iShares ESG MSCI USA Leaders ETF
SUSL - ETF AI Analysis
Top Page
iShares ESG MSCI USA Leaders ETF (SUSL)
SUSL, the iShares ESG MSCI USA Leaders ETF, earns a solid overall rating largely because it is heavily invested in high-quality, growth-focused companies like Nvidia, Microsoft, and Alphabet, which all show strong financial performance and promising long-term prospects in areas such as AI, cloud, and data centers. The rating is held back somewhat by holdings like Visa and Mastercard, where bearish technical signals and high valuations introduce more short-term risk. The main risk factor for the fund is its concentration in a relatively small number of large, growth-oriented tech and payment companies, which can make performance more sensitive to market swings in those sectors.
SUSL vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.10B
- Region
- North America
- Expense Ratio
- 0.10%
- Beta
- 1.01
- Issuer
- iShares
- Inception Date
- May 07, 2019
- Dividend Yield
- 0.95%
- Asset Class
- Equity
- Index Tracked
- MSCI USA Extended ESG Leaders
SUSL Summary
SUSL is the iShares ESG MSCI USA Leaders ETF, which follows the MSCI USA Extended ESG Leaders index. It invests in large U.S. companies that score well on environmental, social, and governance (ESG) standards. The fund is spread across many sectors, with a big focus on technology, and holds well-known names like Microsoft and Nvidia. Someone might invest in SUSL to get broad U.S. stock market exposure while supporting companies with stronger sustainability practices. A key risk is that it still moves up and down with the overall stock market, and its heavy tilt toward tech can make it more volatile.
How much will it cost me?
This ETF has an expense ratio of 0.10%, which means you’ll pay about $1 per year for every $1,000 you invest. That’s lower than the average stock ETF because it’s passively managed, even though it follows an ESG-focused index.
What would affect this ETF?
This ETF could benefit if large U.S. technology and communication companies like Nvidia, Microsoft, and Alphabet continue to grow, if demand for digital services and electronic payments stays strong, and if investors and regulators keep favoring companies with strong ESG practices. On the downside, it could be hurt by rising interest rates that pressure growth stocks, tighter rules or setbacks for big tech and Tesla, or a weaker U.S. economy that drags on consumer and financial sectors, especially given its heavy focus on the U.S. market and a relatively small allocation to defensive areas like utilities and materials.
SUSL Top 10 Holdings
SUSL is leaning heavily on U.S. Big Tech, with Nvidia and Microsoft acting as the main engines of performance, helped by a rising AMD that’s been a standout lately. Alphabet’s twin share classes have been lagging, so they’re more of a headwind than a help right now. Outside tech, Tesla’s rebound is giving the fund a bit of extra torque, while steady climbers like Eli Lilly and Johnson & Johnson add a defensive, health care tilt. Overall, it’s a U.S.-centric, ESG-screened portfolio with a clear tech-heavy storyline.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 11.80% | $130.65M | $4.07T | -10.06% | 76Outperform |
 MSFT | Microsoft | 10.87% | $120.30M | $3.96T | 2.45% | 79Outperform |
 GOOGL | Alphabet Class A | 5.09% | $56.32M | $3.50T | 0.73% | 85Outperform |
 GOOG | Alphabet Class C | 4.01% | $44.44M | $3.50T | -0.38% | 82Outperform |
 LLY | Eli Lilly & Co | 3.40% | $37.63M | $1.35T | 45.38% | 72Outperform |
 TSLA | Tesla | 3.30% | $36.58M | $1.50T | -11.10% | 73Outperform |
 AMD | Advanced Micro Devices | 2.66% | $29.49M | $844.99B | 132.78% | 73Outperform |
 V | Visa | 2.09% | $23.10M | $784.41B | 25.56% | 70Outperform |
 JNJ | Johnson & Johnson | 1.99% | $22.08M | $675.92B | 44.67% | 78Outperform |
 MA | Mastercard | 1.58% | $17.53M | $573.97B | 18.34% | 75Outperform |
SUSL Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SUSL, the sentiment is Negative. The current price of 133.45 is below the 20-day moving average (MA) of 135.24, below the 50-day MA of 136.14, and above the 200-day MA of 129.05, indicating a neutral trend. The MACD of -1.21 indicates Positive momentum. The RSI at 45.26 is Neutral, neither overbought nor oversold. The STOCH value of 38.97 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SUSL.
SUSL Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SUSL | $133.45 | $151.00(13.15% Upside) | $1.10B | 0.10% | 75Outperform |
 BBUS | $136.90 | $166.30(21.47% Upside) | $9.62B | 0.02% | 73Outperform |
 QLTY | $44.47 | $52.46(17.97% Upside) | $7.38B | 0.50% | 75Outperform |
 DSI | $141.70 | $177.74(25.43% Upside) | $5.24B | 0.25% | 74Outperform |
 AKRE | $60.51 | $70.97(17.28% Upside) | $4.96B | 0.98% | 68Neutral |
 VTHR | $335.29 | $415.94(24.05% Upside) | $4.81B | 0.06% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SUSL | iShares ESG MSCI USA Leaders ETF | 133.45 | 16.00 | 13.62% | |
| BBUS | JP Morgan Betabuilders U.S. Equity ETF | 136.90 | 16.54 | 13.74% | |
| QLTY | GMO U.S. Quality ETF | 44.47 | 7.52 | 20.34% | |
| DSI | iShares MSCI KLD 400 Social ETF | 141.70 | 16.28 | 12.98% | |
| AKRE | Akre Focus ETF | 60.51 | -3.48 | -5.44% | |
| VTHR | Vanguard Russell 3000 ETF | 335.29 | 42.83 | 14.64% |
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.