SUSC vs. VGSR
SUSC (iShares ESG Aware USD Corporate Bond ETF) and VGSR (Vert Global Sustainable Real Estate ETF) are both exchange-traded funds - SUSC is a Corporate Bonds fund tracking the Bloomberg MSCI US Corporate ESG Focus Index, while VGSR is a REIT fund actively managed by Vert. SUSC is passively managed, while VGSR is actively managed. Over the past year, SUSC returned 5.00% vs 11.42% for VGSR. At a 0.47 correlation, their price movements are largely independent. SUSC charges 0.18%/yr vs 0.45%/yr for VGSR.
Performance
SUSC vs. VGSR - Performance Comparison
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Returns By Period
In the year-to-date period, SUSC achieves a 0.71% return, which is significantly lower than VGSR's 10.97% return.
SUSC
- 1D
- 0.13%
- 1M
- 0.80%
- YTD
- 0.71%
- 6M
- 0.84%
- 1Y
- 5.00%
- 3Y*
- 5.10%
- 5Y*
- 0.18%
- 10Y*
- —
VGSR
- 1D
- 0.55%
- 1M
- 1.53%
- YTD
- 10.97%
- 6M
- 10.94%
- 1Y
- 11.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SUSC vs. VGSR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SUSC iShares ESG Aware USD Corporate Bond ETF | 0.71% | 7.57% | 1.91% | 3.30% |
VGSR Vert Global Sustainable Real Estate ETF | 10.97% | 6.31% | 5.59% | 7.06% |
Correlation
The correlation between SUSC and VGSR is 0.51, 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 | 0.51 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2023 | 0.47 |
The correlation between SUSC and VGSR has been stable across timeframes, ranging from 0.47 to 0.51 - a consistent structural relationship.
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Return for Risk
SUSC vs. VGSR — Risk / Return Rank
SUSC
VGSR
SUSC vs. VGSR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware USD Corporate Bond ETF (SUSC) and Vert Global Sustainable Real Estate ETF (VGSR). 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 | VGSR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.18 | +0.57 |
| Martin ratioReturn relative to average drawdown | 5.28 | 3.90 | +1.37 |
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Drawdowns
SUSC vs. VGSR - Drawdown Comparison
The maximum SUSC drawdown since its inception was -22.42%, which is greater than VGSR's maximum drawdown of -18.33%. Use the drawdown chart below to compare losses from any high point for SUSC and VGSR.
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Drawdown Indicators
| SUSC | VGSR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.42% | -18.33% | -4.09% |
Max Drawdown (1Y)Largest decline over 1 year | -2.87% | -9.74% | +6.87% |
Max Drawdown (3Y)Largest decline over 3 years | -6.57% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -22.42% | — | — |
Current DrawdownCurrent decline from peak | -1.13% | -0.87% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -5.86% | -3.89% | -1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 2.93% | -1.98% |
Volatility
SUSC vs. VGSR - Volatility Comparison
The current volatility for iShares ESG Aware USD Corporate Bond ETF (SUSC) is 1.12%, while Vert Global Sustainable Real Estate ETF (VGSR) has a volatility of 3.74%. This indicates that SUSC experiences smaller price fluctuations and is considered to be less risky than VGSR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUSC | VGSR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.12% | 3.74% | -2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 3.28% | 9.98% | -6.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.37% | 12.94% | -8.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.18% | 15.07% | -7.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.61% | 15.07% | -7.46% |
SUSC vs. VGSR - Expense Ratio Comparison
SUSC has a 0.18% expense ratio, which is lower than VGSR's 0.45% expense ratio.
Dividends
SUSC vs. VGSR - Dividend Comparison
SUSC's dividend yield for the trailing twelve months is around 4.48%, more than VGSR's 3.37% 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% |
VGSR Vert Global Sustainable Real Estate ETF | 3.37% | 3.41% | 3.79% | 2.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SUSC and VGSR have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VGSR has higher volatility (3.74%) compared to SUSC (1.12%). In terms of maximum drawdown, SUSC dropped -22.42% vs VGSR's -18.33%.
On 1-year performance, VGSR leads with 11.42% vs 5.00% for SUSC. On fees, SUSC is cheaper at 0.18% per year. On volatility, SUSC has been the lower-risk option at 1.12%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, VGSR has performed better with a 11.42% return vs 5.00%. 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 0.45% for VGSR.
SUSC has the higher dividend yield at 4.48%, compared with 3.37% for VGSR.
SUSC is categorized as Corporate Bonds, while VGSR is REIT. They also come from different issuers: iShares and Vert. Their fees differ too: 0.18% for SUSC and 0.45% for VGSR.
SUSC currently has the higher Sharpe Ratio (1.15 vs 0.89), 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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