SUSC vs. BSCR
SUSC (iShares ESG Aware USD Corporate Bond ETF) and BSCR (Invesco BulletShares 2027 Corporate Bond ETF) are both Corporate Bonds funds - SUSC tracks the Bloomberg MSCI US Corporate ESG Focus Index while BSCR tracks the NASDAQ Bulletshares® USD Corporate Bond 2027 Index. Both are passively managed. Over the past 5 years, SUSC returned 0.36%/yr vs 1.41%/yr for BSCR. A 0.76 correlation means they provide meaningful diversification when combined. SUSC charges 0.18%/yr vs 0.10%/yr for BSCR.
Performance
SUSC vs. BSCR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SUSC achieves a 0.58% return, which is significantly lower than BSCR's 1.27% return.
SUSC
- 1D
- 0.11%
- 1M
- 0.43%
- YTD
- 0.58%
- 6M
- 0.55%
- 1Y
- 5.39%
- 3Y*
- 5.19%
- 5Y*
- 0.36%
- 10Y*
- —
BSCR
- 1D
- 0.00%
- 1M
- 0.36%
- YTD
- 1.27%
- 6M
- 1.66%
- 1Y
- 4.46%
- 3Y*
- 5.23%
- 5Y*
- 1.41%
- 10Y*
- —
SUSC vs. BSCR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUSC iShares ESG Aware USD Corporate Bond ETF | 0.58% | 7.57% | 1.91% | 8.58% | -15.95% | -1.57% | 9.57% | 14.43% | -3.13% | 1.66% |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 1.27% | 5.77% | 4.52% | 6.41% | -9.56% | -1.72% | 9.68% | 14.88% | -2.63% | 0.81% |
Correlation
The correlation between SUSC and BSCR is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2017 | 0.76 |
The correlation between SUSC and BSCR shifts across timeframes, from 0.57 (1 year) to 0.83 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SUSC vs. BSCR — Risk / Return Rank
SUSC
BSCR
SUSC vs. BSCR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware USD Corporate Bond ETF (SUSC) and Invesco BulletShares 2027 Corporate Bond ETF (BSCR). 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.
| SUSC | BSCR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.96 | ||
| Sortino ratioReturn per unit of downside risk | -6.01 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 2.10 | -0.88 |
| Calmar ratioReturn relative to maximum drawdown | 1.88 | 10.69 | -8.81 |
| Martin ratioReturn relative to average drawdown | 5.84 | 46.31 | -40.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| SUSC | BSCR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 4.20 | -2.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.35 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.59 | -0.29 |
Drawdowns
SUSC vs. BSCR - Drawdown Comparison
The maximum SUSC drawdown since its inception was -22.42%, which is greater than BSCR's maximum drawdown of -17.26%. Use the drawdown chart below to compare losses from any high point for SUSC and BSCR.
Loading charts...
Drawdown Indicators
| SUSC | BSCR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.42% | -17.26% | -5.16% |
Max Drawdown (1Y)Largest decline over 1 year | -2.87% | -0.42% | -2.45% |
Max Drawdown (3Y)Largest decline over 3 years | -6.57% | -2.41% | -4.16% |
Max Drawdown (5Y)Largest decline over 5 years | -22.42% | -14.87% | -7.55% |
Current DrawdownCurrent decline from peak | -1.25% | 0.00% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -5.89% | -3.34% | -2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.10% | +0.83% |
Volatility
SUSC vs. BSCR - Volatility Comparison
iShares ESG Aware USD Corporate Bond ETF (SUSC) has a higher volatility of 1.38% compared to Invesco BulletShares 2027 Corporate Bond ETF (BSCR) at 0.19%. This indicates that SUSC's price experiences larger fluctuations and is considered to be riskier than BSCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SUSC | BSCR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.38% | 0.19% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 3.21% | 0.59% | +2.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.39% | 1.07% | +3.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.19% | 4.09% | +3.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.63% | 5.35% | +2.28% |
SUSC vs. BSCR - Expense Ratio Comparison
SUSC has a 0.18% expense ratio, which is higher than BSCR's 0.10% 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
SUSC vs. BSCR - Dividend Comparison
SUSC's dividend yield for the trailing twelve months is around 4.49%, more than BSCR's 4.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 4.29% | 4.26% | 4.27% | 3.74% | 2.65% | 2.12% | 2.46% | 3.11% | 3.35% | 0.78% |
SUSC iShares ESG Aware USD Corporate Bond ETF | 4.49% | 4.37% | 4.34% | 3.83% | 2.97% | 2.21% | 2.19% | 3.07% | 3.33% | 1.33% |
Frequently Asked Questions
SUSC and BSCR have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUSC has higher volatility (1.38%) compared to BSCR (0.19%). In terms of maximum drawdown, SUSC dropped -22.42% vs BSCR's -17.26%.
On 5-year performance, BSCR leads with 1.41% vs 0.36% for SUSC. On fees, BSCR is cheaper at 0.10% per year. On volatility, BSCR has been the lower-risk option at 0.19%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, BSCR has performed better with a 1.41% return vs 0.36%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BSCR is cheaper with a 0.10% expense ratio, compared with 0.18% for SUSC.
SUSC has the higher dividend yield at 4.49%, compared with 4.29% for BSCR.
SUSC tracks Bloomberg MSCI US Corporate ESG Focus Index, while BSCR tracks NASDAQ Bulletshares® USD Corporate Bond 2027 Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.18% for SUSC and 0.10% for BSCR.
BSCR currently has the higher Sharpe Ratio (4.20 vs 1.24), 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.
Find the right allocation for SUSC and BSCR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer