SUUS.L vs. 36B6.DE
Compare and contrast key facts about iShares MSCI USA SRI UCITS ETF USD (Acc) (SUUS.L) and iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE).
SUUS.L and 36B6.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SUUS.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Jul 11, 2016. 36B6.DE is a passively managed fund by iShares that tracks the performance of the MSCI USA SRI Select Reduced Fossil Fuels. It was launched on Dec 6, 2018. Both SUUS.L and 36B6.DE 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: SUUS.L or 36B6.DE.
Key characteristics
| SUUS.L | 36B6.DE | |
|---|---|---|
| YTD Return | 3.03% | 6.27% |
| 1Y Return | 8.91% | 11.04% |
| 3Y Return (Ann) | 7.06% | 7.75% |
| 5Y Return (Ann) | 12.41% | 13.85% |
| Sharpe Ratio | 0.79 | 0.92 |
| Daily Std Dev | 11.12% | 11.52% |
| Max Drawdown | -24.56% | -34.21% |
| Current Drawdown | -4.69% | -4.88% |
Correlation
The correlation between SUUS.L and 36B6.DE is 0.93, 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
SUUS.L vs. 36B6.DE - Performance Comparison
In the year-to-date period, SUUS.L achieves a 3.03% return, which is significantly lower than 36B6.DE's 6.27% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SUUS.L vs. 36B6.DE - Expense Ratio Comparison
Both SUUS.L and 36B6.DE have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
SUUS.L vs. 36B6.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA SRI UCITS ETF USD (Acc) (SUUS.L) and iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE). 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
SUUS.L vs. 36B6.DE - Dividend Comparison
SUUS.L has not paid dividends to shareholders, while 36B6.DE's dividend yield for the trailing twelve months is around 1.29%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
SUUS.L iShares MSCI USA SRI UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 1.29% | 1.27% | 1.41% | 0.91% | 1.05% | 1.17% |
Drawdowns
SUUS.L vs. 36B6.DE - Drawdown Comparison
The maximum SUUS.L drawdown since its inception was -24.56%, smaller than the maximum 36B6.DE drawdown of -34.21%. Use the drawdown chart below to compare losses from any high point for SUUS.L and 36B6.DE. For additional features, visit the drawdowns tool.
Volatility
SUUS.L vs. 36B6.DE - Volatility Comparison
iShares MSCI USA SRI UCITS ETF USD (Acc) (SUUS.L) and iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE) have volatilities of 3.60% and 3.47%, 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.