SUSA vs. V3GP.L
SUSA (iShares MSCI USA ESG Select ETF) and V3GP.L (Vanguard ESG Global Corporate Bond UCITS ETF GBP Hedged Distributing) are both exchange-traded funds - SUSA is a Large Cap Growth Equities fund tracking the MSCI USA ESG Select Index, while V3GP.L is a Global Corporate Bonds fund tracking the Bloomberg Gbl Agg Corp TR Hdg GBP. Both are passively managed. Over the past 5 years, SUSA returned 11.37%/yr vs -0.65%/yr for V3GP.L. At a 0.37 correlation, their price movements are largely independent. SUSA charges 0.25%/yr vs 0.15%/yr for V3GP.L.
Performance
SUSA vs. V3GP.L - Performance Comparison
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Different Trading Currencies
SUSA is traded in USD, while V3GP.L is traded in GBP. To make them comparable, the V3GP.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, SUSA achieves a 9.38% return, which is significantly higher than V3GP.L's 0.19% 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%
V3GP.L
- 1D
- 0.07%
- 1M
- 0.56%
- YTD
- 0.19%
- 6M
- 1.67%
- 1Y
- 3.16%
- 3Y*
- 7.60%
- 5Y*
- -0.65%
- 10Y*
- —
SUSA vs. V3GP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SUSA iShares MSCI USA ESG Select ETF | 9.38% | 15.72% | 22.43% | 23.88% | -21.38% | 18.27% |
V3GP.L Vanguard ESG Global Corporate Bond UCITS ETF GBP Hedged Distributing | 0.19% | 14.30% | 1.77% | 13.22% | -23.61% | -3.18% |
Correlation
The correlation between SUSA and V3GP.L is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since May 20, 2021 | 0.37 |
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Return for Risk
SUSA vs. V3GP.L — Risk / Return Rank
SUSA
V3GP.L
SUSA vs. V3GP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA ESG Select ETF (SUSA) and Vanguard ESG Global Corporate Bond UCITS ETF GBP Hedged Distributing (V3GP.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.
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.
| SUSA | V3GP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.53 | ||
| Sortino ratioReturn per unit of downside risk | +2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.05 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.42 | 0.40 | +2.01 |
| Martin ratioReturn relative to average drawdown | 10.46 | 1.01 | +9.44 |
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Drawdowns
SUSA vs. V3GP.L - Drawdown Comparison
The maximum SUSA drawdown since its inception was -53.93%, which is greater than V3GP.L's maximum drawdown of -37.55%. Use the drawdown chart below to compare losses from any high point for SUSA and V3GP.L.
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Drawdown Indicators
| SUSA | V3GP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.93% | -37.55% | -16.38% |
Max Drawdown (1Y)Largest decline over 1 year | -9.71% | -6.21% | -3.50% |
Max Drawdown (3Y)Largest decline over 3 years | -19.30% | -11.40% | -7.90% |
Max Drawdown (5Y)Largest decline over 5 years | -28.23% | -37.45% | +9.22% |
Max Drawdown (10Y)Largest decline over 10 years | -32.93% | — | — |
Current DrawdownCurrent decline from peak | -2.42% | -3.66% | +1.24% |
Average DrawdownAverage peak-to-trough decline | -7.24% | -14.41% | +7.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 2.49% | -0.24% |
Volatility
SUSA vs. V3GP.L - Volatility Comparison
iShares MSCI USA ESG Select ETF (SUSA) has a higher volatility of 4.67% compared to Vanguard ESG Global Corporate Bond UCITS ETF GBP Hedged Distributing (V3GP.L) at 2.69%. This indicates that SUSA's price experiences larger fluctuations and is considered to be riskier than V3GP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUSA | V3GP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.67% | 2.69% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 10.22% | 6.24% | +3.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.85% | 8.58% | +4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.40% | 11.39% | +6.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 11.34% | +6.84% |
SUSA vs. V3GP.L - Expense Ratio Comparison
SUSA has a 0.25% expense ratio, which is higher than V3GP.L's 0.15% 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%.
Dividends
SUSA vs. V3GP.L - Dividend Comparison
SUSA's dividend yield for the trailing twelve months is around 0.84%, less than V3GP.L's 4.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
V3GP.L Vanguard ESG Global Corporate Bond UCITS ETF GBP Hedged Distributing | 4.36% | 4.43% | 4.36% | 4.10% | 2.48% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SUSA and V3GP.L have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, V3GP.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
V3GP.L is cheaper with a 0.15% expense ratio, compared with 0.25% for SUSA.
SUSA is categorized as Large Cap Growth Equities, while V3GP.L is Global Corporate Bonds. SUSA tracks MSCI USA ESG Select Index, while V3GP.L tracks Bloomberg Gbl Agg Corp TR Hdg GBP. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.25% for SUSA and 0.15% for V3GP.L.
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