EFRA vs. SUSC
EFRA (iShares Environmental Infrastructure and Industrials ETF) and SUSC (iShares ESG Aware USD Corporate Bond ETF) are both exchange-traded funds - EFRA is a Industrials Equities fund tracking the FTSE Green Revenues Select Infrastructure and Industrials Index, while SUSC is a Corporate Bonds fund tracking the Bloomberg MSCI US Corporate ESG Focus Index. Both are passively managed. Over the past 3 years, EFRA returned 11.21%/yr vs 5.09%/yr for SUSC. At a 0.40 correlation, their price movements are largely independent. EFRA charges 0.47%/yr vs 0.18%/yr for SUSC.
Performance
EFRA vs. SUSC - Performance Comparison
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Returns By Period
In the year-to-date period, EFRA achieves a 4.96% return, which is significantly higher than SUSC's 0.47% return.
EFRA
- 1D
- 0.40%
- 1M
- -0.88%
- YTD
- 4.96%
- 6M
- 4.97%
- 1Y
- 10.28%
- 3Y*
- 11.21%
- 5Y*
- —
- 10Y*
- —
SUSC
- 1D
- -0.13%
- 1M
- 0.62%
- YTD
- 0.47%
- 6M
- 0.32%
- 1Y
- 5.87%
- 3Y*
- 5.09%
- 5Y*
- 0.34%
- 10Y*
- —
EFRA vs. SUSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EFRA iShares Environmental Infrastructure and Industrials ETF | 4.96% | 13.76% | 8.09% | 14.49% | 7.48% |
SUSC iShares ESG Aware USD Corporate Bond ETF | 0.47% | 7.57% | 1.91% | 8.58% | 4.66% |
Correlation
The correlation between EFRA and SUSC is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2022 | 0.40 |
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Return for Risk
EFRA vs. SUSC — Risk / Return Rank
EFRA
SUSC
EFRA vs. SUSC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Environmental Infrastructure and Industrials ETF (EFRA) and iShares ESG Aware USD Corporate Bond ETF (SUSC). 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.
| EFRA | SUSC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.61 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.23 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.92 | 2.05 | -1.13 |
| Martin ratioReturn relative to average drawdown | 2.67 | 6.37 | -3.70 |
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
| EFRA | SUSC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.34 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.05 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.30 | +0.59 |
Drawdowns
EFRA vs. SUSC - Drawdown Comparison
The maximum EFRA drawdown since its inception was -16.25%, smaller than the maximum SUSC drawdown of -22.42%. Use the drawdown chart below to compare losses from any high point for EFRA and SUSC.
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Drawdown Indicators
| EFRA | SUSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.25% | -22.42% | +6.17% |
Max Drawdown (1Y)Largest decline over 1 year | -11.20% | -2.87% | -8.33% |
Max Drawdown (3Y)Largest decline over 3 years | -16.25% | -6.57% | -9.68% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.42% | — |
Current DrawdownCurrent decline from peak | -6.98% | -1.36% | -5.62% |
Average DrawdownAverage peak-to-trough decline | -3.63% | -5.89% | +2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 0.92% | +2.93% |
Volatility
EFRA vs. SUSC - Volatility Comparison
iShares Environmental Infrastructure and Industrials ETF (EFRA) has a higher volatility of 4.37% compared to iShares ESG Aware USD Corporate Bond ETF (SUSC) at 1.40%. This indicates that EFRA's price experiences larger fluctuations and is considered to be riskier than SUSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EFRA | SUSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 1.40% | +2.97% |
Volatility (6M)Calculated over the trailing 6-month period | 11.21% | 3.21% | +8.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.02% | 4.39% | +9.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.51% | 7.19% | +8.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.51% | 7.63% | +7.88% |
EFRA vs. SUSC - Expense Ratio Comparison
EFRA has a 0.47% expense ratio, which is higher than SUSC's 0.18% expense ratio.
Dividends
EFRA vs. SUSC - Dividend Comparison
EFRA's dividend yield for the trailing twelve months is around 4.13%, less than SUSC's 4.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
EFRA iShares Environmental Infrastructure and Industrials ETF | 4.13% | 4.34% | 3.79% | 1.85% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SUSC iShares ESG Aware USD Corporate Bond ETF | 4.49% | 4.37% | 4.34% | 3.83% | 2.97% | 2.21% | 2.19% | 3.07% | 3.33% | 1.33% |
Frequently Asked Questions
EFRA and SUSC have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EFRA has higher volatility (4.37%) compared to SUSC (1.40%). In terms of maximum drawdown, EFRA dropped -16.25% vs SUSC's -22.42%.
On 3-year performance, EFRA leads with 11.21% vs 5.09% for SUSC. On fees, SUSC is cheaper at 0.18% per year. On volatility, SUSC has been the lower-risk option at 1.40%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, EFRA has performed better with a 11.21% return vs 5.09%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SUSC is cheaper with a 0.18% expense ratio, compared with 0.47% for EFRA.
SUSC has the higher dividend yield at 4.49%, compared with 4.13% for EFRA.
EFRA is categorized as Industrials Equities, while SUSC is Corporate Bonds. EFRA tracks FTSE Green Revenues Select Infrastructure and Industrials Index, while SUSC tracks Bloomberg MSCI US Corporate ESG Focus Index. Their fees differ too: 0.47% for EFRA and 0.18% for SUSC.
SUSC currently has the higher Sharpe Ratio (1.34 vs 0.74), 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.
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