(SUSA) iShares MSCI USA ESG - Performance 7.2% in 12m
Compare SUSA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
80.66%
#84 in Group
Rel. Strength
59.11%
#3140 in Universe
Total Return 12m
7.18%
#109 in Group
Total Return 5y
132.10%
#66 in Group
12m Total Return: SUSA (7.2%) vs SPY (8.8%)
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 |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
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 | -4.01% | -3.62% | -3.62% |
| 3 Months | -4.76% | -3.76% | -3.76% |
| 12 Months | 7.18% | 8.80% | 8.80% |
| 5 Years | 132.10% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | SUSA | SPY | S&P 500 |
| 1 Month | -27.1% | -17.5% | -17.5% |
| 3 Months | -62.8% | -55.3% | -55.3% |
| 12 Months | 81.1% | 84.8% | 84.8% |
| 5 Years | 77.8% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #151 | -0.41% | -0.41% |
| 3 Month | #165 | -1.04% | -1.04% |
| 12 Month | #119 | -1.49% | -1.49% |
| 5 Years | #121 | -4.52% | -4.52% |
FAQs
Does SUSA iShares MSCI USA ESG outperforms the market?
No,
over the last 12 months SUSA made 7.18%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months SUSA made -4.76%, while SPY made -3.76%.
Over the last 3 months SUSA made -4.76%, while SPY made -3.76%.
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 | -0.02% | -0.39% | -1.97% | -1.62% |
| US NASDAQ 100 | QQQ | 1.67% | 0.75% | -1.21% | 0.29% |
| US Dow Jones Industrial 30 | DIA | -1.08% | -1.30% | -3.0% | -0.68% |
| German DAX 40 | DAX | 0.06% | -1.20% | -19.8% | -15.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.01% | -4.28% | 6.24% | -1.90% |
| Hongkong Hang Seng | HSI | -2.82% | -6.49% | 2.42% | -11.0% |
| India NIFTY 50 | INDA | -0.64% | -10.8% | 8.93% | 7.32% |
| Brasil Bovespa | EWZ | -1.48% | -12.3% | 4.63% | 18.4% |
SUSA vs. Sectors SUSA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.89% | 0.13% | -9.96% | -11.4% |
| Consumer Discretionary | XLY | 0.57% | 1.61% | -3.14% | -3.11% |
| Consumer Staples | XLP | -6.49% | -2.46% | -2.84% | -3.60% |
| Energy | XLE | -3.37% | -11.9% | -9.07% | 5.10% |
| Financial | XLF | -1.19% | -0.51% | -13.9% | -13.4% |
| Health Care | XLV | -1.21% | -0.21% | 2.96% | 7.74% |
| Industrial | XLI | -0.55% | -2.39% | -0.75% | 0.16% |
| Materials | XLB | -2.29% | -3.70% | 6.65% | 12.3% |
| Real Estate | XLRE | -3.90% | -0.86% | 1.36% | -4.39% |
| Technology | XLK | 2.20% | 0.71% | 2.56% | 6.90% |
| Utilities | XLU | -5.31% | -4.36% | -1.27% | -17.7% |
| Aerospace & Defense | XAR | 2.32% | -3.70% | -5.07% | -10.1% |
| Biotech | XBI | 7.70% | 4.68% | 17.5% | 23.8% |
| Homebuilder | XHB | -0.12% | -2.52% | 18.7% | 18.3% |
| Retail | XRT | -1.60% | -1.36% | 4.80% | 16.7% |