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Launched · SEC filings

iShares ESG MSCI USA Leaders ETF

SUSLNasdaqiSharesA

$133.90−0.50 (−0.37%)

At close: Nov 2, 2026, 4:00 PM ET

A74/ 100

Rank 5 of 48 in US ESG & Values Index

A74/100Rank 5 of 48inUS ESG & Values Index
Intraday session: down, 79 prints from 134.40 to 133.90. Range 133.90 to 136.21. Use the arrow keys to read each point.135.00135.50136.0010 AM12 PM2 PM4 PM
Expense ratio
0.10%
Fund size
$1.2B
1Y total return
+12.1%
Yield · Last 12 months
0.94%
Holdings
253
Avg volume · 30D
21.9K sh
52W range
low $109.85high $140.02
Launched
Filings
SEC EDGAR

The ETF.net SUSL Grade

A

Score 74 out of 100

Category
US ESG & Values Index⁠
Rank
5 of 48
Six-pillar profile for SUSL. Scores out of 100: Cost 86, Risk 46, Mission 96, Tradability 73, Holdings 29, Durability 72. Strongest: Mission (96). Weakest: Holdings (29). Leans toward Mission.

Score 74 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.
    A86 out of 100
    Rank 3 of 48

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    A96 out of 100
    Rank 14 of 43

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    C46 out of 100
    Rank 31 of 48

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    A73 out of 100
    Rank 8 of 48

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    D29 out of 100
    Rank 45 of 48

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    A72 out of 100
    Rank 10 of 48

Our read on SUSL

ETF.net Research

In short

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.

Stated mandate

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

Holdings pillarD29 out of 100Rank 45 of 48 in US ESG & Values Index
Asset class
Stocks
Holdings
253
Top-10 weight
48%
Largest holding
NVDA13.8%

Sectors

  • Technology37.0%
  • Financials11.5%
  • Health Care11.5%
  • Communication10.4%
  • Consumer Discretionary8.8%
  • Industrials8.1%
  • Consumer Staples5.5%
  • Energy2.1%
  • Materials2.1%
  • Real Estate2.0%
  • Utilities0.9%

Geography

  • United States99.59%
  • Brazil0.22%
  • Switzerland0.13%
  • Ireland0.06%
The fund’s holdings, weight-ordered — page 1 of 17.
#TickerCompanyWeight %SharesMarket valueHeld by ETFs
1NVDANVIDIA13.80%806,401$165M848
2MSFTMicrosoft10.80%247,532$129M819
3GOOGLAlphabet Class A4.82%205,809$57.6M707
4GOOGAlphabet Class C3.81%163,970$45.6M480
5TSLATesla Inc3.35%100,351$40.1M528
6LLYEli Lilly3.33%28,077$39.8M593
7AMDAdvanced Micro Devices2.41%57,196$28.9M638
8VVisa Class A2.01%58,216$24.1M559
9JNJJohnson & Johnson1.93%84,437$23.1M524
10MAMastercard Class A1.52%28,456$18.2M531
11COSTCostco Wholesale Corp1.32%15,556$15.7M480
12PGProcter & Gamble1.10%81,678$13.2M441
13MRKMerck & Co Inc1.08%86,631$13M516
14KOCoca-Cola1.07%135,823$12.8M469
15HDHome Depot0.96%34,976$11.5M451

Showing 1–15 of 253 holdings

SUSL Performance

Launched May 7, 2019

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

Not enough history yet.
SUSL$11,215
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,199
Oct 31, 2025 to Oct 30, 2026. SUSL $11,215. SPY $11,199. Use the arrow keys to read each point.$9,000$10,000$11,000Oct 2025Apr 2026Oct 2026

Oct 31, 2025 – Oct 30, 2026

Returns run to the Oct 30, 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.

Trailing total return for SUSL. Periods over one year show the average yearly return.
PeriodSUSL
Year to date+11.6%
1 month−1.4%
3 months+1.4%
1 year+12.1%
3 yearsper year+23.6%
5 yearsper year+11.6%
10 yearsFund is under 10 years oldper yearNo data

With distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for SUSL
YearReturn barSUSL
2026 YTD+11.6%
2025+19.0%
2024+23.5%
2023+29.1%
2022−20.2%
2021+31.5%
2020+18.9%

SUSL in the news

SUSL Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Oct 30, 2026.
0.94%Last 12 months
Payout per share
$1.26Last 12 months
Last payment
$0.33 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Quarterly

Distribution history

2019–2026

One bar per payment. 31 payments from 2019 to 2026 YTD. Jun 17, 2019 $0.12; Sep 24, 2019 $0.23; Dec 16, 2019 $0.25; Dec 30, 2019 $0.02; Mar 25, 2020 $0.23; Jun 15, 2020 $0.19; Sep 23, 2020 $0.23; Dec 14, 2020 $0.25; Mar 25, 2021 $0.23; Jun 10, 2021 $0.21; Sep 24, 2021 $0.27; Dec 13, 2021 $0.24; Mar 24, 2022 $0.25; Jun 9, 2022 $0.22; Sep 26, 2022 $0.30; Dec 13, 2022 $0.27; Mar 23, 2023 $0.26; Jun 7, 2023 $0.23; Sep 26, 2023 $0.31; Dec 20, 2023 $0.27; Mar 21, 2024 $0.27; Jun 11, 2024 $0.22; Sep 25, 2024 $0.32; Dec 17, 2024 $0.33; Mar 18, 2025 $0.27; Jun 16, 2025 $0.26; Sep 16, 2025 $0.31; Dec 16, 2025 $0.36; Mar 17, 2026 $0.30; Jun 15, 2026 $0.29; Sep 15, 2026 $0.33. Use the arrow keys to read each point.20192020202120222023202420252026YTD
Ex-datePay dateAmount per share
Sep 15, 2026Sep 18, 2026$0.33
Jun 15, 2026Jun 18, 2026$0.29
Mar 17, 2026Mar 20, 2026$0.30
Dec 16, 2025Dec 19, 2025$0.36
Sep 16, 2025Sep 19, 2025$0.31
Jun 16, 2025Jun 20, 2025$0.26
Mar 18, 2025Mar 21, 2025$0.27
Dec 17, 2024Dec 20, 2024$0.33
Sep 25, 2024Sep 30, 2024$0.32
Jun 11, 2024Jun 17, 2024$0.22
Mar 21, 2024Mar 27, 2024$0.27
Dec 20, 2023Dec 27, 2023$0.27

See all 31 payments⁠

$10,000 in SUSL 5 years ago paid $664 in dividends.⁠

SUSL Risk

Risk pillarC46 out of 100Rank 31 of 48 in US ESG & Values Index
How much the fund’s monthly returns vary, scaled to a year.
13.7%
Annualised · 36 months to Oct 2026
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.

Return above 3-month US Treasury bills per unit of volatility.
1.30
vs 3-month T-bills · to Oct 2026
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.

The largest fall from a peak to the low that followed.
−27.0%
Trough Oct 2022
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.

How strongly the fund’s returns move with its asset-class index.
1.05
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

FMP measures it over up to five years of monthly returns.

SUSL Cost

Compare SUSL and USCL

Overpaying vs USCL, tied cheapest in US ESG & Values Index

$417

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • SUSL 0.10%

    $2,106

  • USCL 0.08% Tied cheapest

    $1,689

$10,000
30 years

Cost over time

  • SUSL 0.10%
  • USCL 0.08%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$500$1K$1.5K$2K$2.5K051015202530SUSL $2,106USCL $1,689

Year by year

YearSUSLUSCLOverpaying
10$183$147$36
20$717$575$142
30$2,106$1,689$417

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