iShares MSCI USA ESG Select ETF | Gender equality score

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Procter & Gamble Co
0.58% of assets
$18.78M invested
2. International Flavors & Fragrances Inc
0.23% of assets
$7.53M invested
3. S&P Global Inc
0.59% of assets
$19.24M invested
4. Cummins Inc
0.6% of assets
$19.6M invested
5. Biogen Inc
0.26% of assets
$8.52M invested
6. Accenture PLC Class A
1% of assets
$32.49M invested
7. Hasbro Inc
0.76% of assets
$24.72M invested
8. General Mills Inc
1.31% of assets
$42.57M invested
9. Clorox Co
0.15% of assets
$4.96M invested
10. Moody's Corporation
0.49% of assets
$16.08M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Lucid Group Inc Shs
0.07% of assets
$2.42M invested
2. Snowflake Inc Ordinary Shares - Class A
0.09% of assets
$2.97M invested
3. Nucor Corp
0.11% of assets
$3.56M invested
4. Rivian Automotive Inc Class A
0.08% of assets
$2.52M invested
5. Molina Healthcare Inc
0.1% of assets
$3.3M invested
6. Expeditors International of Washington Inc
1.31% of assets
$42.81M invested
7. Bunge Ltd
0.65% of assets
$21.09M invested
8. DexCom Inc
0.23% of assets
$7.62M invested
9. LKQ Corp
0.47% of assets
$15.42M invested
10. DaVita Inc
0.17% of assets
$5.68M invested

Find sustainably-invested mutual funds and ETFs

Top-scoring funds

Search for funds from your 401(k), retirement plan, or personal portfolio

Financial performance

Performance data provided by

Find more financial data on SUSA at Morningstar.com

Gender Equality and Returns

Returns chart for iShares MSCI USA ESG Select ETF

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

SUSA

iShares MSCI USA ESG Select ETF

Family

BlackRock/iShares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.43% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

SUSA

iShares MSCI USA ESG Select ETF

Family

BlackRock/iShares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.43% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

SUSA

iShares MSCI USA ESG Select ETF

Family

BlackRock/iShares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.43% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/23

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
SUSA - iShares MSCI USA ESG Select ETF

1.3%

14%

11%

12%

54 / 100 points

Benchmark

2.63%

14%

11%

12%

53 / 100 points

Fund compared to benchmark

-1.33%

-0.27%

-0.01%

-0.43%

1 / 100 points higher

Find more financial data on SUSA at Morningstar.com

What's next?

Learn how to make a change and move your money

Get started with our action toolkit

Action toolkit

Ask your employer about gender-lens investing in your retirement plan

Use our toolkit

Find socially responsible funds that invest in gender equality

Find top-scoring funds

Learn more about As You Sow's Invest Your Values program

Invest Your Values

Visit Fossil Free Funds to measure the climate risk of this portfolio

See climate risk

Recent blog posts

Shifting Capital in Favor of Women, Girls, and the Businesses and Communities They Empower

Dec 1, 2020

COVID-19 has resulted in a substantial decrease in women’s participation in the labor force (its lowest point in 30 years). It is now, more than ever, crucial to accelerate gender equality through the power of capital.

Grading Mutual Funds on Gender Pay Gap, Parental Leave, and More

Oct 8, 2020

Gender Equality Funds is excited to announce that our mutual fund grading system has evolved, and now incorporates company research covering two additional areas: equal compensation and work life balance, and commitment, transparency, and accountablity.

Investing With Your Values Proves Resilient During Coronavirus Pandemic

Jun 22, 2020

The COVID-19 crisis has forced entire countries into lockdown, induced widespread panic, triggered economic meltdown, and revealed our society’s profound vulnerability to systemic shocks. But rather than give in to a collective desire to “return to normal,” now is the time to redefine what “normal” is.