SUSC vs. IBTU.L
SUSC (iShares ESG Aware USD Corporate Bond ETF) and IBTU.L (iShares USD Treasury Bond 0-1yr UCITS ETF USD (Dist)) are both exchange-traded funds - SUSC is a Corporate Bonds fund tracking the Bloomberg MSCI US Corporate ESG Focus Index, while IBTU.L is a Government Bonds fund tracking the ICE U.S. Treasury Short Bond Index. Both are passively managed. Over the past 5 years, SUSC returned 0.31%/yr vs 3.38%/yr for IBTU.L. At a 0.02 correlation, their price movements are largely independent. SUSC charges 0.18%/yr vs 0.07%/yr for IBTU.L.
Performance
SUSC vs. IBTU.L - Performance Comparison
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Returns By Period
In the year-to-date period, SUSC achieves a 0.72% return, which is significantly lower than IBTU.L's 1.35% return.
SUSC
- 1D
- 0.03%
- 1M
- 1.23%
- YTD
- 0.72%
- 6M
- 1.11%
- 1Y
- 5.58%
- 3Y*
- 5.11%
- 5Y*
- 0.31%
- 10Y*
- —
IBTU.L
- 1D
- 0.00%
- 1M
- 0.20%
- YTD
- 1.35%
- 6M
- 1.76%
- 1Y
- 3.93%
- 3Y*
- 4.62%
- 5Y*
- 3.38%
- 10Y*
- —
SUSC vs. IBTU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SUSC iShares ESG Aware USD Corporate Bond ETF | 0.72% | 7.57% | 1.91% | 8.58% | -15.95% | -1.57% | 9.57% | 11.20% |
IBTU.L iShares USD Treasury Bond 0-1yr UCITS ETF USD (Dist) | 1.35% | 4.33% | 5.31% | 4.92% | 1.05% | 0.10% | 0.88% | 2.02% |
Correlation
The correlation between SUSC and IBTU.L is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since Feb 20, 2019 | 0.02 |
The correlation between SUSC and IBTU.L shifts across timeframes, from -0.12 (1 year) to 0.03 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
SUSC vs. IBTU.L — Risk / Return Rank
SUSC
IBTU.L
SUSC vs. IBTU.L - 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 USD Treasury Bond 0-1yr UCITS ETF USD (Dist) (IBTU.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.
| SUSC | IBTU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.12 | ||
| Sortino ratioReturn per unit of downside risk | -5.19 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 3.47 | -2.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 19.33 | -17.38 |
| Martin ratioReturn relative to average drawdown | 5.94 | 83.95 | -78.01 |
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Drawdowns
SUSC vs. IBTU.L - Drawdown Comparison
The maximum SUSC drawdown since its inception was -22.42%, which is greater than IBTU.L's maximum drawdown of -0.72%. Use the drawdown chart below to compare losses from any high point for SUSC and IBTU.L.
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Drawdown Indicators
| SUSC | IBTU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.42% | -0.72% | -21.70% |
Max Drawdown (1Y)Largest decline over 1 year | -2.87% | -0.20% | -2.67% |
Max Drawdown (3Y)Largest decline over 3 years | -6.57% | -0.20% | -6.37% |
Max Drawdown (5Y)Largest decline over 5 years | -22.42% | -0.40% | -22.02% |
Current DrawdownCurrent decline from peak | -1.11% | 0.00% | -1.11% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -0.06% | -5.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 0.05% | +0.89% |
Volatility
SUSC vs. IBTU.L - Volatility Comparison
iShares ESG Aware USD Corporate Bond ETF (SUSC) has a higher volatility of 1.46% compared to iShares USD Treasury Bond 0-1yr UCITS ETF USD (Dist) (IBTU.L) at 0.35%. This indicates that SUSC's price experiences larger fluctuations and is considered to be riskier than IBTU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUSC | IBTU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.46% | 0.35% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 3.30% | 0.82% | +2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.36% | 1.15% | +3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.19% | 1.01% | +6.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.62% | 0.95% | +6.67% |
SUSC vs. IBTU.L - Expense Ratio Comparison
SUSC has a 0.18% expense ratio, which is higher than IBTU.L's 0.07% 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. IBTU.L - Dividend Comparison
SUSC's dividend yield for the trailing twelve months is around 4.48%, more than IBTU.L's 4.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
IBTU.L iShares USD Treasury Bond 0-1yr UCITS ETF USD (Dist) | 4.07% | 4.43% | 6.82% | 3.99% | 0.44% | 0.10% | 1.28% | 1.21% | 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 IBTU.L have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBTU.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBTU.L is cheaper with a 0.07% expense ratio, compared with 0.18% for SUSC.
SUSC is categorized as Corporate Bonds, while IBTU.L is Government Bonds. SUSC tracks Bloomberg MSCI US Corporate ESG Focus Index, while IBTU.L tracks ICE U.S. Treasury Short Bond Index. Their fees differ too: 0.18% for SUSC and 0.07% for IBTU.L.
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