SUSL — iShares ESG MSCI USA Leaders ETF
ESG Ranked #106 of 458 tracked ETFs · Issued by iShares
SUSL Price Performance — Growth of $10,000
Value of a $10,000 investment in SUSL over time, compared with SPY. Both lines are rebased to $10,000 on the first shared date. Based on total returns — prices are adjusted for dividends and splits, so this assumes distributions were reinvested. Hover or tap the chart for exact values.
SUSL Drawdown
The "underwater" chart: SUSL's decline from its highest prior value at each point in time. It shows how deep past losses ran and how long the fund took to recover to break-even.
What If You'd Invested in SUSL?
See what a lump sum in SUSL would have grown to, with the option to add a regular monthly contribution on top. Figures use total returns — dividends are assumed reinvested.
Past performance doesn't predict future results. Assumes contributions on the first trading day of each month, no trading costs or taxes, and reinvested distributions. History is limited to the range published in the site's daily return data.
Overview
The iShares ESG MSCI USA Leaders ETF (SUSL) is an ESG-focused fund issued by iShares with $1.22 billion in assets under management. It holds a B grade and ranks sixth among 11 similar funds, placing it in the middle of its peer group. The fund’s 0.1% expense ratio is half the category median of 0.2%, offering a cost advantage to investors. Its dividend yield of 0.91% matches the category median exactly. The portfolio is concentrated, with the top 10 holdings accounting for 49.5% of assets and NVIDIA Corporation representing the largest single position at 15.0%.
SUSL has delivered a 1-year return of 18.27%, outperforming the category median of 16.92%. Short-term momentum is evident, with the fund gaining 1.86% over the past week and 1.77% over the last month. Longer-term results show stronger growth, with a 3-year return of 86.79% and a year-to-date gain of 15.19%. The current price of $138.82 sits at 96.0% of its 52-week range, indicating it is near the top of its recent trading band. The ETFValuer grade has remained unchanged at B over the last 35 tracked days, reflecting stable assessment criteria.
The fund exhibits a beta of 1.10, meaning it moves 10% more than the broader market. Annualized volatility is recorded at 14.21%, which is labeled as Low for this category. A Sharpe ratio of 0.93 suggests the fund has generated reasonable excess return relative to the risk taken. Maximum drawdowns have reached -19.91%, highlighting the potential for significant temporary losses. Liquidity is moderate, with an average daily volume of 21,601 shares.
AI-generated summary based on the data on this page.
SUSL Top Holdings
| # | Holding | % of Net Assets | Value |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | 15.00% | $170M |
| 2 | MICROSOFT CORPORATION | 9.29% | $106M |
| 3 | ALPHABET INC. | 6.47% | $73M |
| 4 | ALPHABET INC. | 5.35% | $61M |
| 5 | TESLA, INC. | 3.60% | $41M |
| 6 | ELI LILLY AND COMPANY | 2.60% | $29M |
| 7 | ADVANCED MICRO DEVICES, INC. | 2.46% | $28M |
| 8 | VISA INC. | 1.61% | $18M |
| 9 | JOHNSON & JOHNSON | 1.59% | $18M |
| 10 | INTEL CORPORATION | 1.51% | $17M |
Holdings as of 2026-05-31 per the fund's most recent SEC N-PORT-P filing. Top 10 holdings make up 49.5% of net assets — a rough gauge of concentration risk (the higher this figure, the more the fund's return depends on a handful of names). To see how SUSL's holdings overlap with other ETFs you own or are considering, check the Stock Overlap tool.
Which Funds Overlap With SUSL
Holding two funds that own the same companies adds cost and complexity without adding much diversification. These tracked ETFs share the most names with SUSL's top 10 — DSI overlaps most, holding 6 of the same companies as SUSL's top 10 (43.8% of SUSL's assets).
| ETF | Name | Shared Companies | SUSL Weight | Examples |
|---|---|---|---|---|
| DSI | iShares ESG MSCI KLD 400 ETF | 6 | 43.8% | NVIDIA CORPORATION, ALPHABET INC., MICROSOFT CORPORATION… |
| QQQ | Invesco QQQ Trust | 6 | 43.7% | NVIDIA CORPORATION, ALPHABET INC., MICROSOFT CORPORATION… |
| QQQI | NEOS NASDAQ-100(R) High Income ETF | 6 | 43.7% | NVIDIA CORPORATION, ALPHABET INC., MICROSOFT CORPORATION… |
| ESGU | iShares ESG Aware MSCI USA ETF | 5 | 42.3% | NVIDIA CORPORATION, ALPHABET INC., MICROSOFT CORPORATION… |
| IWF | iShares Russell 1000 Growth ETF | 5 | 42.3% | NVIDIA CORPORATION, ALPHABET INC., MICROSOFT CORPORATION… |
Compares the top 10 reported holdings of each fund, so it's a floor on true overlap — two S&P 500 trackers overlap ~100% even when only 10 names are listed. Use the Stock Overlap tool to search by individual company.
