VRIG vs. SUSB
VRIG (Invesco Variable Rate Investment Grade ETF) and SUSB (iShares ESG 1-5 Year USD Corporate Bond ETF) are both exchange-traded funds - VRIG is a Ultrashort Bond fund actively managed by Invesco, while SUSB is a Corporate Bonds fund tracking the Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index. VRIG is actively managed, while SUSB is passively managed. Over the past 5 years, VRIG returned 4.42%/yr vs 2.20%/yr for SUSB. At a 0.05 correlation, their price movements are largely independent. VRIG charges 0.30%/yr vs 0.12%/yr for SUSB.
Performance
VRIG vs. SUSB - Performance Comparison
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Returns By Period
In the year-to-date period, VRIG achieves a 1.81% return, which is significantly higher than SUSB's 0.57% return.
VRIG
- 1D
- 0.02%
- 1M
- 0.39%
- YTD
- 1.81%
- 6M
- 2.20%
- 1Y
- 4.99%
- 3Y*
- 5.98%
- 5Y*
- 4.42%
- 10Y*
- —
SUSB
- 1D
- -0.08%
- 1M
- 0.22%
- YTD
- 0.57%
- 6M
- 0.92%
- 1Y
- 4.51%
- 3Y*
- 5.45%
- 5Y*
- 2.20%
- 10Y*
- —
VRIG vs. SUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRIG Invesco Variable Rate Investment Grade ETF | 1.81% | 5.05% | 6.81% | 7.37% | 0.99% | 1.06% | 1.76% | 4.57% | 0.51% | 0.89% |
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF | 0.57% | 6.81% | 4.83% | 5.98% | -5.72% | -0.76% | 4.96% | 7.02% | 0.54% | 0.28% |
Correlation
The correlation between VRIG and SUSB is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Jul 19, 2017 | 0.05 |
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Return for Risk
VRIG vs. SUSB — Risk / Return Rank
VRIG
SUSB
VRIG vs. SUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Variable Rate Investment Grade ETF (VRIG) and iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB). 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.
| VRIG | SUSB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +7.81 | ||
| Sortino ratioReturn per unit of downside risk | +20.94 | ||
| Omega ratioGain probability vs. loss probability | 5.38 | 1.45 | +3.93 |
| Calmar ratioReturn relative to maximum drawdown | 62.75 | 3.05 | +59.70 |
| Martin ratioReturn relative to average drawdown | 320.64 | 12.47 | +308.17 |
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
| VRIG | SUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 10.15 | 2.34 | +7.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 3.45 | 0.75 | +2.70 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.72 | +0.19 |
Drawdowns
VRIG vs. SUSB - Drawdown Comparison
The maximum VRIG drawdown since its inception was -13.04%, roughly equal to the maximum SUSB drawdown of -13.25%. Use the drawdown chart below to compare losses from any high point for VRIG and SUSB.
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Drawdown Indicators
| VRIG | SUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.04% | -13.25% | +0.21% |
Max Drawdown (1Y)Largest decline over 1 year | -0.08% | -1.49% | +1.41% |
Max Drawdown (3Y)Largest decline over 3 years | -0.78% | -1.49% | +0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -2.28% | -9.57% | +7.29% |
Current DrawdownCurrent decline from peak | -0.00% | -0.35% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -0.27% | -1.58% | +1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.02% | 0.36% | -0.34% |
Volatility
VRIG vs. SUSB - Volatility Comparison
The current volatility for Invesco Variable Rate Investment Grade ETF (VRIG) is 0.11%, while iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) has a volatility of 0.64%. This indicates that VRIG experiences smaller price fluctuations and is considered to be less risky than SUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRIG | SUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.11% | 0.64% | -0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 0.36% | 1.41% | -1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.49% | 1.93% | -1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.29% | 2.96% | -1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.80% | 3.72% | +0.08% |
VRIG vs. SUSB - Expense Ratio Comparison
VRIG has a 0.30% expense ratio, which is higher than SUSB's 0.12% expense ratio.
Dividends
VRIG vs. SUSB - Dividend Comparison
VRIG's dividend yield for the trailing twelve months is around 4.79%, more than SUSB's 4.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF | 4.50% | 4.40% | 3.81% | 2.81% | 1.74% | 1.30% | 1.91% | 2.83% | 2.61% | 0.96% | 0.00% |
VRIG Invesco Variable Rate Investment Grade ETF | 4.79% | 4.99% | 6.09% | 5.97% | 2.39% | 0.78% | 1.57% | 3.12% | 2.89% | 2.31% | 0.60% |
Frequently Asked Questions
VRIG and SUSB have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUSB has higher volatility (0.64%) compared to VRIG (0.11%). In terms of maximum drawdown, VRIG dropped -13.04% vs SUSB's -13.25%.
On 5-year performance, VRIG leads with 4.42% vs 2.20% for SUSB. On fees, SUSB is cheaper at 0.12% per year. On volatility, VRIG has been the lower-risk option at 0.11%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, VRIG has performed better with a 4.42% return vs 2.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SUSB is cheaper with a 0.12% expense ratio, compared with 0.30% for VRIG.
VRIG has the higher dividend yield at 4.79%, compared with 4.50% for SUSB.
VRIG is categorized as Ultrashort Bond, while SUSB is Corporate Bonds. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.30% for VRIG and 0.12% for SUSB.
VRIG currently has the higher Sharpe Ratio (10.15 vs 2.34), 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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