Key stats
About iShares ESG Aware 1-5 Year USD Corporate Bond ETF
Home page
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
SUSB 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 environmental, social, and governance practices. Companies involved in tobacco or controversial weapons are excluded. The fund also avoids firms subject to severe business controversies (such as 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, and 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. SUSB holds corporate debt with maturities of 1-5 years. Non-US issues are included, but all bonds must be US dollar-denominated.
Classification
What's in the fund
Exposure type
Corporate
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
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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.
SUSB trades at 24.97 USD today, its price has fallen −0.16% in the past 24 hours. Track more dynamics on SUSB price chart.
SUSB net asset value is 24.95 today — it's risen 0.81% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
SUSB assets under management is 979.68 M 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.
SUSB price has risen by 0.40% over the last month, and its yearly performance shows a 1.88% increase. See more dynamics on SUSB price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 0.81% over the last month, showed a 1.55% increase in three-month performance and has increased by 6.40% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 0.81% over the last month, showed a 1.55% increase in three-month performance and has increased by 6.40% in a year.
SUSB fund flows account for 99.15 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
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.
SUSB invests in bonds. See more details in our Analysis section.
SUSB expense ratio is 0.12%. 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, SUSB isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, SUSB technical analysis shows the buy rating and its 1-week rating is strong buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating SUSB shows the buy signal. See more of SUSB technicals for a more comprehensive analysis.
Today, SUSB technical analysis shows the buy rating and its 1-week rating is strong buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating SUSB shows the buy signal. See more of SUSB technicals for a more comprehensive analysis.
Yes, SUSB pays dividends to its holders with the dividend yield of 4.15%.
SUSB trades at a premium (0.06%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
SUSB shares are issued by BlackRock, Inc.
SUSB follows the Bloomberg MSCI US Corporate ESG Focus (1-5 Y). 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.