EAGG vs. SUSB
Compare and contrast key facts about iShares ESG Aware US Aggregate Bond ETF (EAGG) and iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB).
EAGG and SUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EAGG is a passively managed fund by iShares that tracks the performance of the Bloomberg MSCI U.S. Aggregate ESG Focus Index. It was launched on Oct 18, 2018. SUSB is a passively managed fund by iShares that tracks the performance of the Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index. It was launched on Jul 12, 2017. Both EAGG and SUSB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
EAGG vs. SUSB - Performance Comparison
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EAGG vs. SUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EAGG iShares ESG Aware US Aggregate Bond ETF | 0.01% | 7.18% | 1.12% | 5.58% | -13.63% | -1.30% | 7.40% | 8.68% | 2.35% |
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF | 0.04% | 6.81% | 4.83% | 5.98% | -5.72% | -0.76% | 4.96% | 7.02% | 0.62% |
Returns By Period
In the year-to-date period, EAGG achieves a 0.01% return, which is significantly lower than SUSB's 0.04% return.
EAGG
- 1D
- 0.23%
- 1M
- -1.77%
- YTD
- 0.01%
- 6M
- 0.96%
- 1Y
- 4.18%
- 3Y*
- 3.47%
- 5Y*
- 0.13%
- 10Y*
- —
SUSB
- 1D
- 0.26%
- 1M
- -0.87%
- YTD
- 0.04%
- 6M
- 1.28%
- 1Y
- 4.85%
- 3Y*
- 5.31%
- 5Y*
- 2.24%
- 10Y*
- —
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EAGG vs. SUSB - Expense Ratio Comparison
EAGG has a 0.10% expense ratio, which is lower than SUSB's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
EAGG vs. SUSB — Risk / Return Rank
EAGG
SUSB
EAGG vs. SUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware US Aggregate Bond ETF (EAGG) and iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB). 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.
| EAGG | SUSB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 2.12 | -1.15 |
Sortino ratioReturn per unit of downside risk | 1.37 | 3.09 | -1.72 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.43 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 3.26 | -1.48 |
Martin ratioReturn relative to average drawdown | 4.89 | 13.63 | -8.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EAGG | SUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 2.12 | -1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.76 | -0.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.72 | -0.34 |
Correlation
The correlation between EAGG and SUSB is 0.76, 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.
Dividends
EAGG vs. SUSB - Dividend Comparison
EAGG's dividend yield for the trailing twelve months is around 3.96%, less than SUSB's 4.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EAGG iShares ESG Aware US Aggregate Bond ETF | 3.63% | 3.92% | 3.93% | 3.24% | 2.07% | 1.09% | 1.82% | 3.17% | 0.61% | 0.00% |
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF | 4.10% | 4.40% | 3.81% | 2.81% | 1.74% | 1.30% | 1.91% | 2.83% | 2.61% | 0.96% |
Drawdowns
EAGG vs. SUSB - Drawdown Comparison
The maximum EAGG drawdown since its inception was -18.74%, which is greater than SUSB's maximum drawdown of -13.25%. Use the drawdown chart below to compare losses from any high point for EAGG and SUSB.
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Drawdown Indicators
| EAGG | SUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.74% | -13.25% | -5.49% |
Max Drawdown (1Y)Largest decline over 1 year | -2.49% | -1.49% | -1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -17.98% | -9.57% | -8.41% |
Current DrawdownCurrent decline from peak | -3.03% | -0.87% | -2.16% |
Average DrawdownAverage peak-to-trough decline | -6.12% | -1.60% | -4.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.36% | +0.55% |
Volatility
EAGG vs. SUSB - Volatility Comparison
iShares ESG Aware US Aggregate Bond ETF (EAGG) has a higher volatility of 1.62% compared to iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) at 0.93%. This indicates that EAGG's price experiences larger fluctuations and is considered to be riskier than SUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EAGG | SUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.62% | 0.93% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 2.55% | 1.35% | +1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.34% | 2.29% | +2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.01% | 2.94% | +3.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.54% | 3.75% | +1.79% |