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Upturn AI SWOT - About
iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB)
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Upturn Advisory Summary
10/24/2025: SUSB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 11.63% | Avg. Invested days 90 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 |
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 maturities between one and five years and that have positive environmental, social and governance characteristics as determined by the index provider. The fund invests in a diversified portfolio of short-term corporate bonds that meet specific ESG criteria.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock has a large and experienced team of investment professionals managing its ETFs, including fixed income specialists and ESG experts.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds with maturities between one and five years and that have positive 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 maturities between one and five years.
Market Position
Market Share: The market share of SUSB fluctuates, but it's a prominent player in the short-term ESG corporate bond ETF space.
Total Net Assets (AUM): 1516000000
Competitors
Key Competitors
- Xtrackers ESG USD High Yield Corporate Bond ETF (HYUP)
- Vanguard ESG U.S. Corporate Bond ETF (VSC)
- Nuveen ESG U.S. Aggregate Bond ETF (NUAG)
Competitive Landscape
The short-term ESG corporate bond ETF market is competitive, with several established players. SUSB benefits from BlackRock's brand and scale. Its competitors focus on similar investment goals but may differ in index tracking and ESG screening methodologies. SUSB's advantage lies in its liquidity and established track record within the 1-5 year maturity range, while disadvantages could include a potentially higher expense ratio compared to competitors.
Financial Performance
Historical Performance: Historical performance can be obtained from fund factsheets and financial websites.
Benchmark Comparison: Performance can be compared to the ICE 1-5 Year ESG USD Corporate Index to assess tracking effectiveness.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume is sufficient for most investors, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, credit spreads, and ESG awareness influence SUSB's performance.
Growth Trajectory
Growth is tied to increasing investor demand for ESG-focused fixed income and overall bond market trends.
Moat and Competitive Advantages
Competitive Edge
SUSB benefits from BlackRock's established brand, its extensive distribution network, and its deep expertise in fixed income investing. The fundu2019s focus on short-term maturities provides lower duration risk compared to longer-term bond funds. Its established track record and ESG focus create a recognizable advantage. As a large ETF within its category, the fund benefits from economies of scale and enhanced liquidity.
Risk Analysis
Volatility
Volatility is relatively low due to the short-term nature of the bonds held and the focus on investment-grade credit.
Market Risk
Market risk includes interest rate risk (though mitigated by the short duration), credit risk (though mitigated by the investment-grade focus), and ESG screening criteria risk.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking stable income with an ESG focus, lower duration risk, and investment-grade credit quality. This ETF is suitable for investors looking for a conservative fixed-income investment.
Market Risk
The ETF is suitable for long-term investors seeking stable returns, passive index followers, and those who prioritize ESG factors.
Summary
The iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) provides exposure to short-term, investment-grade corporate bonds with a focus on ESG criteria. It's managed by BlackRock, a leading asset manager, and offers relatively low volatility due to its short duration. The fund is suitable for conservative investors seeking stable income and alignment with ESG principles. While facing competition, SUSB benefits from BlackRock's brand and a solid track record, making it a strong contender in the ESG fixed income space.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions and investment strategies may change.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.