Market Backdrop
10-Year Treasury Yield: 5.27% (as of 2026-10-06) — 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): 15.01 (as of 2026-10-06) — 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: 3.75% (as of 2026-09-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.
What SUSL's Fees Cost You
SUSL charges an expense ratio of 0.10% a year, deducted automatically from the fund's value. Small percentages compound into real money — adjust the figures below to see the impact on your own numbers.
Assumes a constant gross return and no additional contributions — a simplification, but it isolates exactly what the expense ratio costs. Try the full fee calculator to model contributions and compare any two funds.
SUSL Dividend Income Estimator
SUSL currently yields 0.91%. Enter an amount to see the income that implies, or set a monthly income target to see the investment it would take.
Based on the fund's current trailing yield, which varies with price and distributions — treat it as an estimate, not a guarantee. Yields are not adjusted for tax.
SUSL Liquidity, Domicile & Tax Treatment
Liquidity: Average daily volume is 22K/day. Higher volume and a larger fund generally mean lower round-trip trading costs. AUM of $1.22B provides ample scale, supporting tight spreads and issuer commitment to keep the fund open.
Domicile & tax treatment: SUSL is a US-domiciled, SEC-registered ('40 Act) exchange-traded fund. Dividends and capital gains distributions are reported to US investors on Form 1099-DIV, and the fund is not subject to the PFIC reporting or UCITS-specific rules that apply to Irish- or Luxembourg-domiciled funds. Non-US investors should note that US-domiciled ETFs are generally subject to 30% US withholding tax on dividends (unless reduced by treaty) and to US estate tax exposure on the position — Irish-domiciled UCITS ETFs tracking the same index often avoid both, which is why non-US residents frequently prefer the UCITS equivalent where one exists. This is general information, not tax advice — consult a tax professional for your situation.
SUSL Performance History
| Period | Return |
|---|---|
| 1-Day | -0.43% |
| 1-Week | +1.86% |
| 1-Month | +1.77% |
| 3-Month | +4.98% |
| 6-Month | +18.15% |
| YTD | +15.19% |
| 1-Year | +18.27% |
| 3-Year | +86.79% |
How SUSL Compares to Other ESG ETFs
| Rank | Grade | Ticker | Name | 1-Year | Exp. Ratio | AUM |
|---|---|---|---|---|---|---|
| #66 | B |
ESGU | iShares ESG Aware MSCI USA ETF | +16.92% | 0.15% | $17.9B |
| #72 | B |
ESGE | iShares ESG Aware MSCI EM ETF | +26.53% | 0.25% | $6.93B |
| #82 | B |
VSGX | Vanguard ESG International Stock ETF | +18.17% | 0.1% | $6.74B |
| #91 | B |
EFIV | State Street SPDR S&P 500 ESG ETF | +18.53% | 0.1% | $1.01B |
| #102 | B |
ESGV | Vanguard ESG U.S. Stock ETF | +16.64% | 0.09% | $13.4B |
| #106 | B |
SUSL | iShares ESG MSCI USA Leaders ETF | +18.27% | 0.1% | $1.22B |
| #109 | B |
DSI | iShares ESG MSCI KLD 400 ETF | +18.22% | 0.25% | $5.47B |
| #126 | B |
SUSA | iShares ESG Optimized MSCI USA ETF | +16.74% | 0.25% | $4.04B |
| #129 | B |
SPYX | State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF | +16.21% | 0.2% | $2.83B |
| #151 | B |
CRBN | iShares Low Carbon Optimized MSCI ACWI ETF | +15.27% | 0.2% | $1.16B |
| #161 | B |
ESGD | iShares ESG Aware MSCI EAFE ETF | +11.48% | 0.2% | $11.9B |