SUSA Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Full metrics table
| Category | US Equities - Factor & Thematic | Expense | 0.25% | Return% 1Y | 15.84% | Total Holdings | 208 | Perf Week | 0.82% | Volume | 46,549 |
| Asset Type | Equities (Stocks) | AUM | $4.09B | Return% 3Y | 22.23% | NAV | $157.27 | Perf Month | 1.18% | Avg Volume | 0.04M |
| ETF Type | US Equities | Dividend TTM | $1.3 (0.82%) | Return% 5Y | 10.72% | 52W High | -1.33% | Perf Quarter | 5.05% | Rel Volume | 1.18 |
| Active/Passive | Passive | Div Gr. 3/5Y | -0.27% 5.32% | Return% 10Y | 14.96% | 52W Low | 23.52% | Perf Half Y | 9.87% | Prev Close | $157.30 |
| IPO | 2005/1/28 | Flows% 1M | 0.19% | Return% SI | 10.41% | RSI (14) | 54.33 | Perf YTD | 13.54% | Price | $158.21 |
| Beta | 1.06 | Flows% 3M | -0.78% | Flows% YTD | -3.5% | Flows% 1Y | -1.89% | Perf Year | 13.37% | Volatility(W/M) | 0.7% 0.73% |
| SMA20 | 0.49% | SMA50 | 0.67% | SMA200 | 6.37% | ATR | 1.38 | ||||
iShares MSCI USA ESG Select ETF seeks to track the investment results of the MSCI USA Extended 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.
The top 10 make up 33% of the fund
NVDA NVIDIA CORPORATION 7.35% 2 
AAPL APPLE INC. 6.67% 3 
MSFT MICROSOFT CORPORATION 4.86% 4 
GOOGL ALPHABET INC. 3.42% 5 
AVGO BROADCOM INC. 2.73% 6 
GOOG ALPHABET INC. 2.59% 7 
HIG THE HARTFORD INSURANCE GROUP, INC. 1.41% 8 
LLY ELI LILLY AND COMPANY 1.41% 9 
MU MICRON TECHNOLOGY, INC. 1.38% 10 
TSLA TESLA, INC. 1.36% Largest sectors first.
Over the past 1 year, on the higher side
1% below its 1-year high.
Traded about as much as usual. That is 118% of its average volume.
Holding long would have paid off
Bought 5 years ago, your return today would be +55.5%. The S&P 500 did +70% over the same period.
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The price swings moderately
At its worst (February 2020) it fell 33% and took 119 days to recover.
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The dividend is on the small side
Pays 0.82% annually in dividends.
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A little money is flowing out
Over the past year, money equal to 1.9% of assets left.
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ESGU iShares Trust iShares ESG Aware MSCI USA ETF 0.15% 
ESGV Vanguard ESG U.S. Stock ETF 0.09% 
DSI iShares ESG MSCI KLD 400 ETF 0.25% 
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.07% 
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.08% 
VOTE TCW Transform 500 ETF 0.05% 
LRGF iShares U.S. Equity Factor ETF 0.08% 
FAQ
How many holdings does SUSA have?
SUSA holds a total of 208 securities, with an AUM of approximately $4.1B.
Does SUSA pay dividends (distributions)?
SUSA's distribution yield is approximately 0.82%.
What is the 52-week high and low for SUSA?
SUSA has recorded a 52-week high of $160.35 and a low of $128.09.
