Key stats
About iShares ESG Aware USD Corporate Bond ETF
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Inception date
Jul 11, 2017
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
ISIN
US46435G1931
SUSC is positioned to be a building block for investors looking to structure their own ESG-focused portfolio. The fund tracks a corporate bond index that considers each issuer's ESG practices. Companies involved in tobacco or controversial weapons are excluded. The fund also avoids firms subject to severe business controversies (anti-competitive, environmental, or health and safety issues) in the past three years. The remaining bonds are rated according to a quantitative ESG rating methodology developed by MSCI ESG Research. The ratings consider key ESG-related risks and opportunities by industry, such as climate change, resource scarcity, or demographic shifts. Final selection and weighting are done by an optimizer, which maximizes exposure to positive ESG traits while retaining market-like risk and return. SUSC holds corporate debt with at least one year remaining to maturity. Non-US issues are included, but all bonds must be US dollar-denominated.
Related funds
Classification
What's in the fund
Exposure type
Corporate
Stock breakdown by region
Top 10 holdings
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
SUSC assets under management is 1.20 B USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
SUSC invests in bonds. See more details in our Analysis section.
SUSC expense ratio is 0.18%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, SUSC isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, SUSC pays dividends to its holders with the dividend yield of 4.32%.
SUSC shares are issued by BlackRock, Inc.
SUSC follows the Bloomberg MSCI US Corporate ESG Focus. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jul 11, 2017.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.