iShares ESG MSCI USA Leaders ETF (SUSL)
SUSL is a passive ETF by iShares tracking the investment results of the MSCI USA Extended ESG Leaders Index. SUSL launched on May 7, 2019 and has a 0.10% expense ratio.
ETF Info
| ISIN | US46435U2188 |
|---|---|
| CUSIP | 46435U218 |
| Issuer | iShares |
| Inception Date | May 7, 2019 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Index Tracked | MSCI USA Extended ESG Leaders Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
SUSL features an expense ratio of 0.10%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares ESG MSCI USA Leaders 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 ESG MSCI USA Leaders ETF had a return of 9.47% year-to-date (YTD) and 30.22% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.47% | 8.76% |
| 1 month | -0.56% | -0.32% |
| 6 months | 20.20% | 18.48% |
| 1 year | 30.22% | 25.36% |
| 5 years (annualized) | N/A | 12.60% |
| 10 years (annualized) | N/A | 10.71% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.98% | 5.72% | 3.46% | -4.39% | ||||||||
| 2023 | -2.56% | 10.39% | 4.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SUSL is 87, placing it in the top 13% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
SUSL (iShares ESG MSCI USA Leaders ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares ESG MSCI USA Leaders ETF (SUSL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares ESG MSCI USA Leaders ETF granted a 1.18% dividend yield in the last twelve months. The annual payout for that period amounted to $1.08 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $1.08 | $1.08 | $1.04 | $0.94 | $0.90 | $0.62 |
Dividend yield | 1.18% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.27 | $0.00 | ||||||||
| 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 |
| 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 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.25 |
| 2019 | $0.12 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.27 |
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 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 1.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.26% | Feb 20, 2020 | 23 | Mar 23, 2020 | 107 | Aug 24, 2020 | 130 |
| -26.98% | Dec 30, 2021 | 198 | Oct 12, 2022 | 294 | Dec 13, 2023 | 492 |
| -9.13% | Sep 3, 2020 | 14 | Sep 23, 2020 | 37 | Nov 13, 2020 | 51 |
| -6.41% | Mar 22, 2024 | 20 | Apr 19, 2024 | — | — | — |
| -5.61% | Jul 31, 2019 | 4 | Aug 5, 2019 | 28 | Sep 13, 2019 | 32 |
Volatility
Volatility Chart
The current iShares ESG MSCI USA Leaders ETF volatility is 4.28%, 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.