| Apple | 5.55% | $187.73M | $3.80T | 42.65% | 79 Outperform | |
| Microsoft | 4.31% | $145.78M | $2.77T | 4.20% | 79 Outperform | |
| Alphabet Class C | 3.11% | $105.34M | $3.62T | 99.45% | 82 Outperform | |
| Broadcom | 2.50% | $84.66M | $1.49T | 103.99% | 76 Outperform | |
| Alphabet Class A | 2.43% | $82.09M | $3.62T | 104.42% | 85 Outperform | |
| Tesla | 1.75% | $59.28M | $1.32T | 51.24% | 73 Outperform | |
| Hartford Insurance | 1.68% | $56.99M | $37.63B | 24.21% | 78 Outperform | |
| Applied Materials | 1.46% | $49.29M | $279.84B | 165.43% | 77 Outperform | |
| Morgan Stanley | 1.30% | $43.98M | $264.46B | 65.03% | 76 Outperform |
SUSA Technical Analysis
Neutral
―
Price Trends
137.39
Negative
138.21
Negative
134.64
Negative
Market Momentum
-1.50
Negative
48.58
Neutral
81.40
Negative
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 133.57, equal to the 50-day MA of 137.39, and equal to the 200-day MA of 134.64, indicating a neutral trend. The MACD of -1.50 indicates Negative momentum. The RSI at 48.58 is Neutral, neither overbought nor oversold. The STOCH value of 81.40 is Negative, 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
134.05
24.09
21.91%
PBUS
Invesco PureBeta MSCI USA ETF
―
―
―
CGUS
Capital Group Core Equity ETF
―
―
―
ONEQ
Fidelity Nasdaq Composite Index ETF
―
―
―
BBUS
JP Morgan Betabuilders U.S. Equity ETF
―
―
―
AKRE
Akre Focus ETF
―
―
―
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: ―
Table of Contents