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SUSL - AI Analysis
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iShares ESG MSCI USA Leaders ETF (SUSL)
Rating:76Outperform
Price Target:
$134.00
Positive Factors
Strong Top Holdings
Several key positions, including Nvidia, Microsoft, and Alphabet, have delivered strong year-to-date performance, driving the ETF’s returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective compared to many other funds.
Sector Diversification
The ETF is spread across multiple sectors, with significant exposure to technology, financials, and healthcare, reducing reliance on any single industry.
Negative Factors
High Technology Concentration
Technology accounts for nearly 39% of the portfolio, making the ETF vulnerable to downturns in this sector.
Limited Geographic Exposure
The fund is heavily concentrated in U.S. companies, offering little diversification across global markets.
Underperforming Holdings
Some holdings, such as Eli Lilly and Visa, have shown weaker year-to-date performance compared to others in the portfolio.
SUSL vs. SPDR S&P 500 ETF (SPY)
AUM994.59M
RegionNorth America
Expense Ratio0.10%
Beta1.03
IssueriShares
Inception DateMay 07, 2019
Dividend Yield0.97%
Asset ClassEquity
Index TrackedMSCI USA Extended ESG Leaders
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume65,792
30 Day Avg. Volume36,115
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
133.86Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering275
SUSL Summary
The iShares ESG MSCI USA Leaders ETF (SUSL) is an investment fund that focuses on U.S. companies that meet high environmental, social, and governance (ESG) standards. It tracks the MSCI USA Extended ESG Leaders Index, which includes top-performing companies across various industries. Some of its largest holdings are well-known names like Nvidia and Microsoft. Investors might consider SUSL for its potential to provide growth while supporting sustainable and ethical business practices. However, since it is heavily weighted in technology stocks, its performance can be significantly impacted by changes in the tech sector.
How much will it cost me?The iShares ESG MSCI USA Leaders ETF (SUSL) has an expense ratio of 0.10%, which means you’ll pay $1 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund, tracking an index rather than actively picking stocks.
What would affect this ETF?The iShares ESG MSCI USA Leaders ETF (SUSL) could benefit from growing interest in sustainable investing and strong performance in the technology sector, which makes up a significant portion of its holdings. However, it may face challenges if regulatory changes impact ESG criteria or if economic conditions negatively affect high-growth sectors like technology and consumer cyclical industries. Additionally, fluctuations in interest rates could influence the financial sector, which is another key area of exposure for this ETF.
SUSL Top 10 Holdings
The iShares ESG MSCI USA Leaders ETF leans heavily into technology, with Nvidia and Microsoft leading the charge thanks to their strong performance in AI and cloud innovation. Nvidia’s dominance in AI infrastructure has been a standout driver, while Microsoft’s steady growth in cloud services keeps it in the spotlight. Alphabet’s mixed signals, with legal challenges tempering its otherwise bullish momentum, add complexity to the fund’s tech-heavy tilt. Tesla’s rising energy and autonomy prospects contribute positively, but its high valuation risks could introduce volatility. With nearly 40% in tech and a U.S.-focused portfolio, this fund is riding the innovation wave but remains vulnerable to sector-specific swings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.88% | $150.07M | $4.53T | 42.32% | 81 Outperform | |
| Microsoft | 11.95% | $120.54M | $3.89T | 25.49% | 83 Outperform | |
| Alphabet Class A | 4.99% | $50.33M | $3.15T | 57.63% | 82 Outperform | |
| Alphabet Class C | 4.22% | $42.60M | $3.15T | 60.35% | 83 Outperform | |
| Tesla | 4.18% | $42.13M | $1.44T | 77.46% | 73 Outperform | |
| Eli Lilly & Co | 2.12% | $21.38M | $781.25B | -9.24% | 70 Outperform | |
| Visa | 1.89% | $19.11M | $669.26B | 23.07% | 82 Outperform | |
| Mastercard | 1.56% | $15.74M | $518.60B | 13.05% | 84 Outperform | |
| Johnson & Johnson | 1.46% | $14.71M | $458.73B | 16.76% | 78 Outperform | |
| Advanced Micro Devices | 1.34% | $13.52M | $410.45B | 55.19% | 77 Outperform |
SUSL Technical Analysis
Positive
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Price Trends
115.52
Positive
112.21
Positive
105.72
Positive
Market Momentum
1.24
Negative
71.59
Negative
96.06
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SUSL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 117.92, equal to the 50-day MA of 115.52, and equal to the 200-day MA of 105.72, indicating a bullish trend. The MACD of 1.24 indicates Negative momentum. The RSI at 71.59 is Negative, neither overbought nor oversold. The STOCH value of 96.06 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SUSL.
SUSL Peer Comparison
Comparison Results
Performance Comparison
SUSL
iShares ESG MSCI USA Leaders ETF
121.61
19.90
19.57%
SYLD
Cambria Shareholder Yield ETF
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PLDR
Putnam Sustainable Leaders ETF
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PFM
Invesco Dividend Achievers ETF
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AUSF
Global X Adaptive U.S. Factor ETF
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ABFL
Fcf Us 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.
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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