SUSU.L vs. FRUC.L
SUSU.L (iShares USD Corporate Bond 0-3yr ESG UCITS ETF USD (Dist)) and FRUC.L (Franklin USD Investment Grade Corporate Bond UCITS ETF) are both Corporate Bonds funds - SUSU.L tracks the Bloomberg US Corp 1-3 Yr TR USD while FRUC.L tracks the Bloomberg US Corp Bond TR USD. Both are passively managed. Over the past 5 years, SUSU.L returned 2.85%/yr vs 0.18%/yr for FRUC.L. At a 0.30 correlation, their price movements are largely independent. SUSU.L charges 0.12%/yr vs 0.35%/yr for FRUC.L.
Performance
SUSU.L vs. FRUC.L - Performance Comparison
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Different Trading Currencies
SUSU.L is traded in USD, while FRUC.L is traded in GBP. To make them comparable, the FRUC.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, SUSU.L achieves a 1.03% return, which is significantly higher than FRUC.L's -0.10% return.
SUSU.L
- 1D
- 0.02%
- 1M
- 0.26%
- YTD
- 1.03%
- 6M
- 1.48%
- 1Y
- 4.18%
- 3Y*
- 5.15%
- 5Y*
- 2.85%
- 10Y*
- —
FRUC.L
- 1D
- 0.22%
- 1M
- 0.79%
- YTD
- -0.10%
- 6M
- 0.68%
- 1Y
- 5.25%
- 3Y*
- 4.88%
- 5Y*
- 0.18%
- 10Y*
- —
SUSU.L vs. FRUC.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SUSU.L iShares USD Corporate Bond 0-3yr ESG UCITS ETF USD (Dist) | 1.03% | 5.50% | 5.39% | 5.24% | -2.13% | -0.20% | 3.23% | 4.25% | 0.28% |
FRUC.L Franklin USD Investment Grade Corporate Bond UCITS ETF | -0.10% | 7.80% | 2.02% | 7.11% | -15.54% | -1.91% | 9.31% | 15.38% | -0.31% |
Correlation
The correlation between SUSU.L and FRUC.L is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Dec 17, 2018 | 0.30 |
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Return for Risk
SUSU.L vs. FRUC.L — Risk / Return Rank
SUSU.L
FRUC.L
SUSU.L vs. FRUC.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Corporate Bond 0-3yr ESG UCITS ETF USD (Dist) (SUSU.L) and Franklin USD Investment Grade Corporate Bond UCITS ETF (FRUC.L). 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.
| SUSU.L | FRUC.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.06 | ||
| Sortino ratioReturn per unit of downside risk | +3.36 | ||
| Omega ratioGain probability vs. loss probability | 1.63 | 1.16 | +0.48 |
| Calmar ratioReturn relative to maximum drawdown | 6.38 | 1.68 | +4.70 |
| Martin ratioReturn relative to average drawdown | 28.73 | 5.24 | +23.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SUSU.L | FRUC.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.00 | 0.94 | +2.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.02 | +0.96 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.32 | +0.60 |
Drawdowns
SUSU.L vs. FRUC.L - Drawdown Comparison
The maximum SUSU.L drawdown since its inception was -8.33%, smaller than the maximum FRUC.L drawdown of -22.64%. Use the drawdown chart below to compare losses from any high point for SUSU.L and FRUC.L.
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Drawdown Indicators
| SUSU.L | FRUC.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.33% | -22.64% | +14.31% |
Max Drawdown (1Y)Largest decline over 1 year | -0.65% | -3.11% | +2.46% |
Max Drawdown (3Y)Largest decline over 3 years | -1.36% | -6.51% | +5.15% |
Max Drawdown (5Y)Largest decline over 5 years | -4.60% | -22.33% | +17.73% |
Current DrawdownCurrent decline from peak | -0.08% | -2.75% | +2.67% |
Average DrawdownAverage peak-to-trough decline | -0.63% | -6.86% | +6.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.14% | 1.00% | -0.86% |
Volatility
SUSU.L vs. FRUC.L - Volatility Comparison
The current volatility for iShares USD Corporate Bond 0-3yr ESG UCITS ETF USD (Dist) (SUSU.L) is 0.46%, while Franklin USD Investment Grade Corporate Bond UCITS ETF (FRUC.L) has a volatility of 1.95%. This indicates that SUSU.L experiences smaller price fluctuations and is considered to be less risky than FRUC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUSU.L | FRUC.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.46% | 1.95% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 1.11% | 4.16% | -3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.39% | 5.58% | -4.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.90% | 7.56% | -4.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.23% | 8.30% | -5.07% |
SUSU.L vs. FRUC.L - Expense Ratio Comparison
SUSU.L has a 0.12% expense ratio, which is lower than FRUC.L's 0.35% expense ratio.
Dividends
SUSU.L vs. FRUC.L - Dividend Comparison
SUSU.L's dividend yield for the trailing twelve months is around 4.49%, more than FRUC.L's 4.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
FRUC.L Franklin USD Investment Grade Corporate Bond UCITS ETF | 4.01% | 4.02% | 4.19% | 3.44% | 2.71% | 2.13% | 2.42% | 3.45% | 1.64% |
SUSU.L iShares USD Corporate Bond 0-3yr ESG UCITS ETF USD (Dist) | 4.49% | 4.60% | 4.71% | 4.01% | 1.59% | 0.82% | 2.24% | 2.90% | 0.00% |
Frequently Asked Questions
SUSU.L and FRUC.L have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SUSU.L is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SUSU.L is cheaper with a 0.12% expense ratio, compared with 0.35% for FRUC.L.
SUSU.L tracks Bloomberg US Corp 1-3 Yr TR USD, while FRUC.L tracks Bloomberg US Corp Bond TR USD. They also come from different issuers: iShares and Franklin Templeton. Their fees differ too: 0.12% for SUSU.L and 0.35% for FRUC.L.
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