ATLASiShares ESG Optimized MSCI USA ETF (SUSA): outlook, holdings and fees
iShares ESG Optimized MSCI USA ETF (SUSA) is an exchange-traded fund and is managed by iShares. The expense ratio is 0.24% and the yield is 0.85%. The ten largest holdings are 33% of the fund.
Fund data as of Oct 14, 2026 · Price Nov 2, 2026
ATLAS view on SUSA
| Last price | $155.39 (+0.2%) |
|---|---|
| ATLAS chance of a higher price in 1 month | 56% |
| Likely 1-month range (50%) | $152.51 – $159.93 |
| Normal 1-day range (±1σ) | ±0.8% |
| Distribution yield | 0.85% |
ATLAS probabilities use the same calibrated model as every stock page. A fair value is shown for companies, not funds; the holdings below link to the fair value of each company.
SUSA fund facts
| Issuer | iShares |
|---|---|
| Theme | US large caps |
| Assets under management | $4.1B |
| Expense ratio | 0.24% |
| Number of holdings | 203 |
| Portfolio turnover | 18% |
| Inception | Jan 24, 2005 |
| Exchange | NYSE |
The fund seeks to track the investment results of the MSCI USA Extended ESG Select Index, which is an optimized index designed to maximize exposure to positive environmental, social and governance ("ESG") characteristics, while exhibiting risk and return characteristics similar to the MSCI USA Index. The index is designed to measure the performance of the large- and mid-capitalization segments of the U.S. equities market.
SUSA top holdings
| Holding | Sector | Weight |
|---|---|---|
| NVIDIA Corporation NVDA | Technology | 7.59% |
| Apple Inc. AAPL | Technology | 6.80% |
| Microsoft Corporation MSFT | Technology | 4.40% |
| Alphabet Inc Class C GOOG | Communication Services | 3.28% |
| Broadcom Inc AVGO | Technology | 2.67% |
| Alphabet Inc Class A GOOGL | Communication Services | 1.86% |
| Micron Technology Inc MU | Technology | 1.77% |
| Tesla Inc TSLA | Consumer Cyclical | 1.72% |
| Advanced Micro Devices Inc AMD | Technology | 1.62% |
| Eli Lilly and Company LLY | Healthcare | 1.40% |
Holdings with an ATLAS page link to their probability range, fair value and earnings calendar.
SUSA sector breakdown
| Sector | Weight |
|---|---|
| Technology | 43.9% |
| Financial Services | 11.6% |
| Healthcare | 9.2% |
| Industrials | 8.7% |
| Consumer Cyclicals | 6.7% |
| Communication Services | 6.3% |
| Consumer Defensive | 4.3% |
| Energy | 3.1% |
| Real Estate | 2.6% |
| Basic Materials | 2.5% |
| Utilities | 1.2% |
By region: North America 99.5%, Latin America 0.3%, Asia Emerging 0.2%.
SUSA returns and risk
| Year to date | +15.4% |
|---|---|
| 1 year | +18.3% |
| 3 years (annualised) | +21.8% |
| 5 years (annualised) | +11.6% |
| 10 years (annualised) | +15.4% |
| Volatility (3 years) | 13.1% |
| Sharpe ratio (3 years) | 1.21 |
Past returns do not guarantee future results.
SUSA: frequently asked questions
What does SUSA invest in?
iShares ESG Optimized MSCI USA ETF invests in a portfolio of securities. Its largest holdings are NVIDIA Corporation (7.6%), Apple Inc. (6.8%), Microsoft Corporation (4.4%), Alphabet Inc Class C (3.3%), Broadcom Inc (2.7%).
What is the SUSA expense ratio?
0.24% a year: about $24.00 for every $10,000 invested.
What is the SUSA dividend yield?
0.85%. ATLAS does not hold the exact distribution dates for ETFs.
Will SUSA go up?
Nobody can know. The ATLAS model puts the chance of a higher price in one month at 56%, with a likely range (50%) of $152.51 to $159.93 from $155.39 today. It is a probability, not a prediction.
How has SUSA performed?
Year to date +15.4%, one year +18.3%, three years +21.8% a year, five years +11.6% a year. Past returns do not guarantee future results.
Similar ETFs: US large caps
- Vanguard Total Stock Market ETF (VTI)
- Schwab U.S. Dividend Equity ETF (SCHD)
- iShares Core S&P Total U.S. Stock Market ETF (ITOT)
- Schwab U.S. Large-Cap ETF (SCHX)
- Schwab U.S. Large-Cap Growth ETF (SCHG)
- Vanguard Morningstar Large-Cap ETF (VV)
- Dimensional U.S. Core Equity 2 ETF (DFAC)
- iShares MSCI USA Quality Factor ETF (QUAL)
Educational information, not investment advice. Disclaimer