EQL vs EUSB

Comparison between ALPS EQUAL SECTOR WEIGHT ETF (EQL, ETF) and ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF (EUSB, ETF).

5-Year PerformanceEQL has outperformed EUSB, delivering a return of +10.4% compared to +0.3%

EQL vs EUSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQL(ETF)	EUSB(ETF)
Net Assets	$696M	$691M
Expense Ratio	0.27%	0.12%
Max Drawdown	36.36%	21.72%
Sharpe Ratio	1.50	0.16
5Y Beta	0.70	0.04
5Y Dividends CAGR	11.58%	29.73%

Net Assets

Winner

EQL

$696M

EUSB

$691M

Expense Ratio

EQL

0.27%

Winner

EUSB

0.12%

Max Drawdown

EQL

36.36%

Winner

EUSB

21.72%

Sharpe Ratio

Winner

EQL

1.50

EUSB

0.16

5Y Beta

EQL

0.70

Winner

EUSB

0.04

5Y Dividends CAGR

EQL

11.58%

Winner

EUSB

29.73%

EQL vs EUSB - Historical Returns

Returns include dividend reinvestment.

Period	EQL	EUSB
1 month	+0.18%	-0.22%
3 months	+2.51%	-0.92%
6 months	+8.91%	+0.20%
1 year	+19.47%	+4.42%
5 years(CAGR)	+10.44%	+0.28%
10 years(CAGR)	+12.40%	N/A
Max(CAGR)	+13.60%	+0.19%

Winner

EQL

+0.18%

EUSB

-0.22%

Winner

EQL

+2.51%

EUSB

-0.92%

Winner

EQL

+8.91%

EUSB

+0.20%

Winner

EQL

+19.47%

EUSB

+4.42%

5Y(CAGR)

Winner

EQL

+10.44%

EUSB

+0.28%

10Y(CAGR)

EQL

+12.40%

EUSB

N/A

Max(CAGR)

Winner

EQL

+13.60%

EUSB

+0.19%

EQL vs EUSB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	EQL	EUSB
2026	+7.96%	-0.02%
2025	+13.32%	+7.35%
2024	+16.33%	+2.26%
2023	+17.25%	+5.24%
2022	-10.83%	-12.12%
2021	+31.31%	-1.19%
2020	+10.55%	+1.68%
2019	+27.93%	N/A
2018	-6.48%	N/A
2017	+17.71%	N/A
2016	+14.59%	N/A
2015	-1.15%	N/A
2014	+14.14%	N/A
2013	+27.40%	N/A
2012	+12.86%	N/A
2011	+1.53%	N/A
2010	+13.63%	N/A
2009	+28.94%	N/A

EQL vs EUSB Drawdown Comparison

The maximum drawdown for EQL was -35.65%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The maximum drawdown for EUSB was -17.87%, occurring on Oct 20, 2022. Recovery took 1388 trading sessions.

The current EQL drawdown is -1.22%. The current EUSB drawdown is -1.65%.

Rank	EQL	EUSB
#1	-35.65% Feb 19, 2020 - Sep 2, 2020	-17.87% Aug 4, 2020 - Feb 12, 2026
#2	-19.23% Mar 29, 2022 - Jul 25, 2023	-2.48% Feb 27, 2026 - May 19, 2026
#3	-18.66% Jul 7, 2011 - Feb 7, 2012	-0.24% Jul 23, 2020 - Jul 30, 2020
#4	-17.43% Sep 21, 2018 - Apr 2, 2019	-0.16% Jul 9, 2020 - Jul 16, 2020
#5	-15.34% Apr 23, 2010 - Nov 4, 2010	-0.11% Feb 13, 2026 - Feb 23, 2026
#6	-15.08% Nov 29, 2024 - Jun 30, 2025	-0.07% Jun 26, 2020 - Jul 2, 2020
#7	-13.01% May 21, 2015 - Apr 19, 2016	-0.05% Jul 7, 2020 - Jul 9, 2020
#8	-10.32% Jul 31, 2023 - Dec 13, 2023	-0.04% Jul 2, 2020 - Jul 7, 2020
#9	-9.49% Jan 26, 2018 - Aug 20, 2018	-0.03% Feb 23, 2026 - Feb 26, 2026
#10	-9.02% Apr 2, 2012 - Aug 8, 2012	-0.01% Jul 30, 2020 - Aug 3, 2020
#11	-8.66% Jan 4, 2022 - Mar 29, 2022	N/A
#12	-8.32% Jan 19, 2010 - Mar 16, 2010	N/A
#13	-8.22% Sep 2, 2020 - Nov 9, 2020	N/A
#14	-6.99% Oct 18, 2012 - Jan 2, 2013	N/A
#15	-6.90% Sep 19, 2014 - Oct 31, 2014	N/A

Correlation

Correlation between EQL and EUSB is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

0.22

-101

Dividend Comparison (2009 - 2026)

EQL vs EUSB dividend yield comparison.

Year	EQL	EUSB
2026	0.37%	1.65%
2025	1.73%	3.84%
2024	1.78%	3.67%
2023	1.96%	3.08%
2022	2.14%	2.21%
2021	1.69%	1.10%
2020	2.29%	0.57%
2019	1.95%	0.00%
2018	2.39%	0.00%
2017	1.97%	0.00%
2016	2.89%	0.00%
2015	2.07%	0.00%
2014	1.68%	0.00%
2013	1.55%	0.00%
2012	2.09%	0.00%
2011	1.87%	0.00%
2010	1.72%	0.00%
2009	1.00%	0.00%