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SUSL - ETF AI Analysis
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iShares ESG MSCI USA Leaders ETF (SUSL)
Rating:75Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Low Expense Ratio
The ETF charges relatively low annual fees, so more of any gains can stay in investors’ pockets over time.
Large Asset Base
With over a billion dollars in assets, the fund is sizable, which can support better trading liquidity and fund stability.
Negative Factors
Heavy Technology Concentration
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Top Holdings Dominated by a Few Names
A small number of companies, especially in technology and communication services, make up a big share of the fund, increasing single-stock risk.
Very High U.S. Exposure
The fund is almost entirely invested in U.S. companies, offering little geographic diversification outside the United States.
SUSL vs. SPDR S&P 500 ETF (SPY)
AUM1.04B
RegionNorth America
Expense Ratio0.10%
Beta1.03
IssueriShares
Inception DateMay 07, 2019
Dividend Yield0.99%
Asset ClassEquity
Index TrackedMSCI USA Extended ESG Leaders
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume26,290
30 Day Avg. Volume32,065
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
147.04Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering264
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 and mid-sized U.S. companies that score well on environmental, social, and governance (ESG) standards. It holds many well-known names like Microsoft and Nvidia, and spreads investments across sectors such as technology, health care, and finance. Someone might invest in SUSL to seek long-term growth while supporting companies with stronger sustainability practices. A key risk is that it is heavily tilted toward U.S. tech stocks, so its price can rise and fall sharply with that part of the 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 heavily powered by U.S. tech and communication giants, with Nvidia in the driver’s seat as its recent gains give the fund a strong AI-fueled tailwind. Alphabet’s two share classes add more Big Tech punch, with performance looking generally steady to rising over the past few months. Microsoft, by contrast, has been losing steam lately and acts as a bit of a brake. Tesla’s mixed, somewhat lagging run adds volatility, while steadier names like Johnson & Johnson and Home Depot help balance this tech-heavy, U.S.-only lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.64% | $152.61M | $4.57T | 41.20% | 76 Outperform | |
| Microsoft | 8.90% | $92.81M | $2.97T | -2.69% | 79 Outperform | |
| Alphabet Class A | 5.82% | $60.62M | $3.67T | 75.32% | 85 Outperform | |
| Alphabet Class C | 4.89% | $50.92M | $3.67T | 73.42% | 82 Outperform | |
| Tesla | 3.69% | $38.51M | $1.54T | 21.91% | 73 Outperform | |
| Eli Lilly & Co | 2.58% | $26.87M | $962.75B | 15.55% | 72 Outperform | |
| Johnson & Johnson | 1.85% | $19.32M | $590.40B | 49.41% | 78 Outperform | |
| Visa | 1.73% | $18.04M | $610.49B | -7.91% | 70 Outperform | |
| Mastercard | 1.42% | $14.85M | $470.86B | -5.58% | 75 Outperform | |
| Home Depot | 1.21% | $12.59M | $381.80B | -0.79% | 66 Neutral |
SUSL Technical Analysis
Positive
―
Price Trends
122.07
Negative
120.27
Positive
114.33
Positive
Market Momentum
-0.29
Positive
50.25
Neutral
53.35
Neutral
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 122.23, equal to the 50-day MA of 122.07, and equal to the 200-day MA of 114.33, indicating a neutral trend. The MACD of -0.29 indicates Positive momentum. The RSI at 50.25 is Neutral, neither overbought nor oversold. The STOCH value of 53.35 is Neutral, 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
121.97
19.78
19.36%
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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