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iShares ESG Optimized MSCI USA ETF

iShares · US4642888022

iShares ESG Optimized MSCI USA ETF is an exchange-traded fund (ETF) from iShares, traded under the ticker SUSA (ISIN US4642888022). It lets you buy a basket of holdings in a single trade, spreading your money across them rather than one company. In plain terms it is about owning small slices of companies, so you share in their growth when they…

· Tracks the MSCI USA ESG index ?
Equity ?Unknown Physical ?
Low yearly feeOwns the shares directlyUnited States
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iShares fundsUnknownPhysically replicatedUnited States stocksYearly fee under 0.25%

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Fund size (AUM) ?
€0
1-year return ?
+17.5%
Price Return · to 2026-07-23
Yearly fee (TER) ?
0.25%
All-in cost ≈ 0.00%

About this fund

What you own

The MSCI USA ESG index is the benchmark this fund aims to copy.

How it works

The fund actually buys every share in the index it tracks (full replication).

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Owning every holding keeps things transparent — what is in the index is what the fund actually owns. It can be a touch costlier to run for indexes with thousands of tiny positions, since the fund has to buy and maintain them all. There is no swap bank involved, so there is no extra “what if the partner fails” question to weigh.

Cost

0.25%Yearly fee (TER)
0.00%All-in cost

The yearly running cost of the fund, shown as a % of your money. Lower is cheaper.

Read more

For example, a 0.20% fee works out at €0.20 a year for every €100 invested — that’s a generic illustration of the mechanic, not this fund’s own fee. It is skimmed quietly from inside the fund a little each day, so you never get a bill — but it drags on your return every year you hold. On a broad index ETF it is usually a small fraction of a percent; the gap between a cheap and a pricey fund looks tiny on day one but compounds over decades, which is why it is worth a glance.

Fund facts

Index tracked ?
MSCI USA ESG
Replication ?
Physical
Full — buys every share
Launched
Jan 2005
21-year track record

Performance

99.199.5100.0100101202520252025

Growth of $100 invested — both lines start at $100.

iShares ESG Optimized MSCI USA ETF Average MSCI USA ESG ETF (funds we track) ?

Compared with the average fund tracking the same index — our own data, not the licensed index itself.

YTD+8.8%
1 year+17.5%
3 years+16.3%
5 years+9.1%

Return, year by year

-22.5
+22.1
+21.0
+14.6
'22'23'24'25
3 of 4 up yearsBest: 2023 +22.1%Worst: 2022 -22.5%Calendar-year total returns, in USD

How bumpy has it been?

13.1%
Volatility (1y) ?
How much the price swings year to year — lower is calmer.
-19.7%
Worst drop (3y) ?
The biggest fall from a peak over the last three years.
1.08
Return for the risk (3y) ?
Reward earned per unit of bumpiness.

The bigger picture

+58.0%
Since inception
Total growth since launch — about +9.4% a year.
+41.1%
Best 12 months
The strongest one-year stretch on record.
-24.1%
Worst 12 months
The weakest one-year stretch on record.
-29.0%
Worst fall on record ?
It clawed back in about 17 months.

Where to buy this fund

Set from your language & location — change it if it's wrong.

