iShares MSCI USA ESG Select ETF
|
- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
iShares MSCI USA ESG Select Social Index Fund is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the price and yield performance of approximately 250 companies within the MSCI USA Index that are determined to have positive environmental, social, and governance characteristics. |
Category | US Equities |
Fund Sponsor | BlackRock Fund Advisors |
Website | www.ishares.com |
Inception date | Jan 24, 2005 |
Assets (mns) | $2,470 |
Currency | USD |
Expense ratio | 25 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | Bank of New York Mellon |
Weighting | Market Cap |
Index replication | Optimized |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 199 |
Wgt avg mkt cap (mns) | $377,539 |
Large cap (>$10bn) | 97.7% |
Mid cap ($2-10bn) | 2.3% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 99.7% |
Emerging mkts | 0.3% |
APPLE INC | 5.4 % |
MICROSOFT CORP | 4.9 % |
ALPHABET INC. CLASS A | 3.0 % |
TESLA MOTORS INC | 2.1 % |
ACCENTURE PLC-CL A | 1.9 % |
HOME DEPOT INC | 1.8 % |
1.8 % | |
BLACKROCK INC | 1.6 % |
NVIDIA CORP | 1.6 % |
SALESFORCE.COM INC | 1.4 % | Total | 25.6 % |
---|
![]() |
UNITED STATES | 93.0 % |
![]() |
IRELAND | 4.3 % |
![]() |
BRITAIN | 1.2 % |
![]() |
SWITZERLAND | 0.7 % |
![]() |
ARGENTINA | 0.3 % |
![]() |
BERMUDA | 0.1 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
24.6% | 24.6% | 16.4% | 13.3% | 9.4% |
versus... | Beta | R-squared |
S&P500 | 0.98 | 99% |
MSCI EAFE | 0.91 | 84% |
MSCI Emg. Mkts. | 0.74 | 71% |
Recent close | $85.18 |
30d moving avg. | $82.61 |
Annualized volatility | 18.5% |
Short interest (ETF) | 0.1% |
Short interest (Underlying) | 2.8% |
Relative strength (RSI) | 68 |
Avg. volume (thou.) | 158 |
Turnover | 0.5% |
Bid/Ask (% of price) | 0.05% |
ADV underlying (mns) | $155,984 |
FINDING ALTERNATIVE FUNDS
Below is a list of 99 potential alternatives to the iShares MSCI USA ESG Select ETF ETF based on the alternatives' overlap in portfolio holdings with SUSA. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | SUSA | Expense: | 25 bp | ALTAR Score™: | 4.2% |
Ticker | Fund Name |
Overlap1 vs SUSA (%) |
Expense ratio (bp) |
Savings vs SUSA (bp) |
ALTAR Score™ (%) |
ALTAR vs SUSA (%) |
ESGU | iShares MSCI USA ESG Optimized ETF | 61.6 | 15 | 10 | 4.4 | +0.2 |
ESGV | Vanguard ESG U.S. Stock ETF | 57.8 | 12 | 13 | 4.5 | +0.2 |
DSI | iShares MSCI KLD 400 Social ETF | 56.8 | 25 | 0 | 4.5 | +0.3 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 54.8 | 10 | 15 | 4.8 | +0.6 |
SUSL | iShares ESG MSCI USA Leaders ETF | 54.7 | 10 | 15 | 4.8 | +0.6 |
IQSU | IQ Candriam ESG US Equity ETF | 52.3 | 9 | 16 | 4.5 | +0.3 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 50.3 | 15 | 10 | 4.6 | +0.4 |
PBP | Invesco S&P 500 BuyWrite ETF | 50.2 | 49 | -24 | 4.3 | +0.1 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 49.9 | 7 | 18 | 4.5 | +0.3 |
XYLG | Global X S&P 500 Covered Call & Growth ETF | 49.7 | 60 | -35 | 4.4 | +0.2 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 49.7 | 2 | 23 | 4.6 | +0.4 |
PBUS | Invesco PureBeta MSCI USA ETF | 49.5 | 4 | 21 | 4.6 | +0.4 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 49.4 | 20 | 5 | 4.6 | +0.3 |
VV | Vanguard Large-Cap Index Fund | 49.4 | 4 | 21 | 4.6 | +0.4 |
SPY | SPDR S&P 500 ETF Trust | 49.3 | 9 | 16 | 4.7 | +0.4 |
