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

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$25.18
Last Close (24-hour delay)
Profit since last BUY3.96%
upturn advisory
Consider higher Upturn Star rating
BUY since 139 days
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Upturn Advisory Summary

08/14/2025: SUSB (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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iShares ESG 1-5 Year USD Corporate Bond ETF

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

BlackRock is a globally recognized and reputable asset manager with a long track record of managing ETFs.

reliability logo Management Expertise

BlackRock has extensive experience and expertise in managing fixed income ETFs, with a dedicated team focused on ESG integration.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.