iShares ESG Optimized MSCI USA ETF
$158.62−0.07 (−0.04%)
- 0.25%
- $4.1B
- +20.4%
- 0.82%
- 0M sh
- $158.99
- low $128.09high $160.35
The ETF.net SUSA Grade
A
Score 71 out of 100
- 3 of 30
Score 71 of 100 falls in the A band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.B66 out of 100Rank 10 of 30Mission
Whether the fund did what it promised, tested against its stated mandate.A99 out of 100Rank 1 of 23Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.B58 out of 100Rank 11 of 30Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.B60 out of 100Rank 12 of 30Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.C54 out of 100Rank 17 of 30Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A75 out of 100Rank 4 of 30
Our read on SUSA
AOne of the original US ESG funds, running since 2005. Its index is sector-neutral, so the screening happens inside each sector instead of turning into one giant bet against energy.
The fund seeks to track a sector-neutral index of U.S. large- and mid-cap companies with positive aggregate ESG ratings and extensive screens for controversial activities.
Why people hold it
- Sector-neutral construction: sector weights stay near the broad US market, so the ESG work shows up in which companies are held, not in a lopsided tilt away from energy or utilities.ishares.com
- Trading since January 2005, one of the longest-running ESG equity ETFs in the US, and today a multi-billion-dollar fund rather than a launch-week experiment.
- 0.25% a year undercuts the typical fund in its factor peer group, and the portfolio hews closely to the MSCI USA Extended ESG Select Index it advertises.
- Large- and mid-cap US names, roughly 190 of them, with cash paid out quarterly. A core-shaped equity sleeve, not a thematic sliver.
Worth knowing
- Cheaper peers sit on the same shelf: Xtrackers' USCA at 0.07% and iShares' own SIZE at 0.15%. The extended controversy screens and long history are what the extra costs buy.
- It trades lightly next to mega-cap index funds, so spreads can widen in fast markets. Limit orders are the standard fix.
- Screens for controversial activities keep some familiar large caps out, so results can drift from a plain US market index in either direction.
SUSA Holdings
- Stocks
- 207
- 33%
- NVDA
Sectors
- Technology42.9%
- Financials12.1%
- Health Care9.7%
- Industrials8.7%
- Communication6.6%
- Consumer Discretionary6.4%
- Consumer Staples4.2%
- Energy3.1%
- Real Estate2.6%
- Materials2.5%
- Utilities1.2%
Geography
- United States96.03%
- Ireland2.27%
- United Kingdom0.79%
- Uruguay0.31%
- Singapore0.24%
- Netherlands0.18%
- Bermuda0.18%
SUSA Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
SUSA$12,044
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | SUSA |
|---|---|
| Year to date | +14.6% |
| 1 month | +1.8% |
| 3 months | +2.1% |
| 1 year | +20.4% |
| 3 years | +21.8% |
| 5 years | +11.7% |
| 10 years | +15.0% |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | SUSA |
|---|---|---|
| 2026 YTD | +14.6% | |
| 2025 | +15.7% | |
| 2024 | +22.4% | |
| 2023 | +23.9% | |
| 2022 | −21.4% | |
| 2021 | +30.4% | |
| 2020 | +24.7% |
SUSA in the news
SUSA Dividends
- 0.82%
- $1.30
- $0.34 per share
- Quarterly
Distribution history
SUSA Risk
- 13.3%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 1.20
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −28.2%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 1.06
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
SUSA Cost
0.25%
SUSA0.25%
- The middle half of US Factor Index funds
- Median 0.30%
9 of the 30 US Factor Index funds charge less.
Other funds in US Factor Index
- AUSCAXtrackers MSCI USA Climate Action Equity ETFExpense ratio 0.07%1 year return +15.7%
- ASIZEiShares MSCI USA Size Factor ETFExpense ratio 0.15%1 year return +15.4%
- ADXUVU.S. Vector Equity Portfolio ETF Class SharesExpense ratio 0.26%1 year return +21.8%
- BGARPiShares MSCI USA Quality GARP ETFExpense ratio 0.15%1 year return +33.6%
- BDGRWWisdomTree U.S. Quality Dividend Growth FundExpense ratio 0.28%1 year return +15.5%