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SUSA - ETF AI Analysis
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Ishares Msci Usa Esg Select Etf (SUSA)
Rating:75Outperform
Price Target:
$154.00
Positive Factors
Strong Top Holdings
Several key positions, like Nvidia, Microsoft, and Broadcom, have delivered strong year-to-date performance, driving the ETF's returns.
Sector Diversification
The ETF is spread across multiple sectors, with significant exposure to technology, financials, and healthcare, reducing reliance on any single industry.
Low Expense Ratio
The fund's expense ratio is relatively low, making it a cost-effective choice for investors.
Negative Factors
High Technology Concentration
Nearly 40% of the fund is allocated to technology, which increases vulnerability to sector-specific downturns.
Limited Geographic Exposure
The ETF is heavily focused on U.S. companies, offering minimal diversification across international markets.
Underperforming Holding
Home Depot, one of the top holdings, has shown weak year-to-date performance, slightly dragging on overall returns.
SUSA vs. SPDR S&P 500 ETF (SPY)
AUM3.68B
RegionNorth America
Expense Ratio0.25%
Beta0.99
IssueriShares
Inception DateJan 24, 2005
Dividend Yield0.9%
Asset ClassEquity
Index TrackedMSCI USA Extended ESG Select Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume58,760
30 Day Avg. Volume68,563
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
157.04Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering188
SUSA Summary
The iShares MSCI USA ESG Select ETF (SUSA) is an investment fund that focuses on U.S. companies with strong environmental, social, and governance (ESG) practices. It includes well-known companies like Microsoft and Nvidia, along with others across industries such as technology, healthcare, and finance. This ETF is ideal for investors who want to support sustainable and ethical businesses while gaining exposure to a broad range of U.S. stocks. However, since it heavily invests in tech companies, its performance can be impacted by fluctuations in the technology sector.
How much will it cost me?The expense ratio for the iShares MSCI USA ESG Select ETF (SUSA) is 0.25%, which means you’ll pay $2.50 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it focuses on companies with strong ESG practices, which requires more specialized research and selection.
What would affect this ETF?SUSA's strong focus on technology and ESG principles positions it to benefit from growing demand for sustainable investing and innovation in tech. However, its heavy reliance on the U.S. market and concentration in a few sectors, like technology, could make it vulnerable to regulatory changes, economic slowdowns, or sector-specific challenges. Broader market trends, such as interest rate fluctuations or shifts in ESG policies, may also impact its performance.
SUSA Top 10 Holdings
SUSA leans heavily into the tech sector, with nearly 40% of its portfolio tied to names like Nvidia and Microsoft, which are driving the fund’s performance thanks to their strong positioning in AI and cloud services. Nvidia’s momentum in AI infrastructure continues to shine, while Microsoft’s steady growth in cloud offerings keeps it on solid ground. Apple, though profitable, is showing mixed signals with slower year-to-date gains. Meanwhile, Home Depot is a notable laggard, struggling with bearish trends that weigh on the fund’s broader performance. Overall, SUSA’s U.S.-focused portfolio is riding the tech wave but faces headwinds from weaker consumer-facing names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.48% | $312.63M | $4.92T | 49.55% | 85 Outperform | |
| Microsoft | 5.81% | $214.07M | $3.85T | 26.18% | 82 Outperform | |
| Apple | 5.45% | $201.02M | $4.01T | 21.29% | 80 Outperform | |
| Broadcom | 2.82% | $103.81M | $1.75T | 118.82% | 76 Outperform | |
| Alphabet Class C | 2.50% | $92.08M | $3.40T | 63.23% | 80 Outperform | |
| Alphabet Class A | 2.22% | $81.72M | $3.40T | 64.16% | 80 Outperform | |
| Tesla | 2.19% | $80.70M | $1.52T | 83.37% | 73 Outperform | |
| Home Depot | 1.38% | $50.88M | $377.84B | -3.31% | 75 Outperform | |
| Eli Lilly & Co | 1.34% | $49.31M | $815.73B | 5.36% | 76 Outperform | |
| Morgan Stanley | 1.23% | $45.29M | $261.80B | 40.35% | 74 Outperform |
SUSA Technical Analysis
Positive
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Price Trends
134.73
Positive
130.95
Positive
124.51
Positive
Market Momentum
1.37
Negative
64.91
Neutral
82.16
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SUSA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 136.84, equal to the 50-day MA of 134.73, and equal to the 200-day MA of 124.51, indicating a bullish trend. The MACD of 1.37 indicates Negative momentum. The RSI at 64.91 is Neutral, neither overbought nor oversold. The STOCH value of 82.16 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SUSA.
SUSA Peer Comparison
Comparison Results
Performance Comparison
SUSA
Ishares Msci Usa Esg Select Etf
139.53
22.09
18.81%
PBUS
Invesco PureBeta MSCI USA ETF
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ONEQ
Fidelity Nasdaq Composite Index ETF
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CGUS
Capital Group Core Equity 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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