SUSL - ETF AI Analysis
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iShares ESG MSCI USA Leaders ETF (SUSL)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Overall Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing positive momentum for investors.
Leading Growth Stocks in Top Holdings
Several major positions like Nvidia, Alphabet, Eli Lilly, AMD, Johnson & Johnson, Visa, and Applied Materials have shown strong or steady performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low fee means more of the investment returns stay in investors’ pockets instead of going to costs.
Negative Factors
High Concentration in a Few Stocks
A large share of the portfolio is tied up in a small number of companies, especially Nvidia and other big tech names, which increases the impact if any of them stumble.
Heavy Tilt Toward Technology
With a large portion of assets in the technology sector, the ETF is more exposed to swings in tech stocks than a more evenly balanced fund.
Limited International Diversification
Almost all of the fund’s holdings are in U.S. companies, so investors get little geographic diversification if the U.S. market faces a downturn.
SUSL vs. SPDR S&P 500 ETF (SPY)
AUM1.22B
RegionNorth America
Expense Ratio0.10%
Beta1.01
IssueriShares
Inception DateMay 07, 2019
Dividend Yield0.92%
Asset ClassEquity
Index TrackedMSCI USA Extended ESG Leaders
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume15,401
30 Day Avg. Volume21,147
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
166.57Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering249
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SUSL Summary
The iShares ESG MSCI USA Leaders ETF (SUSL) follows 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) measures. It holds many well-known names such as Nvidia and Microsoft, giving investors exposure to a wide mix of sectors, with a tilt toward technology. 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 weighted toward tech stocks, so its price can rise or fall sharply with the tech sector and overall stock 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 powered by a tech-heavy lineup, with Nvidia and Microsoft acting as the main engines of performance thanks to their rising momentum in AI and cloud. Alphabet’s twin share classes add more Big Tech fuel, though their recent moves have been a bit mixed, keeping gains in check. Tesla, on the other hand, has been dragging the fund, with its stock losing steam over the past few months. AMD’s volatile run adds some excitement, while steady names like Eli Lilly help balance the ride. The fund is firmly U.S.-focused, with a clear tilt toward large-cap, ESG-friendly tech leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.94% | $181.93M | $5.52T | 26.03% | 76 Outperform | |
| Microsoft | 10.17% | $123.82M | $3.70T | -2.64% | 79 Outperform | |
| Alphabet Class A | 5.81% | $70.78M | $4.27T | 39.29% | 85 Outperform | |
| Alphabet Class C | 4.59% | $55.84M | $4.27T | 37.49% | 82 Outperform | |
| Tesla | 3.13% | $38.10M | $1.50T | -10.73% | 73 Outperform | |
| Advanced Micro Devices | 2.97% | $36.16M | $1.02T | 290.19% | 73 Outperform | |
| Eli Lilly & Co | 2.74% | $33.34M | $1.10T | 63.12% | 72 Outperform | |
| Johnson & Johnson | 1.89% | $22.96M | $648.72B | 52.30% | 78 Outperform | |
| Visa | 1.77% | $21.52M | $675.95B | 9.87% | 70 Outperform | |
| Mastercard | 1.33% | $16.18M | $486.97B | -0.22% | 75 Outperform |
SUSL Technical Analysis
Positive
―
Price Trends
135.19
Positive
133.15
Positive
126.58
Positive
Market Momentum
0.19
Negative
55.34
Neutral
68.66
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 136.03, equal to the 50-day MA of 135.19, and equal to the 200-day MA of 126.58, indicating a bullish trend. The MACD of 0.19 indicates Negative momentum. The RSI at 55.34 is Neutral, neither overbought nor oversold. The STOCH value of 68.66 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
137.12
22.53
19.66%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
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DSI
iShares MSCI KLD 400 Social ETF
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QLTY
GMO U.S. Quality ETF
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VTHR
Vanguard Russell 3000 ETF
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AKRE
Akre Focus 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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