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iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB)



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Upturn Advisory Summary
08/14/2025: SUSB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 10.32% | Avg. Invested days 81 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 0.46 | 52 Weeks Range 23.48 - 25.16 | Updated Date 06/29/2025 |
52 Weeks Range 23.48 - 25.16 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares ESG 1-5 Year USD Corporate Bond ETF
ETF Overview
Overview
The iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities between one and five years that have positive environmental, social and governance (ESG) characteristics. It focuses on the short-term corporate bond sector while incorporating ESG factors into its investment strategy.
Reputation and Reliability
BlackRock is a globally recognized and reputable asset manager with a long track record of managing ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing fixed income ETFs, with a dedicated team focused on ESG integration.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities between one and five years that have positive environmental, social and governance (ESG) characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to track the ICE 1-5 Year ESG USD Corporate Index.
Composition The ETF holds a portfolio of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities between one and five years.
Market Position
Market Share: SUSB has a moderate market share within the ESG short-term corporate bond ETF category.
Total Net Assets (AUM): 2131000000
Competitors
Key Competitors
- XSHD
- LDUR
- NEAR
- MUB
Competitive Landscape
The competitive landscape includes ETFs focusing on short-term corporate bonds, some with ESG considerations and some without. SUSB's advantage lies in its specific focus on ESG-screened short-term corporate bonds, appealing to socially conscious investors, while disadvantages could be higher expense ratios compared to non-ESG funds.
Financial Performance
Historical Performance: Historical performance data should be analyzed over various time periods (e.g., 1-year, 3-year, 5-year) to understand the ETF's return profile and volatility.
Benchmark Comparison: The ETF's performance should be compared to the ICE 1-5 Year ESG USD Corporate Index to assess its tracking accuracy.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
SUSB exhibits a moderate average trading volume, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for SUSB is generally tight, indicating efficient trading conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads significantly influence SUSB's performance. Changes in investor sentiment towards ESG also play a role.
Growth Trajectory
The growth trajectory depends on the increasing investor interest in ESG investing and the overall performance of the short-term corporate bond market; future changes may involve adjustments to the underlying index or enhanced ESG screening.
Moat and Competitive Advantages
Competitive Edge
SUSB's competitive edge lies in its combination of short-term corporate bond exposure and ESG screening, catering to a specific segment of socially conscious investors. BlackRock's strong brand and expertise in fixed income ETFs also provide an advantage. The ETF offers a relatively low-cost way to gain exposure to a diversified portfolio of ESG-screened corporate bonds with short maturities, making it attractive to investors seeking both income and responsible investing. It can further differentiate itself through enhanced ESG data analysis and engagement with corporate issuers.
Risk Analysis
Volatility
SUSB's volatility is expected to be lower than that of longer-duration bond ETFs or equity ETFs due to its focus on short-term bonds.
Market Risk
Market risk includes interest rate risk (sensitivity to changes in interest rates) and credit risk (risk of default by bond issuers). The ESG screening process may mitigate some credit risk by excluding companies with poor ESG profiles.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse investor seeking stable income and exposure to ESG-screened corporate bonds. This includes investors looking for short-term fixed income investments with an ESG overlay.
Market Risk
SUSB is best suited for long-term investors or passive index followers seeking a low-volatility, ESG-focused fixed income investment.
Summary
The iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) offers exposure to U.S. dollar-denominated, investment-grade corporate bonds with short maturities and positive ESG characteristics. Its low expense ratio and the backing of a reputable issuer make it a compelling option for socially conscious investors. It is suitable for risk-averse investors who seek a stable income and prefer short-term fixed income investments. However, its performance is subject to interest rate and credit risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares ESG 1-5 Year USD Corporate Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index has been developed by Bloomberg Finance L.P. and its affiliates with environmental, social and governance (ESG) rating inputs from MSCI ESG Research LLC pursuant to an agreement between MSCI ESG Research and Bloomberg Index Services Limited, a subsidiary of Bloomberg.

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