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DFSI vs SUSB

Comparison between DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF (DFSI, ETF) and ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB, ETF).

DFSI vs SUSB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DFSI
$1.10B
Winner
SUSB
$1.20B
Expense Ratio
DFSI
0.24%
Winner
SUSB
0.12%
Max Drawdown
DFSI
13.30%
Winner
SUSB
13.25%
Sharpe Ratio
Winner
DFSI
1.05
SUSB
0.23
5Y Beta
DFSI
0.70
Winner
SUSB
0.03
5Y Dividends CAGR
DFSI
N/A
SUSB
22.41%

DFSI vs SUSB - Historical Returns

Returns include dividend reinvestment.

1M
DFSI
-0.54%
Winner
SUSB
+0.52%
3M
Winner
DFSI
+7.81%
SUSB
+1.09%
6M
Winner
DFSI
+4.76%
SUSB
+0.91%
1Y
Winner
DFSI
+17.90%
SUSB
+4.03%
5Y(CAGR)
DFSI
N/A
SUSB
+2.29%
10Y(CAGR)
DFSI
N/A
SUSB
+2.69%
Max(CAGR)
Winner
DFSI
+20.15%
SUSB
+2.69%

DFSI vs SUSB - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearDFSISUSB
2026+4.67%+0.83%
2025+33.93%+6.80%
2024+6.26%+5.04%
2023+17.21%+5.93%
2022+11.99%-5.58%
2021N/A-0.68%
2020N/A+4.83%
2019N/A+7.03%
2018N/A+0.70%
2017N/A+0.28%

DFSI vs SUSB Drawdown Comparison

The maximum drawdown for DFSI was -12.82%, occurring on Oct 27, 2023. Recovery took 104 trading sessions.

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

The current DFSI drawdown is -3.27%. The current SUSB drawdown is -0.13%.

RankDFSISUSB
#1-12.82%
Jul 19, 2023 - Dec 14, 2023
-13.25%
Mar 5, 2020 - May 26, 2020
#2-12.63%
Mar 19, 2025 - Apr 25, 2025
-9.57%
Aug 3, 2021 - Jun 4, 2024
#3-12.26%
Feb 26, 2026 - Mar 27, 2026
-1.66%
Sep 7, 2017 - Dec 21, 2018
#4-9.65%
Sep 26, 2024 - Mar 5, 2025
-1.49%
Feb 27, 2026 - Mar 26, 2026
#5-8.12%
Feb 2, 2023 - Apr 13, 2023
-1.36%
Apr 3, 2025 - Apr 28, 2025
#6-7.02%
Jul 16, 2024 - Aug 19, 2024
-1.21%
Oct 1, 2024 - Feb 5, 2025
#7-5.15%
Mar 27, 2024 - May 14, 2024
-0.98%
Sep 4, 2019 - Oct 2, 2019
#8-4.91%
Nov 12, 2025 - Dec 4, 2025
-0.95%
Feb 8, 2021 - May 24, 2021
#9-4.59%
May 8, 2023 - Jun 15, 2023
-0.69%
Jun 5, 2020 - Jun 15, 2020
#10-4.01%
Jun 15, 2023 - Jul 12, 2023
-0.65%
Oct 4, 2019 - Dec 3, 2019
#11-3.97%
Jul 23, 2025 - Aug 13, 2025
-0.59%
Sep 3, 2020 - Nov 17, 2020
#12-3.79%
Dec 13, 2022 - Jan 6, 2023
-0.51%
Mar 27, 2019 - Apr 26, 2019
#13-3.71%
Dec 27, 2023 - Feb 16, 2024
-0.48%
Apr 29, 2025 - May 27, 2025
#14-3.45%
Jun 6, 2024 - Jul 11, 2024
-0.44%
Jun 4, 2025 - Jun 12, 2025
#15-3.36%
Aug 30, 2024 - Sep 19, 2024
-0.42%
Jun 9, 2021 - Jul 22, 2021

Correlation

Correlation between DFSI and SUSB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2017 - 2026)

DFSI vs SUSB dividend yield comparison.

YearDFSISUSB
20261.43%1.86%
20252.23%4.40%
20242.39%3.81%
20232.10%2.81%
20220.18%1.74%
20210.00%1.30%
20200.00%1.91%
20190.00%2.83%
20180.00%2.61%
20170.00%0.96%

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