SUSL vs. IBIT
SUSL (iShares ESG MSCI USA Leaders ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - SUSL is a Large Cap Growth Equities fund tracking the MSCI USA Extended ESG Leaders Index, while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. Both are passively managed. Over the past year, SUSL returned 24.28% vs -43.69% for IBIT. Their 0.40 correlation means their historical movements had little consistent relationship. SUSL charges 0.10%/yr vs 0.25%/yr for IBIT.
Performance
SUSL vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, SUSL achieves a 12.03% return, which is significantly higher than IBIT's -27.17% return.
SUSL
- 1D
- 1.73%
- 1M
- 2.24%
- 6M
- 10.23%
- YTD
- 12.03%
- 1Y
- 24.28%
- 3Y*
- 21.39%
- 5Y*
- 13.21%
- 10Y*
- —
- ALL TIME*
- 16.67%
IBIT
- 1D
- 1.46%
- 1M
- 3.70%
- 6M
- -18.23%
- YTD
- -27.17%
- 1Y
- -43.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.33B | $1.34B | $1.65B | |
| $2.06M | $2.62M | $3.08M |
SUSL vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SUSL iShares ESG MSCI USA Leaders ETF | 12.03% | 18.97% | 22.83% |
IBIT iShares Bitcoin Trust ETF | -27.17% | -6.41% | 89.87% |
Correlation
The correlation between SUSL and IBIT is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.40 |
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Return for Risk
SUSL vs. IBIT — Risk / Return Rank
SUSL
IBIT
SUSL vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG MSCI USA Leaders ETF (SUSL) and iShares Bitcoin Trust ETF (IBIT). 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.
| SUSL | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.73 | ||
| Sortino ratioReturn per unit of downside risk | +3.90 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.84 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | -0.82 | +2.97 |
| Martin ratioReturn relative to average drawdown | 8.82 | -1.26 | +10.07 |
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Drawdowns
SUSL vs. IBIT - Drawdown Comparison
The maximum SUSL drawdown since its inception was -34.26%, smaller than the maximum IBIT drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for SUSL and IBIT.
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Drawdown Indicators
| SUSL | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.26% | -53.30% | +19.04% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -53.30% | +41.93% |
Max Drawdown (3Y)Largest decline over 3 years | -19.91% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -26.98% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -49.28% | +49.28% |
Average DrawdownAverage peak-to-trough decline | -5.61% | -18.29% | +12.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 34.80% | -32.04% |
Volatility
SUSL vs. IBIT - Volatility Comparison
The current volatility for iShares ESG MSCI USA Leaders ETF (SUSL) is 4.45%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 8.98%. This indicates that SUSL experiences smaller price fluctuations and is considered to be less risky than IBIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUSL | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 8.98% | -4.53% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 33.79% | -22.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.04% | 44.48% | -30.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.64% | 49.57% | -31.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.73% | 49.57% | -29.84% |
SUSL vs. IBIT - Expense Ratio Comparison
SUSL has a 0.10% expense ratio, which is lower than IBIT'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
SUSL vs. IBIT - Dividend Comparison
SUSL's dividend yield for the trailing twelve months is around 0.92%, while IBIT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
IBIT iShares Bitcoin Trust ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SUSL iShares ESG MSCI USA Leaders ETF | 0.92% | 0.99% | 1.10% | 1.27% | 1.57% | 1.12% | 1.38% | 1.12% |
Frequently Asked Questions
SUSL and IBIT have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (8.98%) compared to SUSL (4.45%). In terms of maximum drawdown, SUSL dropped -34.26% vs IBIT's -53.30%.
On 1-year performance, SUSL leads with 24.28% vs -43.69% for IBIT. On fees, SUSL is cheaper at 0.10% per year. On volatility, SUSL has been the lower-risk option at 4.45%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, SUSL has performed better with a 24.28% return vs -43.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SUSL is cheaper with a 0.10% expense ratio, compared with 0.25% for IBIT.
SUSL has the higher dividend yield at 0.92%, compared with 0.00% for IBIT.
SUSL is categorized as Large Cap Growth Equities, while IBIT is Cryptocurrency. SUSL tracks MSCI USA Extended ESG Leaders Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.10% for SUSL and 0.25% for IBIT.
SUSL currently has the higher Sharpe Ratio (1.74 vs -0.99), 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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