iShares ESG MSCI USA Leaders ETF
$138.84−0.05 (−0.03%)
- 0.10%
- $1.2B
- +22.0%
- 0.91%
- 0M sh
- $138.92
- low $109.85high $140.02
The ETF.net SUSL Grade
A
Score 71 out of 100
- 11 of 48
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.A87 out of 100Rank 3 of 48Mission
Whether the fund did what it promised, tested against its stated mandate.A96 out of 100Rank 15 of 43Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.C43 out of 100Rank 33 of 48Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.C53 out of 100Rank 21 of 48Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.D30 out of 100Rank 45 of 48Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A71 out of 100Rank 10 of 48
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
- 254
- 50%
- NVDA
Geography
- United States97.16%
- Ireland1.50%
- United Kingdom0.71%
- Uruguay0.24%
- Netherlands0.17%
- Switzerland0.13%
- Bermuda0.09%
SUSL Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.
SUSL$12,197
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 | SUSL |
|---|---|
| Year to date | +15.3% |
| 1 month | +2.8% |
| 3 months | +4.3% |
| 1 year | +22.0% |
| 3 years | +23.2% |
| 5 years | +14.0% |
| 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 | +15.3% | |
| 2025 | +19.0% | |
| 2024 | +23.5% | |
| 2023 | +29.1% | |
| 2022 | −20.2% | |
| 2021 | +31.5% | |
| 2020 | +18.9% |
SUSL in the news
SUSL Dividends
- 0.91%
- $1.26
- $0.33 per share
- Quarterly
Distribution history
SUSL Risk
- 13.9%
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.
- 1.26
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
0.10%
SUSL0.10%
- The middle half of US ESG & Values Index funds
- Median 0.23%
5 of the 48 US ESG & Values Index funds charge less.
Other funds in US ESG & Values Index
- AEVUSiShares ESG Aware MSCI USA Value ETFExpense ratio 0.18%1 year return +22.5%
- AUSXFiShares ESG Advanced MSCI USA ETFExpense ratio 0.10%1 year return +22.7%
- BCVLCCalvert US Large-Cap Core Responsible Index ETFExpense ratio 0.15%1 year return +20.8%
- BESMLiShares ESG Aware MSCI USA Small-Cap ETFExpense ratio 0.17%1 year return +20.6%
- BPABUiShares Paris-Aligned Climate Optimized MSCI USA ETFExpense ratio 0.10%1 year return +14.7%