(SUSA) iShares MSCI USA ESG - Performance 11.3% in 12m
Compare SUSA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
68.79%
#88 in Group
Rel. Strength
63.55%
#2910 in Universe
Total Return 12m
11.26%
#82 in Group
Total Return 5y
102.44%
#69 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SUSA (11.3%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.2% | 25.4% | 154% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-1.59% | 14.5% | 119% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-1.88% | 16.8% | 96.5% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.67% | 13.6% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.97% | 7.91% | 123% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-0.78% | 8.11% | 121% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.11% | 16.3% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-0.35% | 13.5% | 116% | - | - | - | - | - |
Performance Comparison: SUSA vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SUSA
| Total Return (including Dividends) | SUSA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.03% | -0.87% | -0.87% |
| 3 Months | -7.55% | -7.58% | -7.58% |
| 12 Months | 11.26% | 11.88% | 11.88% |
| 5 Years | 102.44% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | SUSA | SPY | S&P 500 |
| 1 Month | 22.3% | 23% | 23% |
| 3 Months | -88.9% | -88.5% | -88.5% |
| 12 Months | 49.2% | 55.1% | 55.1% |
| 5 Years | 77.5% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #32 | 0.84% | 0.84% |
| 3 Month | #102 | 0.03% | 0.03% |
| 12 Month | #84 | -0.55% | -0.55% |
| 5 Years | #115 | -3.75% | -3.75% |
FAQs
Does SUSA iShares MSCI USA ESG outperforms the market?
No,
over the last 12 months SUSA made 11.26%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months SUSA made -7.55%, while SPY made -7.58%.
Over the last 3 months SUSA made -7.55%, while SPY made -7.58%.
Performance Comparison SUSA vs Indeces and Sectors
SUSA vs. Indices SUSA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.49% | 0.84% | -0.30% | -0.62% |
| US NASDAQ 100 | QQQ | -0.54% | -1.43% | -0.73% | -1.41% |
| US Dow Jones Industrial 30 | DIA | 1.43% | 3.15% | -0.21% | 2.06% |
| German DAX 40 | DAX | 1.72% | -1.35% | -19.8% | -13.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.45% | 2.79% | 2.69% | 5.30% |
| Hongkong Hang Seng | HSI | 1.48% | -0.09% | -2.22% | -2.63% |
| India NIFTY 50 | INDA | 3.33% | -4.09% | -0.59% | 8.19% |
| Brasil Bovespa | EWZ | 1.29% | -4.63% | -4.0% | 17.1% |
SUSA vs. Sectors SUSA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.24% | 1.02% | -6.43% | -12.7% |
| Consumer Discretionary | XLY | 0.41% | 0.07% | -2.81% | -2.06% |
| Consumer Staples | XLP | 3.99% | -0.23% | -5.61% | 0.06% |
| Energy | XLE | 4.97% | 13.8% | 5.49% | 22.4% |
| Financial | XLF | 1.88% | 2.08% | -7.90% | -11.4% |
| Health Care | XLV | 0.57% | 3.76% | 1.39% | 9.54% |
| Industrial | XLI | 0.07% | -0.14% | -1.01% | 1.67% |
| Materials | XLB | 1.10% | 2.40% | 7.11% | 14.8% |
| Real Estate | XLRE | 2.01% | 1.28% | 0.59% | -6.83% |
| Technology | XLK | -1.96% | -1.72% | 3.04% | 3.53% |
| Utilities | XLU | 3.33% | -0.09% | -2.42% | -10.6% |
| Aerospace & Defense | XAR | -0.46% | -6.42% | -13.8% | -15.3% |
| Biotech | XBI | -0.81% | -2.31% | 12.3% | 13.1% |
| Homebuilder | XHB | 1.18% | 2.24% | 14.5% | 18.3% |
| Retail | XRT | 2.06% | 0.53% | 5.27% | 14.0% |