SPLG | SPDR Portfolio Large Cap ETF | 49.3 | 3 | 22 | 4.7 | +0.5 |
IVV | iShares Core S&P 500 ETF | 49.3 | 3 | 22 | 4.7 | +0.5 |
MGC | Vanguard Mega Cap Index Fund | 49.1 | 7 | 18 | 4.6 | +0.3 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 49.1 | 27 | -2 | 4.6 | +0.4 |
XVV | iShares ESG Screened S&P 500 ETF | 49.0 | 8 | 17 | 4.9 | +0.6 |
VOO | VANGUARD S&P 500 ETF | 48.7 | 3 | 22 | 4.8 | +0.6 |
SCHX | Schwab U.S. Large-Cap ETF | 48.5 | 3 | 22 | 4.5 | +0.3 |
NULC | Nuveen ESG Large-Cap ETF | 48.5 | 20 | 5 | 4.2 | -0.0 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 48.5 | 0 | 25 | 4.4 | +0.2 |
IWL | iShares Russell Top 200 ETF | 48.0 | 15 | 10 | 4.4 | +0.2 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 48.0 | 27 | -2 | 4.3 | +0.1 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 47.9 | 20 | 5 | 4.8 | +0.5 |
SCHK | Schwab 1000 Index ETF | 47.7 | 5 | 20 | 4.6 | +0.3 |
USXF | iShares ESG Advanced MSCI USA ETF | 47.5 | 10 | 15 | 4.5 | +0.3 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 47.4 | 27 | -2 | 4.3 | +0.0 |
IWB | iShares Russell 1000 ETF | 47.3 | 15 | 10 | 4.4 | +0.2 |
IYY | iShares Dow Jones U.S. ETF | 47.3 | 20 | 5 | 4.4 | +0.2 |
EFIV | SPDR S&P 500 ESG ETF | 47.0 | 10 | 15 | 4.6 | +0.3 |
SNPE | Xtrackers S&P 500 ESG ETF | 47.0 | 10 | 15 | 4.6 | +0.3 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 46.9 | 9 | 16 | 4.8 | +0.6 |
SPTM | SPDR Portfolio Total Stock Market ETF | 46.8 | 3 | 22 | 4.8 | +0.6 |
KRMA | Global X Conscious Companies ETF | 46.7 | 43 | -18 | 4.9 | +0.6 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 46.5 | 32 | -7 | 4.4 | +0.2 |
VTHR | Vanguard Russell 3000 Index Fund | 46.3 | 10 | 15 | 4.4 | +0.2 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 46.3 | 29 | -4 | 4.6 | +0.3 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 46.0 | 60 | -35 | 3.6 | -0.7 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 45.8 | 49 | -24 | 3.4 | -0.8 |
VOOG | Vanguard S&P 500 Growth ETF | 45.3 | 10 | 15 | 3.9 | -0.4 |
SCHB | Schwab U.S. Broad Market ETF | 45.2 | 3 | 22 | 4.4 | +0.2 |
IWV | iShares Russell 3000 ETF | 45.0 | 20 | 5 | 4.3 | +0.0 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 45.0 | 3 | 22 | 4.4 | +0.2 |
RESP | WisdomTree US ESG Fund of Benef Interest | 44.7 | 28 | -3 | 5.0 | +0.8 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 44.4 | 4 | 21 | 3.6 | -0.6 |
IVW | iShares S&P 500 Growth ETF | 44.4 | 18 | 7 | 3.5 | -0.7 |
VONE | Vanguard Russell 1000 ETF | 44.4 | 8 | 17 | 4.5 | +0.3 |
SFY | SoFi Select 500 ETF | 44.2 | 0 | 25 | 4.6 | +0.3 |
VTI | Vanguard Total Stock Market Index Fund | 44.0 | 3 | 22 | 4.4 | +0.2 |
IUSG | iShares Core S&P US Growth ETF | 43.7 | 4 | 21 | 3.6 | -0.6 |
PLC | Principal U.S. Large-Cap Multi-Factor Core Index ETF | 43.5 | 15 | 10 | 5.8 | +1.6 |
IWF | iShares Russell 1000 Growth ETF | 43.4 | 19 | 6 | 3.4 | -0.8 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 43.4 | 12 | 13 | 4.0 | -0.3 |
OEF | iShares S&P 100 ETF | 43.2 | 20 | 5 | 4.2 | -0.1 |
DFAU | Dimensional US Core Equity Market ETF | 43.1 | 12 | 13 | 4.7 | +0.4 |
EPS | WisdomTree U.S. Earnings 500 Fund | 42.9 | 8 | 17 | 5.9 | +1.7 |
VONG | Vanguard Russell 1000 Growth Index Fund | 42.8 | 8 | 17 | 3.5 | -0.7 |
JHML | John Hancock Multifactor Large Cap ETF | 42.4 | 29 | -4 | 4.8 | +0.6 |
