PUIG.L vs. SUSU.L
PUIG.L (Invesco USD Corporate Bond UCITS ETF Dist) and SUSU.L (iShares USD Corporate Bond 0-3yr ESG UCITS ETF USD (Dist)) are both Corporate Bonds funds - PUIG.L tracks the Bloomberg US Corp Bond TR USD while SUSU.L tracks the Bloomberg US Corp 1-3 Yr TR USD. Both are passively managed. Over the past 5 years, PUIG.L returned 0.61%/yr vs 2.85%/yr for SUSU.L. At a 0.29 correlation, their price movements are largely independent. PUIG.L charges 0.10%/yr vs 0.12%/yr for SUSU.L.
Performance
PUIG.L vs. SUSU.L - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PUIG.L achieves a 0.25% return, which is significantly lower than SUSU.L's 1.03% return.
PUIG.L
- 1D
- 0.27%
- 1M
- 0.46%
- YTD
- 0.25%
- 6M
- 0.43%
- 1Y
- 5.17%
- 3Y*
- 5.14%
- 5Y*
- 0.61%
- 10Y*
- —
SUSU.L
- 1D
- 0.02%
- 1M
- 0.26%
- YTD
- 1.03%
- 6M
- 1.48%
- 1Y
- 4.18%
- 3Y*
- 5.15%
- 5Y*
- 2.85%
- 10Y*
- —
PUIG.L vs. SUSU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PUIG.L Invesco USD Corporate Bond UCITS ETF Dist | 0.25% | 7.78% | 2.32% | 8.00% | -14.87% | -1.64% | 9.49% | 16.94% | 0.00% |
SUSU.L iShares USD Corporate Bond 0-3yr ESG UCITS ETF USD (Dist) | 1.03% | 5.50% | 5.39% | 5.24% | -2.13% | -0.20% | 3.23% | 4.25% | 0.28% |
Correlation
The correlation between PUIG.L and SUSU.L is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Dec 17, 2018 | 0.29 |
The correlation between PUIG.L and SUSU.L shifts across timeframes, from 0.29 (all time) to 0.41 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PUIG.L vs. SUSU.L — Risk / Return Rank
PUIG.L
SUSU.L
PUIG.L vs. SUSU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco USD Corporate Bond UCITS ETF Dist (PUIG.L) and iShares USD Corporate Bond 0-3yr ESG UCITS ETF USD (Dist) (SUSU.L). 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.
| PUIG.L | SUSU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.68 | ||
| Sortino ratioReturn per unit of downside risk | -2.81 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.63 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | 6.38 | -3.93 |
| Martin ratioReturn relative to average drawdown | 6.61 | 28.73 | -22.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| PUIG.L | SUSU.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 3.00 | -1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.98 | -0.87 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.93 | -0.47 |
Drawdowns
PUIG.L vs. SUSU.L - Drawdown Comparison
The maximum PUIG.L drawdown since its inception was -21.72%, which is greater than SUSU.L's maximum drawdown of -8.33%. Use the drawdown chart below to compare losses from any high point for PUIG.L and SUSU.L.
Loading charts...
Drawdown Indicators
| PUIG.L | SUSU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.72% | -8.33% | -13.39% |
Max Drawdown (1Y)Largest decline over 1 year | -2.85% | -0.65% | -2.20% |
Max Drawdown (3Y)Largest decline over 3 years | -5.50% | -1.36% | -4.14% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | -4.60% | -17.12% |
Current DrawdownCurrent decline from peak | -0.90% | -0.08% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -6.86% | -0.63% | -6.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 0.14% | +0.91% |
Volatility
PUIG.L vs. SUSU.L - Volatility Comparison
Invesco USD Corporate Bond UCITS ETF Dist (PUIG.L) has a higher volatility of 1.73% compared to iShares USD Corporate Bond 0-3yr ESG UCITS ETF USD (Dist) (SUSU.L) at 0.46%. This indicates that PUIG.L's price experiences larger fluctuations and is considered to be riskier than SUSU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| PUIG.L | SUSU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.73% | 0.46% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 3.67% | 1.11% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.31% | 1.39% | +3.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.78% | 2.90% | +5.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.95% | 3.23% | +7.72% |
PUIG.L vs. SUSU.L - Expense Ratio Comparison
PUIG.L has a 0.10% expense ratio, which is lower than SUSU.L'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%.
Dividends
PUIG.L vs. SUSU.L - Dividend Comparison
PUIG.L's dividend yield for the trailing twelve months is around 4.92%, more than SUSU.L's 4.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
PUIG.L Invesco USD Corporate Bond UCITS ETF Dist | 4.92% | 4.83% | 4.76% | 4.03% | 2.94% | 2.33% | 2.81% | 3.15% | 3.32% |
SUSU.L iShares USD Corporate Bond 0-3yr ESG UCITS ETF USD (Dist) | 4.49% | 4.60% | 4.71% | 4.01% | 1.59% | 0.82% | 2.24% | 2.90% | 0.00% |
Frequently Asked Questions
PUIG.L and SUSU.L have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PUIG.L is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PUIG.L is cheaper with a 0.10% expense ratio, compared with 0.12% for SUSU.L.
PUIG.L tracks Bloomberg US Corp Bond TR USD, while SUSU.L tracks Bloomberg US Corp 1-3 Yr TR USD. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.10% for PUIG.L and 0.12% for SUSU.L.
Find the right allocation for PUIG.L and SUSU.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer