- ISIN
- US46435U2188
- CUSIP
- 46435U218
- Issuer
- iShares
- Inception Date
- May 7, 2019
- Region
- North America (U.S.)
- Category
- Large Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- MSCI USA Extended ESG Leaders Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $1B
Share Price Chart
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Performance
SUSL Performance Chart
iShares ESG MSCI USA Leaders ETF (SUSL) is up 9.3% since the beginning of the year. SUSL is currently trading at $132 per share. Investors who bought $1,000 worth of SUSL shares 5 years ago would now be looking at an investment worth $1,933.
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Returns By Period
iShares ESG MSCI USA Leaders ETF (SUSL) has returned 9.34% so far this year and 28.47% over the past 12 months.
iShares ESG MSCI USA Leaders ETF
- 1D
- 0.93%
- 1M
- 0.79%
- YTD
- 9.34%
- 6M
- 9.63%
- 1Y
- 28.47%
- 3Y*
- 21.01%
- 5Y*
- 14.09%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.00%
- 1M
- -0.34%
- YTD
- 8.39%
- 6M
- 8.57%
- 1Y
- 24.33%
- 3Y*
- 18.94%
- 5Y*
- 12.24%
- 10Y*
- 13.54%
SUSL Monthly Returns History
Based on dividend-adjusted daily data since May 10, 2019, SUSL's average daily return is +0.07%, while the average monthly return is +1.40%. At this rate, an investment would double in approximately 4.2 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +12.6%, while the worst month was Mar 2020 at -12.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.
On a daily basis, SUSL closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +9.7%, while the worst single day was Mar 12, 2020 at -9.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.44% | -1.90% | -5.62% | 11.83% | 4.63% | -0.50% | 9.34% | ||||||
| 2025 | 1.47% | -2.35% | -5.89% | -0.16% | 8.29% | 4.86% | 2.73% | 1.41% | 3.97% | 3.42% | -0.52% | 1.00% | 18.97% |
| 2024 | 1.98% | 5.72% | 3.46% | -4.39% | 4.86% | 3.78% | 0.31% | 1.90% | 2.26% | -0.94% | 6.08% | -3.11% | 23.51% |
| 2023 | 6.39% | -2.45% | 3.94% | 1.22% | 0.92% | 6.68% | 3.38% | -0.39% | -5.03% | -2.56% | 10.39% | 4.36% | 29.08% |
| 2022 | -6.28% | -3.36% | 3.97% | -8.56% | -0.70% | -7.38% | 8.10% | -4.89% | -9.09% | 7.38% | 6.71% | -5.94% | -20.22% |
| 2021 | -0.68% | 2.89% | 4.76% | 4.98% | 0.87% | 2.64% | 2.95% | 3.04% | -4.90% | 9.30% | -1.60% | 4.20% | 31.53% |
Benchmark Metrics
iShares ESG MSCI USA Leaders ETF has an annualized alpha of 2.62%, beta of 0.96, and R2 of 0.93 versus S&P 500 Index. Calculated based on daily prices since May 10, 2019.
- This ETF captured 106.00% of S&P 500 Index gains but only 97.61% of its losses - a favorable profile for investors.
- This ETF generated an annualized alpha of 2.62% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.96 and R2 of 0.93, 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
- 2.62%
- Beta
- 0.96
- R²
- 0.93
- Upside Capture
- 106.00%
- Downside Capture
- 97.61%
Expense Ratio
SUSL has an expense ratio of 0.10%, which is considered low.
Return for Risk
Risk / Return Rank
SUSL ranks 60 for risk / return — better than 60% 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 ESG MSCI USA Leaders ETF (SUSL) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SUSL | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.35 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | 2.66 | -0.21 |
| Martin ratioReturn relative to average drawdown | 10.37 | 11.86 | -1.49 |
Dividends
Dividend History
iShares ESG MSCI USA Leaders ETF provided a 0.95% dividend yield over the last twelve months, with an annual payout of $1.25 per share. The fund has been increasing its distributions for 6 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $1.25 | $1.20 | $1.13 | $1.08 | $1.04 | $0.94 | $0.90 | $0.62 |
Dividend yield | 0.95% | 0.99% | 1.10% | 1.27% | 1.57% | 1.12% | 1.38% | 1.12% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares ESG MSCI USA Leaders 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 | $0.30 | $0.00 | $0.00 | $0.29 | $0.58 | ||||||
| 2025 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.36 | $1.20 |
| 2024 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.33 | $1.13 |
| 2023 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.27 | $1.08 |
| 2022 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.27 | $1.04 |
| 2021 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.24 | $0.94 |
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 ESG MSCI USA Leaders 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 ESG MSCI USA Leaders ETF was 34.26%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current iShares ESG MSCI USA Leaders ETF drawdown is 1.32%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -34.26%Mar 2020 | 1mo 2d | 5mo 4d | 6mo 6dFeb 2020 - Aug 2020 |
Bear market2022 | -26.98%Oct 2022 | 9mo 18d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
2025 selloff2025 | -19.91%Apr 2025 | 2mo 14d | 2mo 19d | 5mo 3dJan 2025 - Jun 2025 |
2026 correction2026 | -11.37%Mar 2026 | 2mo | 18d | 2mo 18dJan 2026 - Apr 2026 |
2024 pullback2024 | -9.37%Aug 2024 | 19d | 1mo 15d | 2mo 4dJul 2024 - Sep 2024 |
Drawdown Indicators
| SUSL | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.26% | -56.78% | +22.52% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -9.10% | -2.27% |
Max Drawdown (3Y)Largest decline over 3 years | -19.91% | -18.90% | -1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -26.98% | -25.43% | -1.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.32% | -2.49% | +1.17% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -10.72% | +5.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 2.03% | +0.64% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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