SUSA - ETF AI Analysis
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Ishares Msci Usa Esg Select Etf (SUSA)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered strong gains so far this year, showing solid momentum for investors.
Leading Technology and Growth Names
Top holdings like Nvidia, Apple, Broadcom, Micron, AMD, Alphabet, and Eli Lilly have generally shown strong or steady performance, helping drive the fund’s returns.
Broad Sector Diversification
The ETF spreads its investments across many sectors, which helps reduce the impact if any single industry faces a downturn.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the fund is invested in technology stocks, which can make the ETF more sensitive to swings in that sector.
Concentration in a Few Big Holdings
A small number of large positions, such as Nvidia, Apple, and Microsoft, make up a significant share of the portfolio, increasing the impact if any of these stocks struggle.
Mixed Performance Among Top Stocks
Some major holdings like Microsoft and Tesla have shown weaker performance recently, which can drag on the fund’s overall results.
SUSA vs. SPDR S&P 500 ETF (SPY)
AUM3.99B
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. Volume26,443
30 Day Avg. Volume35,345
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
184.50Price 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, focusing on U.S. companies that score well on environmental, social, and governance (ESG) standards. It holds many well-known names like Apple and Nvidia, along with stocks from sectors such as technology, finance, and health care, giving investors broad exposure to the U.S. market. Someone might invest in SUSA to combine long-term growth potential with values-based investing and diversification across many industries. A key risk is that it is heavily tilted toward tech stocks, so its price can rise and fall sharply with changes in the technology sector and overall market.
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 powered by a tech-heavy lineup, with Nvidia, Apple, and Microsoft acting as the main engines. Apple has been rising steadily, giving the fund a solid boost, while Nvidia’s performance has been more mixed, still a key driver thanks to its AI story. Microsoft and Alphabet have recently been lagging, occasionally putting a lid on gains, even though their long-term prospects remain strong. Micron and AMD, both riding the AI and chip wave, add extra punch. Overall, it’s a U.S.-focused, ESG-tilted fund leaning hard into Big Tech and semiconductors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.63% | $303.93M | $5.01T | 11.18% | 76 Outperform | |
| Apple | 7.25% | $288.63M | $4.89T | 57.40% | 79 Outperform | |
| Microsoft | 4.02% | $160.05M | $2.84T | -24.08% | 79 Outperform | |
| Alphabet Class C | 3.08% | $122.64M | $3.91T | 68.84% | 82 Outperform | |
| Broadcom | 2.70% | $107.41M | $1.82T | 30.21% | 76 Outperform | |
| Alphabet Class A | 2.35% | $93.49M | $3.91T | 69.57% | 85 Outperform | |
| Micron | 1.56% | $62.11M | $1.04T | 709.17% | 79 Outperform | |
| Eli Lilly & Co | 1.48% | $58.99M | $1.13T | 48.19% | 72 Outperform | |
| Advanced Micro Devices | 1.47% | $58.67M | $851.09B | 185.01% | 73 Outperform | |
| Hartford Insurance | 1.41% | $56.21M | $38.07B | 15.59% | 78 Outperform |
SUSA Technical Analysis
Negative
―
Price Trends
152.63
Negative
145.89
Positive
142.19
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SUSA, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 153.84, equal to the 50-day MA of 152.63, and equal to the 200-day MA of 142.19, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SUSA.
SUSA Peer Comparison
Comparison Results
Performance Comparison
SUSA
Ishares Msci Usa Esg Select Etf
152.21
23.86
18.59%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
―
―
―
DSI
iShares MSCI KLD 400 Social ETF
―
―
―
AKRE
Akre Focus ETF
―
―
―
QLTY
GMO U.S. Quality ETF
―
―
―
VTHR
Vanguard Russell 3000 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: ―
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