iShares ESG Optimized MSCI USA ETFSUSA

iSharesUS Stock StylesLarge Cap#348 of 701 by YTD

$157.41

+1.6% last session

+13.7% YTD

Data as of 11/4/20264:00 PM ET · End-of-day

Dividend-adjusted total return · Nov 21, 2006 – Nov 4, 2026SUSA

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+1.6%	−1.2%	0.0%	+13.7%	+13.6%	+88.7%	+64.1%	+610.3%
Peer average	+1.1%	−1.2%	−0.5%	+12.3%	+13.1%	+76.8%	+60.9%	—
S&P 500 · VOO	+1.6%	−1.6%	0.0%	+13.4%	+13.5%	+91.7%	+81.2%	—

Key Statistics

Open all fund facts →

AUM: $4.1B
Expense ratio: 0.25%
Distribution yield: 0.8%
NAV: $157.30
Volume: 40K
Avg. volume 30D: 39K
High today: $157.67
Low today: $156.52
Previous close: $154.97
52-week high: $160.35
52-week low: $128.09
Our risk indicator: 4/5

SUSA in One Breath

SUSA Among Large Cap ETFs

YTD

#1NRGUREX Microsectors+191.2%$92.3M

#2RSSYReturn Stacked+33.6%$101M

#3SMRIBushido+33.5%$716M

#4MAKXProShares+33.0%$4.9M

#5FLOWGlobal X+31.0%$36.0M

#6CSDInvesco+30.0%$212M

#7LSAFLeader Shares+29.9%$133M

#8EKGFirst Trust+29.2%$9.5M

#90SUSAiShares+13.7%$4.1B

End-of-day Nov 5, 2026 · 263 Large cap ETFs by YTD

$10,000 in SUSA

$10,000 in SUSA became

$16,411

In the S&P 500 (VOO)

$18,115

Total return, dividends in · Oct 27, 2021 – Nov 4, 2026 · S&P 500 uses VOO

SUSA’s Top Holdings

Today

NVDANvidia6.9%AAPL6.7%MSFT4.6%GOOG2.6%AVGO2.4%TSLA1.8%LLY1.7%GOOGL1.5%MU1.4%V1.4%AMD1.3%HIG1.3%MS1.1%MA1.1%HD1.1%ECL1.1%BNY1.0%GILD0.9%PG0.8%LNG0.8%COST0.8%PANW

NVDANvidia6.9%AAPL6.7%MSFT4.6%GOOG2.6%AVGO2.4%TSLA1.8%LLY1.7%GOOGL1.5%MU1.4%V1.4%AMD1.3%HIG1.3%

TechnologyFinancial ServicesHealthcareCommunication ServicesConsumer CyclicalOther

iShares SUSA · 203 holdings · top 22 shown · tile size = share of the fund · as of Nov 4, 2026

What SUSA Holds

Today

Technology34.1%

NVDA 6.9 · AAPL 6.7 · MSFT 4.6 · AVGO 2.4 · MU 1.4 · AMD 1.3 · PANW

Financial Services11.6%

V 1.4 · HIG 1.3 · MS 1.1 · MA 1.1 · BNY 1.0 · AXP · SPGI

Healthcare8.5%

LLY 1.7 · GILD · STE · IDXX · EW · MRK · MTD

Industrials5.9%

GE · CMI · TT · GWW · MMM · EXPD · GEV

Communication Services5.1%

GOOG 2.6 · GOOGL 1.5 · VZ · NFLX

Consumer Cyclical4.6%

TSLA 1.8 · HD 1.1 · LOW · HLT · CASY · WSM

Consumer Defensive3.2%

PG · COST · KO · KMB · GIS

iShares SUSA · share of the fund by sector · as of Nov 4, 2026

Nvidia’s Share of SUSA

Today

6.9%

$69 of every $1,000 in SUSA is Nvidia

Nvidia held by SUSA

$283M

Most Nvidia per dollar

SMH20.6%

SMHX20.1%

GXPT19.9%

FDG19.0%

iShares SUSA · each square = $10 of $1,000 · as of Nov 4, 2026

SUSA’s Share of Large Cap ETFs

Today

0.5%

of the $859B in 307 Large cap ETFs

SUSA$4.1B0.5%

DFAC$89.2B10.4%

IWB$48.5B5.6%

304 others$718B83.5%

Large cap ETF AUM · Nov 5, 2026

SUSA Fee per $100 vs Peers

Today

$0.25a year
per $100

$25 a year on $10,000

SCHB$0.03

IWB$0.15

DIA$0.16

DCOR$0.17

DFAC$0.21

SUSA$0.25

Expense ratio · Large cap peers · Nov 5, 2026

Inside SUSA

203 holdings · as of Nov 4, 2026

SUSA

iShares ESG Optimized MSCI USA ETF

Today

Technology34.1%NVDA6.9%AAPL6.7%MSFT4.6%AVGOMU AMD21 moreFinancial Services11.6%V HIGMS MA BNYAXP10 moreHealthcare8.5%LLYGILDSTEIDXXEW 9 moreIndustrials5.9%GE CMITT 6 moreCommunication Services5.1%GOOGGOOGLConsumer Cyclical4.6%TSLAHD Consumer Defensive3.2%Energy2.8%TRGPOKEBasic Materials2.1%ECLCRHEQIXOther18.7%

