SUSL vs. SUSA
Compare and contrast key facts about iShares ESG MSCI USA Leaders ETF (SUSL) and iShares MSCI USA ESG Select ETF (SUSA).
SUSL and SUSA 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. SUSA is a passively managed fund by iShares that tracks the performance of the MSCI USA ESG Select Index. It was launched on Jan 24, 2005. Both SUSL and SUSA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SUSL or SUSA.
Correlation
The correlation between SUSL and SUSA is 0.95, 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. SUSA - Performance Comparison
Key characteristics
SUSL:
1.91
SUSA:
2.00
SUSL:
2.58
SUSA:
2.71
SUSL:
1.36
SUSA:
1.36
SUSL:
2.84
SUSA:
3.36
SUSL:
11.72
SUSA:
12.77
SUSL:
2.27%
SUSA:
1.98%
SUSL:
13.95%
SUSA:
12.62%
SUSL:
-34.26%
SUSA:
-53.93%
SUSL:
-3.48%
SUSA:
-3.54%
Returns By Period
In the year-to-date period, SUSL achieves a 24.35% return, which is significantly higher than SUSA's 23.02% return.
SUSL
24.35%
-1.09%
6.75%
26.60%
14.89%
N/A
SUSA
23.02%
-0.11%
9.39%
25.27%
14.33%
12.51%
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SUSL vs. SUSA - Expense Ratio Comparison
SUSL has a 0.10% expense ratio, which is lower than SUSA'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%.
Risk-Adjusted Performance
SUSL vs. SUSA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG MSCI USA Leaders ETF (SUSL) and iShares MSCI USA ESG Select ETF (SUSA). 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. SUSA - Dividend Comparison
SUSL's dividend yield for the trailing twelve months is around 1.09%, less than SUSA's 1.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUSL iShares ESG MSCI USA Leaders ETF | 1.09% | 1.27% | 1.57% | 1.12% | 1.38% | 1.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SUSA iShares MSCI USA ESG Select ETF | 1.14% | 1.32% | 1.52% | 0.98% | 1.17% | 1.52% | 1.72% | 1.40% | 1.56% | 1.42% | 1.21% | 1.30% |
Drawdowns
SUSL vs. SUSA - Drawdown Comparison
The maximum SUSL drawdown since its inception was -34.26%, smaller than the maximum SUSA drawdown of -53.93%. Use the drawdown chart below to compare losses from any high point for SUSL and SUSA. For additional features, visit the drawdowns tool.
Volatility
SUSL vs. SUSA - Volatility Comparison
iShares ESG MSCI USA Leaders ETF (SUSL) and iShares MSCI USA ESG Select ETF (SUSA) have volatilities of 4.08% and 4.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.