- ISIN
- US4642888022
- CUSIP
- 464288802
- Issuer
- iShares
- Inception Date
- Jan 24, 2005
- Region
- North America (U.S.)
- Category
- Large Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- MSCI USA ESG Select Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $4B
Share Price Chart
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Performance
SUSA Performance Chart
iShares MSCI USA ESG Select ETF (SUSA) is up 8.5% since the beginning of the year. SUSA is currently trading at $151 per share. Investors who bought $1,000 worth of SUSA shares 5 years ago would now be looking at an investment worth $1,711.
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Returns By Period
iShares MSCI USA ESG Select ETF (SUSA) has returned 8.54% so far this year and 22.91% over the past 12 months. Looking at the last ten years, SUSA has achieved an annualized return of 14.68%, outperforming the S&P 500 Index benchmark, which averaged 13.33% per year.
iShares MSCI USA ESG Select ETF
- 1D
- -2.66%
- 1M
- 1.50%
- YTD
- 8.54%
- 6M
- 7.88%
- 1Y
- 22.91%
- 3Y*
- 19.97%
- 5Y*
- 11.34%
- 10Y*
- 14.68%
Benchmark (S&P 500 Index)
- 1D
- -2.64%
- 1M
- 0.64%
- YTD
- 7.86%
- 6M
- 7.47%
- 1Y
- 23.05%
- 3Y*
- 19.90%
- 5Y*
- 11.79%
- 10Y*
- 13.33%
SUSA Monthly Returns History
Based on dividend-adjusted daily data since Jan 28, 2005, SUSA's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.
Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +12.2%, while the worst month was Oct 2008 at -18.3%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SUSA closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +10.5%, while the worst single day was Mar 16, 2020 at -10.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.31% | -0.86% | -5.38% | 10.48% | 5.40% | -1.91% | 8.54% | ||||||
| 2025 | 2.40% | -1.86% | -5.76% | -0.03% | 6.24% | 4.13% | 1.46% | 2.39% | 3.28% | 2.86% | 0.11% | 0.01% | 15.72% |
| 2024 | 0.76% | 4.65% | 3.32% | -4.38% | 4.66% | 3.09% | 2.14% | 3.08% | 2.12% | -1.97% | 6.44% | -2.91% | 22.43% |
| 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% |
Benchmark Metrics
iShares MSCI USA ESG Select ETF has an annualized alpha of 1.73%, beta of 0.93, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since January 31, 2005.
- This ETF captured 104.14% of S&P 500 Index gains but only 98.69% of its losses - a favorable profile for investors.
- With beta of 0.93 and R2 of 0.94, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.73%
- Beta
- 0.93
- R²
- 0.94
- Upside Capture
- 104.14%
- Downside Capture
- 98.69%
Expense Ratio
SUSA has an expense ratio of 0.25%, which is considered low.
Return for Risk
Risk / Return Rank
SUSA ranks 61 for risk / return — better than 61% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares MSCI USA ESG Select ETF (SUSA) and compare them to S&P 500 Index.
| SUSA | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.36 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | 2.69 | -0.23 |
| Martin ratioReturn relative to average drawdown | 10.83 | 12.34 | -1.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
iShares MSCI USA ESG Select ETF provided a 0.85% dividend yield over the last twelve months, with an annual payout of $1.28 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.28 | $1.25 | $1.40 | $1.32 | $1.25 | $1.04 | $0.96 | $1.02 | $0.89 | $0.78 | $0.72 | $0.59 |
Dividend yield | 0.85% | 0.89% | 1.15% | 1.32% | 1.52% | 0.98% | 1.17% | 1.52% | 1.72% | 1.40% | 1.56% | 1.42% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.00 | $0.32 | ||||||
| 2025 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.35 | $1.25 |
| 2024 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.37 | $1.40 |
| 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 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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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 759 trading sessions.
The current iShares MSCI USA ESG Select ETF drawdown is 3.16%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -53.93%Mar 2009 | 1y 5mo | 3y 5d | 4y 5moOct 2007 - Mar 2012 |
COVID crash2020 | -32.93%Mar 2020 | 1mo 2d | 3mo 29d | 5mo 1dFeb 2020 - Jul 2020 |
Bear market2022 | -28.23%Oct 2022 | 9mo 16d | 1y 3mo | 2y 1moDec 2021 - Feb 2024 |
2025 selloff2025 | -19.30%Apr 2025 | 4mo 4d | 2mo 23d | 6mo 27dDec 2024 - Jun 2025 |
Rate-hike selloffLate 2018 | -19.17%Dec 2018 | 3mo 1d | 3mo 8d | 6mo 9dSep 2018 - Apr 2019 |
Drawdown Indicators
| SUSA | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.93% | -56.78% | +2.85% |
Max Drawdown (1Y)Largest decline over 1 year | -9.71% | -9.10% | -0.61% |
Max Drawdown (3Y)Largest decline over 3 years | -19.30% | -18.90% | -0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -28.23% | -25.43% | -2.80% |
Max Drawdown (10Y)Largest decline over 10 years | -32.93% | -33.92% | +0.99% |
Current DrawdownCurrent decline from peak | -3.16% | -2.97% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -7.24% | -10.72% | +3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 1.97% | +0.23% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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