SUSL vs. SPIT
SUSL (iShares ESG MSCI USA Leaders ETF) and SPIT (F/m Emerald Special Situations ETF) are both Large Cap Growth Equities funds. SUSL is passively managed, while SPIT is actively managed. A 0.73 correlation means they provide meaningful diversification when combined. SUSL charges 0.10%/yr vs 0.89%/yr for SPIT.
Performance
SUSL vs. SPIT - Performance Comparison
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Returns By Period
In the year-to-date period, SUSL achieves a 10.20% return, which is significantly lower than SPIT's 27.82% return.
SUSL
- 1D
- 0.42%
- 1M
- 1.50%
- 6M
- 8.16%
- YTD
- 10.20%
- 1Y
- 22.79%
- 3Y*
- 20.40%
- 5Y*
- 13.21%
- 10Y*
- —
SPIT
- 1D
- 0.41%
- 1M
- 0.75%
- 6M
- 18.85%
- YTD
- 27.82%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SUSL vs. SPIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SUSL iShares ESG MSCI USA Leaders ETF | 10.20% | 3.28% |
SPIT F/m Emerald Special Situations ETF | 27.82% | 5.31% |
Correlation
The correlation between SUSL and SPIT is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 6, 2025 | 0.73 |
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Return for Risk
SUSL vs. SPIT — Risk / Return Rank
SUSL
SPIT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SUSL vs. SPIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG MSCI USA Leaders ETF (SUSL) and F/m Emerald Special Situations ETF (SPIT). 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 | SPIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.31 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.01 | — | — |
| Martin ratioReturn relative to average drawdown | 8.43 | — | — |
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Drawdowns
SUSL vs. SPIT - Drawdown Comparison
The maximum SUSL drawdown since its inception was -34.26%, which is greater than SPIT's maximum drawdown of -12.49%. Use the drawdown chart below to compare losses from any high point for SUSL and SPIT.
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Drawdown Indicators
| SUSL | SPIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.26% | -12.49% | -21.77% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | — | — |
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 | -0.55% | -5.04% | +4.49% |
Average DrawdownAverage peak-to-trough decline | -5.64% | -2.52% | -3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | — | — |
Volatility
SUSL vs. SPIT - Volatility Comparison
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Volatility by Period
| SUSL | SPIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.51% | 26.32% | -12.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.58% | 26.32% | -8.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.74% | 26.32% | -6.58% |
SUSL vs. SPIT - Expense Ratio Comparison
SUSL has a 0.10% expense ratio, which is lower than SPIT's 0.89% expense ratio.
Dividends
SUSL vs. SPIT - Dividend Comparison
SUSL's dividend yield for the trailing twelve months is around 0.94%, less than SPIT's 5.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
SPIT F/m Emerald Special Situations ETF | 5.62% | 7.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SUSL iShares ESG MSCI USA Leaders ETF | 0.94% | 0.99% | 1.10% | 1.27% | 1.57% | 1.12% | 1.38% | 1.12% |
Frequently Asked Questions
SUSL and SPIT have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SUSL is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SUSL is cheaper with a 0.10% expense ratio, compared with 0.89% for SPIT.
SPIT has the higher dividend yield at 5.62%, compared with 0.94% for SUSL.
They also come from different issuers: iShares and F/m Investments. Their fees differ too: 0.10% for SUSL and 0.89% for SPIT.
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