Is SUSA a good investment?

iShares ESG Optimized MSCI USA ETF (SUSA) is a ESG ETF. As of September 11, 2026, ETF Copilot scores SUSA 5.5 out of 10 — highest on Quality (8.3), lowest on Valuation (2.0). It trades at 26.0 times earnings, against its own median of 22.9. Its ten largest holdings are 32% of the fund.

Updated September 11, 2026

How is SUSA rated? ETF Copilot scores iShares ESG Optimized MSCI USA ETF (SUSA) 5.5 out of 10

As of September 11, 2026, ETF Copilot scores iShares ESG Optimized MSCI USA ETF (SUSA) 5.5 out of 10 overall.

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

Overall: 5.5 / 10
Growth: 4.6 / 10
Valuation: 2.0 / 10
Risk: 5.3 / 10
Quality: 8.3 / 10
Return: 7.0 / 10

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

As of September 11, 2026, SUSA charges 0.25% a year, yields 1.08% and holds $4.1B in assets across 207 positions.

iShares ESG Optimized MSCI USA ETF (SUSA) — cost, income and size
Measure	SUSA
Expense ratio	0.25%
Dividend yield	1.08%
Assets under management	$4.1B
Holdings	207

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.

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 same earnings.

Its trailing EBITDA multiple of 19.5x sits above the peer median of 16.6x and its own five-year median of 15.7x.

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

Why did SUSA move this week? It fell 1.6% in the week to September 11, 2026 — Nvidia and Microsoft drove it

SUSA fell 1.6% in the week to September 11, 2026. The holdings that moved it most were Nvidia (−4.4%), Microsoft (−2.8%) and Casey S General Stores (−18.8%); Advanced Micro Devices (+13.1%) pushed the other way.

Is SUSA expensive right now? It trades at 26.0 times earnings, against its own median of 22.9

As of September 11, 2026, SUSA is more expensive than 87% of its own 111 monthly readings since 2017 — 97 of those months were cheaper than today.

Trailing twelve-month, computed by ETF Copilot from the fund's holdings rather than quoted from a data provider, and rebuilt nightly.

What's inside SUSA? 45% Tech

What's inside SUSA: Size (Large 90%, Mid 10%, Small 0%); Geography (International 5%, US 95%); Tech 45.4%; Magnificent 7 24.7%; AI 19.7%; Semiconductors 17.5%; Memory 15.1%.

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

Nvidia, Apple, Microsoft, Alphabet, Broadcom, Micron Technology, Tesla, Advanced Micro Devices and Eli Lilly 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.

Cite this

ETF Copilot, “iShares ESG Optimized MSCI USA ETF (SUSA) scores and holdings analysis”, as of September 11, 2026.
https://etf-copilot.com/etf/susa