SUSU.L vs. LQDE.L
SUSU.L (iShares USD Corporate Bond 0-3yr ESG UCITS ETF USD (Dist)) and LQDE.L (iShares $ Corp Bond UCITS ETF USD Distributing) are both Corporate Bonds funds from iShares - SUSU.L tracks the Bloomberg US Corp 1-3 Yr TR USD while LQDE.L tracks the Morningstar US Corporate Bond TR USD. Both are passively managed. Over the past 5 years, SUSU.L returned 2.85%/yr vs 0.00%/yr for LQDE.L. At a 0.40 correlation, their price movements are largely independent. SUSU.L charges 0.12%/yr vs 0.20%/yr for LQDE.L.
Performance
SUSU.L vs. LQDE.L - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SUSU.L achieves a 1.03% return, which is significantly higher than LQDE.L's 0.16% 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*
- —
LQDE.L
- 1D
- 0.48%
- 1M
- 0.47%
- YTD
- 0.16%
- 6M
- 0.43%
- 1Y
- 5.56%
- 3Y*
- 5.02%
- 5Y*
- 0.00%
- 10Y*
- 2.55%
SUSU.L vs. LQDE.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% |
LQDE.L iShares $ Corp Bond UCITS ETF USD Distributing | 0.16% | 8.09% | 1.06% | 9.14% | -17.80% | -2.04% | 10.98% | 17.87% | 0.04% |
Correlation
The correlation between SUSU.L and LQDE.L is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.44 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Dec 17, 2018 | 0.40 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SUSU.L vs. LQDE.L — Risk / Return Rank
SUSU.L
LQDE.L
SUSU.L vs. LQDE.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 iShares $ Corp Bond UCITS ETF USD Distributing (LQDE.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 | LQDE.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.03 | ||
| Sortino ratioReturn per unit of downside risk | +3.36 | ||
| Omega ratioGain probability vs. loss probability | 1.63 | 1.17 | +0.46 |
| Calmar ratioReturn relative to maximum drawdown | 6.38 | 1.73 | +4.65 |
| Martin ratioReturn relative to average drawdown | 28.73 | 4.78 | +23.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| SUSU.L | LQDE.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.00 | 0.97 | +2.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.00 | +0.98 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.29 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.41 | +0.52 |
Drawdowns
SUSU.L vs. LQDE.L - Drawdown Comparison
The maximum SUSU.L drawdown since its inception was -8.33%, smaller than the maximum LQDE.L drawdown of -32.12%. Use the drawdown chart below to compare losses from any high point for SUSU.L and LQDE.L.
Loading charts...
Drawdown Indicators
| SUSU.L | LQDE.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.33% | -32.12% | +23.79% |
Max Drawdown (1Y)Largest decline over 1 year | -0.65% | -3.21% | +2.56% |
Max Drawdown (3Y)Largest decline over 3 years | -1.36% | -7.93% | +6.57% |
Max Drawdown (5Y)Largest decline over 5 years | -4.60% | -25.11% | +20.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.38% | — |
Current DrawdownCurrent decline from peak | -0.08% | -3.85% | +3.77% |
Average DrawdownAverage peak-to-trough decline | -0.63% | -4.70% | +4.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.14% | 1.16% | -1.02% |
Volatility
SUSU.L vs. LQDE.L - Volatility Comparison
The current volatility for iShares USD Corporate Bond 0-3yr ESG UCITS ETF USD (Dist) (SUSU.L) is 0.46%, while iShares $ Corp Bond UCITS ETF USD Distributing (LQDE.L) has a volatility of 2.09%. This indicates that SUSU.L experiences smaller price fluctuations and is considered to be less risky than LQDE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SUSU.L | LQDE.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.46% | 2.09% | -1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 1.11% | 4.32% | -3.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.39% | 5.76% | -4.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.90% | 8.44% | -5.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.23% | 8.67% | -5.44% |
SUSU.L vs. LQDE.L - Expense Ratio Comparison
SUSU.L has a 0.12% expense ratio, which is lower than LQDE.L's 0.20% 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%.
Dividends
SUSU.L vs. LQDE.L - Dividend Comparison
SUSU.L's dividend yield for the trailing twelve months is around 4.49%, less than LQDE.L's 4.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LQDE.L iShares $ Corp Bond UCITS ETF USD Distributing | 4.95% | 4.89% | 5.02% | 4.58% | 3.74% | 2.68% | 2.77% | 3.42% | 3.69% | 3.25% | 3.40% | 3.36% |
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% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SUSU.L and LQDE.L have a correlation of 0.43, 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 0.20% for LQDE.L.
SUSU.L tracks Bloomberg US Corp 1-3 Yr TR USD, while LQDE.L tracks Morningstar US Corporate Bond TR USD. Their fees differ too: 0.12% for SUSU.L and 0.20% for LQDE.L.
Find the right allocation for SUSU.L and LQDE.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer