iShares MSCI USA ESG Select ETF (SUSA)
SUSA is a passive ETF by iShares tracking the investment results of the MSCI USA ESG Select Index. SUSA launched on Jan 24, 2005 and has a 0.25% expense ratio.
ETF Info
| ISIN | US4642888022 |
|---|---|
| CUSIP | 464288802 |
| Issuer | iShares |
| Inception Date | Jan 24, 2005 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Index Tracked | MSCI USA ESG Select Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
SUSA has a high expense ratio of 0.25%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares MSCI USA ESG Select ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares MSCI USA ESG Select ETF had a return of 8.13% year-to-date (YTD) and 25.99% in the last 12 months. Over the past 10 years, iShares MSCI USA ESG Select ETF had an annualized return of 12.22%, outperforming the S&P 500 benchmark which had an annualized return of 10.67%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.13% | 9.49% |
| 1 month | 1.62% | 1.20% |
| 6 months | 19.10% | 18.29% |
| 1 year | 25.99% | 26.44% |
| 5 years (annualized) | 14.23% | 12.64% |
| 10 years (annualized) | 12.22% | 10.67% |
Monthly Returns
The table below presents the monthly returns of SUSA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.76% | 4.65% | 3.32% | -4.38% | 8.13% | ||||||||
| 2023 | 6.44% | -2.41% | 3.04% | 0.62% | -0.32% | 6.65% | 3.71% | -1.66% | -5.38% | -3.53% | 10.45% | 5.23% | 23.88% |
| 2022 | -7.08% | -4.35% | 2.86% | -8.54% | -0.09% | -8.59% | 9.64% | -4.31% | -9.90% | 8.81% | 6.37% | -5.91% | -21.38% |
| 2021 | -0.36% | 2.35% | 4.89% | 4.95% | 0.95% | 2.89% | 2.85% | 3.28% | -5.15% | 7.69% | -1.46% | 4.64% | 30.45% |
| 2020 | 0.31% | -7.40% | -11.42% | 12.23% | 5.91% | 2.83% | 6.15% | 7.75% | -3.51% | -1.73% | 10.61% | 3.35% | 24.66% |
| 2019 | 7.91% | 4.30% | 2.22% | 3.42% | -7.07% | 7.68% | 1.83% | -2.36% | 2.53% | 1.78% | 3.74% | 3.10% | 32.10% |
| 2018 | 5.56% | -3.31% | -1.96% | 0.34% | 0.80% | 1.06% | 3.22% | 2.22% | 0.68% | -7.10% | 2.90% | -9.19% | -5.67% |
| 2017 | 1.64% | 4.68% | 0.69% | 1.50% | 2.32% | 0.53% | 1.18% | 0.32% | 1.12% | 3.12% | 2.26% | 1.20% | 22.52% |
| 2016 | -5.96% | 1.05% | 7.90% | -0.02% | 2.23% | -0.24% | 4.25% | 1.20% | 0.04% | -2.95% | 2.97% | 1.70% | 12.14% |
| 2015 | -3.43% | 4.91% | -1.30% | 0.45% | 1.46% | -2.41% | 1.24% | -6.23% | -2.12% | 8.25% | 0.30% | -2.12% | -1.80% |
| 2014 | -2.75% | 4.68% | 0.28% | 0.47% | 2.50% | 2.63% | -2.13% | 3.99% | -1.44% | 1.71% | 3.80% | -0.54% | 13.65% |
| 2013 | 6.07% | 1.77% | 4.11% | 1.29% | 2.09% | -1.24% | 4.46% | -2.83% | 3.37% | 4.38% | 1.92% | 2.38% | 31.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SUSA is 76, placing it in the top 24% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
SUSA (iShares MSCI USA ESG Select ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI USA ESG Select ETF (SUSA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI USA ESG Select ETF granted a 1.22% dividend yield in the last twelve months. The annual payout for that period amounted to $1.33 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.33 | $1.32 | $1.25 | $1.04 | $0.96 | $1.02 | $0.89 | $0.78 | $0.72 | $0.59 | $0.52 | $0.50 |
Dividend yield | 1.22% | 1.32% | 1.52% | 0.98% | 1.17% | 1.52% | 1.73% | 1.40% | 1.56% | 1.42% | 1.21% | 1.30% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI USA ESG Select ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | |||||||
| 2023 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.36 | $1.32 |
| 2022 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.37 | $1.25 |
| 2021 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.29 | $1.04 |
| 2020 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.26 | $0.96 |
| 2019 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.27 | $1.02 |
| 2018 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.25 | $0.89 |
| 2017 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.78 |
| 2016 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.22 | $0.72 |
| 2015 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.18 | $0.59 |
| 2014 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.16 | $0.52 |
| 2013 | $0.09 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.16 | $0.50 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI USA ESG Select ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares MSCI USA ESG Select ETF was 53.93%, occurring on Mar 9, 2009. Recovery took 760 trading sessions.
The current iShares MSCI USA ESG Select ETF drawdown is 0.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.93% | Oct 11, 2007 | 354 | Mar 9, 2009 | 760 | Mar 13, 2012 | 1114 |
| -32.93% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -28.23% | Dec 30, 2021 | 198 | Oct 12, 2022 | 331 | Feb 7, 2024 | 529 |
| -19.18% | Sep 24, 2018 | 64 | Dec 24, 2018 | 66 | Apr 1, 2019 | 130 |
| -13.73% | May 21, 2015 | 184 | Feb 11, 2016 | 46 | Apr 19, 2016 | 230 |
Volatility
Volatility Chart
The current iShares MSCI USA ESG Select ETF volatility is 3.80%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.