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 27.64% vs -38.74% for IBIT. At a 0.40 correlation, their price movements are largely independent. 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 9.27% return, which is significantly higher than IBIT's -25.48% return.
SUSL
- 1D
- -0.94%
- 1M
- 4.53%
- YTD
- 9.27%
- 6M
- 10.06%
- 1Y
- 27.64%
- 3Y*
- 22.34%
- 5Y*
- 13.77%
- 10Y*
- —
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SUSL vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SUSL iShares ESG MSCI USA Leaders ETF | 9.27% | 18.97% | 22.67% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between SUSL and IBIT is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 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.
| SUSL | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.03 | ||
| Sortino ratioReturn per unit of downside risk | +4.22 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 0.86 | +0.52 |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | -0.79 | +3.23 |
| Martin ratioReturn relative to average drawdown | 10.49 | -1.36 | +11.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SUSL | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | -0.89 | +3.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.30 | +0.56 |
Drawdowns
SUSL vs. IBIT - Drawdown Comparison
The maximum SUSL drawdown since its inception was -34.26%, smaller than the maximum IBIT drawdown of -49.36%. 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% | -49.36% | +15.10% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -49.36% | +37.99% |
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 | -1.38% | -48.10% | +46.72% |
Average DrawdownAverage peak-to-trough decline | -5.70% | -16.02% | +10.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 28.44% | -25.80% |
Volatility
SUSL vs. IBIT - Volatility Comparison
The current volatility for iShares ESG MSCI USA Leaders ETF (SUSL) is 3.68%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. 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 | 3.68% | 9.50% | -5.82% |
Volatility (6M)Calculated over the trailing 6-month period | 9.98% | 34.44% | -24.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.98% | 43.73% | -30.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.48% | 50.19% | -32.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.80% | 50.19% | -30.39% |
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 0.93%, 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 | 0.93% | 0.99% | 1.10% | 1.27% | 1.57% | 1.12% | 1.38% | 1.12% |
Frequently Asked Questions
SUSL and IBIT have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (9.50%) compared to SUSL (3.68%). In terms of maximum drawdown, SUSL dropped -34.26% vs IBIT's -49.36%.
On 1-year performance, SUSL leads with 27.64% vs -38.74% for IBIT. On fees, SUSL is cheaper at 0.10% per year. On volatility, SUSL has been the lower-risk option at 3.68%. 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 27.64% return vs -38.74%. 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 0.93%, 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 (2.14 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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