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SUSC

iShares ESG Aware USD Corporate Bond ETF
ETF.com segment:
Fixed Income: U.S. - Corporate, Broad-based Investment Grade
Popular SUSC Comparisons: SUSC vs ESCR, SUSC vs VCEB, SUSC vs VTC, SUSC vs SPXB, SUSC vs CORP
Related ETF Channels: U.S., Socially Responsible, Fixed Income, Investment Grade Bonds, North America, Smart-Beta ETFs, Bond, Broad Maturities
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*Unless otherwise stated, data provided by FactSet.

SUSC Fund Description

SUSC tracks an index of USD-denominated, investment-grade, corporate debt, selected based on positive ESG characteristics. Holdings are optimally weighted to provide a similar risk and return characteristics of the Bloomberg Barclays US Corporate Index.

SUSC Factset Analytics Insight

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 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, 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.

SUSC MSCI ESG Analytics Insight

iShares ESG Aware USD Corporate Bond ETF has an MSCI ESG Fund Rating of A based on a score of 7.09 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares ESG Aware USD Corporate Bond ETF ranks in the 83th percentile within its peer group and in the 99th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

SUSC Charts And Performance

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Select ETFs to compare their performance:
PERFORMANCE [as of 01/15/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SUSC -0.59% 0.96% -1.13% 7.52% 6.43% -- --
SUSC (NAV) -0.38% 1.23% -1.13% 7.65% 6.65% -- --
Bloomberg Barclays MSCI US Corporate ESG Focus Index -- -- -- -- -- -- --
Bloomberg Barclays US Aggregate Corporate Index -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SUSC Summary Data

Blackrock
iShares
07/11/17
Open-Ended Fund
0.18%
$751.42M
$6.27M
0.04%
ESCR, VCEB, VTC, SPXB, CORP
Fund Home Page

SUSC Portfolio Data

8.55
--
1.83%
12/17/20
3,575

SUSC Index Data

Bloomberg Barclays MSCI US Corporate ESG Focus Index
Principles-based
Principles-based
Bloomberg Barclays US Aggregate Corporate Index

SUSC Portfolio Management

0.18%
--
--
--

SUSC Tax Exposures

20.00% / 39.60%
--
Ordinary income
No

SUSC Fund Structure

Open-Ended Fund
No
Yes
80% / 20%
N/A
N/A
Low
Daily
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