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ESG

SUSL

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

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iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSL) is an exchange-traded fund that provides investors with exposure to environmentally and socially responsible investments. It carries an expense ratio of 0.12%. The fund offers a dividend yield of approximately 2.82%. The portfolio holds 746 securities.

Category

ESG

Dividend Yield

2.82%

Expense Ratio

0.12%

Holdings

746

Dividend History

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Top Holdings

1Goldman Sachs
2Morgan Stanley
3Bank of America
4JPMorgan

Key Features

  • ESG bonds
  • Short duration
  • Stability
  • Investment-grade

Advantages

  • Low interest rate risk
  • ESG integration
  • Stable returns
  • High credit rating

Risks

  • Low returns
  • Credit risk
  • Limited selection
  • Interest rate fluctuation

Rebalancing Strategy

ESG bond portfolio; safe-haven asset

SUSL Investment Analysis

SUSL (iShares ESG Aware 1-5 Year USD Corporate Bond ETF) is a ESG ETF comprising 746 holdings. It has an expense ratio of 0.12% and a dividend yield of 2.82%. It has a reasonable expense ratio.

A 2.82% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.

SUSL can play an important role in your portfolio. Its broad range of holdings provides strong diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

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