ETF Copilot
ESG

Is SUSA a good investment?

Updated October 28, 2026

iShares ESG Optimized MSCI USA ETF (SUSA) is a ESG ETF. As of October 28, 2026, ETF Copilot scores SUSA 6.8 out of 10 — highest on Quality (8.6), lowest on Value (4.3). It trades at 25.1 times earnings, against its own median of 24.8. Its ten largest holdings are 32% of the fund.

What stands out in SUSA's data

U.S. companies with high environmental, social, and governance scores.

Trades at a richer price than most ESG peers — you pay more for the sustainability screen.

Trailing EBITDA multiple of 20.0x places it among the most expensive in the category, well above the 15.9x median, while return on equity of 27.7% also runs ahead of the typical peer.

A sustainability-focused sleeve that costs more than the typical ESG fund.

How is SUSA rated? ETF Copilot scores iShares ESG Optimized MSCI USA ETF (SUSA) 6.8 out of 10

As of October 28, 2026, ETF Copilot scores iShares ESG Optimized MSCI USA ETF (SUSA) 6.8 out of 10 overall.

ETF Copilot scores (0–10 scale, higher is better):

  • Overall: 6.8 / 10
  • Growth: 7.2 / 10
  • Value: 4.3 / 10
  • Risk: 5.9 / 10
  • Quality: 8.6 / 10
  • Return: 7.3 / 10

Is SUSA expensive right now? It trades at 25.1 times earnings, against its own median of 24.8

As of October 28, 2026, SUSA is more expensive than 53% of its own last 9 years.

Trailing 12 months, built from SUSA's holdings. How we calculate this →

What's inside SUSA? 45% Tech

What's inside SUSA: Size (Large 91%, Mid 9%, Small 0%); Geography (International 5%, US 95%); Tech 45.3%; Magnificent 7 24.9%; AI 19.7%; Semiconductors 16.9%; Memory 14.4%.

What are SUSA's top holdings? The ten largest are 32% of the fund

Nvidia, Apple, Microsoft, Alphabet, Broadcom, Tesla, Eli Lilly, Micron Technology and Advanced Micro Devices are SUSA's largest holdings, in that order.

Less concentrated than 59% of ESG ETFs.

Half of SUSA's weight sits in its 31 largest positions, and once those weights are taken into account it behaves like 55 equally weighted holdings.

What is SUSA's expense ratio? 0.25% a year

As of October 28, 2026, SUSA charges 0.25% a year, yields 0.82% and holds $4.1B in assets across 206 positions.

iShares ESG Optimized MSCI USA ETF (SUSA) — cost, income and size
MeasureSUSA
Expense ratio0.25%
Dividend yield0.82%
Assets under management$4.1B
Holdings206

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Cite this

ETF Copilot, “iShares ESG Optimized MSCI USA ETF (SUSA) scores and holdings analysis”, as of October 28, 2026.
https://etf-copilot.com/etf/susa

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