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iShares ESG USD Corporate Bond ETF (SUSC)
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Upturn Advisory Summary
11/13/2025: SUSC (1-star) is a SELL. SELL since 1 days. Simulated Profits (3.95%). Updated daily EoD!
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 6.3% | Avg. Invested days 47 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.19 | 52 Weeks Range 21.69 - 23.20 | Updated Date 06/29/2025 |
52 Weeks Range 21.69 - 23.20 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares ESG USD Corporate Bond ETF
ETF Overview
Overview
The iShares ESG USD Corporate Bond ETF (SUSC) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds that have positive environmental, social and governance (ESG) characteristics.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, known for its iShares ETF platform, offering a wide range of reliable and well-managed ETFs.
Management Expertise
BlackRock has extensive expertise in managing fixed-income ETFs, with a large team of portfolio managers and analysts dedicated to this asset class.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds with positive ESG characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to track the performance of the ICE ESG USD Corporate Bond Index.
Composition The ETF primarily holds U.S. dollar-denominated, investment-grade corporate bonds that meet specific ESG criteria.
Market Position
Market Share: Estimated to be relatively small compared to broad market corporate bond ETFs.
Total Net Assets (AUM): 380407123
Competitors
Key Competitors
- Vanguard ESG U.S. Corporate Bond ETF (VCF)
- Xtrackers USD High Yield Corporate Bond ETF (HYLB)
- iShares Broad USD Investment Grade Corporate Bond ETF (USIG)
Competitive Landscape
The ESG corporate bond ETF market includes both broad market and ESG-focused offerings. SUSC competes with other ESG bond ETFs and broader market corporate bond ETFs. Advantages include BlackRock's brand and focus on ESG. Disadvantages may include higher expense ratios compared to some non-ESG broad market ETFs.
Financial Performance
Historical Performance: Historical performance varies with market conditions and interest rate movements; performance data can be obtained from fund factsheets.
Benchmark Comparison: The ETF's performance should be compared to the ICE ESG USD Corporate Bond Index to assess tracking effectiveness.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average trading volume for SUSC indicates reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread on SUSC is generally tight, suggesting efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, credit spreads, and investor demand for ESG investments all affect SUSC's performance.
Growth Trajectory
Growth depends on investor interest in ESG investing and the performance of corporate bonds.
Moat and Competitive Advantages
Competitive Edge
SUSC benefits from BlackRock's strong brand recognition and established ETF platform. The fund's focus on ESG investing aligns with the growing demand for sustainable investment options. The ETF offers exposure to investment-grade corporate bonds while incorporating ESG factors into the selection process. This unique combination could attract investors seeking both financial returns and social responsibility. Its competitive advantage also lies in its ability to track a specific ESG index with lower fees.
Risk Analysis
Volatility
Volatility will be tied to interest rate sensitivity and credit spread risk; it fluctuates with overall market conditions.
Market Risk
Market risk includes interest rate risk (bond prices falling as rates rise), credit risk (issuers defaulting), and liquidity risk.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to investment-grade corporate bonds with a focus on ESG factors, those who prioritize responsible investing, and individuals/institutions looking to align their investments with ESG principles.
Market Risk
Suitable for long-term investors or those implementing a passive index-tracking strategy.
Summary
SUSC provides exposure to U.S. dollar-denominated corporate bonds with ESG characteristics. It aims to track a specific ESG index, offering a way to integrate sustainable investing into a fixed-income portfolio. Its performance is influenced by interest rates, credit spreads, and investor sentiment towards ESG. The fund offers a relatively low expense ratio and is managed by BlackRock, a reputable ETF issuer. Itu2019s suitable for long-term investors aligned with ESG goals.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
Data and analysis are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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 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 index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index, but which BFA believes will help it track the index.
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