iShares ESG MSCI USA Leaders ETF
$136.25−1.11 (−0.81%)
- Expense ratio
- 0.10%
- Fund size
- $1.2B
- 1Y return
- +19.1%
- Yield · Last 12 months
- 0.92%
- Holdings
- 250
- Volume · 30D
- 0M sh
- NAV per share
- $137.32
- 52W range
The ETF.net SUSL Grade
Score 70 of 100 sits in the A band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.
Cost
What you pay to own it — the expense ratio plus trading frictions, ranked within its category.AScore 87Category rankMission
How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.AScore 96Category rankRisk
How violently it can move — volatility, drawdown depth, and downside capture versus its category.CScore 47Category rankTradability
How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.CScore 46Category rankHoldings
What it actually owns — the quality, breadth, and concentration of the underlying portfolio.DScore 29Category rankDurability
Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.AScore 71Category rank
Our read on SUSL
AESG with a tighter filter: roughly 300 U.S. large and mid caps that out-score their own sector rivals on ESG, wrapped in an iShares index fund charging one tenth of one percent a year.
The fund tracks an index of U.S. large- and mid-cap companies selected for high ESG characteristics relative to sector peers, providing exposure to higher ESG-rated companies across sectors.
Why people hold it
- 0.10% a year, well under half the typical fee among U.S. ESG stock funds. Strict screening at plain-index pricing.
- Best-in-class build: names are picked for ESG strength against their own sector peers, so the fund keeps broad sector shape instead of dropping whole industries.ishares.com
- Sits in the upper half of its ESG cohort, and the portfolio hews tightly to the strict mandate on the tin rather than drifting toward the plain market.
Worth knowing
- Thinly traded next to the headline ESG funds, so spreads can run wider. Order size and timing matter more here.
- Sector-relative scoring means no industry is barred outright: an energy or mining name can qualify by out-scoring its own peers.
- A few peers undercut the fee, including XVV at 0.08% and ESGV at 0.09%.
SUSL Holdings
- Stocks
- 250
- 49%
- NVDA
Sectors
- Technology37.4%
- Communication12.2%
- Financials11.3%
- Health Care10.6%
- Consumer Discr.8.5%
- Industrials7.8%
- Cons. Staples5.3%
- Real Estate2.1%
- Energy2.0%
- Materials1.9%
- Utilities0.9%
Geography
- United States96.39%
- Ireland1.57%
- United Kingdom0.80%
- Singapore0.51%
- Uruguay0.25%
- Netherlands0.16%
- Switzerland0.13%
- Bermuda0.10%
- 0.09%
SUSL Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Returns run to the Sep 22, 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 | SUSL |
|---|---|
| Year to date | +14.1% |
| 1 month | +0.1% |
| 3 months | +5.1% |
| 1 year | +19.1% |
| 3 years | +23.3% |
| 5 years | +13.5% |
| 10 years | — |
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 | SUSL |
|---|---|---|
| 2026 YTD | +14.1% | |
| 2025 | +19.0% | |
| 2024 | +23.5% | |
| 2023 | +29.1% | |
| 2022 | −20.2% | |
| 2021 | +31.5% | |
| 2020 | +18.9% |
SUSL in the news
ETF.net Research hasn’t filed on SUSL yet — coverage lands here as it’s written.
SUSL Dividends
- 0.92%
- $1.26
- $0.33 per share
- Quarterly
Distribution history
| Ex-date | Pay date | Amount per share |
|---|---|---|
| Sep 15, 2026 | Sep 18, 2026 | $0.33 |
| Jun 15, 2026 | Jun 18, 2026 | $0.29 |
| Mar 17, 2026 | Mar 20, 2026 | $0.30 |
| Dec 16, 2025 | Dec 19, 2025 | $0.36 |
| Sep 16, 2025 | Sep 19, 2025 | $0.31 |
| Jun 16, 2025 | Jun 20, 2025 | $0.26 |
| Mar 18, 2025 | Mar 21, 2025 | $0.27 |
| Dec 17, 2024 | Dec 20, 2024 | $0.33 |
| Sep 25, 2024 | Sep 30, 2024 | $0.32 |
| Jun 11, 2024 | Jun 17, 2024 | $0.22 |
| Mar 21, 2024 | Mar 27, 2024 | $0.27 |
| Dec 20, 2023 | Dec 27, 2023 | $0.27 |
SUSL Risk
- 14.3%
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.
- 1.11
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.
- −27.0%
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.
- 1.05
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
SUSL Cost
- The middle half of US ESG & Values Index funds
- Median 0.23%
5 of the 48 US ESG & Values Index funds charge less.