IWY | iShares Russell Top 200 Growth ETF | 42.3 | 20 | 5 | 3.5 | -0.7 |
VUG | Vanguard Growth Index Fund | 42.2 | 4 | 21 | 3.5 | -0.7 |
QUS | SPDR MSCI USA StrategicFactors ETF | 41.9 | 15 | 10 | 5.3 | +1.0 |
RECS | Columbia Research Enhanced Core ETF | 41.1 | 15 | 10 | 5.1 | +0.8 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 40.8 | 30 | -5 | 5.2 | +1.0 |
DIVB | iShares U.S. Dividend & Buyback ETF | 40.7 | 25 | 0 | 5.9 | +1.7 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 40.1 | 75 | -50 | 3.5 | -0.7 |
MGK | Vanguard Mega Cap Growth ETF | 40.0 | 7 | 18 | 3.6 | -0.6 |
JQUA | JPMorgan U.S. Quality Factor ETF | 39.7 | 12 | 13 | 5.0 | +0.8 |
VEGN | US Vegan Climate ETF | 39.4 | 60 | -35 | 3.9 | -0.3 |
QUAL | iShares MSCI Usa Quality Factor ETF | 38.8 | 15 | 10 | 5.0 | +0.8 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 38.0 | 9 | 16 | 5.0 | +0.8 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 37.9 | 4 | 21 | 3.1 | -1.1 |
TOK | iShares MSCI Kokusai ETF | 37.9 | 25 | 0 | 4.9 | +0.6 |
AVUS | Avantis U.S. Equity ETF | 37.8 | 15 | 10 | 4.8 | +0.6 |
HIPR | Direxion High Growth ETF | 37.7 | 40 | -15 | 3.8 | -0.4 |
IUS | Invesco Strategic US ETF | 37.4 | 19 | 6 | 5.5 | +1.2 |
AFLG | First Trust Active Factor Large Cap ETF | 37.2 | 55 | -30 | 4.6 | +0.4 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 37.0 | 49 | -24 | 4.7 | +0.4 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 37.0 | 28 | -3 | 6.1 | +1.9 |
FQAL | Fidelity Quality Factor ETF | 36.7 | 29 | -4 | 5.0 | +0.7 |
XLG | Invesco S&P 500 Top 50 ETF | 36.7 | 20 | 5 | 4.0 | -0.2 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 36.6 | 19 | 6 | 5.3 | +1.1 |
QYLD | Global X NASDAQ 100 Covered Call ETF | 36.2 | 60 | -35 | 3.1 | -1.1 |
NUSI | Nationwide Risk-Managed Income ETF | 36.2 | 68 | -43 | 3.1 | -1.1 |
QYLG | Global X Nasdaq 100 Covered Call & Growth ETF | 36.1 | 60 | -35 | 3.1 | -1.1 |
QQQ | Invesco QQQ Trust | 36.1 | 20 | 5 | 3.4 | -0.8 |
QQQM | Invesco NASDAQ 100 ETF | 36.1 | 15 | 10 | 3.5 | -0.7 |
IETC | iShares Evolved U.S. Technology ETF | 36.1 | 18 | 7 | 3.4 | -0.8 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 36.0 | 30 | -5 | 5.0 | +0.8 |
QLC | FlexShares US Quality Large Cap Index Fund | 36.0 | 32 | -7 | 4.4 | +0.2 |
IGM | iShares Expanded Tech Sector ETF | 35.6 | 46 | -21 | 3.3 | -1.0 |
TMFC | Motley Fool 100 Index ETF | 35.6 | 50 | -25 | 3.0 | -1.2 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 35.3 | 25 | 0 | 4.9 | +0.7 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 35.3 | 25 | 0 | 5.7 | +1.5 |
URTH | iShares MSCI World ETF | 35.2 | 24 | 1 | 5.0 | +0.7 |
DTD | WisdomTree U.S.Total Dividend Fund | 35.1 | 28 | -3 | 6.2 | +2.0 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 35.0 | 21 | 4 | 2.8 | -1.4 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
Content on this tab for subscribers only**
RESULTS & ESTIMATES
2015 | 2016 | 2017 | 2018 | 2019 | 2020E | 2021E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
Content on this tab for subscribers only
VALUATION METRICS
2019 | 2020E | 2021E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
iShares MSCI USA ESG Select ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
NEUTRAL |
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds. |
ALTAR Score™
|
MODERN PORTFOLIO THEORY
![]() |
CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
|