ASA vs SUSC

Comparison between ASA Gold and Precious Metals Ltd (ASA, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceASA has outperformed SUSC, delivering a return of +20.7% compared to -0.2%

ASA vs SUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ASA(ETF)	SUSC(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	N/A	0.18%
Max Drawdown	81.29%	25.83%
Sharpe Ratio	1.18	-0.42
5Y Beta	0.77	0.11
5Y Dividends CAGR	37.97%	12.43%

Net Assets

ASA

$1.20B

Winner

SUSC

$1.30B

Expense Ratio

ASA

N/A

SUSC

0.18%

Max Drawdown

ASA

81.29%

Winner

SUSC

25.83%

Sharpe Ratio

Winner

ASA

1.18

SUSC

-0.42

5Y Beta

ASA

0.77

Winner

SUSC

0.11

5Y Dividends CAGR

Winner

ASA

37.97%

SUSC

12.43%

ASA vs SUSC - Historical Returns

Returns include dividend reinvestment.

Period	ASA	SUSC
1 month	+0.05%	-1.24%
3 months	-18.02%	-0.96%
6 months	-17.20%	-0.99%
1 year	+62.45%	+1.95%
5 years(CAGR)	+20.73%	-0.23%
10 years(CAGR)	+13.09%	+2.15%
Max(CAGR)	+9.63%	+2.15%

Winner

ASA

+0.05%

SUSC

-1.24%

ASA

-18.02%

Winner

SUSC

-0.96%

ASA

-17.20%

Winner

SUSC

-0.99%

Winner

ASA

+62.45%

SUSC

+1.95%

5Y(CAGR)

Winner

ASA

+20.73%

SUSC

-0.23%

10Y(CAGR)

Winner

ASA

+13.09%

SUSC

+2.15%

Max(CAGR)

Winner

ASA

+9.63%

SUSC

+2.15%

ASA vs SUSC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ASA	SUSC
2026	-6.16%	-0.27%
2025	+185.28%	+7.56%
2024	+33.84%	+2.77%
2023	+2.44%	+7.89%
2022	-31.22%	-15.18%
2021	-8.86%	-1.22%
2020	+59.82%	+9.45%
2019	+44.51%	+14.29%
2018	-17.92%	-2.55%
2017	-0.27%	+1.74%
2016	+52.33%	N/A
2015	-30.87%	N/A
2014	-18.39%	N/A
2013	-44.28%	N/A
2012	-18.82%	N/A
2011	-22.09%	N/A
2010	+32.28%	N/A
2009	+57.63%	N/A
2008	-31.94%	N/A
2007	+22.37%	N/A
2006	+10.44%	N/A
2005	+44.00%	N/A
2004	-9.96%	N/A
2003	+13.32%	N/A
2002	+111.50%	N/A
2001	+31.88%	N/A
2000	-18.67%	N/A
1999	-2.87%	N/A

ASA vs SUSC Drawdown Comparison

The maximum drawdown for ASA was -80.31%, occurring on Jan 19, 2016. Recovery took 3643 trading sessions.

The maximum drawdown for SUSC was -22.42%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current ASA drawdown is -32.75%. The current SUSC drawdown is -2.18%.

Rank	ASA	SUSC
#1	-80.31% Dec 6, 2010 - Jun 2, 2025	-22.42% Aug 3, 2021 - Oct 20, 2022
#2	-65.13% Mar 14, 2008 - Sep 14, 2010	-18.91% Mar 6, 2020 - Jun 15, 2020
#3	-40.80% Feb 27, 2026 - Jul 17, 2026	-5.56% Dec 31, 2020 - Aug 2, 2021
#4	-35.70% Jun 3, 2002 - Dec 13, 2002	-4.68% Dec 29, 2017 - Mar 8, 2019
#5	-31.72% Nov 10, 1999 - May 16, 2001	-2.70% Aug 6, 2020 - Nov 30, 2020
#6	-28.66% Dec 2, 2003 - Sep 29, 2005	-2.52% Aug 28, 2019 - Nov 26, 2019
#7	-27.87% May 9, 2006 - Sep 25, 2007	-1.26% Jul 3, 2019 - Aug 1, 2019
#8	-23.62% Jan 3, 2003 - Aug 11, 2003	-1.11% Nov 6, 2017 - Nov 28, 2017
#9	-23.37% May 18, 2001 - Jan 16, 2002	-1.06% Nov 30, 2020 - Dec 29, 2020
#10	-17.89% Feb 2, 2006 - Apr 19, 2006	-0.85% Feb 3, 2020 - Feb 14, 2020
#11	-17.24% Oct 16, 2025 - Dec 1, 2025	-0.83% Dec 14, 2017 - Dec 29, 2017
#12	-17.12% Jan 28, 2026 - Feb 24, 2026	-0.77% Nov 28, 2017 - Dec 1, 2017
#13	-15.06% Nov 6, 2007 - Jan 3, 2008	-0.76% Mar 28, 2019 - Apr 26, 2019
#14	-11.68% Feb 8, 2002 - Mar 22, 2002	-0.72% Sep 7, 2017 - Oct 4, 2017
#15	-11.43% Jun 5, 2025 - Aug 7, 2025	-0.69% Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between ASA and SUSC is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2000 - 2026)

ASA vs SUSC dividend yield comparison.

Year	ASA	SUSC
2026	0.07%	2.69%
2025	0.10%	4.37%
2024	0.20%	4.34%
2023	0.13%	3.83%
2022	0.14%	2.97%
2021	0.09%	2.21%
2020	0.09%	2.19%
2019	0.15%	3.07%
2018	0.32%	3.33%
2017	0.35%	1.33%
2016	0.36%	0.00%
2015	0.56%	0.00%
2014	0.40%	0.00%
2013	1.47%	0.00%
2012	1.76%	0.00%
2011	1.37%	0.00%
2010	0.98%	0.00%
2009	1.81%	0.00%
2008	3.92%	0.00%
2007	3.06%	0.00%
2006	1.39%	0.00%
2005	1.64%	0.00%
2004	1.36%	0.00%
2003	1.76%	0.00%
2002	1.95%	0.00%
2001	4.00%	0.00%
2000	1.96%	0.00%