IBTU.L vs. SUSC
IBTU.L (iShares USD Treasury Bond 0-1yr UCITS ETF USD (Dist)) and SUSC (iShares ESG Aware USD Corporate Bond ETF) are both exchange-traded funds - IBTU.L is a Government Bonds fund tracking the ICE U.S. Treasury Short Bond Index, while SUSC is a Corporate Bonds fund tracking the Bloomberg MSCI US Corporate ESG Focus Index. Both are passively managed. Over the past 5 years, IBTU.L returned 3.38%/yr vs 0.31%/yr for SUSC. At a 0.02 correlation, their price movements are largely independent. IBTU.L charges 0.07%/yr vs 0.18%/yr for SUSC.
Performance
IBTU.L vs. SUSC - Performance Comparison
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Returns By Period
In the year-to-date period, IBTU.L achieves a 1.35% return, which is significantly higher than SUSC's 0.72% return.
IBTU.L
- 1D
- 0.00%
- 1M
- 0.20%
- YTD
- 1.35%
- 6M
- 1.76%
- 1Y
- 3.93%
- 3Y*
- 4.62%
- 5Y*
- 3.38%
- 10Y*
- —
SUSC
- 1D
- 0.03%
- 1M
- 1.23%
- YTD
- 0.72%
- 6M
- 1.11%
- 1Y
- 5.58%
- 3Y*
- 5.11%
- 5Y*
- 0.31%
- 10Y*
- —
IBTU.L vs. SUSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IBTU.L iShares USD Treasury Bond 0-1yr UCITS ETF USD (Dist) | 1.35% | 4.33% | 5.31% | 4.92% | 1.05% | 0.10% | 0.88% | 2.02% |
SUSC iShares ESG Aware USD Corporate Bond ETF | 0.72% | 7.57% | 1.91% | 8.58% | -15.95% | -1.57% | 9.57% | 11.20% |
Correlation
The correlation between IBTU.L and SUSC is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since Feb 20, 2019 | 0.02 |
The correlation between IBTU.L and SUSC shifts across timeframes, from -0.12 (1 year) to 0.03 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IBTU.L vs. SUSC — Risk / Return Rank
IBTU.L
SUSC
IBTU.L vs. SUSC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 0-1yr UCITS ETF USD (Dist) (IBTU.L) 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.
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.
| IBTU.L | SUSC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.12 | ||
| Sortino ratioReturn per unit of downside risk | +5.19 | ||
| Omega ratioGain probability vs. loss probability | 3.47 | 1.23 | +2.25 |
| Calmar ratioReturn relative to maximum drawdown | 19.33 | 1.95 | +17.38 |
| Martin ratioReturn relative to average drawdown | 83.95 | 5.94 | +78.01 |
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Drawdowns
IBTU.L vs. SUSC - Drawdown Comparison
The maximum IBTU.L drawdown since its inception was -0.72%, smaller than the maximum SUSC drawdown of -22.42%. Use the drawdown chart below to compare losses from any high point for IBTU.L and SUSC.
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Drawdown Indicators
| IBTU.L | SUSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.72% | -22.42% | +21.70% |
Max Drawdown (1Y)Largest decline over 1 year | -0.20% | -2.87% | +2.67% |
Max Drawdown (3Y)Largest decline over 3 years | -0.20% | -6.57% | +6.37% |
Max Drawdown (5Y)Largest decline over 5 years | -0.40% | -22.42% | +22.02% |
Current DrawdownCurrent decline from peak | 0.00% | -1.11% | +1.11% |
Average DrawdownAverage peak-to-trough decline | -0.06% | -5.87% | +5.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.05% | 0.94% | -0.89% |
Volatility
IBTU.L vs. SUSC - Volatility Comparison
The current volatility for iShares USD Treasury Bond 0-1yr UCITS ETF USD (Dist) (IBTU.L) is 0.35%, while iShares ESG Aware USD Corporate Bond ETF (SUSC) has a volatility of 1.46%. This indicates that IBTU.L experiences smaller price fluctuations and is considered to be less risky 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
| IBTU.L | SUSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.35% | 1.46% | -1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 0.82% | 3.30% | -2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.15% | 4.36% | -3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.01% | 7.19% | -6.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.95% | 7.62% | -6.67% |
IBTU.L vs. SUSC - Expense Ratio Comparison
IBTU.L has a 0.07% expense ratio, which is lower than SUSC's 0.18% 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%.
Dividends
IBTU.L vs. SUSC - Dividend Comparison
IBTU.L's dividend yield for the trailing twelve months is around 4.07%, less than SUSC's 4.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
IBTU.L iShares USD Treasury Bond 0-1yr UCITS ETF USD (Dist) | 4.07% | 4.43% | 6.82% | 3.99% | 0.44% | 0.10% | 1.28% | 1.21% | 0.00% | 0.00% |
SUSC iShares ESG Aware USD Corporate Bond ETF | 4.48% | 4.37% | 4.34% | 3.83% | 2.97% | 2.21% | 2.19% | 3.07% | 3.33% | 1.33% |
Frequently Asked Questions
IBTU.L and SUSC have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBTU.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBTU.L is cheaper with a 0.07% expense ratio, compared with 0.18% for SUSC.
IBTU.L is categorized as Government Bonds, while SUSC is Corporate Bonds. IBTU.L tracks ICE U.S. Treasury Short Bond Index, while SUSC tracks Bloomberg MSCI US Corporate ESG Focus Index. Their fees differ too: 0.07% for IBTU.L and 0.18% for SUSC.
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