(SUSB) iShares ESG 1-5 Year USD - Ratings and Ratios
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US46435G2434 • Short-Term Bond
SUSB: Corporate Bonds, Futures, Options, Swap Contracts, Cash Equivalents
The iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) is a compelling option for investors seeking a short-term bond exposure with a strong ESG focus. Listed on the NASDAQ, this ETF is designed to align with environmental, social, and governance principles, making it an attractive choice for those prioritizing sustainable investing.
At its core, SUSB invests at least 90% of its assets in securities from its underlying index, which is crafted by Bloomberg with ESG insights from MSCI. This collaboration ensures the fund tracks a diversified portfolio of short-duration corporate bonds, primarily with maturities between 1 to 5 years. The remaining 10% is allocated to derivatives like futures and options, enhancing efficiency and managing risk.
With an AUM exceeding $1 billion, SUSB offers the liquidity and stability that institutional investors and fund managers appreciate. Its short duration not only mitigates interest rate risk but also provides a relatively stable source of income, making it a strategic addition to portfolios seeking to balance risk and return while upholding ESG standards.
Additional Sources for SUSB ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SUSB ETF Overview
| Market Cap in USD | 956m |
| Category | Short-Term Bond |
| TER | 0.12% |
| IPO / Inception | 2017-07-11 |
SUSB ETF Ratings
| Growth 5y | 41.1% |
| Fundamental | - |
| Dividend | 69.1% |
| Rel. Strength Industry | 5.98 |
| Analysts | - |
| Fair Price Momentum | 24.17 USD |
| Fair Price DCF | - |
SUSB Dividends
| Dividend Yield 12m | 3.63% |
| Yield on Cost 5y | 4.21% |
| Annual Growth 5y | 13.92% |
| Payout Consistency | 91.6% |
SUSB Growth Ratios
| Growth Correlation 3m | 88.8% |
| Growth Correlation 12m | 91.7% |
| Growth Correlation 5y | 18.7% |
| CAGR 5y | 3.17% |
| CAGR/Max DD 5y | 0.33 |
| Sharpe Ratio 12m | -0.69 |
| Alpha | 1.56 |
| Beta | 0.05 |
| Volatility | 2.32% |
| Current Volume | 150.4k |
| Average Volume 20d | 156.5k |
As of March 14, 2025, the stock is trading at USD 24.86 with a total of 150,400 shares traded.
Over the past week, the price has changed by -0.12%, over one month by +0.78%, over three months by +1.26% and over the past year by +5.97%.
Partly, yes. Based on ValueRay Analyses, iShares ESG 1-5 Year USD (NASDAQ:SUSB) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 41.12 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SUSB as of March 2025 is 24.17. This means that SUSB is currently overvalued and has a potential downside of -2.78%.
iShares ESG 1-5 Year USD has no consensus analysts rating.
According to ValueRays Forecast Model, SUSB iShares ESG 1-5 Year USD will be worth about 26.1 in March 2026. The stock is currently trading at 24.86. This means that the stock has a potential upside of +5.03%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 26.1 | 5% |