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EUSB vs. SUSB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EUSB vs. SUSB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Advanced Total USD Bond Market ETF (EUSB) and iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EUSB achieves a 0.28% return, which is significantly lower than SUSB's 0.51% return.


EUSB

1D
-0.18%
1M
0.64%
YTD
0.28%
6M
0.49%
1Y
4.51%
3Y*
4.30%
5Y*
0.31%
10Y*

SUSB

1D
-0.12%
1M
0.24%
YTD
0.51%
6M
0.73%
1Y
4.12%
3Y*
5.49%
5Y*
2.24%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUSB vs. SUSB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
EUSB
iShares ESG Advanced Total USD Bond Market ETF
0.28%7.45%1.83%5.80%-12.81%-1.29%1.47%
SUSB
iShares ESG 1-5 Year USD Corporate Bond ETF
0.51%6.81%4.83%5.98%-5.72%-0.76%1.95%

Correlation

The correlation between EUSB and SUSB is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.85

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

0.82

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

0.83

Correlation (All Time)
Calculated using the full available price history since Jun 25, 2020

0.79

The correlation between EUSB and SUSB has been stable across timeframes, ranging from 0.79 to 0.85 - a consistent structural relationship.

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Return for Risk

EUSB vs. SUSB — Risk / Return Rank

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

EUSB
EUSB Risk / Return Rank: 3737
Overall Rank
EUSB Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
EUSB Sortino Ratio Rank: 3939
Sortino Ratio Rank
EUSB Omega Ratio Rank: 3535
Omega Ratio Rank
EUSB Calmar Ratio Rank: 3737
Calmar Ratio Rank
EUSB Martin Ratio Rank: 3535
Martin Ratio Rank

SUSB
SUSB Risk / Return Rank: 6767
Overall Rank
SUSB Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
SUSB Sortino Ratio Rank: 7777
Sortino Ratio Rank
SUSB Omega Ratio Rank: 7171
Omega Ratio Rank
SUSB Calmar Ratio Rank: 5757
Calmar Ratio Rank
SUSB Martin Ratio Rank: 6363
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.

EUSB vs. SUSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced Total USD Bond Market ETF (EUSB) 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.

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.


EUSBSUSBDifference
Sharpe ratioReturn per unit of total volatility

-0.82

Sortino ratioReturn per unit of downside risk

-1.31

Omega ratioGain probability vs. loss probability

1.23

1.41

-0.18

Calmar ratioReturn relative to maximum drawdown

1.83

2.78

-0.95

Martin ratioReturn relative to average drawdown

5.20

11.16

-5.96

EUSB vs. SUSB - Sharpe Ratio Comparison

The current EUSB Sharpe Ratio is 1.29, which is lower than the SUSB Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of EUSB and SUSB, 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

EUSB vs. SUSB - Drawdown Comparison

The maximum EUSB drawdown since its inception was -17.87%, which is greater than SUSB's maximum drawdown of -13.25%. Use the drawdown chart below to compare losses from any high point for EUSB and SUSB.


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Drawdown Indicators


EUSBSUSBDifference

Max Drawdown

Largest peak-to-trough decline

-17.87%

-13.25%

-4.62%

Max Drawdown (1Y)

Largest decline over 1 year

-2.48%

-1.49%

-0.99%

Max Drawdown (3Y)

Largest decline over 3 years

-5.76%

-1.49%

-4.27%

Max Drawdown (5Y)

Largest decline over 5 years

-17.45%

-9.57%

-7.88%

Current Drawdown

Current decline from peak

-1.22%

-0.41%

-0.81%

Average Drawdown

Average peak-to-trough decline

-6.45%

-1.57%

-4.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.87%

0.37%

+0.50%

Volatility

EUSB vs. SUSB - Volatility Comparison

iShares ESG Advanced Total USD Bond Market ETF (EUSB) has a higher volatility of 0.99% compared to iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) at 0.68%. This indicates that EUSB'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


EUSBSUSBDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.99%

0.68%

+0.31%

Volatility (6M)

Calculated over the trailing 6-month period

2.58%

1.50%

+1.08%

Volatility (1Y)

Calculated over the trailing 1-year period

3.50%

1.96%

+1.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.78%

2.97%

+2.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.40%

3.72%

+1.68%

EUSB vs. SUSB - Expense Ratio Comparison

Both EUSB and SUSB have an expense ratio of 0.12%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

EUSB vs. SUSB - Dividend Comparison

EUSB's dividend yield for the trailing twelve months is around 3.96%, less than SUSB's 4.50% yield.


PositionTTM202520242023202220212020201920182017
EUSB
iShares ESG Advanced Total USD Bond Market ETF
3.96%3.84%3.67%3.08%2.21%1.10%0.57%0.00%0.00%0.00%
SUSB
iShares ESG 1-5 Year USD Corporate Bond ETF
4.50%4.40%3.81%2.81%1.74%1.30%1.91%2.83%2.61%0.96%

Frequently Asked Questions


EUSB and SUSB have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EUSB has higher volatility (0.99%) compared to SUSB (0.68%). In terms of maximum drawdown, EUSB dropped -17.87% vs SUSB's -13.25%.

On 5-year performance, SUSB leads with 2.24% vs 0.31% for EUSB. Both ETFs have the same 0.12% expense ratio. On volatility, SUSB has been the lower-risk option at 0.68%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SUSB has performed better with a 2.24% return vs 0.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EUSB and SUSB have the same expense ratio: 0.12% per year.

SUSB has the higher dividend yield at 4.50%, compared with 3.96% for EUSB.

EUSB is categorized as Intermediate Core-Plus Bond, while SUSB is Corporate Bonds. EUSB tracks Bloomberg MSCI US Universal Choice ESG Screened Index, while SUSB tracks Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index.

SUSB currently has the higher Sharpe Ratio (2.11 vs 1.29), 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 EUSB and SUSB

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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