EXI vs SUSC

Comparison between ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceEXI has outperformed SUSC, delivering a return of +12.0% compared to +0.5%

EXI vs SUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EXI(ETF)	SUSC(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.39%	0.18%
Max Drawdown	63.88%	25.83%
Sharpe Ratio	1.55	0.63
5Y Beta	0.87	0.11
5Y Dividends CAGR	11.06%	14.52%

Net Assets

EXI

$1.40B

SUSC

$1.40B

Expense Ratio

EXI

0.39%

Winner

SUSC

0.18%

Max Drawdown

EXI

63.88%

Winner

SUSC

25.83%

Sharpe Ratio

Winner

EXI

1.55

SUSC

0.63

5Y Beta

EXI

0.87

Winner

SUSC

0.11

5Y Dividends CAGR

EXI

11.06%

Winner

SUSC

14.52%

EXI vs SUSC - Historical Returns

Returns include dividend reinvestment.

Period	EXI	SUSC
1 month	+2.35%	+0.25%
3 months	-0.25%	-0.33%
6 months	+14.28%	+0.50%
1 year	+28.42%	+6.60%
5 years(CAGR)	+12.04%	+0.54%
10 years(CAGR)	+12.70%	+2.30%
Max(CAGR)	+8.98%	+2.30%

Winner

EXI

+2.35%

SUSC

+0.25%

Winner

EXI

-0.25%

SUSC

-0.33%

Winner

EXI

+14.28%

SUSC

+0.50%

Winner

EXI

+28.42%

SUSC

+6.60%

5Y(CAGR)

Winner

EXI

+12.04%

SUSC

+0.54%

10Y(CAGR)

Winner

EXI

+12.70%

SUSC

+2.30%

Max(CAGR)

Winner

EXI

+8.98%

SUSC

+2.30%

EXI vs SUSC - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	EXI	SUSC
2026	+11.25%	+0.48%
2025	+26.22%	+7.56%
2024	+13.67%	+2.77%
2023	+21.52%	+7.89%
2022	-11.93%	-15.18%
2021	+18.66%	-1.22%
2020	+9.57%	+9.45%
2019	+27.12%	+14.29%
2018	-14.89%	-2.55%
2017	+24.33%	+1.74%
2016	+15.35%	N/A
2015	-2.23%	N/A
2014	+2.34%	N/A
2013	+29.01%	N/A
2012	+13.62%	N/A
2011	-9.52%	N/A
2010	+20.35%	N/A
2009	+22.59%	N/A
2008	-41.19%	N/A
2007	+13.65%	N/A
2006	+8.67%	N/A

EXI vs SUSC Drawdown Comparison

The maximum drawdown for EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.

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

The current EXI drawdown is -1.50%. The current SUSC drawdown is -1.45%.

Rank	EXI	SUSC
#1	-62.59% Oct 11, 2007 - May 6, 2013	-22.42% Aug 3, 2021 - Oct 20, 2022
#2	-39.56% Feb 12, 2020 - Nov 9, 2020	-18.91% Mar 6, 2020 - Jun 15, 2020
#3	-27.22% Jan 4, 2022 - Jul 13, 2023	-5.56% Dec 31, 2020 - Aug 2, 2021
#4	-23.83% Jan 26, 2018 - Nov 4, 2019	-4.68% Dec 29, 2017 - Mar 8, 2019
#5	-16.53% May 21, 2015 - Jul 20, 2016	-2.70% Aug 6, 2020 - Nov 30, 2020
#6	-14.38% Dec 4, 2024 - May 2, 2025	-2.52% Aug 28, 2019 - Nov 26, 2019
#7	-13.64% Jul 28, 2023 - Dec 13, 2023	-1.26% Jul 3, 2019 - Aug 1, 2019
#8	-12.35% Feb 27, 2026 - May 6, 2026	-1.11% Nov 6, 2017 - Nov 28, 2017
#9	-12.19% Jun 9, 2014 - Feb 20, 2015	-1.06% Nov 30, 2020 - Dec 29, 2020
#10	-11.88% Jul 19, 2007 - Oct 5, 2007	-0.85% Feb 3, 2020 - Feb 14, 2020
#11	-7.56% May 21, 2013 - Jul 19, 2013	-0.83% Dec 14, 2017 - Dec 29, 2017
#12	-7.43% Jul 16, 2024 - Aug 23, 2024	-0.77% Nov 28, 2017 - Dec 1, 2017
#13	-7.11% Feb 20, 2007 - Apr 10, 2007	-0.76% Mar 28, 2019 - Apr 26, 2019
#14	-7.04% Nov 8, 2021 - Jan 4, 2022	-0.72% Sep 7, 2017 - Oct 4, 2017
#15	-7.02% Dec 31, 2013 - Mar 6, 2014	-0.69% Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between EXI and SUSC is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55

-101

Dividend Comparison (2006 - 2026)

EXI vs SUSC dividend yield comparison.

Year	EXI	SUSC
2026	0.00%	1.50%
2025	1.32%	4.37%
2024	1.47%	4.34%
2023	1.84%	3.83%
2022	1.63%	2.97%
2021	1.42%	2.21%
2020	1.26%	2.19%
2019	1.72%	3.07%
2018	2.21%	3.33%
2017	1.48%	1.33%
2016	1.75%	0.00%
2015	1.95%	0.00%
2014	1.93%	0.00%
2013	1.51%	0.00%
2012	2.29%	0.00%
2011	2.37%	0.00%
2010	1.48%	0.00%
2009	1.77%	0.00%
2008	3.62%	0.00%
2007	0.61%	0.00%
2006	0.52%	0.00%