PortfoliosLab logoPortfoliosLab logo
SUSA vs. BLDG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SUSA vs. BLDG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI USA ESG Select ETF (SUSA) and Cambria Global Real Estate ETF (BLDG). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SUSA achieves a 9.38% return, which is significantly lower than BLDG's 11.81% return.


SUSA

1D
0.53%
1M
0.44%
YTD
9.38%
6M
9.38%
1Y
25.21%
3Y*
19.45%
5Y*
11.37%
10Y*
15.02%

BLDG

1D
0.58%
1M
4.13%
YTD
11.81%
6M
12.26%
1Y
14.51%
3Y*
10.36%
5Y*
2.80%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SUSA vs. BLDG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
SUSA
iShares MSCI USA ESG Select ETF
9.38%15.72%22.43%23.88%-21.38%30.45%16.85%
BLDG
Cambria Global Real Estate ETF
11.81%4.26%8.18%1.76%-14.66%22.47%15.25%

Correlation

The correlation between SUSA and BLDG is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.38

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

0.55

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

0.63

Correlation (All Time)
Calculated using the full available price history since Sep 24, 2020

0.63

Over the past year, the correlation between SUSA and BLDG has dropped to 0.38 - well below their long-term average of 0.63, suggesting their price drivers have been diverging.

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

SUSA vs. BLDG — Risk / Return Rank

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

SUSA
SUSA Risk / Return Rank: 6262
Overall Rank
SUSA Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
SUSA Sortino Ratio Rank: 6262
Sortino Ratio Rank
SUSA Omega Ratio Rank: 6262
Omega Ratio Rank
SUSA Calmar Ratio Rank: 5555
Calmar Ratio Rank
SUSA Martin Ratio Rank: 6666
Martin Ratio Rank

BLDG
BLDG Risk / Return Rank: 3434
Overall Rank
BLDG Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
BLDG Sortino Ratio Rank: 3636
Sortino Ratio Rank
BLDG Omega Ratio Rank: 3333
Omega Ratio Rank
BLDG Calmar Ratio Rank: 3030
Calmar Ratio Rank
BLDG Martin Ratio Rank: 3434
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.

SUSA vs. BLDG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA ESG Select ETF (SUSA) and Cambria Global Real Estate ETF (BLDG). 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.


SUSABLDGDifference
Sharpe ratioReturn per unit of total volatility

+0.66

Sortino ratioReturn per unit of downside risk

+0.82

Omega ratioGain probability vs. loss probability

1.33

1.20

+0.13

Calmar ratioReturn relative to maximum drawdown

2.42

1.30

+1.12

Martin ratioReturn relative to average drawdown

10.46

4.59

+5.86

SUSA vs. BLDG - Sharpe Ratio Comparison

The current SUSA Sharpe Ratio is 1.83, which is higher than the BLDG Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of SUSA and BLDG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

SUSA vs. BLDG - Drawdown Comparison

The maximum SUSA drawdown since its inception was -53.93%, which is greater than BLDG's maximum drawdown of -27.25%. Use the drawdown chart below to compare losses from any high point for SUSA and BLDG.


Loading charts...

Drawdown Indicators


SUSABLDGDifference

Max Drawdown

Largest peak-to-trough decline

-53.93%

-27.25%

-26.68%

Max Drawdown (1Y)

Largest decline over 1 year

-9.71%

-10.08%

+0.37%

Max Drawdown (3Y)

Largest decline over 3 years

-19.30%

-18.57%

-0.73%

Max Drawdown (5Y)

Largest decline over 5 years

-28.23%

-27.25%

-0.98%

Max Drawdown (10Y)

Largest decline over 10 years

-32.93%

Current Drawdown

Current decline from peak

-2.42%

0.00%

-2.42%

Average Drawdown

Average peak-to-trough decline

-7.24%

-9.18%

+1.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.25%

2.86%

-0.61%

Volatility

SUSA vs. BLDG - Volatility Comparison

iShares MSCI USA ESG Select ETF (SUSA) has a higher volatility of 4.67% compared to Cambria Global Real Estate ETF (BLDG) at 3.71%. This indicates that SUSA's price experiences larger fluctuations and is considered to be riskier than BLDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SUSABLDGDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.67%

3.71%

+0.96%

Volatility (6M)

Calculated over the trailing 6-month period

10.22%

8.38%

+1.84%

Volatility (1Y)

Calculated over the trailing 1-year period

12.85%

11.20%

+1.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.40%

15.27%

+2.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.18%

15.52%

+2.66%

SUSA vs. BLDG - Expense Ratio Comparison

SUSA has a 0.25% expense ratio, which is lower than BLDG's 0.59% expense ratio.


Dividends

SUSA vs. BLDG - Dividend Comparison

SUSA's dividend yield for the trailing twelve months is around 0.84%, less than BLDG's 5.42% yield.


PositionTTM20252024202320222021202020192018201720162015
BLDG
Cambria Global Real Estate ETF
5.42%7.46%7.97%4.99%3.99%10.40%0.59%0.00%0.00%0.00%0.00%0.00%
SUSA
iShares MSCI USA ESG Select ETF
0.84%0.89%1.15%1.32%1.52%0.98%1.17%1.52%1.72%1.40%1.56%1.42%

Frequently Asked Questions


SUSA and BLDG have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SUSA has higher volatility (4.67%) compared to BLDG (3.71%). In terms of maximum drawdown, SUSA dropped -53.93% vs BLDG's -27.25%.

On 5-year performance, SUSA leads with 11.37% vs 2.80% for BLDG. On fees, SUSA is cheaper at 0.25% per year. On volatility, BLDG has been the lower-risk option at 3.71%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SUSA has performed better with a 11.37% return vs 2.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SUSA is cheaper with a 0.25% expense ratio, compared with 0.59% for BLDG.

BLDG has the higher dividend yield at 5.42%, compared with 0.84% for SUSA.

SUSA is categorized as Large Cap Growth Equities, while BLDG is REIT. They also come from different issuers: iShares and Cambria. Their fees differ too: 0.25% for SUSA and 0.59% for BLDG.

SUSA currently has the higher Sharpe Ratio (1.83 vs 1.17), 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 SUSA and BLDG

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