SUSL vs. WNTR
SUSL (iShares ESG MSCI USA Leaders ETF) and WNTR (YieldMax Short MSTR Option Income Strategy ETF) are both exchange-traded funds - SUSL is a Large Cap Growth Equities fund tracking the MSCI USA Extended ESG Leaders Index, while WNTR is a Derivative Income fund actively managed by YieldMax. SUSL is passively managed, while WNTR is actively managed. Over the past year, SUSL returned 22.79% vs 119.74% for WNTR. At a correlation of -0.48, they often move in opposite directions. SUSL charges 0.10%/yr vs 1.01%/yr for WNTR.
Performance
SUSL vs. WNTR - Performance Comparison
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Returns By Period
In the year-to-date period, SUSL achieves a 10.20% return, which is significantly higher than WNTR's 5.96% return.
SUSL
- 1D
- 0.42%
- 1M
- 1.50%
- 6M
- 8.16%
- YTD
- 10.20%
- 1Y
- 22.79%
- 3Y*
- 20.40%
- 5Y*
- 13.21%
- 10Y*
- —
WNTR
- 1D
- -3.79%
- 1M
- 13.60%
- 6M
- 16.72%
- YTD
- 5.96%
- 1Y
- 119.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SUSL vs. WNTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SUSL iShares ESG MSCI USA Leaders ETF | 10.20% | 25.03% |
WNTR YieldMax Short MSTR Option Income Strategy ETF | 5.96% | 52.78% |
Correlation
The correlation between SUSL and WNTR is -0.46, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.46 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2025 | -0.48 |
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Return for Risk
SUSL vs. WNTR — Risk / Return Rank
SUSL
WNTR
SUSL vs. WNTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG MSCI USA Leaders ETF (SUSL) and YieldMax Short MSTR Option Income Strategy ETF (WNTR). 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 | WNTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.55 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.34 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.01 | 2.82 | -0.81 |
| Martin ratioReturn relative to average drawdown | 8.43 | 7.24 | +1.19 |
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Drawdowns
SUSL vs. WNTR - Drawdown Comparison
The maximum SUSL drawdown since its inception was -34.26%, smaller than the maximum WNTR drawdown of -42.65%. Use the drawdown chart below to compare losses from any high point for SUSL and WNTR.
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Drawdown Indicators
| SUSL | WNTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.26% | -42.65% | +8.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -42.65% | +31.28% |
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% | -13.55% | +13.00% |
Average DrawdownAverage peak-to-trough decline | -5.64% | -20.51% | +14.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 16.60% | -13.89% |
Volatility
SUSL vs. WNTR - Volatility Comparison
The current volatility for iShares ESG MSCI USA Leaders ETF (SUSL) is 3.75%, while YieldMax Short MSTR Option Income Strategy ETF (WNTR) has a volatility of 19.07%. This indicates that SUSL experiences smaller price fluctuations and is considered to be less risky than WNTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUSL | WNTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 19.07% | -15.32% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 47.38% | -36.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.51% | 53.89% | -40.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.58% | 53.60% | -36.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.74% | 53.60% | -33.86% |
SUSL vs. WNTR - Expense Ratio Comparison
SUSL has a 0.10% expense ratio, which is lower than WNTR's 1.01% expense ratio.
Dividends
SUSL vs. WNTR - Dividend Comparison
SUSL's dividend yield for the trailing twelve months is around 0.94%, less than WNTR's 106.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
SUSL iShares ESG MSCI USA Leaders ETF | 0.94% | 0.99% | 1.10% | 1.27% | 1.57% | 1.12% | 1.38% | 1.12% |
WNTR YieldMax Short MSTR Option Income Strategy ETF | 106.17% | 58.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SUSL and WNTR have a correlation of -0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WNTR has higher volatility (19.07%) compared to SUSL (3.75%). In terms of maximum drawdown, SUSL dropped -34.26% vs WNTR's -42.65%.
On 1-year performance, WNTR leads with 119.74% vs 22.79% for SUSL. On fees, SUSL is cheaper at 0.10% per year. On volatility, SUSL has been the lower-risk option at 3.75%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, WNTR has performed better with a 119.74% return vs 22.79%. 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 1.01% for WNTR.
WNTR has the higher dividend yield at 106.17%, compared with 0.94% for SUSL.
SUSL is categorized as Large Cap Growth Equities, while WNTR is Derivative Income. They also come from different issuers: iShares and YieldMax. Their fees differ too: 0.10% for SUSL and 1.01% for WNTR.
WNTR currently has the higher Sharpe Ratio (2.24 vs 1.69), 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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