SUSL vs. ITOT

Last updated Jun 4, 2026

SUSL (iShares ESG MSCI USA Leaders ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both exchange-traded funds - SUSL is a Large Cap Growth Equities fund tracking the MSCI USA Extended ESG Leaders Index, while ITOT is a Large Cap Blend Equities fund tracking the S&P Total Market Index. Both are passively managed. Over the past 5 years, SUSL returned 13.77%/yr vs 12.69%/yr for ITOT. With a 0.95 correlation, they move nearly in lockstep. SUSL charges 0.10%/yr vs 0.03%/yr for ITOT.

Performance

SUSL vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG MSCI USA Leaders ETF (SUSL) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SUSL achieves a 9.27% return, which is significantly lower than ITOT's 11.25% return.

SUSL

• 1D: -0.94%
• 1M: 4.53%
• YTD: 9.27%
• 6M: 10.06%
• 1Y: 27.64%
• 3Y*: 22.34%
• 5Y*: 13.77%
• 10Y*: —

ITOT

• 1D: -0.73%
• 1M: 5.01%
• YTD: 11.25%
• 6M: 11.12%
• 1Y: 28.12%
• 3Y*: 22.09%
• 5Y*: 12.69%
• 10Y*: 15.01%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SUSL vs. ITOT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
SUSL iShares ESG MSCI USA Leaders ETF	9.27%	18.97%	23.51%	29.08%	-20.22%	31.53%	18.89%	16.29%
ITOT iShares Core S&P Total U.S. Stock Market ETF	11.25%	17.00%	23.80%	26.12%	-19.47%	25.68%	20.71%	12.54%

Correlation

The correlation between SUSL and ITOT is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.95
Correlation (3Y) Calculated over the trailing 3-year period	0.96
Correlation (5Y) Calculated over the trailing 5-year period	0.97
Correlation (All Time) Calculated using the full available price history since May 13, 2019	0.95

The correlation between SUSL and ITOT has been stable across timeframes, ranging from 0.95 to 0.97 - a consistent structural relationship.

SUSL vs. ITOT - Sectors Allocation Comparison

Sectors	SUSL	ITOT
Technology	36.9%	33.8%
Communication Services	14.5%	10.3%
Financial Services	10.6%	12.1%
Healthcare	9.6%	9.0%
Consumer Cyclical	8.6%	10.1%
Industrials	8.1%	9.5%
Consumer Defensive	4.2%	4.7%
Real Estate	2.2%	2.4%
Basic Materials	2.1%	2.1%
Energy	2.1%	3.7%
Utilities	1.1%	2.3%

Return for Risk

SUSL vs. ITOT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SUSL

SUSL Risk / Return Rank: 60
SUSL Sharpe Ratio Rank: 63
SUSL Sortino Ratio Rank: 64
SUSL Omega Ratio Rank: 62
SUSL Calmar Ratio Rank: 50
SUSL Martin Ratio Rank: 59

ITOT

ITOT Risk / Return Rank: 68
ITOT Sharpe Ratio Rank: 69
ITOT Sortino Ratio Rank: 68
ITOT Omega Ratio Rank: 67
ITOT Calmar Ratio Rank: 63
ITOT Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SUSL vs. ITOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG MSCI USA Leaders ETF (SUSL) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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	ITOT	Difference
Sharpe ratio: Return per unit of total volatility	2.14	2.32	-0.18
Sortino ratio: Return per unit of downside risk	2.99	3.17	-0.18
Omega ratio: Gain probability vs. loss probability	1.38	1.42	-0.03
Calmar ratio: Return relative to maximum drawdown	2.44	3.17	-0.73
Martin ratio: Return relative to average drawdown	10.49	14.57	-4.08
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SUSL vs. ITOT - Sharpe Ratio Comparison

The current SUSL Sharpe Ratio is 2.14, which is comparable to the ITOT Sharpe Ratio of 2.32. The chart below compares the historical Sharpe Ratios of SUSL and ITOT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SUSL	ITOT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.14	2.32	-0.18
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.79	0.74	+0.06
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.85	0.57	+0.28

Drawdowns

SUSL vs. ITOT - Drawdown Comparison

The maximum SUSL drawdown since its inception was -34.26%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for SUSL and ITOT.

Drawdown Indicators

	SUSL	ITOT	Difference
Max Drawdown Largest peak-to-trough decline	-34.26%	-55.20%	+20.94%
Max Drawdown (1Y) Largest decline over 1 year	-11.37%	-8.90%	-2.47%
Max Drawdown (3Y) Largest decline over 3 years	-19.91%	-19.44%	-0.47%
Max Drawdown (5Y) Largest decline over 5 years	-26.98%	-25.36%	-1.62%
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	-1.38%	-0.73%	-0.65%
Average Drawdown Average peak-to-trough decline	-5.70%	-6.97%	+1.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.64%	1.94%	+0.70%

Volatility

SUSL vs. ITOT - Volatility Comparison

iShares ESG MSCI USA Leaders ETF (SUSL) has a higher volatility of 3.68% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 2.99%. This indicates that SUSL's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SUSL	ITOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.68%	2.99%	+0.69%
Volatility (6M) Calculated over the trailing 6-month period	9.98%	9.13%	+0.85%
Volatility (1Y) Calculated over the trailing 1-year period	12.98%	12.20%	+0.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.48%	17.36%	+0.12%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.80%	18.26%	+1.54%

SUSL vs. ITOT - Expense Ratio Comparison

SUSL has a 0.10% expense ratio, which is higher than ITOT's 0.03% 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

SUSL vs. ITOT - Dividend Comparison

SUSL's dividend yield for the trailing twelve months is around 0.93%, less than ITOT's 0.98% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ITOT iShares Core S&P Total U.S. Stock Market ETF	0.98%	1.11%	1.23%	1.47%	1.66%	1.18%	1.41%	1.88%	2.14%	1.69%	1.83%	2.01%
SUSL iShares ESG MSCI USA Leaders ETF	0.93%	0.99%	1.10%	1.27%	1.57%	1.12%	1.38%	1.12%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SUSL and ITOT in my portfolio?

With a correlation of 0.95, SUSL and ITOT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, SUSL or ITOT?

SUSL has higher volatility (3.68%) compared to ITOT (2.99%). In terms of maximum drawdown, SUSL dropped -34.26% vs ITOT's -55.20%.

Which ETF is better, SUSL or ITOT?

On 5-year performance, SUSL leads with 13.77% vs 12.69% for ITOT. On fees, ITOT is cheaper at 0.03% per year. On volatility, ITOT has been the lower-risk option at 2.99%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SUSL or ITOT?

Over the 5-year period, SUSL has performed better with a 13.77% return vs 12.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SUSL or ITOT?

ITOT is cheaper with a 0.03% expense ratio, compared with 0.10% for SUSL.

Which ETF pays a higher dividend yield, SUSL or ITOT?

ITOT has the higher dividend yield at 0.98%, compared with 0.93% for SUSL.

What is the main difference between SUSL and ITOT?

SUSL is categorized as Large Cap Growth Equities, while ITOT is Large Cap Blend Equities. SUSL tracks MSCI USA Extended ESG Leaders Index, while ITOT tracks S&P Total Market Index. Their fees differ too: 0.10% for SUSL and 0.03% for ITOT.

Which has better risk-adjusted returns?

ITOT currently has the higher Sharpe Ratio (2.32 vs 2.14), 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.