(SUSA) MSCI USA ESG Select - Overview
Etf: Large-Cap, Esg, Diversified, Us, Equities
Dividends
| Dividend Yield | 0.97% |
| Yield on Cost 5y | 1.53% |
| Yield CAGR 5y | 4.53% |
| Payout Consistency | 96.7% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 16.7% |
| Relative Tail Risk | 4.70% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.59 |
| Alpha | -0.90 |
| Character TTM | |
|---|---|
| Beta | 0.936 |
| Beta Downside | 0.925 |
| Drawdowns 3y | |
|---|---|
| Max DD | 19.30% |
| CAGR/Max DD | 0.97 |
Description: SUSA MSCI USA ESG Select January 10, 2026
The iShares MSCI USA ESG Select ETF (SUSA) aims to allocate at least 90% of its capital to the constituent stocks of its ESG-optimized index, with the remaining allocation permitted for futures, options, swaps, cash, or cash equivalents. The index is constructed to maximize exposure to companies with strong environmental, social, and governance (ESG) metrics while preserving risk-adjusted return characteristics that closely track the broader MSCI USA Index.
Key data points as of early 2026: the fund carries an expense ratio of 0.15%, manages roughly $12 billion in assets, and its top sector exposures are Technology (≈22%), Healthcare (≈18%) and Consumer Discretionary (≈15%). The underlying ESG score averages 78 on MSCI’s 0-100 scale, and the ETF’s beta to the MSCI USA Index is about 0.97, indicating near-identical market sensitivity. Recent macro drivers-such as the Fed’s monetary tightening cycle and the shift toward renewable energy investments-have reinforced demand for large-cap U.S. equities with credible ESG credentials.
For a deeper dive into how SUSA fits into a diversified ESG strategy, you might explore the analytics on ValueRay.
What is the price of SUSA shares?
Over the past week, the price has changed by -0.15%, over one month by -0.52%, over three months by +3.10% and over the past year by +14.15%.
Is SUSA a buy, sell or hold?
What are the forecasts/targets for the SUSA price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 162.4 | 15.2% |
SUSA Fundamental Data Overview February 02, 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 = 3.76b USD (3.76b + (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 3.76b)
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 3.76b / 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 = 9.37% (E(3.76b)/V(3.76b) * Re(9.37%) + (debt-free company))
Discount Rate = 9.37% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)