36B6.DE vs. SUUS.L
Compare and contrast key facts about iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE) and iShares MSCI USA SRI UCITS ETF USD (Acc) (SUUS.L).
36B6.DE and SUUS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 36B6.DE is a passively managed fund by iShares that tracks the performance of the MSCI USA SRI Select Reduced Fossil Fuels. It was launched on Dec 6, 2018. SUUS.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Jul 11, 2016. Both 36B6.DE and SUUS.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 36B6.DE or SUUS.L.
Key characteristics
| 36B6.DE | SUUS.L | |
|---|---|---|
| YTD Return | 5.63% | 4.69% |
| 1Y Return | 22.31% | 20.98% |
| 3Y Return (Ann) | 11.40% | 11.44% |
| 5Y Return (Ann) | 15.15% | 14.80% |
| Sharpe Ratio | 1.96 | 1.97 |
| Daily Std Dev | 10.33% | 10.63% |
| Max Drawdown | -34.21% | -24.56% |
| Current Drawdown | -2.34% | -1.77% |
Correlation
The correlation between 36B6.DE and SUUS.L is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
36B6.DE vs. SUUS.L - Performance Comparison
In the year-to-date period, 36B6.DE achieves a 5.63% return, which is significantly higher than SUUS.L's 4.69% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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36B6.DE vs. SUUS.L - Expense Ratio Comparison
Both 36B6.DE and SUUS.L have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
36B6.DE vs. SUUS.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE) and iShares MSCI USA SRI UCITS ETF USD (Acc) (SUUS.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
36B6.DE vs. SUUS.L - Dividend Comparison
36B6.DE's dividend yield for the trailing twelve months is around 1.32%, while SUUS.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 1.32% | 1.40% | 1.49% | 1.06% | 1.23% | 1.31% |
SUUS.L iShares MSCI USA SRI UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
36B6.DE vs. SUUS.L - Drawdown Comparison
The maximum 36B6.DE drawdown since its inception was -34.21%, which is greater than SUUS.L's maximum drawdown of -24.56%. Use the drawdown chart below to compare losses from any high point for 36B6.DE and SUUS.L. For additional features, visit the drawdowns tool.
Volatility
36B6.DE vs. SUUS.L - Volatility Comparison
The current volatility for iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE) is 2.87%, while iShares MSCI USA SRI UCITS ETF USD (Acc) (SUUS.L) has a volatility of 3.56%. This indicates that 36B6.DE experiences smaller price fluctuations and is considered to be less risky than SUUS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.