SUSL — iShares ESG MSCI USA Leaders ETF

Overview

The iShares ESG MSCI USA Leaders ETF (SUSL) is an ESG-focused fund issued by iShares that currently holds an asset base of $1.16 billion. Trading at a price of $132.05, the fund carries an expense ratio of 0.1% and offers a dividend yield of 0.94%. Within the broader universe of 120 tracked ETFs across all categories, SUSL holds an overall rank of #44 with an ETFValuer grade of B, reflecting a score of 69.1 out of 100. In its specific ESG category, which contains 3 ETFs tracked by the platform, the fund's positioning suggests a moderate level of investor adoption relative to its peers. The combination of a substantial asset under management and a competitive expense ratio indicates a established presence within the sector. Its current price point and yield profile provide specific income characteristics for investors seeking exposure to this segment. The fund's ranking places it in the upper half of the total tracked universe despite the high concentration of competitors in its specific category.

Over the most recent trading day, the fund recorded a decline of 0.39%, followed by a weekly loss of 0.53%. A reversal occurred over the one-month horizon where the fund gained 1.32%, leading into a significant acceleration over the three-month period with a return of 15.12%. This momentum continued into the six-month timeframe with an 8.69% gain, while year-to-date performance stands at 9.31%. The one-year return of 23.14% demonstrates strong recent performance compared to the shorter-term fluctuations. Extending the view to a three-year period reveals a cumulative return of 73.47%, indicating substantial long-term growth. The data shows a clear divergence between short-term volatility and the robust gains achieved over the longer investment horizons.

SUSL is assigned a Low volatility label while maintaining a beta of 1.08, suggesting the fund moves slightly more than the broader market despite its classification. The Sharpe ratio of 1.35 indicates that the fund has generated a favorable amount of excess return relative to the risk taken over the measured period. However, the maximum drawdown of -19.91% highlights the potential for significant temporary losses during market downturns. This combination of a low volatility label with a beta above 1.00 implies that while daily fluctuations may appear contained, the fund retains sensitivity to broader market movements. The high Sharpe ratio suggests that the periods of growth have historically outweighed the impact of the drawdowns. Investors should note that the fund's behavior reflects a balance between moderate risk classification and exposure to market beta.

AI-generated summary based on the data on this page.

SUSL Top Holdings

Holdings as of 2026-02-28 per the fund's most recent SEC N-PORT-P filing.

Market Backdrop

10-Year Treasury Yield: 4.55% (as of 2026-07-07) — The yield on 10-year US Treasury bonds — the standard "risk-free rate" benchmark used to contextualize this fund’s Sharpe ratio and returns.

CBOE Volatility Index (VIX): 16.13 (as of 2026-07-07) — A real-time gauge of expected S&P 500 volatility over the next 30 days — useful context for this fund’s own volatility label.

Federal Funds Rate: 3.63% (as of 2026-06-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.

SUSL Performance History

How SUSL Compares to Other ESG ETFs