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SUSC
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iShares ESG USD Corporate Bond ETF (SUSC)

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$22.97
Last Close (24-hour delay)
Profit since last BUY0.44%
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BUY since 20 days
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Upturn Advisory Summary

07/17/2025: SUSC (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 2.76%
Avg. Invested days 37
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/17/2025

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

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iShares ESG USD Corporate Bond ETF

ETF Overview

overview logo 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 characteristics.

reliability logo Reputation and Reliability

BlackRock is one of the world's largest asset managers with a strong reputation and track record.

reliability logo Management Expertise

BlackRock has extensive experience in managing fixed income ETFs and ESG investments.

Investment Objective

overview logo Goal

To track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds that have positive ESG characteristics.

Investment Approach and Strategy

Strategy: The ETF aims to track the investment results of the Bloomberg SASB US Corporate Investment Grade ESG Ex-Controversies Select Index.

Composition Primarily U.S. dollar-denominated, investment-grade corporate bonds.

Market Position

Market Share: Data unavailable.

Total Net Assets (AUM): 107981818

Competitors

overview logo Key Competitors

  • Vanguard ESG U.S. Corporate Bond ETF (VSC)
  • Xtrackers USD High Yield Corporate Bond ETF (HYLB)
  • SPDR Portfolio Corporate Bond ETF (SPBO)

Competitive Landscape

The competitive landscape includes other ESG-focused and broad market corporate bond ETFs. SUSC's advantage lies in its ESG focus within the iShares brand. A disadvantage could be its expense ratio compared to some lower-cost competitors.

Financial Performance

Historical Performance: Historical financial performance data is not provided in this response.

Benchmark Comparison: Performance should be compared to the Bloomberg SASB US Corporate Investment Grade ESG Ex-Controversies Select Index.

Expense Ratio: 0.12

Liquidity

Average Trading Volume

The ETF's liquidity is reflected in its average trading volume, which can vary but generally indicates moderate liquidity.

Bid-Ask Spread

The bid-ask spread indicates the difference between the highest price a buyer will pay and the lowest price a seller will accept, offering insight into trading costs.

Market Dynamics

Market Environment Factors

Economic indicators, interest rate movements, credit spreads, and investor sentiment towards ESG investing all affect SUSC.

Growth Trajectory

Growth depends on demand for ESG investing, overall corporate bond market performance, and flows into the ETF.

Moat and Competitive Advantages

Competitive Edge

SUSC benefits from BlackRock's brand recognition and established ETF platform. Its specific focus on ESG within investment-grade corporate bonds differentiates it. By incorporating ESG factors, SUSC may appeal to investors seeking both financial returns and positive social and environmental impact. The ETF's access to BlackRock's research and trading capabilities also provides a competitive edge.

Risk Analysis

Volatility

SUSC's volatility is tied to the overall corporate bond market and interest rate sensitivity.

Market Risk

Specific risks include interest rate risk, credit risk of the underlying corporate bonds, and potential for ESG controversies to impact holdings.

Investor Profile

Ideal Investor Profile

Investors seeking exposure to investment-grade corporate bonds while incorporating ESG considerations. Individuals or institutions that want to align their investments with ESG principles.

Market Risk

Suitable for long-term investors, and potentially for passive index followers seeking ESG options within their fixed income allocation.

Summary

The iShares ESG USD Corporate Bond ETF (SUSC) provides access to investment-grade corporate bonds with a focus on ESG. It tracks the Bloomberg SASB US Corporate Investment Grade ESG Ex-Controversies Select Index. It is appropriate for investors who want to invest in corporate bonds while incorporating ESG. SUSC benefits from BlackRock's strong brand and ESG research capabilities. Its performance will be tied to the overall corporate bond market and ESG trends.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • iShares website
  • Bloomberg
  • Morningstar

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change rapidly. Consult with a financial advisor before making any investment decisions.

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 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.