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SUSL - ETF AI Analysis

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SUSL

iShares ESG MSCI USA Leaders ETF (SUSL)

Rating:75Outperform
Price Target:
SUSL, the iShares ESG MSCI USA Leaders ETF, earns a solid overall rating driven mainly by large positions in high-quality tech leaders like Nvidia, Microsoft, and Alphabet, which benefit from strong financial performance and long-term growth potential in AI and cloud computing. Some holdings such as Visa, Mastercard, and Home Depot face bearish technical trends or valuation concerns, which slightly weigh on the fund’s rating. The main risk is its heavy concentration in a few large U.S. technology-related names, which can increase volatility if that sector comes under pressure.
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)

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 very much a U.S. big-tech-and-AI story, with Nvidia in the driver’s seat and Microsoft riding shotgun, though both have been losing a bit of steam lately and can tug on returns when sentiment cools. Alphabet’s twin share classes are doing the heavy lifting, with rising prices that help offset tech softness elsewhere. Tesla has been dragging the fund, adding volatility rather than support. Outside tech, steady strength from health care names like Eli Lilly and Johnson & Johnson provides a calmer counterweight in this ESG-focused U.S. portfolio.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia14.21%$146.12M$4.49T35.01%
76
Outperform
Microsoft9.07%$93.21M$2.95T-4.32%
79
Outperform
Alphabet Class A5.69%$58.49M$3.66T63.02%
85
Outperform
Alphabet Class C4.79%$49.19M$3.66T64.70%
82
Outperform
Tesla3.78%$38.81M$1.54T17.88%
73
Outperform
Eli Lilly & Co2.68%$27.52M$977.37B19.49%
72
Outperform
Johnson & Johnson1.88%$19.29M$586.40B54.11%
78
Outperform
Visa1.71%$17.55M$608.97B-10.44%
70
Outperform
Mastercard1.41%$14.53M$465.46B-8.19%
75
Outperform
Home Depot1.25%$12.80M$381.32B-3.01%
66
Neutral

SUSL Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
122.02
Negative
100DMA
120.08
Positive
200DMA
113.96
Positive
Market Momentum
MACD
-0.32
Positive
RSI
42.60
Neutral
STOCH
39.53
Neutral
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 122.34, equal to the 50-day MA of 122.02, and equal to the 200-day MA of 113.96, indicating a neutral trend. The MACD of -0.32 indicates Positive momentum. The RSI at 42.60 is Neutral, neither overbought nor oversold. The STOCH value of 39.53 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SUSL.

SUSL Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.03B0.10%
$9.05B0.21%
$8.84B0.33%
$7.59B0.98%
$7.14B0.02%
$5.05B0.25%
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SUSL
iShares ESG MSCI USA Leaders ETF
121.36
16.66
15.91%
ONEQ
Fidelity Nasdaq Composite Index ETF
CGUS
Capital Group Core Equity ETF
AKRE
Akre Focus ETF
BBUS
JP Morgan Betabuilders U.S. Equity ETF
DSI
iShares MSCI KLD 400 Social 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.

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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