EDIV vs SUSC

Comparison between STATE STREET(R) SPDR(R) S&P EMERGING MARKETS DIVIDEND ETF (EDIV, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceEDIV has outperformed SUSC, delivering a return of +12.1% compared to -0.2%

EDIV vs SUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EDIV(ETF)	SUSC(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.49%	0.18%
Max Drawdown	64.10%	25.83%
Sharpe Ratio	0.74	-0.42
5Y Beta	0.48	0.11
5Y Dividends CAGR	13.54%	12.43%

Net Assets

EDIV

$1.20B

Winner

SUSC

$1.30B

Expense Ratio

EDIV

0.49%

Winner

SUSC

0.18%

Max Drawdown

EDIV

64.10%

Winner

SUSC

25.83%

Sharpe Ratio

Winner

EDIV

0.74

SUSC

-0.42

5Y Beta

EDIV

0.48

Winner

SUSC

0.11

5Y Dividends CAGR

Winner

EDIV

13.54%

SUSC

12.43%

EDIV vs SUSC - Historical Returns

Returns include dividend reinvestment.

Period	EDIV	SUSC
1 month	-1.12%	-1.24%
3 months	+0.96%	-0.96%
6 months	+1.13%	-0.99%
1 year	+13.09%	+1.95%
5 years(CAGR)	+12.06%	-0.23%
10 years(CAGR)	+7.99%	+2.15%
Max(CAGR)	+3.16%	+2.15%

Winner

EDIV

-1.12%

SUSC

-1.24%

Winner

EDIV

+0.96%

SUSC

-0.96%

Winner

EDIV

+1.13%

SUSC

-0.99%

Winner

EDIV

+13.09%

SUSC

+1.95%

5Y(CAGR)

Winner

EDIV

+12.06%

SUSC

-0.23%

10Y(CAGR)

Winner

EDIV

+7.99%

SUSC

+2.15%

Max(CAGR)

Winner

EDIV

+3.16%

SUSC

+2.15%

EDIV vs SUSC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	EDIV	SUSC
2026	+8.15%	-0.27%
2025	+17.27%	+7.56%
2024	+14.60%	+2.77%
2023	+41.60%	+7.89%
2022	-16.10%	-15.18%
2021	+11.41%	-1.22%
2020	-10.94%	+9.45%
2019	+11.47%	+14.29%
2018	-6.87%	-2.55%
2017	+26.65%	+1.74%
2016	+20.76%	N/A
2015	-27.00%	N/A
2014	-6.65%	N/A
2013	-14.46%	N/A
2012	+4.74%	N/A
2011	-2.15%	N/A

EDIV vs SUSC Drawdown Comparison

The maximum drawdown for EDIV was -53.33%, occurring on Jan 21, 2016. Recovery took 2977 trading sessions.

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

The current EDIV drawdown is -2.41%. The current SUSC drawdown is -2.18%.

Rank	EDIV	SUSC
#1	-53.33% Mar 1, 2012 - Dec 29, 2023	-22.42% Aug 3, 2021 - Oct 20, 2022
#2	-22.41% Jul 7, 2011 - Mar 1, 2012	-18.91% Mar 6, 2020 - Jun 15, 2020
#3	-13.84% Sep 26, 2024 - May 16, 2025	-5.56% Dec 31, 2020 - Aug 2, 2021
#4	-10.37% Feb 25, 2026 - Mar 30, 2026	-4.68% Dec 29, 2017 - Mar 8, 2019
#5	-8.19% Jul 12, 2024 - Aug 23, 2024	-2.70% Aug 6, 2020 - Nov 30, 2020
#6	-5.75% Apr 29, 2011 - Jun 30, 2011	-2.52% Aug 28, 2019 - Nov 26, 2019
#7	-4.50% Mar 21, 2024 - Apr 29, 2024	-1.26% Jul 3, 2019 - Aug 1, 2019
#8	-4.45% Dec 29, 2023 - Jan 29, 2024	-1.11% Nov 6, 2017 - Nov 28, 2017
#9	-4.30% Mar 9, 2011 - Mar 23, 2011	-1.06% Nov 30, 2020 - Dec 29, 2020
#10	-3.42% Sep 19, 2025 - Nov 11, 2025	-0.85% Feb 3, 2020 - Feb 14, 2020
#11	-3.35% May 17, 2024 - Jul 2, 2024	-0.83% Dec 14, 2017 - Dec 29, 2017
#12	-3.21% Apr 8, 2011 - Apr 21, 2011	-0.77% Nov 28, 2017 - Dec 1, 2017
#13	-3.09% Jul 23, 2025 - Aug 22, 2025	-0.76% Mar 28, 2019 - Apr 26, 2019
#14	-2.73% Nov 11, 2025 - Dec 15, 2025	-0.72% Sep 7, 2017 - Oct 4, 2017
#15	-2.54% Jun 12, 2025 - Jun 26, 2025	-0.69% Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between EDIV and SUSC is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45

-101

Dividend Comparison (2011 - 2026)

EDIV vs SUSC dividend yield comparison.

Year	EDIV	SUSC
2026	2.00%	2.69%
2025	4.69%	4.37%
2024	3.94%	4.34%
2023	4.26%	3.83%
2022	4.94%	2.97%
2021	3.84%	2.21%
2020	3.52%	2.19%
2019	3.83%	3.07%
2018	3.41%	3.33%
2017	2.99%	1.33%
2016	4.93%	0.00%
2015	5.33%	0.00%
2014	4.84%	0.00%
2013	5.13%	0.00%
2012	5.35%	0.00%
2011	4.84%	0.00%