EFIV vs SUSB
Comparison between STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF (EFIV, ETF) and ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB, ETF).
5-Year PerformanceEFIV has outperformed SUSB, delivering a return of +14.0% compared to +2.3%
EFIV vs SUSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EFIV vs SUSB - Historical Returns
Returns include dividend reinvestment.
EFIV vs SUSB - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | EFIV | SUSB |
|---|---|---|
| 2026 | +8.97% | +0.87% |
| 2025 | +18.92% | +6.80% |
| 2024 | +24.68% | +5.04% |
| 2023 | +28.49% | +5.93% |
| 2022 | -18.34% | -5.58% |
| 2021 | +33.60% | -0.68% |
| 2020 | +16.69% | +4.83% |
| 2019 | N/A | +7.03% |
| 2018 | N/A | +0.70% |
| 2017 | N/A | +0.28% |
EFIV vs SUSB Drawdown Comparison
The maximum drawdown for EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 394 trading sessions.
The maximum drawdown for SUSB was -13.25%, occurring on Mar 19, 2020. Recovery took 56 trading sessions.
The current EFIV drawdown is -1.83%. The current SUSB drawdown is -0.09%.
| Rank | EFIV | SUSB |
|---|---|---|
| #1 | -24.53% Jan 3, 2022 - Jul 31, 2023 | -13.25% Mar 5, 2020 - May 26, 2020 |
| #2 | -19.24% Dec 4, 2024 - Jun 30, 2025 | -9.57% Aug 3, 2021 - Jun 4, 2024 |
| #3 | -10.16% Sep 2, 2020 - Nov 16, 2020 | -1.66% Sep 7, 2017 - Dec 21, 2018 |
| #4 | -9.90% Jul 31, 2023 - Nov 30, 2023 | -1.49% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -9.44% Feb 9, 2026 - Apr 15, 2026 | -1.36% Apr 3, 2025 - Apr 28, 2025 |
| #6 | -9.00% Jul 16, 2024 - Sep 24, 2024 | -1.21% Oct 1, 2024 - Feb 5, 2025 |
| #7 | -5.50% Mar 27, 2024 - May 14, 2024 | -0.98% Sep 4, 2019 - Oct 2, 2019 |
| #8 | -4.97% Sep 3, 2021 - Oct 19, 2021 | -0.95% Feb 8, 2021 - May 24, 2021 |
| #9 | -4.48% Oct 29, 2025 - Dec 5, 2025 | -0.69% Jun 5, 2020 - Jun 15, 2020 |
| #10 | -4.19% May 7, 2021 - Jun 10, 2021 | -0.65% Oct 4, 2019 - Dec 3, 2019 |
| #11 | -4.06% Feb 16, 2021 - Mar 11, 2021 | -0.59% Sep 3, 2020 - Nov 17, 2020 |
| #12 | -3.74% Jun 4, 2026 - Jun 15, 2026 | -0.51% Mar 27, 2019 - Apr 26, 2019 |
| #13 | -3.66% Nov 24, 2021 - Dec 8, 2021 | -0.48% Apr 29, 2025 - May 27, 2025 |
| #14 | -3.45% Dec 10, 2021 - Dec 23, 2021 | -0.44% Jun 4, 2025 - Jun 12, 2025 |
| #15 | -3.23% Jan 25, 2021 - Feb 4, 2021 | -0.42% Jun 9, 2021 - Jul 22, 2021 |
Correlation
Correlation between EFIV and SUSB is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2017 - 2026)
EFIV vs SUSB dividend yield comparison.
| Year | EFIV | SUSB |
|---|---|---|
| 2026 | 0.50% | 1.85% |
| 2025 | 1.03% | 4.40% |
| 2024 | 1.20% | 3.81% |
| 2023 | 1.37% | 2.81% |
| 2022 | 1.64% | 1.74% |
| 2021 | 1.19% | 1.30% |
| 2020 | 0.65% | 1.91% |
| 2019 | 0.00% | 2.83% |
| 2018 | 0.00% | 2.61% |
| 2017 | 0.00% | 0.96% |
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