iShares
SUAS.L
IE00BYVJRR92
iShares MSCI USA SRI UCITS ETF
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About this ETF

The iShares MSCI USA SRI UCITS ETF USD (Acc) seeks to track the MSCI USA SRI Select Reduced Fossil Fuels index. The MSCI USA SRI Select Reduced Fossil Fuels index tracks US stocks considering only companies with very high Environmental, Social and Governance (ESG) ratings relative to their sector peers, to ensure the inclusion of the best of class companies from an ESG perspective and avoiding companies incompatible with values screen or having exposure to fossil fuels through extraction and production activities, power generation activities or reserves ownership. The weight of each company is capped to 5%.

TER
0.2%

Total Expense Ratio per year

Fund Size
€3.64B

Assets under management

Holdings
158

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
25.24
Weighted Fwd P/E
17.62
💰 Revenue Estimates
Current Year CY
+23.53% ⌀ 29 Analysts Coverage
Next Year NY
+17.93% ⌀ 29 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+28.82% ⌀ 29 Analysts Coverage
Next Year NY
+52.34% ⌀ 28 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
07/11/2016 (10 yrs)
Index Group
MSCI USA
Region
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
16.7% p.a.
Max Drawdown (5Y)
-25.4%
Sharpe Ratio (5Y)
0.50
Beta Factor
1.03
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 40% in "Technology".
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