SUSC
SUSC 1-star rating from Upturn Advisory

iShares ESG USD Corporate Bond ETF (SUSC)

iShares ESG USD Corporate Bond ETF (SUSC) 1-star rating from Upturn Advisory
$23.45
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Upturn Advisory Summary

12/05/2025: SUSC (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

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 6.53%
Avg. Invested days 47
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
ETF Returns Performance Upturn Returns Performance icon 2.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/05/2025

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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

iShares ESG USD Corporate Bond ETF

iShares ESG USD Corporate Bond ETF(SUSC) company logo displayed in Upturn AI summary

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 (ESG) characteristics.

Reputation and Reliability logo Reputation and Reliability

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

Leadership icon representing strong management expertise and executive team Management Expertise

BlackRock has a deep team of portfolio managers and analysts with expertise in fixed income and ESG investing.

Investment Objective

Icon representing investment goals and financial objectives Goal

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.

Investment Approach and Strategy

Strategy: The ETF aims to track the ICE ESG USD Corporate Bond Index.

Composition The ETF holds a portfolio of U.S. dollar-denominated, investment-grade corporate bonds with favorable ESG ratings.

Market Position

Market Share: SUSC's market share is moderate among ESG-focused corporate bond ETFs.

Total Net Assets (AUM): 641900000

Competitors

Key Competitors logo Key Competitors

  • Vanguard ESG U.S. Corporate Bond ETF (VCEB)
  • Xtrackers ESG USD Corporate Bond ETF (USIG)

Competitive Landscape

The ESG corporate bond ETF market is competitive, with several large players. SUSC benefits from BlackRock's brand and scale, while competitors may offer different index methodologies or lower expense ratios. SUSC's focus on ESG criteria offers investors an advantage in aligning their investments with their values.

Financial Performance

Historical Performance: Historical performance data should be retrieved from financial data providers for a specific time frame.

Benchmark Comparison: Performance should be compared against the ICE ESG USD Corporate Bond Index.

Expense Ratio: 0.12

Liquidity

Average Trading Volume

The ETF's liquidity, indicated by its average trading volume, is adequate for most investors.

Bid-Ask Spread

The bid-ask spread is generally tight, reflecting good liquidity and lower trading costs.

Market Dynamics

Market Environment Factors

Economic indicators like interest rates, inflation, and credit spreads, alongside the growth of ESG investing influence SUSC.

Growth Trajectory

Growth is tied to increasing investor demand for ESG investments and overall corporate bond market trends; changes to holdings reflect index rebalancing.

Moat and Competitive Advantages

Competitive Edge

SUSC benefits from BlackRock's established brand and scale, offering investors a reputable ESG-focused corporate bond ETF. Its focus on investment-grade corporate bonds provides a relatively stable and diversified fixed-income portfolio. The ETF's adherence to ESG principles allows investors to align their investments with their values, potentially attracting socially responsible investors. BlackRock's experience in fixed-income management and ESG integration further strengthens its competitive position, providing investors with confidence in the fund's management.

Risk Analysis

Volatility

Volatility will reflect the overall volatility of investment-grade corporate bonds.

Market Risk

Specific risks include interest rate risk, credit risk (though mitigated by investment-grade focus), and potential for ESG-related underperformance relative to non-ESG benchmarks.

Investor Profile

Ideal Investor Profile

The ideal investor is seeking a diversified, investment-grade corporate bond portfolio with an ESG focus.

Market Risk

Suitable for long-term investors seeking fixed income exposure with ESG considerations; may also appeal to passive index followers.

Summary

The iShares ESG USD Corporate Bond ETF (SUSC) provides exposure to U.S. dollar-denominated, investment-grade corporate bonds that meet ESG criteria. It is managed by BlackRock, a reputable issuer, and tracks the ICE ESG USD Corporate Bond Index. Its performance is influenced by interest rates, credit spreads, and ESG investing trends. SUSC is best suited for long-term investors seeking a diversified fixed income portfolio with a focus on ESG factors.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • iShares website
  • ETF.com
  • Morningstar

Disclaimers:

Data is for informational purposes only and should not be considered investment advice. Market share data is based on available information and may not be exact. Performance data should be obtained from reliable financial data providers.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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.