CMF vs SUSA
Comparison between ISHARES CALIFORNIA MUNI BOND ETF (CMF, ETF) and ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF).
5-Year PerformanceSUSA has outperformed CMF, delivering a return of +11.4% compared to +0.6%
CMF vs SUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CMF vs SUSA - Historical Returns
Returns include dividend reinvestment.
CMF vs SUSA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | CMF | SUSA |
|---|---|---|
| 2026 | +0.89% | +9.14% |
| 2025 | +3.22% | +15.98% |
| 2024 | +1.78% | +23.30% |
| 2023 | +5.24% | +24.42% |
| 2022 | -8.18% | -21.45% |
| 2021 | +0.77% | +32.05% |
| 2020 | +4.50% | +23.86% |
| 2019 | +7.01% | +32.49% |
| 2018 | +0.92% | -6.02% |
| 2017 | +4.69% | +21.51% |
| 2016 | -0.37% | +14.22% |
| 2015 | +3.00% | -1.77% |
| 2014 | +10.66% | +14.77% |
| 2013 | -3.23% | +27.63% |
| 2012 | +7.34% | +8.75% |
| 2011 | +15.75% | +0.57% |
| 2010 | -2.55% | +12.48% |
| 2009 | +8.14% | +26.93% |
| 2008 | +0.64% | -34.56% |
| 2007 | +1.37% | +4.65% |
| 2006 | N/A | +11.17% |
| 2005 | N/A | +7.95% |
CMF vs SUSA Drawdown Comparison
The maximum drawdown for CMF was -16.45%, occurring on Jun 10, 2015. Recovery took 1295 trading sessions.
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current CMF drawdown is -0.92%. The current SUSA drawdown is -2.42%.
| Rank | CMF | SUSA |
|---|---|---|
| #1 | -16.45% Dec 26, 2014 - Feb 20, 2020 | -53.93% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -14.57% Mar 9, 2020 - Jul 16, 2020 | -32.93% Feb 19, 2020 - Jul 20, 2020 |
| #3 | -13.25% May 21, 2008 - Jan 7, 2009 | -28.22% Dec 29, 2021 - Feb 7, 2024 |
| #4 | -12.46% Aug 3, 2021 - Sep 18, 2025 | -19.30% Dec 4, 2024 - Jun 30, 2025 |
| #5 | -11.65% Sep 1, 2010 - Aug 2, 2011 | -19.16% Sep 21, 2018 - Apr 1, 2019 |
| #6 | -10.57% Nov 30, 2012 - Apr 10, 2014 | -13.73% May 20, 2015 - Apr 19, 2016 |
| #7 | -5.15% Jan 22, 2008 - May 21, 2008 | -11.53% Apr 2, 2012 - Jan 3, 2013 |
| #8 | -4.75% Apr 27, 2009 - Aug 17, 2009 | -9.71% Jan 28, 2026 - Apr 17, 2026 |
| #9 | -4.19% Sep 24, 2009 - Apr 27, 2010 | -9.67% Jan 26, 2018 - Aug 24, 2018 |
| #10 | -3.80% Apr 18, 2012 - Sep 28, 2012 | -9.60% Sep 2, 2020 - Nov 13, 2020 |
| #11 | -3.05% Jan 14, 2009 - Feb 9, 2009 | -8.32% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -2.91% Feb 27, 2026 - Mar 24, 2026 | -7.53% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -2.89% Sep 22, 2011 - Dec 8, 2011 | -7.23% Apr 23, 2019 - Jun 20, 2019 |
| #14 | -2.72% Feb 11, 2009 - Mar 24, 2009 | -6.92% Sep 2, 2014 - Oct 30, 2014 |
| #15 | -2.18% Feb 12, 2021 - Jun 11, 2021 | -6.72% May 8, 2006 - Sep 20, 2006 |
Correlation
Correlation between CMF and SUSA is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
CMF vs SUSA dividend yield comparison.
| Year | CMF | SUSA |
|---|---|---|
| 2026 | 1.22% | 0.21% |
| 2025 | 2.94% | 0.89% |
| 2024 | 2.78% | 1.15% |
| 2023 | 2.29% | 1.32% |
| 2022 | 1.91% | 1.52% |
| 2021 | 1.58% | 0.98% |
| 2020 | 1.80% | 1.17% |
| 2019 | 2.03% | 1.52% |
| 2018 | 2.17% | 1.73% |
| 2017 | 2.09% | 1.40% |
| 2016 | 2.21% | 1.56% |
| 2015 | 2.55% | 1.42% |
| 2014 | 2.80% | 1.21% |
| 2013 | 3.12% | 1.30% |
| 2012 | 3.08% | 1.77% |
| 2011 | 3.66% | 1.45% |
| 2010 | 4.19% | 1.48% |
| 2009 | 3.77% | 1.64% |
| 2008 | 3.52% | 2.30% |
| 2007 | 0.82% | 1.28% |
| 2006 | 0.00% | 1.51% |
| 2005 | 0.00% | 1.15% |
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