SUSL
iShares ESG MSCI USA Leaders ETF
SUSL tracks an index of US large- and midcap firms. The cap-weighted index excludes some industries and selects firms based on high ESG ratings.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 1.2 B
ASSETS UNDER MGMT
10 bp
EXPENSES
Fund Basics
| Inception date | May 07, 2019 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| NVIDIA CORP | 15.1 % |
| MICROSOFT CORP | 10.0 % |
| ALPHABET INC. CLASS A | 5.7 % |
| ALPHABET INC. CLASS C | 4.5 % |
| TESLA MOTORS INC | 2.9 % |
| ELI LILLY & CO | 2.6 % |
| ADVANCED MICRO DEVICES | 2.2 % |
| JOHNSON & JOHNSON | 1.9 % |
| VISA INC. CLASS A | 1.8 % |
| MASTERCARD INCORPORATED CLASS A | 1.3 % |
Constituent Breakdown
| Number of holdings | 260 |
| Herfindahl-Hirschman Index | 415 |
| Wgt avg mkt cap (mns) | $1,591,953 |
| Large cap (>$10bn) | 100.1% |
| Mid cap ($2-10bn) | 0.1% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.9% |
| Emerging mkts. | 0.3% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 95.5 % |
 |
IRELAND | 2.0 % |
 |
BRITAIN | 0.8 % |
Historical Performance
Standardized Performance (as of 08/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 13.5% | 21.9% | 17.5% | 19.9% | 11.5% | -- | -- | 15.4% |
| Dividend Yield | 0.5% | 1.3% | 1.3% | 1.4% | 1.4% | -- | -- | 1.5% |
| Total Returns | 14.0% | 23.2% | 18.8% | 21.3% | 12.9% | -- | -- | 16.9% | Ann. Volatility | 14.8% | 14.0% | 16.8% | 15.9% | 17.7% | -- | -- | 19.7% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.06 | 93% |
| MSCI EAFE | 0.68 | 57% |
| MSCI Emg Mkts | 0.41 | 52% |
Liquidity Measures
| Avg. volume (000) | 18 |
| ADV traded (mns) | $2 |
| Turnover | 0.2% |
| Avg. Bid/Ask (% of price) | 0.06% |
Technical Indicators
| 30d moving avg. (EMA) | $134.25 |
| Relative strength (RSI) | 64 |
| MACD/Signal | 1.95/1.42 |
| Bollinger Bands (Upper/Lower) | $141.48/$126.49 |
| Short interest (% of AUM) | 1.4% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. SUSL |
Expenses vs. SUSL |
ALTAR Score™ vs. SUSL |
|---|---|---|---|---|
| USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 94.9% | 0 bp | +0.0% |
| DSI | iShares MSCI KLD 400 Social ETF | 83.6% | +15 bp | -0.1% |
| SNPE | Xtrackers S&P 500 ESG ETF | 71.9% | 0 bp | +0.1% |
| HLAL | Wahed FTSE USA Shariah ETF | 61.0% | +40 bp | -0.8% |
| SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 60.4% | +35 bp | -0.4% |
| VUG | Vanguard Growth ETF | 58.7% | -6 bp | -0.5% |
| VOOG | Vanguard S&P 500 Growth ETF | 58.2% | -3 bp | -0.9% |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | 58.1% | -6 bp | -0.9% |
| USCA | Xtrackers MSCI USA Climate Action Equity ETF | 58.1% | -3 bp | +0.1% |
| IVW | iShares S&P 500 Growth ETF | 58.1% | +8 bp | -1.0% |
Risk and Returns: SUSL vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 9/6/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
4.9%
ALTAR SCORE™
43rd
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,408 funds in the US Equity category with an average
ALTAR Score™ of 5.2% and a standard deviation
of 2.0%. SUSL's ALTAR Score™ is approximately -0.2 standard
deviations above the category average. This places SUSL in the 43rd percentile
among funds in the category.
Sell-Side Consensus
$151.11
PRICE TARGET
+9.6%
UPSIDE