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ILCB vs SUSC

Comparison between ISHARES MORNINGSTAR U.S. EQUITY ETF (ILCB, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceILCB has outperformed SUSC, delivering a return of +12.7% compared to +0.2%

ILCB vs SUSC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ILCB
$1.30B
Winner
SUSC
$1.40B
Expense Ratio
Winner
ILCB
0.03%
SUSC
0.18%
Max Drawdown
ILCB
52.79%
Winner
SUSC
25.83%
Sharpe Ratio
Winner
ILCB
1.53
SUSC
0.34
5Y Beta
ILCB
0.98
Winner
SUSC
0.11
P/E Ratio
ILCB
27.94
SUSC
N/A
Forward P/E
ILCB
20.92
SUSC
N/A
PEG Ratio
ILCB
0.32
SUSC
N/A
5Y Dividends CAGR
ILCB
9.37%
Winner
SUSC
13.30%
5Y EPS CAGR
ILCB
27.82%
SUSC
N/A
Debt to Equity
ILCB
44.45%
SUSC
N/A
P/S Ratio
ILCB
3.48
SUSC
N/A
P/B Ratio
ILCB
5.34
SUSC
N/A

ILCB vs SUSC - Historical Returns

Returns include dividend reinvestment.

1M
ILCB
-1.01%
Winner
SUSC
+0.80%
3M
Winner
ILCB
+12.73%
SUSC
+1.43%
6M
Winner
ILCB
+7.54%
SUSC
+0.84%
1Y
Winner
ILCB
+23.81%
SUSC
+5.00%
5Y(CAGR)
Winner
ILCB
+12.74%
SUSC
+0.21%
10Y(CAGR)
Winner
ILCB
+17.93%
SUSC
+2.30%
Max(CAGR)
Winner
ILCB
+16.18%
SUSC
+2.30%

ILCB vs SUSC - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearILCBSUSC
2026+8.32%+0.80%
2025+17.85%+7.56%
2024+25.86%+2.77%
2023+27.60%+7.89%
2022-19.90%-15.18%
2021+27.10%-1.22%
2020+23.83%+9.45%
2019+42.85%+14.29%
2018-3.60%-2.55%
2017+28.66%+1.74%
2016+22.78%N/A
2015+6.46%N/A
2014+25.01%N/A
2013+39.34%N/A
2012+23.39%N/A
2011+9.12%N/A
2010+17.72%N/A
2009+26.62%N/A
2008-25.89%N/A
2007+13.37%N/A
2006+19.41%N/A
2005+8.97%N/A
2004+12.44%N/A

ILCB vs SUSC Drawdown Comparison

The maximum drawdown for ILCB was -47.60%, occurring on Mar 9, 2009. Recovery took 581 trading sessions.

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

The current ILCB drawdown is -3.00%. The current SUSC drawdown is -1.14%.

RankILCBSUSC
#1-47.60%
Dec 10, 2007 - Apr 1, 2010
-22.42%
Aug 3, 2021 - Oct 20, 2022
#2-35.30%
Feb 12, 2020 - Jul 31, 2020
-18.91%
Mar 6, 2020 - Jun 15, 2020
#3-25.47%
Dec 29, 2021 - Dec 13, 2023
-5.56%
Dec 31, 2020 - Aug 2, 2021
#4-19.26%
Oct 3, 2018 - Apr 5, 2019
-4.68%
Dec 29, 2017 - Mar 8, 2019
#5-19.05%
Feb 19, 2025 - Jun 26, 2025
-2.70%
Aug 6, 2020 - Nov 30, 2020
#6-17.12%
Jul 7, 2011 - Jan 3, 2012
-2.52%
Aug 28, 2019 - Nov 26, 2019
#7-13.85%
Apr 23, 2010 - Nov 3, 2010
-1.26%
Jul 3, 2019 - Aug 1, 2019
#8-11.80%
Dec 29, 2015 - Mar 30, 2016
-1.11%
Nov 6, 2017 - Nov 28, 2017
#9-11.44%
Jul 16, 2015 - Oct 28, 2015
-1.06%
Nov 30, 2020 - Dec 29, 2020
#10-9.71%
Jan 26, 2018 - Aug 1, 2018
-0.85%
Feb 3, 2020 - Feb 14, 2020
#11-9.43%
Apr 2, 2012 - Jul 27, 2012
-0.83%
Dec 14, 2017 - Dec 29, 2017
#12-9.09%
Jan 28, 2026 - Apr 14, 2026
-0.77%
Nov 28, 2017 - Dec 1, 2017
#13-8.58%
Jul 16, 2024 - Sep 19, 2024
-0.76%
Mar 28, 2019 - Apr 26, 2019
#14-8.16%
Jul 19, 2007 - Sep 26, 2007
-0.72%
Sep 7, 2017 - Oct 4, 2017
#15-7.94%
Oct 12, 2020 - Nov 9, 2020
-0.69%
Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between ILCB and SUSC is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

Dividend Comparison (2004 - 2026)

ILCB vs SUSC dividend yield comparison.

YearILCBSUSC
20260.45%1.88%
20251.11%4.37%
20241.19%4.34%
20231.43%3.83%
20221.65%2.97%
20211.89%2.21%
20205.04%2.19%
20198.98%3.07%
20188.69%3.33%
20177.25%1.33%
20167.89%0.00%
20159.76%0.00%
20147.42%0.00%
20137.57%0.00%
20128.61%0.00%
20118.48%0.00%
20107.20%0.00%
20098.22%0.00%
200810.32%0.00%
20076.64%0.00%
20065.54%0.00%
20055.79%0.00%
20042.37%0.00%

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