SUSL vs. IETC
Compare and contrast key facts about iShares ESG MSCI USA Leaders ETF (SUSL) and iShares Evolved U.S. Technology ETF (IETC).
SUSL and IETC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SUSL is a passively managed fund by iShares that tracks the performance of the MSCI USA Extended ESG Leaders Index. It was launched on May 7, 2019. IETC is an actively managed fund by iShares. It was launched on Mar 21, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SUSL or IETC.
Correlation
The correlation between SUSL and IETC is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SUSL vs. IETC - Performance Comparison
Key characteristics
SUSL:
0.35
IETC:
0.59
SUSL:
0.62
IETC:
0.98
SUSL:
1.09
IETC:
1.14
SUSL:
0.35
IETC:
0.64
SUSL:
1.29
IETC:
2.27
SUSL:
5.35%
IETC:
7.12%
SUSL:
20.01%
IETC:
27.68%
SUSL:
-34.26%
IETC:
-38.48%
SUSL:
-11.51%
IETC:
-13.34%
Returns By Period
In the year-to-date period, SUSL achieves a -7.40% return, which is significantly higher than IETC's -8.61% return.
SUSL
-7.40%
-2.43%
-6.94%
5.69%
15.22%
N/A
IETC
-8.61%
0.85%
-2.38%
14.89%
19.92%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SUSL vs. IETC - Expense Ratio Comparison
SUSL has a 0.10% expense ratio, which is lower than IETC's 0.18% 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%.
Risk-Adjusted Performance
SUSL vs. IETC — Risk-Adjusted Performance Rank
SUSL
IETC
SUSL vs. IETC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG MSCI USA Leaders ETF (SUSL) and iShares Evolved U.S. Technology ETF (IETC). 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.
Dividends
SUSL vs. IETC - Dividend Comparison
SUSL's dividend yield for the trailing twelve months is around 1.19%, more than IETC's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
SUSL iShares ESG MSCI USA Leaders ETF | 1.19% | 1.10% | 1.27% | 1.57% | 1.12% | 1.38% | 1.12% | 0.00% |
IETC iShares Evolved U.S. Technology ETF | 0.55% | 0.52% | 0.79% | 0.92% | 0.73% | 0.48% | 0.79% | 1.27% |
Drawdowns
SUSL vs. IETC - Drawdown Comparison
The maximum SUSL drawdown since its inception was -34.26%, smaller than the maximum IETC drawdown of -38.48%. Use the drawdown chart below to compare losses from any high point for SUSL and IETC. For additional features, visit the drawdowns tool.
Volatility
SUSL vs. IETC - Volatility Comparison
The current volatility for iShares ESG MSCI USA Leaders ETF (SUSL) is 13.47%, while iShares Evolved U.S. Technology ETF (IETC) has a volatility of 17.86%. This indicates that SUSL experiences smaller price fluctuations and is considered to be less risky than IETC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.