SUSA vs. PFUT
Compare and contrast key facts about iShares MSCI USA ESG Select ETF (SUSA) and Putnam Sustainable Future ETF (PFUT).
SUSA and PFUT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. PFUT is an actively managed fund by Power Corporation of Canada. It was launched on May 25, 2021.
Performance
SUSA vs. PFUT - Performance Comparison
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SUSA vs. PFUT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SUSA iShares MSCI USA ESG Select ETF | -4.20% | 15.72% | 22.43% | 23.88% | -21.38% | 15.43% |
PFUT Putnam Sustainable Future ETF | -6.61% | 2.22% | 13.60% | 29.98% | -33.60% | 0.62% |
Returns By Period
In the year-to-date period, SUSA achieves a -4.20% return, which is significantly higher than PFUT's -6.61% return.
SUSA
- 1D
- 0.81%
- 1M
- -4.63%
- YTD
- -4.20%
- 6M
- -1.67%
- 1Y
- 16.65%
- 3Y*
- 16.24%
- 5Y*
- 9.77%
- 10Y*
- 13.55%
PFUT
- 1D
- 1.06%
- 1M
- -4.88%
- YTD
- -6.61%
- 6M
- -9.36%
- 1Y
- 6.14%
- 3Y*
- 9.01%
- 5Y*
- —
- 10Y*
- —
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SUSA vs. PFUT - Expense Ratio Comparison
SUSA has a 0.25% expense ratio, which is lower than PFUT's 0.64% expense ratio.
Return for Risk
SUSA vs. PFUT — Risk / Return Rank
SUSA
PFUT
SUSA vs. PFUT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA ESG Select ETF (SUSA) and Putnam Sustainable Future ETF (PFUT). 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.
| SUSA | PFUT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.28 | +0.65 |
Sortino ratioReturn per unit of downside risk | 1.41 | 0.56 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.07 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 0.47 | +0.94 |
Martin ratioReturn relative to average drawdown | 6.30 | 1.39 | +4.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SUSA | PFUT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.28 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | -0.06 | +0.59 |
Correlation
The correlation between SUSA and PFUT is 0.90, 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.
Dividends
SUSA vs. PFUT - Dividend Comparison
SUSA's dividend yield for the trailing twelve months is around 0.96%, while PFUT has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUSA iShares MSCI USA ESG Select ETF | 0.96% | 0.89% | 1.15% | 1.32% | 1.52% | 0.98% | 1.17% | 1.52% | 1.72% | 1.40% | 1.56% | 1.42% |
PFUT Putnam Sustainable Future ETF | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SUSA vs. PFUT - Drawdown Comparison
The maximum SUSA drawdown since its inception was -53.93%, which is greater than PFUT's maximum drawdown of -44.86%. Use the drawdown chart below to compare losses from any high point for SUSA and PFUT.
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Drawdown Indicators
| SUSA | PFUT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.93% | -44.86% | -9.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -14.88% | +2.76% |
Max Drawdown (5Y)Largest decline over 5 years | -28.23% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -32.93% | — | — |
Current DrawdownCurrent decline from peak | -6.49% | -17.71% | +11.22% |
Average DrawdownAverage peak-to-trough decline | -7.30% | -21.44% | +14.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 4.98% | -2.28% |
Volatility
SUSA vs. PFUT - Volatility Comparison
The current volatility for iShares MSCI USA ESG Select ETF (SUSA) is 5.23%, while Putnam Sustainable Future ETF (PFUT) has a volatility of 6.48%. This indicates that SUSA experiences smaller price fluctuations and is considered to be less risky than PFUT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUSA | PFUT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 6.48% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 12.51% | -2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.15% | 22.43% | -4.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.32% | 21.85% | -4.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.12% | 21.85% | -3.73% |