Where it trades

ExchangeTickerCurrency
NYSESUSAUSD★ Primary
USD listings
B2SUSAUSDUSD
B4SUSAUSDUSD
CCSUSAUSD
CCSUSACLUSD
CESUSAUSD
CESUSACLUSD
CISUSACLUSD
CISUSAUSD
E1KLDUSD
E1SUSAGBPUSD
E1SUSAUSDUSD
EPSUSAGBPUSD
EUSUSAGBPUSD
EUSUSAUSDUSD
EZSUSAGBPUSD
MFSUSA*USD
MMSUSA*USD
MUSUSA*USD
NYSE ArcaSUSAUSD
OCSUSAUSD
ODSUSAUSD
PESUSAUSD
TH3ISLUSD
UASUSAUSD
UBSUSAUSD
UCSUSAUSD
UDSUSAUSD
UFSUSAUSD
UMSUSAUSD
USSUSAUSD
UTSUSAUSD
UXSUSAUSD
VFSUSAUSD
VGSUSAUSD
VJSUSAUSD
VKSUSAUSD
VPSUSAUSD
VYSUSAUSD
X1SUSAGBPUSD
X2SUSAUSDUSD
X2SUSAGBPUSD
XAKLDUSD
XASUSAGBPUSD
XASUSAUSDUSD
XBSUSAUSDUSD
XEKLDUSD
XESUSAGBPUSD
XESUSAUSDUSD
XETRASUSAUSD
XFSUSAUSDUSD
XFSUSAGBPUSD
XFKLDUSD
XGKLDUSD
XGSUSAGBPUSD
XGSUSAUSDUSD
XHSUSAUSDUSD
XHSUSAGBPUSD
XHKLDUSD
XJKLDUSD
XJSUSAGBPUSD
XJSUSAUSDUSD
XLSUSAUSDUSD
XLSUSAGBPUSD
XLKLDUSD
XOKLDUSD
XOSUSAGBPUSD
XOSUSAUSDUSD
XQSUSAUSDUSD
XQSUSAGBPUSD
XQKLDUSD
XSKLDUSD
XSSUSAGBPUSD
XSSUSAUSDUSD
XTKLDUSD
XUKLDUSD
XUSUSAGBPUSD
XUSUSAUSDUSD
XVSUSAUSDUSD
XVSUSAGBPUSD
XVKLDUSD
XWKLDUSD
XWSUSAGBPUSD
XWSUSAUSDUSD
XXSUSAUSDUSD
XXSUSAGBPUSD
XXKLDUSD
XZKLDUSD
XZSUSAGBPUSD
XZSUSAUSDUSD
For serious comparison — full data holdings, percentiles, advanced risk, tilt, flows

How it ranks vs peers

🪙 Cheaper than 28% of similar ETFs📈 Higher 1-yr return than 55%📈 Higher 3-yr return than 52%📈 Higher 5-yr return than 45%📊 Beat its category by 0.1% (1-yr) (category average +17.4%)📊 Beat its category by 1.4% (3-yr) (category average +14.9%)📊 Beat its category by 0.5% (5-yr) (category average +8.6%)

Versus the Equity (stocks) · United States · USD ETFs we track.

Advanced risk

1.58
Sortino (3y) ?
0.82
Calmar (3y) ?
8.9%
Downside deviation ?
67%
Up months (hit rate) ?
$155.82
52-week high ?
$126.84
52-week low ?

Similar funds

We found 6 funds that do much the same job as this one. To pick them we matched this fund's asset class and region, then show how close each match is below.

Matched on🌍 United States stocks
Compare side by side
6 similar funds
iShares ESG Optimized MSCI USA ETFiSharesYou're viewingState Street® SPDR® S&P 500® ETF TrustSPDRBroader matchiShares Core S&P 500 UCITS ETFiSharesBroader matchiShares Core S&P 500 UCITS ETFiSharesBroader matchState Street® SPDR® Portfolio S&P 500® ETFSPDRBroader matchiShares Core S&P 500 UCITS ETFiSharesBroader matchSchwab U.S. Dividend Equity ETFSchwabBroader match
Why it's similarThis is the fund on this page.
StocksUnknownPhysicalCheaper fee
Tracks a different index in the same category.
StocksPhysicalCheaper fee
Tracks a different index in the same category.
StocksPhysicalCheaper fee
Tracks a different index in the same category.
StocksUnknownPhysicalCheaper fee
Tracks a different index in the same category.
StocksPhysicalCheaper fee
Tracks a different index in the same category.
StocksUnknownPhysicalCheaper fee
Tracks a different index in the same category.
Index trackedMSCI USA ESGS&P 500 IndexS&P 500S&P 500S&P 500 IndexS&P 500
Yearly fee (TER)0.25%0.09%0.10%0.10%0.02%0.07%0.06%
All-in cost0.00%0.00%0.10%0.00%0.00%0.07%0.00%
Fund size€0€682.6B€179.1B€154.3B€139B€134B€87.8B
DomicileUnited StatesIrelandIrelandUnited StatesIrelandUnited States
ReplicationPhysical (full)Physical (full)Physical (full)Physical (full)Physical (full)Physical (full)Physical (full)
3-yr return p.a.+16.3%+17.4%+17.5%+17.4%+19.4%+10.2%
5-yr return p.a.+9.1%+11.0%+10.2%+11.0%+12.8%+5.5%
# holdings505511511508511103

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Data as of 2026-07-23 · Source: issuer data, compiled by Finance Hamster

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