SUSC vs. TRET.L
SUSC (iShares ESG Aware USD Corporate Bond ETF) and TRET.L (VanEck Global Real Estate UCITS ETF) are both exchange-traded funds - SUSC is a Corporate Bonds fund tracking the Bloomberg MSCI US Corporate ESG Focus Index, while TRET.L is a REIT fund tracking the GPR Global 100 Index. Both are passively managed. Over the past 5 years, SUSC returned 0.31%/yr vs 2.69%/yr for TRET.L. At a 0.24 correlation, their price movements are largely independent. SUSC charges 0.18%/yr vs 0.25%/yr for TRET.L.
Performance
SUSC vs. TRET.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 TRET.L's 8.17% return.
SUSC
- 1D
- 0.03%
- 1M
- 1.23%
- YTD
- 0.72%
- 6M
- 1.11%
- 1Y
- 5.58%
- 3Y*
- 5.11%
- 5Y*
- 0.31%
- 10Y*
- —
TRET.L
- 1D
- -0.25%
- 1M
- 2.98%
- YTD
- 8.17%
- 6M
- 8.79%
- 1Y
- 14.84%
- 3Y*
- 11.42%
- 5Y*
- 2.69%
- 10Y*
- 5.65%
SUSC vs. TRET.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUSC iShares ESG Aware USD Corporate Bond ETF | 0.72% | 7.57% | 1.91% | 8.58% | -15.95% | -1.57% | 9.57% | 14.43% | -3.13% | 1.74% |
TRET.L VanEck Global Real Estate UCITS ETF | 8.17% | 14.41% | 1.07% | 13.92% | -25.67% | 29.73% | -6.91% | 36.63% | 0.98% | -0.06% |
Correlation
The correlation between SUSC and TRET.L is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 2017 | 0.24 |
The correlation between SUSC and TRET.L shifts across timeframes, from 0.24 (all time) to 0.36 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
SUSC vs. TRET.L — Risk / Return Rank
SUSC
TRET.L
SUSC vs. TRET.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 VanEck Global Real Estate UCITS ETF (TRET.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 | TRET.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.41 | +0.54 |
| Martin ratioReturn relative to average drawdown | 5.94 | 4.82 | +1.12 |
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Drawdowns
SUSC vs. TRET.L - Drawdown Comparison
The maximum SUSC drawdown since its inception was -22.42%, smaller than the maximum TRET.L drawdown of -42.25%. Use the drawdown chart below to compare losses from any high point for SUSC and TRET.L.
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Drawdown Indicators
| SUSC | TRET.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.42% | -42.25% | +19.83% |
Max Drawdown (1Y)Largest decline over 1 year | -2.87% | -10.49% | +7.62% |
Max Drawdown (3Y)Largest decline over 3 years | -6.57% | -16.92% | +10.35% |
Max Drawdown (5Y)Largest decline over 5 years | -22.42% | -33.35% | +10.93% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.25% | — |
Current DrawdownCurrent decline from peak | -1.11% | -2.14% | +1.03% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -10.61% | +4.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 3.07% | -2.13% |
Volatility
SUSC vs. TRET.L - Volatility Comparison
The current volatility for iShares ESG Aware USD Corporate Bond ETF (SUSC) is 1.46%, while VanEck Global Real Estate UCITS ETF (TRET.L) has a volatility of 4.41%. This indicates that SUSC experiences smaller price fluctuations and is considered to be less risky than TRET.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 | TRET.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.46% | 4.41% | -2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 3.30% | 9.93% | -6.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.36% | 12.57% | -8.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.19% | 16.85% | -9.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.62% | 17.98% | -10.36% |
SUSC vs. TRET.L - Expense Ratio Comparison
SUSC has a 0.18% expense ratio, which is lower than TRET.L's 0.25% 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
SUSC vs. TRET.L - Dividend Comparison
SUSC's dividend yield for the trailing twelve months is around 4.48%, more than TRET.L's 3.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
TRET.L VanEck Global Real Estate UCITS ETF | 3.36% | 3.54% | 3.56% | 3.54% | 4.55% | 1.86% | 4.18% | 3.32% | 5.03% | 3.63% |
Frequently Asked Questions
SUSC and TRET.L have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SUSC is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SUSC is cheaper with a 0.18% expense ratio, compared with 0.25% for TRET.L.
SUSC is categorized as Corporate Bonds, while TRET.L is REIT. SUSC tracks Bloomberg MSCI US Corporate ESG Focus Index, while TRET.L tracks GPR Global 100 Index. They also come from different issuers: iShares and VanEck. Their fees differ too: 0.18% for SUSC and 0.25% for TRET.L.
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