SUSC vs. EFRA
SUSC (iShares ESG Aware USD Corporate Bond ETF) and EFRA (iShares Environmental Infrastructure and Industrials ETF) are both exchange-traded funds - SUSC is a Corporate Bonds fund tracking the Bloomberg MSCI US Corporate ESG Focus Index, while EFRA is a Industrials Equities fund tracking the FTSE Green Revenues Select Infrastructure and Industrials Index. Both are passively managed. Over the past 3 years, SUSC returned 5.11%/yr vs 10.23%/yr for EFRA. At a 0.41 correlation, their price movements are largely independent. SUSC charges 0.18%/yr vs 0.47%/yr for EFRA.
Performance
SUSC vs. EFRA - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SUSC achieves a 0.72% return, which is significantly lower than EFRA's 5.58% return.
SUSC
- 1D
- 0.03%
- 1M
- 1.23%
- YTD
- 0.72%
- 6M
- 1.11%
- 1Y
- 5.58%
- 3Y*
- 5.11%
- 5Y*
- 0.31%
- 10Y*
- —
EFRA
- 1D
- 0.72%
- 1M
- 2.38%
- YTD
- 5.58%
- 6M
- 5.15%
- 1Y
- 10.97%
- 3Y*
- 10.23%
- 5Y*
- —
- 10Y*
- —
SUSC vs. EFRA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SUSC iShares ESG Aware USD Corporate Bond ETF | 0.72% | 7.57% | 1.91% | 8.58% | 4.47% |
EFRA iShares Environmental Infrastructure and Industrials ETF | 5.58% | 13.76% | 8.09% | 14.49% | 8.75% |
Correlation
The correlation between SUSC and EFRA is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Nov 3, 2022 | 0.41 |
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. EFRA — Risk / Return Rank
SUSC
EFRA
SUSC vs. EFRA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware USD Corporate Bond ETF (SUSC) and iShares Environmental Infrastructure and Industrials ETF (EFRA). 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.
| SUSC | EFRA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 0.98 | +0.97 |
| Martin ratioReturn relative to average drawdown | 5.94 | 2.69 | +3.25 |
Loading charts...
Drawdowns
SUSC vs. EFRA - Drawdown Comparison
The maximum SUSC drawdown since its inception was -22.42%, which is greater than EFRA's maximum drawdown of -16.25%. Use the drawdown chart below to compare losses from any high point for SUSC and EFRA.
Loading charts...
Drawdown Indicators
| SUSC | EFRA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.42% | -16.25% | -6.17% |
Max Drawdown (1Y)Largest decline over 1 year | -2.87% | -11.20% | +8.33% |
Max Drawdown (3Y)Largest decline over 3 years | -6.57% | -16.25% | +9.68% |
Max Drawdown (5Y)Largest decline over 5 years | -22.42% | — | — |
Current DrawdownCurrent decline from peak | -1.11% | -6.44% | +5.33% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -3.66% | -2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 4.08% | -3.14% |
Volatility
SUSC vs. EFRA - Volatility Comparison
The current volatility for iShares ESG Aware USD Corporate Bond ETF (SUSC) is 1.46%, while iShares Environmental Infrastructure and Industrials ETF (EFRA) has a volatility of 5.44%. This indicates that SUSC experiences smaller price fluctuations and is considered to be less risky than EFRA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SUSC | EFRA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.46% | 5.44% | -3.98% |
Volatility (6M)Calculated over the trailing 6-month period | 3.30% | 11.60% | -8.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.36% | 14.48% | -10.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.19% | 15.58% | -8.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.62% | 15.58% | -7.96% |
SUSC vs. EFRA - Expense Ratio Comparison
SUSC has a 0.18% expense ratio, which is lower than EFRA's 0.47% expense ratio.
Dividends
SUSC vs. EFRA - Dividend Comparison
SUSC's dividend yield for the trailing twelve months is around 4.48%, less than EFRA's 5.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
EFRA iShares Environmental Infrastructure and Industrials ETF | 5.13% | 4.34% | 3.79% | 1.85% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SUSC iShares ESG Aware USD Corporate Bond ETF | 4.48% | 4.37% | 4.34% | 3.83% | 2.97% | 2.21% | 2.19% | 3.07% | 3.33% | 1.33% |
Frequently Asked Questions
SUSC and EFRA have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EFRA has higher volatility (5.44%) compared to SUSC (1.46%). In terms of maximum drawdown, SUSC dropped -22.42% vs EFRA's -16.25%.
On 3-year performance, EFRA leads with 10.23% vs 5.11% for SUSC. On fees, SUSC is cheaper at 0.18% per year. On volatility, SUSC has been the lower-risk option at 1.46%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, EFRA has performed better with a 10.23% return vs 5.11%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SUSC is cheaper with a 0.18% expense ratio, compared with 0.47% for EFRA.
EFRA has the higher dividend yield at 5.13%, compared with 4.48% for SUSC.
SUSC is categorized as Corporate Bonds, while EFRA is Industrials Equities. SUSC tracks Bloomberg MSCI US Corporate ESG Focus Index, while EFRA tracks FTSE Green Revenues Select Infrastructure and Industrials Index. Their fees differ too: 0.18% for SUSC and 0.47% for EFRA.
SUSC currently has the higher Sharpe Ratio (1.29 vs 0.76), 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 EFRA
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