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SUSA - ETF AI Analysis
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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)
AUM3.67B
RegionNorth America
Expense Ratio0.25%
Beta0.98
IssueriShares
Inception DateJan 24, 2005
Dividend Yield0.89%
Asset ClassEquity
Index TrackedMSCI USA Extended ESG Select Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume42,283
30 Day Avg. Volume82,528
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
167.37Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering174
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’s story is all about U.S. mega-cap tech and AI, with Nvidia, Microsoft, and Apple sitting in the driver’s seat. Lately, though, this tech trio has been losing a bit of steam, which has weighed on the fund despite their long-term growth engines in AI and cloud. Alphabet is one of the bright spots, rising on strong earnings and digital ad momentum, while Applied Materials has been a standout winner in the chip-equipment space. Tesla, on the other hand, has been dragging the fund, leaving performance somewhat mixed despite broad U.S. sector diversification.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.07% | $261.34M | $4.44T | 32.69% | 76 Outperform | |
| Apple | 5.14% | $189.96M | $3.76T | 4.63% | 79 Outperform | |
| Microsoft | 3.95% | $145.74M | $2.98T | -2.03% | 79 Outperform | |
| Alphabet Class A | 2.90% | $106.97M | $3.70T | 66.36% | 85 Outperform | |
| Broadcom | 2.50% | $92.36M | $1.54T | 42.29% | 76 Outperform | |
| Alphabet Class C | 2.05% | $75.65M | $3.70T | 64.70% | 82 Outperform | |
| Tesla | 2.02% | $74.46M | $1.57T | 17.88% | 73 Outperform | |
| Applied Materials | 1.64% | $60.61M | $281.70B | 106.34% | 77 Outperform | |
| Eli Lilly & Co | 1.62% | $59.97M | $981.09B | 20.86% | 72 Outperform | |
| Home Depot | 1.41% | $52.20M | $389.29B | -3.04% | 66 Neutral |
SUSA Technical Analysis
Negative
―
Price Trends
140.57
Negative
138.62
Positive
132.37
Positive
Market Momentum
-0.23
Positive
45.77
Neutral
38.52
Neutral
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 140.77, equal to the 50-day MA of 140.57, and equal to the 200-day MA of 132.37, indicating a neutral trend. The MACD of -0.23 indicates Positive momentum. The RSI at 45.77 is Neutral, neither overbought nor oversold. The STOCH value of 38.52 is Neutral, 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
139.51
15.04
12.08%
ONEQ
Fidelity Nasdaq Composite Index ETF
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CGUS
Capital Group Core Equity ETF
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AKRE
Akre Focus ETF
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BBUS
JP Morgan Betabuilders U.S. Equity ETF
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DSI
iShares MSCI KLD 400 Social 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.
Disclaimer
This 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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