SUSC vs. USXF
SUSC (iShares ESG Aware USD Corporate Bond ETF) and USXF (iShares ESG Advanced MSCI USA ETF) are both exchange-traded funds - SUSC is a Corporate Bonds fund tracking the Bloomberg MSCI US Corporate ESG Focus Index, while USXF is a Large Cap Growth Equities fund tracking the MSCI USA Choice ESG Screened Index. Both are passively managed. Over the past 5 years, SUSC returned 0.31%/yr vs 15.64%/yr for USXF. At a 0.29 correlation, their price movements are largely independent. SUSC charges 0.18%/yr vs 0.10%/yr for USXF.
Performance
SUSC vs. USXF - 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 USXF's 20.37% return.
SUSC
- 1D
- 0.03%
- 1M
- 1.23%
- YTD
- 0.72%
- 6M
- 1.11%
- 1Y
- 5.58%
- 3Y*
- 5.11%
- 5Y*
- 0.31%
- 10Y*
- —
USXF
- 1D
- 2.44%
- 1M
- 5.10%
- YTD
- 20.37%
- 6M
- 21.61%
- 1Y
- 36.09%
- 3Y*
- 25.87%
- 5Y*
- 15.64%
- 10Y*
- —
SUSC vs. USXF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SUSC iShares ESG Aware USD Corporate Bond ETF | 0.72% | 7.57% | 1.91% | 8.58% | -15.95% | -1.57% | 4.56% |
USXF iShares ESG Advanced MSCI USA ETF | 20.37% | 16.97% | 26.16% | 31.65% | -21.20% | 27.14% | 23.07% |
Correlation
The correlation between SUSC and USXF is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2020 | 0.29 |
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Return for Risk
SUSC vs. USXF — Risk / Return Rank
SUSC
USXF
SUSC vs. USXF - 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 ESG Advanced MSCI USA ETF (USXF). 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 | USXF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.37 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 3.56 | -1.61 |
| Martin ratioReturn relative to average drawdown | 5.94 | 13.71 | -7.77 |
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Drawdowns
SUSC vs. USXF - Drawdown Comparison
The maximum SUSC drawdown since its inception was -22.42%, smaller than the maximum USXF drawdown of -29.54%. Use the drawdown chart below to compare losses from any high point for SUSC and USXF.
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Drawdown Indicators
| SUSC | USXF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.42% | -29.54% | +7.12% |
Max Drawdown (1Y)Largest decline over 1 year | -2.87% | -10.19% | +7.32% |
Max Drawdown (3Y)Largest decline over 3 years | -6.57% | -20.93% | +14.36% |
Max Drawdown (5Y)Largest decline over 5 years | -22.42% | -29.54% | +7.12% |
Current DrawdownCurrent decline from peak | -1.11% | -0.83% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -6.40% | +0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 2.64% | -1.70% |
Volatility
SUSC vs. USXF - Volatility Comparison
The current volatility for iShares ESG Aware USD Corporate Bond ETF (SUSC) is 1.46%, while iShares ESG Advanced MSCI USA ETF (USXF) has a volatility of 7.98%. This indicates that SUSC experiences smaller price fluctuations and is considered to be less risky than USXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUSC | USXF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.46% | 7.98% | -6.52% |
Volatility (6M)Calculated over the trailing 6-month period | 3.30% | 14.39% | -11.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.36% | 17.29% | -12.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.19% | 19.76% | -12.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.62% | 19.31% | -11.69% |
SUSC vs. USXF - Expense Ratio Comparison
SUSC has a 0.18% expense ratio, which is higher than USXF'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. USXF - Dividend Comparison
SUSC's dividend yield for the trailing twelve months is around 4.48%, more than USXF's 0.98% 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% |
USXF iShares ESG Advanced MSCI USA ETF | 0.98% | 0.93% | 1.00% | 1.21% | 1.39% | 0.86% | 0.58% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SUSC and USXF have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USXF has higher volatility (7.98%) compared to SUSC (1.46%). In terms of maximum drawdown, SUSC dropped -22.42% vs USXF's -29.54%.
On 5-year performance, USXF leads with 15.64% vs 0.31% for SUSC. On fees, USXF is cheaper at 0.10% 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 5-year period, USXF has performed better with a 15.64% return vs 0.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USXF is cheaper with a 0.10% expense ratio, compared with 0.18% for SUSC.
SUSC has the higher dividend yield at 4.48%, compared with 0.98% for USXF.
SUSC is categorized as Corporate Bonds, while USXF is Large Cap Growth Equities. SUSC tracks Bloomberg MSCI US Corporate ESG Focus Index, while USXF tracks MSCI USA Choice ESG Screened Index. Their fees differ too: 0.18% for SUSC and 0.10% for USXF.
USXF currently has the higher Sharpe Ratio (2.10 vs 1.29), 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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