#	Ticker	Company	Weight ▼
1	NVDA	Nvidia	6.92%
2	AAPL	Apple	6.68%
3	MSFT	Microsoft	4.62%
4	GOOG	Alphabet	2.65%
5	AVGO	Broadcom	2.44%
6	TSLA	Tesla	1.77%
7	LLY	ELI Lilly	1.72%
8	GOOGL	Alphabet	1.46%
9	MU	Micron Technology	1.45%
10	V	Visa	1.41%

TechnologyFinancial ServicesHealthcareIndustrialsCommunication ServicesConsumer CyclicalConsumer DefensiveEnergyBasic MaterialsReal EstateUtilitiesOther

iShares SUSA · current holdings by weight · as of Nov 4, 2026 · each tile is one holding · top 20 = 41.8%

How It Compares

SUSA

iShares ESG Optimized MSCI USA ETF’s Peers

YTD


DFAC	DimensionalRead Desk	0.21%	+15.8%	+17.7%	$89.2B
IWB	iSharesRead Desk	0.15%	+13.0%	+13.2%	$48.5B
DCOR	DimensionalRead Desk	0.17%	+15.9%	+17.4%	$45.6B
DIA	SPDRRead Desk	0.16%	+12.2%	+14.2%	$44.9B
SCHB	SchwabRead Desk	0.03%	+13.3%	+13.3%	$44.9B
SUSA	iSharesThis fundRead Desk	0.25%	+13.7%	+13.6%	$4.1B

Large cap peers · YTD and past-year returns · as of Nov 5, 2026 · sorted by AUM

Head to Head

Put SUSA head to head with DFAC →

DFAC vs SUSA

YTD

DFACDimensional · Large capSUSAiShares · Large cap

Year to date

+15.8%

+13.7%

DFAC wins+2.1 pts

Past year

+17.7%

+13.6%

DFAC wins+4.1 pts

Fee

0.21%

0.25%

DFAC winslower fee

Yield

0.9%

0.8%

DFAC wins+0.0 pts

AUM

$89.2B

$4.1B

DFAC21.8× more

4–0DFAC wins

Dimensional DFAC and iShares SUSA · year-to-date · as of Nov 5, 2026 · AUM not scored

SUSA vs VOO

YTD

SUSA · iShares ESG Optimized MSCI USA

+13.7%

VOO · S&P 500

+13.4%

Gap

0.3 pts

iShares SUSA and Vanguard VOO · YTD total return · as of Nov 5, 2026

SUSA vs Its Peer Average

YTD

SUSAAvsBPeer average

1D+1.6%+1.1%

1M−1.2%−1.2%

3M0.0%−0.5%

YTD+13.7%+12.3%

1Y+13.6%+13.1%

3Y+88.7%+76.8%

5Y+64.1%+60.9%

7–0SUSA wins

306 Large cap peers · each row scaled to its leader

The Details

SUSA

Risk

4/5our risk indicator

CalmerBumpier

Volatility · 1Y13.30%

Deepest drop · 1Y−9.7%

Lowest point · 5Y−24.0%

52-week range

$157.41

$128.09−1.8% from the high$160.35

iShares SUSA · past-year price moves · as of Nov 5, 2026

SUSA

Fund Facts

Today

2005launched Jan 24

Tracks[…]

Exchange · CUSIPAMEX · 464288802

StructureETF

Leverage1x

Cost on $10,000$25 a year

Go deeper

Prospectus & documents Trading & liquidity Fees & costs Distributions

iShares SUSA · fund facts · as of Nov 5, 2026

SUSA

Payouts by Year

13Y

$0.34per share, Sep 2026

Distribution yield0.8%

PaidEvery quarter

Latest ex-date · paidSep 15 · Sep 18, 2026

12 payouts added up$3.95 a share

iShares SUSA · distributions by ex-date · 2014–2026

All Fund FactsDocuments · trading · fees · every payout

Prospectus & Documents

SEC reported portfolio · 2026-07-31 ↗summary prospectus · SEC 497K ↗SEC reported portfolio · 2026-04-30 ↗prospectus · SEC 497 ↗SEC reported portfolio · 2026-01-31 ↗SEC reported portfolio · 2025-10-31 ↗

Trading & Liquidity

Net asset value$157.30

Premium / discount[…]

Median spread · 30D[…]

Volume today40K

Average volume · 30D39K

Shares outstanding[…]

Options[…]

Fees & Costs

Net expense ratio0.25%

Gross expense ratio[…]

Management fee[…]

Cost on $10,000 a year$25.00

Our risk indicator4/5

Estimated yearly cost excludes trading costs and assumes constant assets.

Distributions

Ex-date	Paid	Per share
Sep 15, 2026	Sep 18, 2026	$0.34
Jun 15, 2026	Jun 18, 2026	$0.29
Mar 17, 2026	Mar 20, 2026	$0.32
Dec 16, 2025	Dec 19, 2025	$0.35
Sep 16, 2025	Sep 19, 2025	$0.33
Jun 16, 2025	Jun 20, 2025	$0.27
Mar 18, 2025	Mar 21, 2025	$0.29
Dec 17, 2024	Dec 20, 2024	$0.37
Sep 25, 2024	Sep 30, 2024	$0.44
Jun 11, 2024	Jun 17, 2024	$0.26
Mar 21, 2024	Mar 27, 2024	$0.33
Dec 20, 2023	Dec 27, 2023	$0.36

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