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BAB vs SUSB

Comparison between INVESCO TAXABLE MUNICIPAL BOND ETF (BAB, ETF) and ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB, ETF).

5-Year PerformanceSUSB has outperformed BAB, delivering a return of +2.2% compared to -0.5%

BAB vs SUSB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BAB
$1.10B
Winner
SUSB
$1.20B
Expense Ratio
BAB
0.28%
Winner
SUSB
0.12%
Max Drawdown
BAB
29.50%
Winner
SUSB
13.25%
Sharpe Ratio
Winner
BAB
0.47
SUSB
0.23
5Y Beta
BAB
0.04
Winner
SUSB
0.03
5Y Dividends CAGR
BAB
5.51%
Winner
SUSB
22.41%

BAB vs SUSB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BAB
+1.44%
SUSB
+0.28%
3M
BAB
-0.31%
Winner
SUSB
+0.36%
6M
BAB
+0.47%
Winner
SUSB
+0.76%
1Y
Winner
BAB
+6.38%
SUSB
+4.20%
5Y(CAGR)
BAB
-0.55%
Winner
SUSB
+2.23%
10Y(CAGR)
BAB
+2.19%
Winner
SUSB
+2.66%
Max(CAGR)
Winner
BAB
+4.72%
SUSB
+2.66%

BAB vs SUSB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearBABSUSB
2026+0.46%+0.51%
2025+8.22%+6.80%
2024+1.68%+5.04%
2023+7.83%+5.93%
2022-18.48%-5.58%
2021+1.06%-0.68%
2020+8.66%+4.83%
2019+10.85%+7.03%
2018+1.36%+0.70%
2017+9.76%+0.28%
2016+4.06%N/A
2015-0.61%N/A
2014+16.75%N/A
2013-5.13%N/A
2012+11.26%N/A
2011+21.17%N/A
2010+9.24%N/A
2009-2.68%N/A

BAB vs SUSB Drawdown Comparison

The maximum drawdown for BAB was -27.80%, occurring on Mar 19, 2020. Recovery took 224 trading sessions.

The maximum drawdown for SUSB was -13.25%, occurring on Mar 19, 2020. Recovery took 56 trading sessions.

The current BAB drawdown is -5.41%. The current SUSB drawdown is -0.45%.

RankBABSUSB
#1-27.80%
Mar 9, 2020 - Jan 27, 2021
-13.25%
Mar 5, 2020 - May 26, 2020
#2-24.94%
Aug 3, 2021 - Oct 24, 2022
-9.57%
Aug 3, 2021 - Jun 4, 2024
#3-12.13%
May 1, 2013 - May 28, 2014
-1.66%
Sep 7, 2017 - Dec 21, 2018
#4-8.31%
Jul 29, 2016 - Aug 23, 2017
-1.49%
Feb 27, 2026 - Mar 26, 2026
#5-7.40%
Jan 30, 2015 - Feb 2, 2016
-1.36%
Apr 3, 2025 - Apr 28, 2025
#6-6.99%
Aug 26, 2010 - May 4, 2011
-1.21%
Oct 1, 2024 - Feb 5, 2025
#7-6.51%
Aug 4, 2011 - Aug 18, 2011
-0.98%
Sep 4, 2019 - Oct 2, 2019
#8-5.52%
Oct 3, 2011 - Nov 23, 2011
-0.95%
Feb 8, 2021 - May 24, 2021
#9-5.40%
Jan 27, 2021 - Jul 6, 2021
-0.69%
Jun 5, 2020 - Jun 15, 2020
#10-4.65%
Jul 25, 2012 - Nov 8, 2012
-0.65%
Oct 4, 2019 - Dec 3, 2019
#11-4.26%
Aug 28, 2019 - Jan 27, 2020
-0.59%
Sep 3, 2020 - Nov 17, 2020
#12-3.75%
Dec 29, 2017 - Dec 19, 2018
-0.51%
Mar 27, 2019 - Apr 26, 2019
#13-3.62%
Nov 30, 2009 - Feb 5, 2010
-0.48%
Apr 29, 2025 - May 27, 2025
#14-3.20%
Mar 7, 2012 - Apr 9, 2012
-0.44%
Jun 4, 2025 - Jun 12, 2025
#15-2.95%
Sep 22, 2011 - Oct 3, 2011
-0.42%
Jun 9, 2021 - Jul 22, 2021

Correlation

Correlation between BAB and SUSB is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70
-101

Dividend Comparison (2010 - 2026)

BAB vs SUSB dividend yield comparison.

YearBABSUSB
20261.73%1.86%
20253.96%4.40%
20243.97%3.81%
20233.65%2.81%
20223.40%1.74%
20212.63%1.30%
20202.96%1.91%
20193.77%2.83%
20184.20%2.61%
20173.96%0.96%
20164.26%0.00%
20154.71%0.00%
20144.59%0.00%
20135.18%0.00%
20124.87%0.00%
20115.21%0.00%
20105.89%0.00%

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