EDV vs SUSA
Comparison between VANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARES (EDV, ETF) and ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF).
5-Year PerformanceSUSA has outperformed EDV, delivering a return of +11.4% compared to -10.3%
EDV vs SUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EDV vs SUSA - Historical Returns
Returns include dividend reinvestment.
EDV vs SUSA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EDV | SUSA |
|---|---|---|
| 2026 | +0.27% | +9.14% |
| 2025 | +0.65% | +15.98% |
| 2024 | -11.90% | +23.30% |
| 2023 | -0.67% | +24.42% |
| 2022 | -37.20% | -21.45% |
| 2021 | -6.39% | +32.05% |
| 2020 | +22.12% | +23.86% |
| 2019 | +17.73% | +32.49% |
| 2018 | -1.95% | -6.02% |
| 2017 | +13.13% | +21.51% |
| 2016 | +0.12% | +14.22% |
| 2015 | -6.57% | -1.77% |
| 2014 | +43.90% | +14.77% |
| 2013 | -17.96% | +27.63% |
| 2012 | +4.50% | +8.75% |
| 2011 | +58.84% | +0.57% |
| 2010 | +10.90% | +12.48% |
| 2009 | -31.11% | +26.93% |
| 2008 | +50.57% | -34.56% |
| 2007 | +3.23% | +4.65% |
| 2006 | N/A | +11.17% |
| 2005 | N/A | +7.95% |
EDV vs SUSA Drawdown Comparison
The maximum drawdown for EDV was -59.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current EDV drawdown is -54.09%. The current SUSA drawdown is -2.42%.
| Rank | EDV | SUSA |
|---|---|---|
| #1 | -59.94% Mar 9, 2020 - Oct 19, 2023 | -53.93% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -41.16% Dec 26, 2008 - Sep 21, 2011 | -32.93% Feb 19, 2020 - Jul 20, 2020 |
| #3 | -29.70% Jul 24, 2012 - Dec 10, 2014 | -28.22% Dec 29, 2021 - Feb 7, 2024 |
| #4 | -24.19% Jul 8, 2016 - Aug 1, 2019 | -19.30% Dec 4, 2024 - Jun 30, 2025 |
| #5 | -23.47% Jan 30, 2015 - Jun 16, 2016 | -19.16% Sep 21, 2018 - Apr 1, 2019 |
| #6 | -16.61% Oct 3, 2011 - Dec 19, 2011 | -13.73% May 20, 2015 - Apr 19, 2016 |
| #7 | -15.59% Dec 19, 2011 - May 17, 2012 | -11.53% Apr 2, 2012 - Jan 3, 2013 |
| #8 | -12.90% Jan 23, 2008 - Mar 20, 2008 | -9.71% Jan 28, 2026 - Apr 17, 2026 |
| #9 | -12.32% Mar 20, 2008 - Sep 3, 2008 | -9.67% Jan 26, 2018 - Aug 24, 2018 |
| #10 | -11.41% Aug 28, 2019 - Feb 21, 2020 | -9.60% Sep 2, 2020 - Nov 13, 2020 |
| #11 | -10.57% Oct 27, 2008 - Nov 20, 2008 | -8.32% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -9.87% Sep 17, 2008 - Oct 6, 2008 | -7.53% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -8.45% Sep 22, 2011 - Oct 3, 2011 | -7.23% Apr 23, 2019 - Jun 20, 2019 |
| #14 | -6.88% Oct 6, 2008 - Oct 23, 2008 | -6.92% Sep 2, 2014 - Oct 30, 2014 |
| #15 | -6.24% Jun 1, 2012 - Jul 16, 2012 | -6.72% May 8, 2006 - Sep 20, 2006 |
Correlation
Correlation between EDV and SUSA is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2005 - 2026)
EDV vs SUSA dividend yield comparison.
| Year | EDV | SUSA |
|---|---|---|
| 2026 | 1.19% | 0.21% |
| 2025 | 4.94% | 0.89% |
| 2024 | 4.65% | 1.15% |
| 2023 | 3.81% | 1.32% |
| 2022 | 3.28% | 1.52% |
| 2021 | 1.95% | 0.98% |
| 2020 | 5.54% | 1.17% |
| 2019 | 3.51% | 1.52% |
| 2018 | 2.90% | 1.73% |
| 2017 | 2.92% | 1.40% |
| 2016 | 5.32% | 1.56% |
| 2015 | 4.24% | 1.42% |
| 2014 | 3.12% | 1.21% |
| 2013 | 5.03% | 1.30% |
| 2012 | 7.54% | 1.77% |
| 2011 | 5.12% | 1.45% |
| 2010 | 4.67% | 1.48% |
| 2009 | 19.33% | 1.64% |
| 2008 | 2.61% | 2.30% |
| 2007 | 0.36% | 1.28% |
| 2006 | 0.00% | 1.51% |
| 2005 | 0.00% | 1.15% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks