(SLUS) iShares MSCI USA ESG - Ratings and Ratios
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: IE00BFNM3H51 • US Large-Cap Blend Equity
SLUS: Stocks, Bonds, US, Large-Cap, Mid-Cap
The iShares MSCI USA ESG Screened UCITS ETF USD (Dist), listed on XETRA under the ticker SLUS, is an exchange-traded fund designed to track the performance of the MSCI USA ESG Screened Index. This index focuses on large- and mid-capitalization US equities that meet specific ESG (Environmental, Social, and Governance) criteria, appealing to investors seeking exposure to socially responsible companies.
From a technical standpoint, the fund exhibits a bearish short-term trend, as the last price of 10.74 EUR is below the 20-day simple moving average (SMA) of 11.07. The 50-day SMA of 12.02 and 200-day SMA of 10.09 further highlight the recent price decline. The Average True Range (ATR) of 0.12 reflects relatively low volatility, suggesting minimal price fluctuations in recent trading sessions.
Fundamentally, the ETF manages an asset base of 317.53 million EUR, indicating a mid-sized fund with moderate liquidity. The fund’s focus on ESG-screened equities aligns with the growing demand for sustainable investment products, potentially supporting long-term growth despite current market conditions.
Over the next three months, the fund is expected to experience sideways to slightly bearish movement based on technical indicators. The downward trajectory of the 20-day and 50-day SMAs, coupled with the recent price drop below these levels, signals short-term weakness. However, the low ATR suggests that volatility will remain muted, with price movements likely confined to a narrow range. On the fundamental side, the continued demand for ESG-focused investments may provide some support, preventing a significant decline in the fund’s value.
Additional Sources for SLUS ETF
SLUS ETF Overview
Market Cap in USD | 343m |
Category | US Large-Cap Blend Equity |
TER | 0.07% |
IPO / Inception | 2018-10-19 |
SLUS ETF Ratings
Growth 5y | 89.0% |
Fundamental | - |
Dividend | 50.7% |
Rel. Strength | -1.09 |
Analysts | - |
Fair Price Momentum | 10.23 EUR |
Fair Price DCF | - |
SLUS Dividends
Dividend Yield 12m | 0.91% |
Yield on Cost 5y | 2.13% |
Annual Growth 5y | 6.22% |
Payout Consistency | 85.9% |
SLUS Growth Ratios
Growth Correlation 3m | -66.1% |
Growth Correlation 12m | 83.8% |
Growth Correlation 5y | 90.7% |
CAGR 5y | 18.39% |
CAGR/Max DD 5y | 0.97 |
Sharpe Ratio 12m | 1.29 |
Alpha | 0.22 |
Beta | 0.978 |
Volatility | 18.24% |
Current Volume | 79.8k |
Average Volume 20d | 131.4k |
As of April 03, 2025, the stock is trading at EUR 9.82 with a total of 79,813 shares traded.
Over the past week, the price has changed by -2.30%, over one month by -8.58%, over three months by -10.48% and over the past year by +8.99%.
Yes. Based on ValueRay Analyses, iShares MSCI USA ESG (XETRA:SLUS) is currently (April 2025) a good stock to buy. It has a ValueRay Growth Rating of 88.98 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SLUS as of April 2025 is 10.23. This means that SLUS is currently overvalued and has a potential downside of 4.18%.
iShares MSCI USA ESG has no consensus analysts rating.
According to ValueRays Forecast Model, SLUS iShares MSCI USA ESG will be worth about 11.6 in April 2026. The stock is currently trading at 9.82. This means that the stock has a potential upside of +17.92%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 11.6 | 17.9% |