SUSB vs. SCHI
SUSB (iShares ESG 1-5 Year USD Corporate Bond ETF) and SCHI (Schwab 5-10 Year Corporate Bond ETF) are both Corporate Bonds funds - SUSB tracks the Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index while SCHI tracks the Bloomberg US 5-10 Year Corporate Bond Index. Both are passively managed. Over the past 5 years, SUSB returned 2.19%/yr vs 0.68%/yr for SCHI. Their correlation of 0.84 means they have usually moved in the same direction. SUSB charges 0.12%/yr vs 0.03%/yr for SCHI.
Performance
SUSB vs. SCHI - Performance Comparison
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Returns By Period
In the year-to-date period, SUSB achieves a 0.68% return, which is significantly higher than SCHI's -0.64% return.
SUSB
- 1D
- -0.08%
- 1M
- -0.30%
- 6M
- 0.38%
- YTD
- 0.68%
- 1Y
- 2.97%
- 3Y*
- 5.39%
- 5Y*
- 2.19%
- 10Y*
- —
- ALL TIME*
- 2.64%
SCHI
- 1D
- -0.18%
- 1M
- -1.31%
- 6M
- -0.85%
- YTD
- -0.64%
- 1Y
- 2.20%
- 3Y*
- 5.81%
- 5Y*
- 0.68%
- 10Y*
- —
- ALL TIME*
- 1.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $42.16M | $42.05M | $59.83M | |
| $4.18M | $4.00M | $9.18M |
SUSB vs. SCHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF | 0.68% | 6.81% | 4.83% | 5.98% | -5.72% | -0.76% | 4.96% | 0.42% |
SCHI Schwab 5-10 Year Corporate Bond ETF | -0.64% | 9.47% | 3.32% | 8.97% | -14.06% | -1.85% | 9.74% | 0.83% |
Correlation
The correlation between SUSB and SCHI is 0.89, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.89 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Oct 10, 2019 | 0.84 |
The correlation between SUSB and SCHI has been stable across timeframes, ranging from 0.84 to 0.89 - a consistent structural relationship.
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Return for Risk
SUSB vs. SCHI — Risk / Return Rank
SUSB
SCHI
SUSB vs. SCHI - 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 Schwab 5-10 Year Corporate Bond ETF (SCHI). 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 | SCHI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.03 | ||
| Sortino ratioReturn per unit of downside risk | +1.61 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.13 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 1.02 | +1.34 |
| Martin ratioReturn relative to average drawdown | 9.20 | 2.90 | +6.31 |
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Drawdowns
SUSB vs. SCHI - Drawdown Comparison
The maximum SUSB drawdown since its inception was -13.25%, smaller than the maximum SCHI drawdown of -20.67%. Use the drawdown chart below to compare losses from any high point for SUSB and SCHI.
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Drawdown Indicators
| SUSB | SCHI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.25% | -20.67% | +7.42% |
Max Drawdown (1Y)Largest decline over 1 year | -1.49% | -3.01% | +1.52% |
Max Drawdown (3Y)Largest decline over 3 years | -1.49% | -5.30% | +3.81% |
Max Drawdown (5Y)Largest decline over 5 years | -9.50% | -20.62% | +11.12% |
Current DrawdownCurrent decline from peak | -0.34% | -2.18% | +1.84% |
Average DrawdownAverage peak-to-trough decline | -1.56% | -5.61% | +4.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.38% | 1.06% | -0.68% |
Volatility
SUSB vs. SCHI - Volatility Comparison
The current volatility for iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) is 0.57%, while Schwab 5-10 Year Corporate Bond ETF (SCHI) has a volatility of 1.12%. This indicates that SUSB experiences smaller price fluctuations and is considered to be less risky than SCHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUSB | SCHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.57% | 1.12% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 1.59% | 3.31% | -1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.98% | 4.13% | -2.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.98% | 6.67% | -3.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.70% | 7.34% | -3.64% |
SUSB vs. SCHI - Expense Ratio Comparison
SUSB has a 0.12% expense ratio, which is higher than SCHI's 0.03% 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
SUSB vs. SCHI - Dividend Comparison
SUSB's dividend yield for the trailing twelve months is around 4.51%, less than SCHI's 5.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
SCHI Schwab 5-10 Year Corporate Bond ETF | 4.65% | 4.99% | 5.11% | 4.27% | 3.10% | 1.93% | 2.31% | 0.53% | 0.00% | 0.00% |
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF | 4.14% | 4.40% | 3.81% | 2.81% | 1.74% | 1.30% | 1.91% | 2.83% | 2.61% | 0.96% |
Frequently Asked Questions
SUSB and SCHI have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCHI has higher volatility (1.12%) compared to SUSB (0.57%). In terms of maximum drawdown, SUSB dropped -13.25% vs SCHI's -20.67%.
On 5-year performance, SUSB leads with 2.19% vs 0.68% for SCHI. On fees, SCHI is cheaper at 0.03% per year. On volatility, SUSB has been the lower-risk option at 0.57%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, SUSB has performed better with a 2.19% return vs 0.68%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SCHI is cheaper with a 0.03% expense ratio, compared with 0.12% for SUSB.
SCHI has the higher dividend yield at 4.65%, compared with 4.14% for SUSB.
SUSB tracks Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index, while SCHI tracks Bloomberg US 5-10 Year Corporate Bond Index. They also come from different issuers: iShares and Charles Schwab. Their fees differ too: 0.12% for SUSB and 0.03% for SCHI.
SUSB currently has the higher Sharpe Ratio (1.77 vs 0.75), 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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