EAGL vs SUSA
Comparison between EAGLE CAPITAL SELECT EQUITY ETF (EAGL, ETF) and ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF).
EAGL vs SUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EAGL
$4.30B
SUSA
$4.30B
Expense Ratio
EAGL
0.80%
Winner
SUSA
0.25%
Max Drawdown
Winner
EAGL
15.09%
SUSA
54.94%
Sharpe Ratio
EAGL
0.53
Winner
SUSA
1.44
5Y Beta
Winner
EAGL
0.83
SUSA
0.96
P/E Ratio
Winner
EAGL
21.84
SUSA
29.36
Forward P/E
Winner
EAGL
18.15
SUSA
22.07
PEG Ratio
EAGL
N/A
SUSA
0.51
5Y Dividends CAGR
EAGL
N/A
SUSA
10.29%
5Y EPS CAGR
EAGL
14.21%
Winner
SUSA
27.92%
Debt to Equity
EAGL
N/A
SUSA
8.29%
P/S Ratio
Winner
EAGL
1.64
SUSA
3.84
P/B Ratio
Winner
EAGL
3.24
SUSA
6.67
EAGL vs SUSA - Holdings Comparison
EAGL and SUSA have 9 common holdings. Overlap is 8.61%
EAGL's top 25 holdings weight is 96.44%. SUSA's top 25 holdings weight is 46.75%.
| Rank | EAGL | SUSA |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 7.99% | NVIDIA CORP (NVDA) - 7.73% |
| #2 | LONDON STOCK EXCHANGE GROUP PLC ADR (LSEGY) - 7.01% | APPLE INC (AAPL) - 6.59% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 6.10% | MICROSOFT CORP (MSFT) - 4.35% |
| #4 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 6.05% | ALPHABET INC CLASS C (GOOG) - 3.50% |
| #5 | MERCADOLIBRE INC (MELI) - 6.00% | BROADCOM INC (AVGO) - 2.81% |
| #6 | CONOCOPHILLIPS (COP) - 5.75% | ALPHABET INC CLASS A (GOOGL) - 2.68% |
| #7 | SAP SE ADR (SAP) - 4.81% | TESLA INC (TSLA) - 1.80% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 4.67% | MICRON TECHNOLOGY INC (MU) - 1.61% |
| #9 | MICROSOFT CORP (MSFT) - 4.51% | ELI LILLY AND CO (LLY) - 1.43% |
| #10 | WORKDAY INC CLASS A (WDAY) - 4.26% | ADVANCED MICRO DEVICES INC (AMD) - 1.39% |
| #11 | DANAHER CORP (DHR) - 4.25% | MORGAN STANLEY (MS) - 1.32% |
| #12 | S&P GLOBAL INC (SPGI) - 4.06% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.29% |
| #13 | CAPITAL ONE FINANCIAL CORP (COF) - 3.23% | APPLIED MATERIALS INC (AMAT) - 1.13% |
| #14 | ALCOA CORP (AA) - 3.22% | LAM RESEARCH CORP (LRCX) - 1.08% |
| #15 | HUMANA INC (HUM) - 3.08% | THE HOME DEPOT INC (HD) - 1.04% |
| #16 | MASTERCARD INC CLASS A (MA) - 2.93% | BANK OF NEW YORK MELLON CORP (BNY) - 1.01% |
| #17 | LENNAR CORP CLASS A (LEN) - 2.70% | VISA INC CLASS A (V) - 0.97% |
| #18 | ARTHUR J. GALLAGHER & CO (AJG) - 2.58% | ECOLAB INC (ECL) - 0.92% |
| #19 | INTUIT INC (INTU) - 2.41% | CUMMINS INC (CMI) - 0.89% |
| #20 | EQT CORP (EQT) - 2.28% | CISCO SYSTEMS INC (CSCO) - 0.88% |
| #21 | META PLATFORMS INC CLASS A (META) - 2.09% | DIGITAL REALTY TRUST INC (DLR) - 0.48% |
| #22 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.08% | GE VERNOVA INC (GEV) - 0.47% |
| #23 | ELEVANCE HEALTH INC (ELV) - 1.54% | AUTODESK INC (ADSK) - 0.47% |
| #24 | ASML HOLDING NV ADR (ASML) - 1.54% | ELEVANCE HEALTH INC (ELV) - 0.46% |
| #25 | AERCAP HOLDINGS NV (AER) - 1.30% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.45% |
| Total Holdings | 31 | 156 |
EAGL vs SUSA - Historical Returns
Returns include dividend reinvestment.
