Skip to content
StockMarketAgent
US

iShares ESG Optimized MSCI USA ETF

SUSA · Equity

$149
-0.29%
Assets
n/a
Expense ratio
0.25%
Holdings
174
1Y return
+29.1%
Forward P/E
n/a
Top 10 holdings
+34.6%

Return and risk

1Y total return+29.1%
3Y total return+77.4%
5Y total return+73.3%
3Y CAGR+21.1%
5Y CAGR+11.6%
Beta1.07
RSI71.26

Fund structure

Asset classEquity
Assetsn/a
Holdings174
Expense ratio0.25%
Dividend yield+0.9%
Top 10 holdings+34.6%
Volume27.9K

All ETF indicators

All Time High150.07
All Time High Change-0.44
All Time High Date2026-05-11
All Time Low14.56
All Time Low Change926.17
All Time Low Date2009-03-06
Atr1.48
Beta1.07
Cagr10y14.92
Cagr15y13.05
Cagr1y29.11
Cagr20y10.44
Cagr3y21.06
Cagr5y11.63
Ch10y249.99
Ch15y409.31
Ch1m9.02
Ch1w1.44
Ch1y27.85
Ch20y443.51
Ch3m5.64
Ch3y71.38
Ch5y63.04
Ch6m7.24
Ch YTD7.22
Close149.82
Div CAGR106.98
Div CAGR3-0.29
Div CAGR55.53
Dividend Growth-5.74
Dividend Growth Years0
Dividend Years22
Dividend Yield0.86
Dps1.28
Ex Div Date2026-03-17
High52150.07
High52ch-0.45
High52 Date2026-05-11
Inception Date2005-01-24
IsinUS4642888022
Last Dividend0.32
Low52119.5
Low52ch25.01
Low52 Date2025-05-23
Ma150139.24
Ma150ch7.31
Ma20145.57
Ma200137.46
Ma200ch8.7
Ma20ch2.64
Ma50139.25
Ma50ch7.3
Payment Date2026-03-20
Payout FrequencyQuarterly
Payout Ratio23.88
Price Date2026-05-12
Rsi71.26
Rsi Monthly71.24
Rsi Weekly67.13
Sharpe Ratio1.74
Sortino Ratio3.2
Top10holdings34.58
Tr10y301.52
Tr15y529.56
Tr1m9.02
Tr1y29.09
Tr20y629.16
Tr3m5.89
Tr3y77.43
Tr5y73.32
Tr6m7.76
Tr YTD7.48