(SUSL) ESG MSCI USA Leaders - Overview
Etf: Stocks, Futures, Options, Swaps, Cash
Dividends
| Dividend Yield | 1.09% |
| Yield on Cost 5y | 1.87% |
| Yield CAGR 5y | 6.07% |
| Payout Consistency | 100.0% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 18.1% |
| Relative Tail Risk | 3.41% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.75 |
| Alpha | 3.09 |
| Character TTM | |
|---|---|
| Beta | 0.943 |
| Beta Downside | 0.912 |
| Drawdowns 3y | |
|---|---|
| Max DD | 19.91% |
| CAGR/Max DD | 1.09 |
Description: SUSL ESG MSCI USA Leaders January 20, 2026
The iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) commits at least 90% of its capital to the securities that compose its benchmark index, a free-float-adjusted, market-cap-weighted basket of U.S. equities screened for strong environmental, social, and governance (ESG) attributes. The remaining up to 10% may be allocated to futures, options, swaps, cash, or cash equivalents, and the fund is classified as non-diversified.
Key additional metrics (as of the most recent filing):
• Expense ratio: 0.15% annually, which is modest relative to peer ESG large-blend ETFs.
• Assets under management (AUM): roughly $1.2 billion, indicating growing investor demand for ESG-focused large-cap exposure.
• Sector tilt: a 15% overweight to information technology and a 12% overweight to health care versus the MSCI USA index, reflecting the higher ESG scores of firms in these sectors.
These drivers suggest the fund’s performance is closely linked to the broader U.S. equity market while offering a modest ESG premium.
For a deeper, data-driven comparison of SUSL’s risk-adjusted returns and ESG scoring methodology, you may find the analytics on ValueRay useful.
What is the price of SUSL shares?
Over the past week, the price has changed by -0.64%, over one month by -0.51%, over three months by +3.43% and over the past year by +17.84%.
Is SUSL a buy, sell or hold?
What are the forecasts/targets for the SUSL price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 145.3 | 18.9% |
SUSL Fundamental Data Overview February 03, 2026
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 1.05b USD (1.05b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 1.05b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 1.05b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 9.39% (E(1.05b)/V(1.05b) * Re(9.39%) + (debt-free company))
Discount Rate = 9.39% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)