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BLDG vs. SUSA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BLDG vs. SUSA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cambria Global Real Estate ETF (BLDG) and iShares MSCI USA ESG Select ETF (SUSA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BLDG achieves a 11.81% return, which is significantly higher than SUSA's 9.38% return.


BLDG

1D
0.58%
1M
4.13%
YTD
11.81%
6M
12.26%
1Y
14.51%
3Y*
10.36%
5Y*
2.80%
10Y*

SUSA

1D
0.53%
1M
0.44%
YTD
9.38%
6M
9.38%
1Y
25.21%
3Y*
19.45%
5Y*
11.37%
10Y*
15.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BLDG vs. SUSA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
BLDG
Cambria Global Real Estate ETF
11.81%4.26%8.18%1.76%-14.66%22.47%15.25%
SUSA
iShares MSCI USA ESG Select ETF
9.38%15.72%22.43%23.88%-21.38%30.45%16.85%

Correlation

The correlation between BLDG and SUSA is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.38

Correlation (3Y)
Calculated over the trailing 3-year period

0.55

Correlation (5Y)
Calculated over the trailing 5-year period

0.63

Correlation (All Time)
Calculated using the full available price history since Sep 24, 2020

0.63

Over the past year, the correlation between BLDG and SUSA has dropped to 0.38 - well below their long-term average of 0.63, suggesting their price drivers have been diverging.

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Return for Risk

BLDG vs. SUSA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BLDG
BLDG Risk / Return Rank: 3434
Overall Rank
BLDG Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
BLDG Sortino Ratio Rank: 3636
Sortino Ratio Rank
BLDG Omega Ratio Rank: 3333
Omega Ratio Rank
BLDG Calmar Ratio Rank: 3030
Calmar Ratio Rank
BLDG Martin Ratio Rank: 3434
Martin Ratio Rank

SUSA
SUSA Risk / Return Rank: 6262
Overall Rank
SUSA Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
SUSA Sortino Ratio Rank: 6262
Sortino Ratio Rank
SUSA Omega Ratio Rank: 6262
Omega Ratio Rank
SUSA Calmar Ratio Rank: 5555
Calmar Ratio Rank
SUSA Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BLDG vs. SUSA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cambria Global Real Estate ETF (BLDG) and iShares MSCI USA ESG Select ETF (SUSA). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BLDGSUSADifference
Sharpe ratioReturn per unit of total volatility

-0.66

Sortino ratioReturn per unit of downside risk

-0.82

Omega ratioGain probability vs. loss probability

1.20

1.33

-0.13

Calmar ratioReturn relative to maximum drawdown

1.30

2.42

-1.12

Martin ratioReturn relative to average drawdown

4.59

10.46

-5.86

BLDG vs. SUSA - Sharpe Ratio Comparison

The current BLDG Sharpe Ratio is 1.17, which is lower than the SUSA Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of BLDG and SUSA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BLDG vs. SUSA - Drawdown Comparison

The maximum BLDG drawdown since its inception was -27.25%, smaller than the maximum SUSA drawdown of -53.93%. Use the drawdown chart below to compare losses from any high point for BLDG and SUSA.


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Drawdown Indicators


BLDGSUSADifference

Max Drawdown

Largest peak-to-trough decline

-27.25%

-53.93%

+26.68%

Max Drawdown (1Y)

Largest decline over 1 year

-10.08%

-9.71%

-0.37%

Max Drawdown (3Y)

Largest decline over 3 years

-18.57%

-19.30%

+0.73%

Max Drawdown (5Y)

Largest decline over 5 years

-27.25%

-28.23%

+0.98%

Max Drawdown (10Y)

Largest decline over 10 years

-32.93%

Current Drawdown

Current decline from peak

0.00%

-2.42%

+2.42%

Average Drawdown

Average peak-to-trough decline

-9.18%

-7.24%

-1.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.86%

2.25%

+0.61%

Volatility

BLDG vs. SUSA - Volatility Comparison

The current volatility for Cambria Global Real Estate ETF (BLDG) is 3.71%, while iShares MSCI USA ESG Select ETF (SUSA) has a volatility of 4.67%. This indicates that BLDG experiences smaller price fluctuations and is considered to be less risky than SUSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BLDGSUSADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.71%

4.67%

-0.96%

Volatility (6M)

Calculated over the trailing 6-month period

8.38%

10.22%

-1.84%

Volatility (1Y)

Calculated over the trailing 1-year period

11.20%

12.85%

-1.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.27%

17.40%

-2.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.52%

18.18%

-2.66%

BLDG vs. SUSA - Expense Ratio Comparison

BLDG has a 0.59% expense ratio, which is higher than SUSA's 0.25% expense ratio.


Dividends

BLDG vs. SUSA - Dividend Comparison

BLDG's dividend yield for the trailing twelve months is around 5.42%, more than SUSA's 0.84% yield.


PositionTTM20252024202320222021202020192018201720162015
BLDG
Cambria Global Real Estate ETF
5.42%7.46%7.97%4.99%3.99%10.40%0.59%0.00%0.00%0.00%0.00%0.00%
SUSA
iShares MSCI USA ESG Select ETF
0.84%0.89%1.15%1.32%1.52%0.98%1.17%1.52%1.72%1.40%1.56%1.42%

Frequently Asked Questions


BLDG and SUSA have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SUSA has higher volatility (4.67%) compared to BLDG (3.71%). In terms of maximum drawdown, BLDG dropped -27.25% vs SUSA's -53.93%.

On 5-year performance, SUSA leads with 11.37% vs 2.80% for BLDG. On fees, SUSA is cheaper at 0.25% per year. On volatility, BLDG has been the lower-risk option at 3.71%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SUSA has performed better with a 11.37% return vs 2.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SUSA is cheaper with a 0.25% expense ratio, compared with 0.59% for BLDG.

BLDG has the higher dividend yield at 5.42%, compared with 0.84% for SUSA.

BLDG is categorized as REIT, while SUSA is Large Cap Growth Equities. They also come from different issuers: Cambria and iShares. Their fees differ too: 0.59% for BLDG and 0.25% for SUSA.

SUSA currently has the higher Sharpe Ratio (1.83 vs 1.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BLDG and SUSA

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