SUSA - ETF AI Analysis
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iShares MSCI USA ESG Select ETF (SUSA)
SUSA’s rating reflects a portfolio led by high-quality tech and AI-focused giants like Apple, Microsoft, and Alphabet, whose strong financial performance and growth in cloud, AI, and services are major positives for the fund. Nvidia, Broadcom, and Micron further support the rating with solid AI and semiconductor exposure, though their high valuations and some mixed technical signals, along with risks like Eli Lilly’s leverage and cash flow challenges, highlight that the fund is somewhat concentrated in growth-oriented tech and related names, which can increase volatility. Overall, the strength of these leading companies drives the fund’s quality, while valuation and sector concentration are the main risks to keep in mind.
SUSA vs. SPDR S&P 500 ETF (SPY)
- AUM
- 4.11B
- Region
- North America
- Expense Ratio
- 0.25%
- Beta
- 0.98
- Issuer
- iShares
- Inception Date
- Jan 24, 2005
- Dividend Yield
- 0.84%
- Asset Class
- Equity
- Index Tracked
- MSCI USA Extended ESG Select Index
SUSA Summary
SUSA is an ETF that follows the MSCI USA Extended ESG Select Index, which focuses on U.S. companies with strong environmental, social, and governance (ESG) practices. It holds many well-known names like Apple and Nvidia, and spreads investments across several sectors, with a big tilt toward technology. Someone might invest in SUSA to get broad exposure to the U.S. stock market while aligning their money with companies that score better on sustainability and corporate responsibility. A key risk is that it can rise or fall with the overall stock market and is heavily influenced by tech stocks.
How much will it cost me?
This ETF has an expense ratio of 0.25%, which means you’ll pay about $2.50 per year for every $1,000 invested. That’s a bit higher than many broad, passively managed index ETFs because this fund screens companies based on ESG (environmental, social, and governance) criteria, which adds some extra research and management costs.
What would affect this ETF?
SUSA is heavily tilted toward large U.S. technology names like Nvidia, Apple, and Microsoft, so strong demand for innovation, supportive regulations for tech and clean energy, and growing interest in ESG investing could all help this fund over time. On the other hand, higher interest rates, a slowdown in the U.S. economy, tighter rules around big tech or ESG standards, or a pullback in major growth stocks could weigh on performance given its concentrated exposure to these sectors and companies.
SUSA Top 10 Holdings
SUSA is leaning heavily into U.S. Big Tech and chip leaders, with Nvidia, Apple, Microsoft, and a trio of semiconductor names setting the tone. Apple and Microsoft have been steadily rising, giving the fund a solid backbone, while Eli Lilly adds a healthy boost from the pharma side. On the flip side, Alphabet’s twin share classes have been lagging, and Nvidia’s recent wobble plus Tesla’s mixed year can occasionally weigh on returns. Overall, it’s a U.S.-centric, tech-and-AI-driven story with ESG-friendly giants steering performance.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 6.85% | $276.03M | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 6.93% | $279.33M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 4.62% | $186.25M | $3.88T | -0.73% | 79Outperform |
 GOOG | Alphabet Class C | 2.65% | $106.69M | $3.41T | -1.31% | 82Outperform |
 AVGO | Broadcom | 2.39% | $96.40M | $1.56T | -13.38% | 76Outperform |
 TSLA | Tesla | 1.77% | $71.36M | $1.58T | -9.15% | 73Outperform |
 LLY | Eli Lilly & Co | 1.73% | $69.77M | $1.33T | 67.86% | 72Outperform |
 MU | Micron | 1.50% | $60.36M | $1.00T | 294.96% | 79Outperform |
 AMD | Advanced Micro Devices | 1.40% | $56.62M | $824.07B | 98.09% | 73Outperform |
 GOOGL | Alphabet Class A | 1.45% | $58.61M | $3.41T | -0.58% | 85Outperform |
SUSA Technical Analysis
Price Trends
Market Momentum
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 155.03 is below the 20-day moving average (MA) of 157.58, below the 50-day MA of 157.01, and above the 200-day MA of 148.49, indicating a neutral trend. The MACD of 0.02 indicates Positive momentum. The RSI at 41.95 is Neutral, neither overbought nor oversold. The STOCH value of 63.44 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SUSA | $155.03 | $174.00(12.24% Upside) | $4.11B | 0.25% | 74Outperform |
 BBUS | $136.12 | $168.44(23.74% Upside) | $9.75B | 0.02% | 73Outperform |
 QLTY | $43.56 | $52.77(21.14% Upside) | $5.49B | 0.50% | 75Outperform |
 DSI | $142.93 | $178.62(24.97% Upside) | $5.47B | 0.25% | 74Outperform |
 VTHR | $332.77 | $419.68(26.12% Upside) | $4.90B | 0.06% | 73Outperform |
 AKRE | $59.09 | $71.20(20.49% Upside) | $4.89B | 0.98% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SUSA | iShares MSCI USA ESG Select ETF | 155.03 | 16.51 | 11.92% | |
| BBUS | JP Morgan Betabuilders U.S. Equity ETF | 136.12 | 13.64 | 11.14% | |
| QLTY | GMO U.S. Quality ETF | 43.56 | 6.51 | 17.56% | |
| DSI | iShares MSCI KLD 400 Social ETF | 142.93 | 14.04 | 10.90% | |
| VTHR | Vanguard Russell 3000 ETF | 332.77 | 35.06 | 11.78% | |
| AKRE | Akre Focus ETF | 59.09 | -5.54 | -8.57% |
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.