The AI (ChatGPT) ESG Stock Investing Guide: iShares ESG USD Corporate Bond ETF (SUSC)

Here is the response from ChatGPT for the prompt iShares ESG USD Corporate Bond ETF (SUSC) bonds held expense ratio 500 words entered on May 5, 2023

The iShares ESG USD Corporate Bond ETF (SUSC) is an exchange-traded fund that invests in a diversified portfolio of investment-grade corporate bonds issued by US companies. The fund seeks to provide investors with exposure to the US investment-grade corporate bond market while incorporating environmental, social, and governance (ESG) criteria into the investment process.

One of the key features of SUSC is its low expense ratio. As of May 5th, 2023, SUSC has an expense ratio of 0.18%, which is significantly lower than the average expense ratio for bond funds. This means that SUSC investors pay only $18 in annual fees for every $10,000 invested, making it a cost-effective option for investors seeking exposure to investment-grade corporate bonds.

SUSC's portfolio is managed by BlackRock, one of the world's largest asset management firms. BlackRock employs a team of experienced fixed income professionals who conduct fundamental research and analysis to identify bonds that meet the fund's investment criteria. The fund's portfolio is diversified across various sectors, including finance, technology, and consumer goods, and is designed to minimize credit risk by investing primarily in investment-grade bonds.

In addition to its low expense ratio and diversified portfolio, SUSC incorporates ESG criteria into its investment process. BlackRock uses a proprietary ESG scoring system to assess companies' sustainability performance, and only invests in companies that meet or exceed certain thresholds. This approach helps to ensure that SUSC invests in companies that are aligned with the values of investors who prioritize sustainable investing principles.

Investors who hold SUSC bonds can expect to receive regular interest payments from the bonds in the portfolio, as well as the potential for capital appreciation if bond prices increase. However, investors should be aware that investing in bonds comes with some risks, including credit risk and interest rate risk. Credit risk refers to the risk that the issuer of a bond may default on its debt obligations, while interest rate risk refers to the risk that changes in interest rates will impact the value of the bond.

In summary, the iShares ESG USD Corporate Bond ETF (SUSC) is a cost-effective option for investors seeking exposure to investment-grade corporate bonds with an ESG focus. SUSC's low expense ratio, diversified portfolio, and ESG criteria make it an attractive option for investors who value sustainable investing principles. However, as with any investment, investors should carefully consider their investment objectives and risk tolerance before investing in SUSC or any other bond fund.

Table and Chart of ESGU Performance (From buyupside.com. Not from chatGPT.)

See what a $1,000 investment in iShares ESG USD Corporate Bond ETF (SUSC) is worth today.

Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.