The AI (ChatGPT) ESG Stock Investing Guide: iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB)

Here is the response from ChatGPT for the prompt iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) bonds held expense ratio 500 words entered on May 5, 2023

The iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) 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 short-term investment-grade corporate bonds while incorporating environmental, social, and governance (ESG) criteria into the investment process.

One of the key features of SUSB is its low expense ratio. As of May 5th, 2023, SUSB has an expense ratio of 0.12%, which is significantly lower than the average expense ratio for bond funds. This means that SUSB investors pay only $12 in annual fees for every $10,000 invested, making it a cost-effective option for investors seeking exposure to investment-grade corporate bonds.

SUSB holds a diversified portfolio of bonds issued by US companies across various sectors, including finance, technology, and consumer goods. The fund'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.

SUSB's portfolio is designed to minimize credit risk by investing primarily in investment-grade bonds with maturities of between one and five years. This approach helps to reduce the fund's exposure to interest rate risk, as shorter-term bonds are less sensitive to changes in interest rates than longer-term bonds. SUSB's portfolio also incorporates ESG criteria to ensure that it invests in companies that meet certain sustainability standards. BlackRock uses a proprietary ESG scoring system to assess companies' sustainability performance, and only invests in companies that meet or exceed certain thresholds.

Investors who hold SUSB 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 1-5 Year USD Corporate Bond ETF (SUSB) is a cost-effective option for investors seeking exposure to short-term investment-grade corporate bonds with an ESG focus. SUSB'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 SUSB 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 1-5 Year USD Corporate Bond ETF (SUSB) is worth today.

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

SUSB Returns
Start DateAug-31-2017
Start Price$21.77
End DateMar-27-2024
End Price$24.51
# Prices80
Min DateApr-30-2018
Min Price$21.53
Max DateJul-30-2021
Max Price$24.62
Total Return12.61%
Annualized Return1.80%
Current Value of $1,000 Purchase$1,126
Number Returns3,160
Average Return3.58%
Number Profitable Returns2,289
Percent Profitable Returns72.44%
Number Unprofitable Returns871
Percent Unprofitable Returns27.56%
Profitable to Unprofitable Returns Ratio2.63
Dividend Chart





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