iShares ESG Aware MSCI USA Index ETF (XSUS.TO)
XSUS.TO is a passive ETF by iShares tracking the investment results of the MSCI USA Extended ESG Focus Index. XSUS.TO launched on Mar 18, 2019 and has a 0.22% expense ratio.
ETF Info
| Issuer | iShares |
|---|---|
| Inception Date | Mar 18, 2019 |
| Region | North America (United States) |
| Category | Large Cap Growth Equities |
| Leveraged | 1x |
| Index Tracked | MSCI USA Extended ESG Focus Index |
| Home Page | www.blackrock.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
XSUS.TO has an expense ratio of 0.22%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of CA$10,000 in iShares ESG Aware MSCI USA Index 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 Aware MSCI USA Index ETF had a return of 33.78% year-to-date (YTD) and 38.93% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 33.78% | 25.82% |
| 1 month | 4.74% | 3.20% |
| 6 months | 17.61% | 14.94% |
| 1 year | 38.93% | 35.92% |
| 5 years (annualized) | 16.61% | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of XSUS.TO, 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 | 3.62% | 5.86% | 3.13% | -2.65% | 3.68% | 3.84% | 2.48% | -0.49% | 2.58% | 2.06% | 33.78% | ||
| 2023 | 4.75% | -0.07% | 2.14% | 1.45% | 0.37% | 4.02% | 2.94% | 0.90% | -4.52% | -0.03% | 6.60% | 1.80% | 21.85% |
| 2022 | -6.45% | -3.53% | 2.66% | -6.48% | -1.75% | -6.88% | 8.79% | -1.27% | -4.04% | 6.31% | 3.23% | -5.36% | -15.14% |
| 2021 | 0.49% | 1.96% | 2.37% | 2.83% | -1.48% | 5.72% | 2.88% | 4.39% | -4.31% | 3.57% | 2.81% | 2.89% | 26.48% |
| 2020 | 3.52% | -9.26% | -6.10% | 11.45% | 3.00% | 1.85% | 2.74% | 6.31% | -1.28% | -3.84% | 9.34% | 1.63% | 18.82% |
| 2019 | 0.05% | 5.71% | -5.31% | 2.07% | 3.30% | -4.29% | 4.91% | 0.76% | 4.76% | 1.27% | 13.35% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of XSUS.TO is 93, placing it in the top 7% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares ESG Aware MSCI USA Index ETF (XSUS.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares ESG Aware MSCI USA Index ETF provided a 0.85% dividend yield over the last twelve months, with an annual payout of CA$0.38 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | CA$0.38 | CA$0.38 | CA$0.28 | CA$0.29 | CA$0.25 | CA$0.15 |
Dividend yield | 0.85% | 1.13% | 1.00% | 0.86% | 0.95% | 0.68% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares ESG Aware MSCI USA Index 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 | CA$0.00 | CA$0.00 | CA$0.08 | CA$0.00 | CA$0.00 | CA$0.09 | CA$0.00 | CA$0.00 | CA$0.10 | CA$0.00 | CA$0.00 | CA$0.27 | |
| 2023 | CA$0.00 | CA$0.00 | CA$0.07 | CA$0.00 | CA$0.00 | CA$0.10 | CA$0.00 | CA$0.00 | CA$0.09 | CA$0.00 | CA$0.00 | CA$0.11 | CA$0.38 |
| 2022 | CA$0.00 | CA$0.00 | CA$0.07 | CA$0.00 | CA$0.00 | CA$0.08 | CA$0.00 | CA$0.00 | CA$0.08 | CA$0.00 | CA$0.00 | CA$0.04 | CA$0.28 |
| 2021 | CA$0.00 | CA$0.00 | CA$0.06 | CA$0.00 | CA$0.00 | CA$0.08 | CA$0.00 | CA$0.00 | CA$0.07 | CA$0.00 | CA$0.00 | CA$0.08 | CA$0.29 |
| 2020 | CA$0.00 | CA$0.00 | CA$0.06 | CA$0.00 | CA$0.00 | CA$0.07 | CA$0.00 | CA$0.00 | CA$0.07 | CA$0.00 | CA$0.00 | CA$0.06 | CA$0.25 |
| 2019 | CA$0.05 | CA$0.00 | CA$0.00 | CA$0.05 | CA$0.00 | CA$0.00 | CA$0.05 | CA$0.15 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares ESG Aware MSCI USA Index 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 Aware MSCI USA Index ETF was 28.32%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.32% | Feb 21, 2020 | 22 | Mar 23, 2020 | 82 | Jul 20, 2020 | 104 |
| -24.01% | Dec 30, 2021 | 117 | Jun 16, 2022 | 356 | Nov 16, 2023 | 473 |
| -7.74% | Jul 17, 2024 | 15 | Aug 7, 2024 | 30 | Sep 19, 2024 | 45 |
| -7.37% | Sep 3, 2020 | 12 | Sep 21, 2020 | 34 | Nov 9, 2020 | 46 |
| -6.22% | Apr 19, 2021 | 18 | May 12, 2021 | 30 | Jun 24, 2021 | 48 |
Volatility
Volatility Chart
The current iShares ESG Aware MSCI USA Index ETF volatility is 4.73%, 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.