SUSL Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Oct 29 at 4:00 PM ET (Korea 10/30 05:00)
Full metrics table
| Category | US Equities - Factor & Thematic | Expense | 0.1% | Return% 1Y | 14.9% | Total Holdings | 255 | Perf Week | -0.04% | Volume | 68,750 |
| Asset Type | Equities (Stocks) | AUM | $1.24B | Return% 3Y | 24.22% | NAV | $137.51 | Perf Month | 0.1% | Avg Volume | 0.02M |
| ETF Type | US Equities | Dividend TTM | $1.26 (0.93%) | Return% 5Y | 12.81% | 52W High | -2.56% | Perf Quarter | 2.64% | Rel Volume | 3.49 |
| Active/Passive | Passive | Div Gr. 3/5Y | 4.77% 5.88% | Return% 10Y | - | 52W Low | 24.2% | Perf Half Y | 7.39% | Prev Close | $137.48 |
| IPO | 2019/5/10 | Flows% 1M | -0.01% | Return% SI | 16.55% | RSI (14) | 47.06 | Perf YTD | 12.5% | Price | $136.43 |
| Beta | 1.04 | Flows% 3M | 3.38% | Flows% YTD | 5.69% | Flows% 1Y | 7.36% | Perf Year | 12.13% | Volatility(W/M) | 0.54% 0.65% |
| SMA20 | -0.86% | SMA50 | -0.37% | SMA200 | 5.75% | ATR | 1.2 | ||||
iShares ESG MSCI USA Leaders ETF seeks to track the investment results of the MSCI USA Extended ESG Leaders Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance ("ESG") characteristics. It is non-diversified.
The top 10 make up 47% of the fund
NVDA NVIDIA CORPORATION 14.50% 2 
MSFT MICROSOFT CORPORATION 10.18% 3 
GOOG ALPHABET INC. 5.62% 4 
GOOGL ALPHABET INC. 4.41% 5 
TSLA TESLA, INC. 2.95% 6 
LLY ELI LILLY AND COMPANY 2.64% 7 
AMD ADVANCED MICRO DEVICES, INC. 2.18% 8 
JNJ JOHNSON & JOHNSON 1.82% 9 
V VISA INC. 1.81% 10 
MA MASTERCARD INCORPORATED 1.37% Largest sectors first.
Over the past 1 year, on the higher side
3% below its 1-year high.
Traded more than usual. That is 349% of its average volume.
Holding long would have paid off
Bought 5 years ago, your return today would be +65.3%. The S&P 500 did +68% over the same period.
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The price swings a lot
At its worst (February 2020) it fell 34% and took 154 days to recover.
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The dividend is on the small side
Pays 0.93% annually in dividends.
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Money keeps flowing in
Over the past year, new money equal to 7.4% of assets came in.
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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% 
SUSA iShares ESG Optimized MSCI USA ETF 0.25% 
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.07% 
VOTE TCW Transform 500 ETF 0.05% 
LRGF iShares U.S. Equity Factor ETF 0.08% 
FAQ
How many holdings does SUSL have?
SUSL holds a total of 255 securities, with an AUM of approximately $1.2B.
Does SUSL pay dividends (distributions)?
SUSL's distribution yield is approximately 0.93%.
What is the 52-week high and low for SUSL?
SUSL has recorded a 52-week high of $140.02 and a low of $109.85.
