The AI (ChatGPT) ESG Stock Investing Guide: iShares ESG MSCI USA Leaders ETF (SUSL)

Here is the response from ChatGPT for the prompt iShares ESG MSCI USA Leaders ETF (SUSL) different conclusion 500 words entered on April 30, 2023

iShares ESG MSCI USA Leaders ETF (SUSL) is an exchange-traded fund that seeks to provide investors with exposure to U.S. large-cap companies that have strong environmental, social, and governance (ESG) practices. The fund is managed by BlackRock's iShares, which is one of the largest providers of ETFs in the world.

SUSL tracks the MSCI USA ESG Leaders Index, which is designed to include companies that meet certain ESG criteria. The index uses a screening process to exclude companies that are involved in industries such as tobacco, controversial weapons, and fossil fuels. The remaining companies are evaluated based on ESG factors such as carbon emissions, labor standards, and board diversity. The index then weights the included companies based on their ESG scores, with higher-scoring companies receiving a higher weight.

As of April 2023, SUSL has approximately $6.3 billion in assets under management and a net expense ratio of 0.10%, which is lower than the industry average. This makes SUSL an attractive option for investors looking for exposure to socially responsible U.S. large-cap companies without paying high fees.

SUSL's top holdings include companies like Microsoft, Apple, Amazon, and Alphabet, which are well-known for their commitment to sustainability and ESG practices. The fund is also diversified across various sectors, with the technology, healthcare, and consumer discretionary sectors making up the largest holdings.

One potential downside of SUSL is that its focus on ESG factors may limit its exposure to certain industries or companies that are not considered socially responsible. This could potentially lead to underperformance compared to funds that do not use ESG criteria in their selection process. However, studies have shown that companies with strong ESG practices tend to outperform their peers over the long term, so this may not necessarily be a major concern for investors.

Compared to Xtrackers MSCI USA ESG Leaders Equity ETF (USSG), SUSL has a smaller asset base and a slightly different approach to ESG investing. While both funds track the MSCI USA ESG Leaders Index and exclude companies involved in controversial industries, SUSL takes a more comprehensive approach to ESG investing by including additional factors such as social responsibility and corporate governance. This may lead to a more diversified portfolio with exposure to a broader range of socially responsible companies.

In terms of performance, both funds have performed similarly over the past few years. However, SUSL has outperformed USSG over the past 12 months, which may be attributed to its more comprehensive approach to ESG investing.

Overall, iShares ESG MSCI USA Leaders ETF (SUSL) is a solid choice for investors who want exposure to socially responsible U.S. large-cap companies at a low cost. The fund's focus on ESG factors and its comprehensive approach to ESG investing make it a good option for those who want to align their investments with their values. As with any investment, investors should carefully consider their investment goals, risk tolerance, and other factors before investing in SUSL or any other ETF.

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

See what a $1,000 investment in iShares ESG MSCI USA Leaders ETF) (SUSL) is worth today.

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