SUSL - ETF AI Analysis
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iShares ESG MSCI USA Leaders ETF (SUSL)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Growth Leaders at the Top
The fund’s largest positions include several well-known technology and communication companies that have shown strong or steady performance this year, helping support overall returns.
Broad Sector Diversification
Holdings spread across technology, communication services, financials, health care, consumer sectors, and more help reduce the impact if any one industry struggles.
Low Expense Ratio
The ETF charges a relatively low fee, which means less of your return is lost to costs over time.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
High Concentration in a Few Names
A small number of companies, especially the largest technology holdings, make up a big portion of the fund, increasing the impact if any of them perform poorly.
Limited International Diversification
Almost all of the fund’s assets are invested in U.S. companies, offering little exposure to markets outside the United States.
SUSL vs. SPDR S&P 500 ETF (SPY)
AUM1.13B
RegionNorth America
Expense Ratio0.10%
Beta1.02
IssueriShares
Inception DateMay 07, 2019
Dividend Yield0.95%
Asset ClassEquity
Index TrackedMSCI USA Extended ESG Leaders
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume23,287
30 Day Avg. Volume24,775
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
161.57Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering263
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SUSL Summary
The iShares ESG MSCI USA Leaders ETF (SUSL) tracks the MSCI USA Extended ESG Leaders index, which focuses on large U.S. companies that score well on environmental, social, and governance (ESG) standards. It holds many familiar names, including Microsoft and Nvidia, and is heavily invested in technology, along with health care, financials, and consumer companies. Someone might invest in SUSL to get broad U.S. stock market exposure while supporting companies with stronger ESG practices. A key risk is that it is very concentrated in tech stocks, so its price can swing up and down more than the overall market.
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
SUSL is riding a powerful tech-and-AI wave, with Nvidia and AMD acting as the main engines of performance, while Lam Research adds extra thrust from the semiconductor side. Alphabet’s twin share classes are also pulling their weight, keeping the fund tied closely to Big Tech’s fortunes. Microsoft and Tesla, however, have been more mixed lately, occasionally tapping the brakes on returns. With all of its top names based in the U.S. and a heavy tilt toward technology, this ESG fund is very much a bet on America’s digital and AI future.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 13.95% | $158.02M | $4.91T | 18.61% | 76 Outperform | |
| Microsoft | 8.28% | $93.77M | $2.93T | -21.13% | 79 Outperform | |
| Alphabet Class A | 6.02% | $68.14M | $4.22T | 85.16% | 85 Outperform | |
| Alphabet Class C | 4.77% | $54.00M | $4.22T | 83.82% | 82 Outperform | |
| Tesla | 3.19% | $36.18M | $1.43T | 12.50% | 73 Outperform | |
| Eli Lilly & Co | 2.82% | $31.96M | $1.11T | 50.48% | 72 Outperform | |
| Advanced Micro Devices | 2.41% | $27.28M | $808.39B | 220.74% | 73 Outperform | |
| Johnson & Johnson | 1.82% | $20.57M | $609.12B | 51.39% | 78 Outperform | |
| Visa | 1.80% | $20.35M | $675.57B | 2.74% | 70 Outperform | |
| Mastercard | 1.33% | $15.02M | $480.32B | -1.30% | 75 Outperform |
SUSL Technical Analysis
Neutral
―
Price Trends
131.56
Positive
125.56
Positive
122.71
Positive
Market Momentum
0.29
Positive
49.73
Neutral
15.58
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SUSL, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 131.79, equal to the 50-day MA of 131.56, and equal to the 200-day MA of 122.71, indicating a neutral trend. The MACD of 0.29 indicates Positive momentum. The RSI at 49.73 is Neutral, neither overbought nor oversold. The STOCH value of 15.58 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SUSL.
SUSL Peer Comparison
Comparison Results
Performance Comparison
SUSL
iShares ESG MSCI USA Leaders ETF
131.62
21.26
19.26%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
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AKRE
Akre Focus ETF
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QLTY
GMO U.S. Quality ETF
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VTHR
Vanguard Russell 3000 ETF
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TSPA
T. Rowe Price U.S. Equity Research 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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