(SUSL) iShares ESG MSCI USA Leaders - Ratings and Ratios
Stocks, Futures, Options, Swaps, Cash
| Risk via 10d forecast | |
|---|---|
| Volatility | 19.7% |
| Value at Risk 5%th | 33.4% |
| Relative Tail Risk | 3.43% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.43 |
| Alpha | -0.03 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.438 |
| Beta | 0.957 |
| Beta Downside | 0.918 |
| Drawdowns 3y | |
|---|---|
| Max DD | 19.91% |
| Mean DD | 2.46% |
| Median DD | 1.26% |
Description: SUSL iShares ESG MSCI USA Leaders November 17, 2025
The iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) aims to track a free-float-adjusted, market-cap weighted index of U.S. equities that score well on environmental, social, and governance (ESG) metrics. At least 90% of the fund’s assets are invested directly in the index constituents, while up to 10% may be allocated to futures, options, swaps, cash, or cash equivalents to manage liquidity and tracking error. The ETF is classified as a non-diversified Large Blend vehicle.
As of the latest filing, SUSL carries an expense ratio of 0.15% and manages roughly $1.2 billion in assets, placing it among the more liquid ESG-focused funds. The top ten holdings are heavily weighted toward technology and consumer discretionary firms-e.g., Apple, Microsoft, and Home Depot-reflecting the broader U.S. market tilt toward growth and resilient consumer spending. Recent data shows the fund’s ESG score (on MSCI’s 0-10 scale) averaging 8.2, and its sector exposure aligns with macro drivers such as the ongoing digital transformation and the “green” consumer premium, which have historically added ~2–3% annual excess return in high-ESG portfolios.
If you want a deeper quantitative view of SUSL’s risk-adjusted performance and ESG factor breakdown, a quick look at ValueRay’s analytics platform can provide the granular data you need.
SUSL ETF Overview
| Market Cap in USD | 1,008m |
| Category | Large Blend |
| TER | 0.10% |
| IPO / Inception | 2019-05-07 |
| Return 12m vs S&P 500 | -0.47% |
| Analyst Rating | - |
SUSL Dividends
| Metric | Value |
|---|---|
| Dividend Yield | 1.01% |
| Yield on Cost 5y | 2.01% |
| Yield CAGR 5y | 5.98% |
| Payout Consistency | 100.0% |
| Payout Ratio | - |
SUSL Growth Ratios
| Metric | Value |
|---|---|
| CAGR 3y | 20.11% |
| CAGR/Max DD Calmar Ratio | 1.01 |
| CAGR/Mean DD Pain Ratio | 8.16 |
| Current Volume | 25.4k |
| Average Volume | 14k |
What is the price of SUSL shares?
Over the past week, the price has changed by -2.55%, over one month by -2.18%, over three months by +3.62% and over the past year by +11.32%.
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 | 134.1 | 16% |
SUSL Fundamental Data Overview November 11, 2025
Beta = 1.05
Revenue TTM = 0.0 USD
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 = 1.01b USD (1.01b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 1.01b)
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 1.01b / 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 = 9.54% (E(1.01b)/V(1.01b) * Re(9.54%) + (debt-free company))
Discount Rate = 9.54% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for SUSL ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle