SUSA — iShares ESG Optimized MSCI USA ETF
iShares ESG Optimized MSCI USA ETF (SUSA)
SUSA pays a 0.72% distribution rate, quarterly, on a 0.25% expense ratio. Its Distribution Safety Score™ is 96 (Safe), giving a Safety-Adjusted Yield of 0.69%. Distributions fell 20.5% over the past year. Total return is 774.5% over the past 21.5 years, 105.3 points behind SPY at 879.8%. Its deepest 1-year drawdown was 9.7%.
iShares ESG Optimized MSCI USA ETF is an equity fund that invests at least 90% of its assets in U.S. stocks selected from the MSCI USA Index, emphasizing companies with positive environmental, social, and governance characteristics while maintaining risk and return profiles similar to the broad market index. The fund carries a low expense ratio of 0.25% and distributes income quarterly at a modest current rate. It appeals to investors seeking broad U.S. stock market exposure aligned with ESG principles rather than those prioritizing high current income.
SUSA key facts
- Distribution Safety Score™
- 96 · Safe
- Safety-Adjusted Yield
- 0.69%
- Issuer
- iShares
- Asset type
- ETF
- Asset class
- Equity
- Inception date
- 01/24/2005
- Expense ratio
- 0.25%
- Distribution rate
- 0.72%
- Distribution frequency
- Quarterly
- Trailing yield
- 0.81%
- Last close
- $159.75
- AUM
- $4,189,427,190
- Average volume
- 14100.0
- Last dividend
- $0.2862
- Ex-dividend date
- 06/15/2026
- Payment date
- 06/18/2026
- Beta
- 1.04
- P/E ratio
- 26.9709
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