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SUSAiShares ESG Optimized MSCI USA ETF

Grow my money#287 of 2944 for Grow my money

Seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics.

iShares · Since 2005 (21 years)

Annual Cost

0.25%

#1062 out of 5,332 ETFs

Fund Size

$3.5B

#477 out of 5,332 ETFs

Dividend Yield

0.97%

Track Record

21 years

#222 out of 5,332 ETFs

Performance

1 Year

+28.7%

3 Years

+20.9%

5 Years

+10.9%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap
Focus
ESG

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Technology
37.3%
Financial Services
12.4%
Industrials
10.3%
Healthcare
9.9%
Consumer Cyclical
7.5%
Communication
7.5%
Energy
4.1%
Consumer Defensive
3.8%
Other
7.2%

Top holdings

NVIDIA CorpNVDA7.6%
Apple IncAAPL5.5%
Microsoft CorpMSFT4.4%
Alphabet Inc Class CGOOG3.2%
Broadcom IncAVGO2.5%
Alphabet Inc Class AGOOGL2.5%
Tesla IncTSLA1.8%
The Hartford Insurance Group IncHIG1.7%
Applied Materials IncAMAT1.4%
Morgan StanleyMS1.3%

Risk profile

Volatility (1Y)

12.9%

Moderate

Max drawdown

-32.9%

Worst peak-to-trough loss

Sharpe (3Y)

1.11

Excellent risk-adjusted returns

Sortino (3Y)

1.64

Good downside protection

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Data updated on 2026-05-05