SUSL
iShares ESG MSCI USA Leaders ETF
SUSL tracks an index of US large- and midcap firms. The cap-weighted index excludes some industries and selects firms based on high ESG ratings.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 1.0 B
ASSETS UNDER MGMT
10 bp
EXPENSES
Fund Basics
| Inception date | May 07, 2019 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| NVIDIA CORP | 15.0 % |
| MICROSOFT CORP | 8.6 % |
| ALPHABET INC. CLASS A | 6.1 % |
| ALPHABET INC. CLASS C | 5.0 % |
| TESLA MOTORS INC | 3.2 % |
| ELI LILLY & CO | 2.5 % |
| JOHNSON & JOHNSON | 1.9 % |
| VISA INC. CLASS A | 1.7 % |
| MASTERCARD INCORPORATED CLASS A | 1.4 % |
| ADVANCED MICRO DEVICES | 1.3 % |
Constituent Breakdown
| Number of holdings | 260 |
| Herfindahl-Hirschman Index | 413 |
| Wgt avg mkt cap (mns) | $1,554,931 |
| Large cap (>$10bn) | 99.3% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.2% |
| Emerging mkts. | 0.3% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 95.7 % |
 |
IRELAND | 2.1 % |
 |
BRITAIN | 1.0 % |
Historical Performance
Standardized Performance (as of 03/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -6.3% | 18.6% | 10.0% | 16.8% | 10.4% | -- | -- | 13.2% |
| Dividend Yield | 0.2% | 1.3% | 1.2% | 1.4% | 1.4% | -- | -- | 1.6% |
| Total Returns | -6.1% | 19.8% | 11.2% | 18.2% | 11.8% | -- | -- | 14.8% | Ann. Volatility | 15.6% | 18.4% | 17.0% | 15.6% | 17.4% | -- | -- | 19.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.95 | 96% |
| MSCI EAFE | 0.84 | 65% |
| MSCI Emg Mkts | 0.69 | 58% |
Liquidity Measures
| Avg. volume (000) | 35 |
| ADV traded (mns) | $4 |
| Turnover | 0.4% |
| Avg. Bid/Ask (% of price) | 0.04% |
Technical Indicators
| 30d moving avg. (EMA) | $116.55 |
| Relative strength (RSI) | 51 |
| MACD/Signal | -0.37/-1.17 |
| Bollinger Bands (Upper/Lower) | $119.49/$110.59 |
| Short interest (% of AUM) | 0.6% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. SUSL |
Expenses vs. SUSL |
ALTAR Score™ vs. SUSL |
|---|---|---|---|---|
| USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 91.2% | 0 bp | +0.0% |
| DSI | iShares MSCI KLD 400 Social ETF | 86.2% | +15 bp | -0.1% |
| IQSU | IQ Candriam U.S. Large Cap Equity ETF | 62.0% | -1 bp | -0.1% |
| SNPE | Xtrackers S&P 500 ESG ETF | 61.2% | 0 bp | +0.1% |
| SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 60.4% | +35 bp | -0.5% |
| ESGU | iShares ESG Aware MSCI USA ETF | 56.2% | +5 bp | -0.2% |
| VOOG | Vanguard S&P 500 Growth ETF | 56.1% | -3 bp | -1.1% |
| USCL | iShares Climate Conscious & Transition MSCI USA ETF | 55.9% | -2 bp | 0.0% |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | 55.8% | -6 bp | -1.1% |
| IVW | iShares S&P 500 Growth ETF | 55.8% | +8 bp | -1.2% |
Risk and Returns: SUSL vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/12/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
5.3%
ALTAR SCORE™
44th
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,201 funds in the US Equity category with an average
ALTAR Score™ of 5.6% and a standard deviation
of 2.1%. SUSL's ALTAR Score™ is approximately -0.1 standard
deviations above the category average. This places SUSL in the 44th percentile
among funds in the category.
Sell-Side Consensus
$147.22
PRICE TARGET
+24.5%
UPSIDE