iShares MSCI USA ESG Select ETF (SUSA)

112.07
Delayed Data
As of 3:53pm ET
 +0.3252 / +0.29%
Today’s Change
98.60
Today|||52-Week Range
119.20
+0.90%
Year-to-Date

Investment Objective

The investment seeks to track the investment results of the MSCI USA ESG Select Index composed of U.S. companies that have positive environmental- social and governance characteristics as identified by the index provider. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is an optimized index designed to maximize exposure to positive environmental- social and governance ("ESG") characteristics- while exhibiting risk and return characteristics similar to the MSCI USA Index.

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Performance

1 month-1.46% 3 years+10.44%
3 months-4.27% 5 years+12.88%
1 year+15.54% Since inception+7.94%
Data through 04/21/2018

Quote Details

Previous close$111.74
Open day’s range111.77 – 112.69
Net asset value (NAV)111.79 (04/20/2018)
Daily volume10,025
Average volume (3 months)18,998
Data as of 3:53pm ET, 04/23/2018

Peer Comparisonvs. Large blend ETFs

 SUSACategory
Performance 5-yr return+12.88%+11.72%
Expense Gross exp ratio0.50%0.97%
Risk 5 year sharpe ratio1.181.11
Net assets$669.2M$5.3B
Average market cap$57.7B$125.1B
Average P/E25.921.5
Dividend / Share--0.19%

Competitors

MGC Vanguard Mega Cap Index Fund ETF Shares
VOO Vanguard S&P 500 ETF
IVV iShares Core S&P 500 ETF

Holdings

Top 5 Sectors
Portfolio weighting
Consumer goods 16.37%
Financial service 14.02%
Healthcare 13.46%
Hardware 11.29%
Consumer service 10.48%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft5.08%
ECL Ecolab Inc5.04%
MMM 3M4.61%
ACN Accenture4.07%
AAPL Apple3.79%
BLK BlackRock2.67%
COL Rockwell Collins Inc2.52%
HSIC Henry Schein Inc2.42%
GOOGL Google2.38%
K Kellogg2.33%