SUSB vs. IGBH
SUSB (iShares ESG 1-5 Year USD Corporate Bond ETF) and IGBH (iShares Interest Rate Hedged Long-Term Corporate Bond ETF) are both Corporate Bonds funds from iShares - SUSB tracks the Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index while IGBH tracks the BlackRock Interest Rate Hedged Long-Term Corporate Bond Index. Both are passively managed. Over the past 5 years, SUSB returned 2.26%/yr vs 5.37%/yr for IGBH. At a 0.15 correlation, their price movements are largely independent. SUSB charges 0.12%/yr vs 0.16%/yr for IGBH.
Performance
SUSB vs. IGBH - Performance Comparison
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Returns By Period
In the year-to-date period, SUSB achieves a 0.65% return, which is significantly lower than IGBH's 2.40% return.
SUSB
- 1D
- 0.14%
- 1M
- 0.38%
- YTD
- 0.65%
- 6M
- 0.89%
- 1Y
- 4.05%
- 3Y*
- 5.54%
- 5Y*
- 2.26%
- 10Y*
- —
IGBH
- 1D
- -0.08%
- 1M
- 0.29%
- YTD
- 2.40%
- 6M
- 2.53%
- 1Y
- 9.02%
- 3Y*
- 8.57%
- 5Y*
- 5.37%
- 10Y*
- 5.06%
SUSB vs. IGBH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF | 0.65% | 6.81% | 4.83% | 5.98% | -5.72% | -0.76% | 4.96% | 7.02% | 0.54% | 0.28% |
IGBH iShares Interest Rate Hedged Long-Term Corporate Bond ETF | 2.40% | 7.90% | 7.80% | 12.12% | -2.82% | 2.20% | 1.09% | 9.62% | -4.54% | 4.99% |
Correlation
The correlation between SUSB and IGBH is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jul 18, 2017 | 0.15 |
The correlation between SUSB and IGBH shifts across timeframes, from 0.15 (all time) to 0.27 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SUSB vs. IGBH — Risk / Return Rank
SUSB
IGBH
SUSB vs. IGBH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) and iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH). 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.
| SUSB | IGBH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.44 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.74 | 2.14 | +0.60 |
| Martin ratioReturn relative to average drawdown | 10.98 | 7.85 | +3.13 |
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Drawdowns
SUSB vs. IGBH - Drawdown Comparison
The maximum SUSB drawdown since its inception was -13.25%, smaller than the maximum IGBH drawdown of -33.67%. Use the drawdown chart below to compare losses from any high point for SUSB and IGBH.
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Drawdown Indicators
| SUSB | IGBH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.25% | -33.67% | +20.42% |
Max Drawdown (1Y)Largest decline over 1 year | -1.49% | -4.24% | +2.75% |
Max Drawdown (3Y)Largest decline over 3 years | -1.49% | -6.93% | +5.44% |
Max Drawdown (5Y)Largest decline over 5 years | -9.57% | -10.48% | +0.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.67% | — |
Current DrawdownCurrent decline from peak | -0.27% | -0.28% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -1.57% | -2.65% | +1.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.37% | 1.15% | -0.78% |
Volatility
SUSB vs. IGBH - Volatility Comparison
iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) and iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) have volatilities of 0.70% and 0.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUSB | IGBH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.70% | 0.69% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 1.50% | 3.14% | -1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.96% | 4.03% | -2.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.97% | 6.05% | -3.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.72% | 9.20% | -5.48% |
SUSB vs. IGBH - Expense Ratio Comparison
SUSB has a 0.12% expense ratio, which is lower than IGBH's 0.16% 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
SUSB vs. IGBH - Dividend Comparison
SUSB's dividend yield for the trailing twelve months is around 4.50%, less than IGBH's 5.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGBH iShares Interest Rate Hedged Long-Term Corporate Bond ETF | 5.66% | 6.23% | 6.88% | 7.32% | 3.84% | 2.71% | 2.39% | 3.40% | 5.56% | 2.87% | 2.62% | 1.12% |
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF | 4.50% | 4.40% | 3.81% | 2.81% | 1.74% | 1.30% | 1.91% | 2.83% | 2.61% | 0.96% | 0.00% | 0.00% |
Frequently Asked Questions
SUSB and IGBH have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUSB has higher volatility (0.70%) compared to IGBH (0.69%). In terms of maximum drawdown, SUSB dropped -13.25% vs IGBH's -33.67%.
On 5-year performance, IGBH leads with 5.37% vs 2.26% for SUSB. On fees, SUSB is cheaper at 0.12% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, IGBH has performed better with a 5.37% return vs 2.26%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SUSB is cheaper with a 0.12% expense ratio, compared with 0.16% for IGBH.
IGBH has the higher dividend yield at 5.66%, compared with 4.50% for SUSB.
SUSB tracks Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index, while IGBH tracks BlackRock Interest Rate Hedged Long-Term Corporate Bond Index. Their fees differ too: 0.12% for SUSB and 0.16% for IGBH.
IGBH currently has the higher Sharpe Ratio (2.25 vs 2.09), 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.
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