IBDS vs SUSA
Comparison between ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF) and ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF).
5-Year PerformanceSUSA has outperformed IBDS, delivering a return of +11.3% compared to +1.5%
IBDS vs SUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBDS vs SUSA - Historical Returns
Returns include dividend reinvestment.
IBDS vs SUSA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IBDS | SUSA |
|---|---|---|
| 2026 | +1.23% | +8.30% |
| 2025 | +5.81% | +15.98% |
| 2024 | +4.92% | +23.30% |
| 2023 | +6.19% | +24.42% |
| 2022 | -9.09% | -21.45% |
| 2021 | -1.38% | +32.05% |
| 2020 | +9.00% | +23.86% |
| 2019 | +15.05% | +32.49% |
| 2018 | -2.48% | -6.02% |
| 2017 | +1.14% | +21.51% |
| 2016 | N/A | +14.22% |
| 2015 | N/A | -1.77% |
| 2014 | N/A | +14.77% |
| 2013 | N/A | +27.63% |
| 2012 | N/A | +8.75% |
| 2011 | N/A | +0.57% |
| 2010 | N/A | +12.48% |
| 2009 | N/A | +26.93% |
| 2008 | N/A | -34.56% |
| 2007 | N/A | +4.65% |
| 2006 | N/A | +11.17% |
| 2005 | N/A | +7.95% |
IBDS vs SUSA Drawdown Comparison
The maximum drawdown for IBDS was -16.75%, occurring on Mar 20, 2020. Recovery took 65 trading sessions.
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current IBDS drawdown is -0.02%. The current SUSA drawdown is -3.16%.
| Rank | IBDS | SUSA |
|---|---|---|
| #1 | -16.75% Mar 5, 2020 - Jun 8, 2020 | -53.93% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -14.98% Aug 2, 2021 - Feb 28, 2025 | -32.93% Feb 19, 2020 - Jul 20, 2020 |
| #3 | -5.54% Dec 6, 2017 - Feb 19, 2019 | -28.22% Dec 29, 2021 - Feb 7, 2024 |
| #4 | -3.12% Feb 10, 2021 - Aug 2, 2021 | -19.30% Dec 4, 2024 - Jun 30, 2025 |
| #5 | -2.35% Aug 28, 2019 - Oct 4, 2019 | -19.16% Sep 21, 2018 - Apr 1, 2019 |
| #6 | -1.43% Aug 6, 2020 - Nov 17, 2020 | -13.73% May 20, 2015 - Apr 19, 2016 |
| #7 | -1.22% Oct 4, 2019 - Nov 26, 2019 | -11.53% Apr 2, 2012 - Jan 3, 2013 |
| #8 | -1.20% Jul 3, 2019 - Aug 1, 2019 | -9.71% Jan 28, 2026 - Apr 17, 2026 |
| #9 | -1.16% Nov 6, 2017 - Dec 5, 2017 | -9.67% Jan 26, 2018 - Aug 24, 2018 |
| #10 | -0.91% Apr 3, 2025 - Apr 28, 2025 | -9.60% Sep 2, 2020 - Nov 13, 2020 |
| #11 | -0.70% Apr 11, 2019 - Apr 24, 2019 | -8.32% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -0.66% Sep 18, 2017 - Oct 13, 2017 | -7.53% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -0.64% Oct 17, 2017 - Nov 2, 2017 | -7.23% Apr 23, 2019 - Jun 20, 2019 |
| #14 | -0.63% Jun 16, 2020 - Jul 2, 2020 | -6.92% Sep 2, 2014 - Oct 30, 2014 |
| #15 | -0.59% Jun 24, 2019 - Jun 27, 2019 | -6.72% May 8, 2006 - Sep 20, 2006 |
Correlation
Correlation between IBDS and SUSA is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
IBDS vs SUSA dividend yield comparison.
| Year | IBDS | SUSA |
|---|---|---|
| 2026 | 1.77% | 0.21% |
| 2025 | 4.36% | 0.89% |
| 2024 | 4.37% | 1.15% |
| 2023 | 3.81% | 1.32% |
| 2022 | 2.87% | 1.52% |
| 2021 | 2.19% | 0.98% |
| 2020 | 2.66% | 1.17% |
| 2019 | 3.31% | 1.52% |
| 2018 | 3.66% | 1.73% |
| 2017 | 0.97% | 1.40% |
| 2016 | 0.00% | 1.56% |
| 2015 | 0.00% | 1.42% |
| 2014 | 0.00% | 1.21% |
| 2013 | 0.00% | 1.30% |
| 2012 | 0.00% | 1.77% |
| 2011 | 0.00% | 1.45% |
| 2010 | 0.00% | 1.48% |
| 2009 | 0.00% | 1.64% |
| 2008 | 0.00% | 2.30% |
| 2007 | 0.00% | 1.28% |
| 2006 | 0.00% | 1.51% |
| 2005 | 0.00% | 1.15% |
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