SUSA vs. FXAIX
Compare and contrast key facts about iShares MSCI USA ESG Select ETF (SUSA) and Fidelity 500 Index Fund (FXAIX).
SUSA is a passively managed fund by iShares that tracks the performance of the MSCI USA ESG Select Index. It was launched on Jan 24, 2005. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SUSA or FXAIX.
Correlation
The correlation between SUSA and FXAIX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SUSA vs. FXAIX - Performance Comparison
Key characteristics
SUSA:
2.01
FXAIX:
2.14
SUSA:
2.71
FXAIX:
2.84
SUSA:
1.36
FXAIX:
1.39
SUSA:
3.43
FXAIX:
3.25
SUSA:
12.08
FXAIX:
13.56
SUSA:
2.14%
FXAIX:
2.03%
SUSA:
12.83%
FXAIX:
12.86%
SUSA:
-53.93%
FXAIX:
-33.79%
SUSA:
-0.46%
FXAIX:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with SUSA having a 3.69% return and FXAIX slightly lower at 3.54%. Both investments have delivered pretty close results over the past 10 years, with SUSA having a 13.04% annualized return and FXAIX not far ahead at 13.54%.
SUSA
3.69%
2.17%
12.81%
25.31%
14.46%
13.04%
FXAIX
3.54%
1.97%
12.89%
26.84%
14.90%
13.54%
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SUSA vs. FXAIX - Expense Ratio Comparison
SUSA has a 0.25% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SUSA vs. FXAIX — Risk-Adjusted Performance Rank
SUSA
FXAIX
SUSA vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA ESG Select ETF (SUSA) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
SUSA vs. FXAIX - Dividend Comparison
SUSA's dividend yield for the trailing twelve months is around 1.11%, less than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUSA iShares MSCI USA ESG Select ETF | 1.11% | 1.15% | 1.32% | 1.52% | 0.98% | 1.17% | 1.52% | 1.72% | 1.40% | 1.56% | 1.42% | 1.21% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 4.15% | 3.95% |
Drawdowns
SUSA vs. FXAIX - Drawdown Comparison
The maximum SUSA drawdown since its inception was -53.93%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SUSA and FXAIX. For additional features, visit the drawdowns tool.
Volatility
SUSA vs. FXAIX - Volatility Comparison
The current volatility for iShares MSCI USA ESG Select ETF (SUSA) is 3.83%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.10%. This indicates that SUSA experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.