iShares MSCI USA ESG Select ETF
Fund offered by:
BlackRock/iShares
Ticker: SUSAsocially responsible
Gender equality score
Gender equality score

50
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
86.4
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 326 out of 2,391 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
24/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
8/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
17/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
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
    1% of assets
    $36.91M invested
  • 2. Facebook Inc Class A
    1.09% of assets
    $40.25M invested
  • 3. Accenture PLC Class A
    1.08% of assets
    $39.89M invested
  • 4. Verizon Communications Inc
    0.43% of assets
    $15.75M invested
  • 5. Automatic Data Processing Inc
    1% of assets
    $36.83M invested
  • 6. Amgen Inc
    0.63% of assets
    $23.15M invested
  • 7. General Mills Inc
    0.49% of assets
    $18.24M invested
  • 8. Merck & Co Inc
    0.33% of assets
    $12.05M invested
  • 9. Illumina Inc
    0.23% of assets
    $8.39M invested
  • 10. Biogen Inc
    0.22% of assets
    $8.17M invested
Bottom scoring holdings
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. Roku Inc Class A
    0.1% of assets
    $3.53M invested
  • 2. Tesla Inc
    1.63% of assets
    $60.33M invested
  • 3. Cognex Corp
    0.1% of assets
    $3.81M invested
  • 4. LKQ Corp
    0.22% of assets
    $8.01M invested
  • 5. Align Technology Inc
    0.12% of assets
    $4.41M invested
  • 6. Expeditors International of Washington Inc
    1.3% of assets
    $48.07M invested
  • 7. Vail Resorts Inc
    0.29% of assets
    $10.66M invested
  • 8. Keurig Dr Pepper Inc
    0.18% of assets
    $6.61M invested
  • 9. Steris PLC
    0.1% of assets
    $3.75M invested
  • 10. Teledyne Technologies Inc
    0.1% of assets
    $3.68M invested
Find sustainably-invested mutual funds and ETFs



Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided byMorningstarFind 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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
0.37% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
0.37% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
0.37% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
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  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
SUSA - iShares MSCI USA ESG Select ETF
32%
19%
18%
16%
50  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
49  / 100 points
Fund compared to benchmark
 
1.95%
2.85%
1%
-0.37%
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
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco: