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iSharesLarge BlendSUSA · NYSE Arca

iShares ESG Optimized MSCI USA ETF (SUSA)

Price
$156.16
11 Sept 2026
Assets
$4.1B
Total net assets
Expense ratio
0.25%
Category 0.72%
Yield
0.82%
Trailing distributions
3Y CAGR
19.4%+0.3%
Category 19.2%
5Y CAGR
10.6%-0.8%
Category 11.4%
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iShares ESG Optimized MSCI USA ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.8%+2.9%+17.1%+12.5%+17.7%+19.4%+10.6%+15.0%+10.4%
Large Blend average-1.7%2.7%14.8%12.0%15.6%19.2%11.4%14.1%14.5%
Difference-0.1%+0.2%+2.3%+0.5%+2.1%+0.3%-0.8%+0.9%-4.0%

Holdings

The 10 largest positions make up 31.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp7.23%
AAPLApple Inc6.23%
MSFTMicrosoft Corp4.39%
GOOGAlphabet Inc Class C3.12%
AVGOBroadcom Inc2.66%
GOOGLAlphabet Inc Class A1.72%
TSLATesla Inc1.59%
MUMicron Technology Inc1.59%
LLYEli Lilly and Co1.38%
HIGThe Hartford Insurance Group Inc1.33%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
25.7
P/B
6.1
P/S
3.8
P/CF
20.5

Sector allocation

Share of the equity the fund holds.

40.8%Technology11 sectors
  1. Technology40.8%
  2. Financial services13.0%
  3. Health care9.7%
  4. Industrials8.8%
  5. Consumer discretionary6.8%
  6. Communication services6.6%
  7. Consumer staples4.4%
  8. Energy3.4%
  9. Real estate2.8%
  10. Materials2.6%
  11. Utilities1.3%

Asset mix

  • Stocks99.8%
  • Cash0.2%

ETF details

Issuer
iShares
Category
Equity · Large Blend
Ticker
SUSA
Exchange
NYSE Arca
Inception
24 Jan 2005 (21.6 years)
Structure
Exchange Traded Fund
Expense ratio
0.25% (category 0.72%)
Holdings turnover
25% (category 95%)
Distribution yield
0.82%
Beta, 3 years
1.05
Total net assets
$4.1B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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