1M
EAGL
-0.18%
Winner
SUSA
+1.78%
3M
EAGL
+5.81%
Winner
SUSA
+13.12%
6M
EAGL
+0.58%
Winner
SUSA
+9.38%
1Y
EAGL
+10.01%
Winner
SUSA
+23.38%
5Y(CAGR)
EAGL
N/A
SUSA
+11.37%
10Y(CAGR)
EAGL
N/A
SUSA
+14.96%
Max(CAGR)
Winner
EAGL
+12.67%
SUSA
+10.42%
EAGL vs SUSA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EAGL | SUSA |
|---|---|---|
| 2026 | -0.80% | +9.14% |
| 2025 | +17.06% | +15.98% |
| 2024 | +11.27% | +23.30% |
| 2023 | N/A | +24.42% |
| 2022 | N/A | -21.45% |
| 2021 | N/A | +32.05% |
| 2020 | N/A | +23.86% |
| 2019 | N/A | +32.49% |
| 2018 | N/A | -6.02% |
| 2017 | N/A | +21.51% |
| 2016 | N/A | +14.22% |
| 2015 | N/A | -1.77% |
| 2014 | N/A | +14.77% |
| 2013 | N/A | +27.63% |
| 2012 | N/A | +8.75% |
| 2011 | N/A | +0.57% |
| 2010 | N/A | +12.48% |
| 2009 | N/A | +26.93% |
| 2008 | N/A | -34.56% |
| 2007 | N/A | +4.65% |
| 2006 | N/A | +11.17% |
| 2005 | N/A | +7.95% |
EAGL vs SUSA Drawdown Comparison
The maximum drawdown for EAGL was -15.09%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current EAGL drawdown is -4.17%. The current SUSA drawdown is -2.42%.
| Rank | EAGL | SUSA |
|---|---|---|
| #1 | -15.09% Feb 6, 2025 - Jun 12, 2025 | -53.93% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -13.54% Jan 9, 2026 - Mar 27, 2026 | -32.93% Feb 19, 2020 - Jul 20, 2020 |
| #3 | -7.71% Jul 16, 2024 - Sep 19, 2024 | -28.22% Dec 29, 2021 - Feb 7, 2024 |
| #4 | -7.12% Oct 27, 2025 - Dec 10, 2025 | -19.30% Dec 4, 2024 - Jun 30, 2025 |
| #5 | -4.68% Nov 7, 2024 - Jan 21, 2025 | -19.16% Sep 21, 2018 - Apr 1, 2019 |
| #6 | -4.06% Jul 9, 2025 - Aug 15, 2025 | -13.73% May 20, 2015 - Apr 19, 2016 |
| #7 | -3.56% Oct 6, 2025 - Oct 23, 2025 | -11.53% Apr 2, 2012 - Jan 3, 2013 |
| #8 | -3.16% Apr 8, 2024 - May 6, 2024 | -9.71% Jan 28, 2026 - Apr 17, 2026 |
| #9 | -2.13% May 15, 2024 - Jun 21, 2024 | -9.67% Jan 26, 2018 - Aug 24, 2018 |
| #10 | -1.87% Dec 11, 2025 - Dec 23, 2025 | -9.60% Sep 2, 2020 - Nov 13, 2020 |
| #11 | -1.80% Oct 18, 2024 - Nov 5, 2024 | -8.32% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -1.41% Oct 14, 2024 - Oct 18, 2024 | -7.53% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -1.32% Jun 12, 2025 - Jun 26, 2025 | -7.23% Apr 23, 2019 - Jun 20, 2019 |
| #14 | -1.09% Sep 8, 2025 - Sep 18, 2025 | -6.92% Sep 2, 2014 - Oct 30, 2014 |
| #15 | -1.04% Jan 24, 2025 - Feb 6, 2025 | -6.72% May 8, 2006 - Sep 20, 2006 |
Correlation
Correlation between EAGL and SUSA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2005 - 2026)
EAGL vs SUSA dividend yield comparison.
| Year | EAGL | SUSA |
|---|---|---|
| 2026 | 0.00% | 0.21% |
| 2025 | 0.55% | 0.89% |
| 2024 | 0.29% | 1.15% |
| 2023 | 0.00% | 1.32% |
| 2022 | 0.00% | 1.52% |
| 2021 | 0.00% | 0.98% |
| 2020 | 0.00% | 1.17% |
| 2019 | 0.00% | 1.52% |
| 2018 | 0.00% | 1.73% |
| 2017 | 0.00% | 1.40% |
| 2016 | 0.00% | 1.56% |
| 2015 | 0.00% | 1.42% |
| 2014 | 0.00% | 1.21% |
| 2013 | 0.00% | 1.30% |
| 2012 | 0.00% | 1.77% |
| 2011 | 0.00% | 1.45% |
| 2010 | 0.00% | 1.48% |
| 2009 | 0.00% | 1.64% |
| 2008 | 0.00% | 2.30% |
| 2007 | 0.00% | 1.28% |
| 2006 | 0.00% | 1.51% |
| 2005 | 0.00% | 1.15% |
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