IVLU vs SUSA
Comparison between ISHARES MSCI INTL VALUE FACTOR ETF (IVLU, ETF) and ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF).
5-Year PerformanceIVLU has outperformed SUSA, delivering a return of +14.3% compared to +11.7%
IVLU vs SUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVLU
$4.30B
SUSA
$4.30B
Expense Ratio
IVLU
0.31%
Winner
SUSA
0.25%
Max Drawdown
Winner
IVLU
45.37%
SUSA
54.94%
Sharpe Ratio
Winner
IVLU
1.76
SUSA
1.44
5Y Beta
Winner
IVLU
0.71
SUSA
0.96
P/E Ratio
IVLU
N/A
SUSA
29.36
Forward P/E
IVLU
N/A
SUSA
22.07
PEG Ratio
IVLU
N/A
SUSA
0.51
5Y Dividends CAGR
Winner
IVLU
22.50%
SUSA
5.99%
5Y EPS CAGR
IVLU
N/A
SUSA
27.92%
Debt to Equity
IVLU
N/A
SUSA
8.29%
P/S Ratio
IVLU
N/A
SUSA
3.84
P/B Ratio
IVLU
N/A
SUSA
6.67
IVLU vs SUSA - Holdings Comparison
IVLU and SUSA have 1 common holdings. Overlap is -0.61%
IVLU's top 25 holdings weight is 29.60%. SUSA's top 25 holdings weight is 46.75%.
| Rank | IVLU | SUSA |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 2.05% | NVIDIA CORP (NVDA) - 7.73% |
| #2 | TOYOTA MOTOR CORP (n/a) - 1.85% | APPLE INC (AAPL) - 6.59% |
| #3 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.69% | MICROSOFT CORP (MSFT) - 4.35% |
| #4 | BNP PARIBAS ACT. CAT.A (n/a) - 1.68% | ALPHABET INC CLASS C (GOOG) - 3.50% |
| #5 | SHELL PLC (n/a) - 1.61% | BROADCOM INC (AVGO) - 2.81% |
| #6 | BANCO SANTANDER SA (n/a) - 1.55% | ALPHABET INC CLASS A (GOOGL) - 2.68% |
| #7 | SIEMENS AG (n/a) - 1.51% | TESLA INC (TSLA) - 1.80% |
| #8 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.36% | MICRON TECHNOLOGY INC (MU) - 1.61% |
| #9 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.29% | ELI LILLY AND CO (LLY) - 1.43% |
| #10 | SANOFI SA (n/a) - 1.27% | ADVANCED MICRO DEVICES INC (AMD) - 1.39% |
| #11 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.25% | MORGAN STANLEY (MS) - 1.32% |
| #12 | NOKIA OYJ (n/a) - 1.25% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.29% |
| #13 | INFINEON TECHNOLOGIES AG (n/a) - 1.20% | APPLIED MATERIALS INC (AMAT) - 1.13% |
| #14 | TOTALENERGIES SE (TTE) - 1.18% | LAM RESEARCH CORP (LRCX) - 1.08% |
| #15 | BARCLAYS PLC (n/a) - 1.14% | THE HOME DEPOT INC (HD) - 1.04% |
| #16 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.06% | BANK OF NEW YORK MELLON CORP (BNY) - 1.01% |
| #17 | MURATA MANUFACTURING CO LTD (n/a) - 1.06% | VISA INC CLASS A (V) - 0.97% |
| #18 | BHP GROUP LTD (n/a) - 1.03% | ECOLAB INC (ECL) - 0.92% |
| #19 | MITSUBISHI CORP (n/a) - 1.01% | CUMMINS INC (CMI) - 0.89% |
| #20 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.99% | CISCO SYSTEMS INC (CSCO) - 0.88% |
| #21 | EUR/USD PURCHASED (n/a) - 0.61% | DIGITAL REALTY TRUST INC (DLR) - 0.48% |
| #22 | VOLVO AB CLASS B (n/a) - 0.50% | GE VERNOVA INC (GEV) - 0.47% |
| #23 | KOMATSU LTD (n/a) - 0.50% | AUTODESK INC (ADSK) - 0.47% |
| #24 | CHF CASH (n/a) - 0.48% | ELEVANCE HEALTH INC (ELV) - 0.46% |
| #25 | AERCAP HOLDINGS NV (AER) - 0.48% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.45% |
| Total Holdings | 350 | 156 |
IVLU vs SUSA - Historical Returns
Returns include dividend reinvestment.
1M
IVLU
+3.10%
Winner
SUSA
+3.31%
3M
IVLU
+9.47%
Winner
SUSA
+14.46%
6M
Winner
IVLU
+13.97%
SUSA
+11.46%
1Y
Winner
IVLU
+35.55%
SUSA
+25.97%
5Y(CAGR)
Winner
IVLU
+14.27%
SUSA
+11.73%
10Y(CAGR)
IVLU
+11.59%
Winner
SUSA
+15.23%
Max(CAGR)
IVLU
+8.67%
Winner
SUSA
+10.50%
IVLU vs SUSA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IVLU | SUSA |
|---|---|---|
| 2026 | +12.29% | +10.94% |
| 2025 | +46.91% | +15.98% |
| 2024 | +7.34% | +23.30% |
| 2023 | +18.89% | +24.42% |
| 2022 | -6.63% | -21.45% |
| 2021 | +15.17% | +32.05% |
| 2020 | -5.66% | +23.86% |
| 2019 | +15.74% | +32.49% |
| 2018 | -15.89% | -6.02% |
| 2017 | +21.93% | +21.51% |
| 2016 | +5.31% | +14.22% |
| 2015 | -10.18% | -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% |
IVLU vs SUSA Drawdown Comparison
The maximum drawdown for IVLU was -41.86%, occurring on Mar 23, 2020. Recovery took 824 trading sessions.
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current SUSA drawdown is -0.81%.
| Rank | IVLU | SUSA |
|---|---|---|
| #1 | -41.86% Jan 26, 2018 - May 6, 2021 | -53.93% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -26.01% Feb 9, 2022 - Jun 15, 2023 | -32.93% Feb 19, 2020 - Jul 20, 2020 |
| #3 | -24.85% Aug 5, 2015 - May 5, 2017 | -28.22% Dec 29, 2021 - Feb 7, 2024 |
| #4 | -15.48% Mar 19, 2025 - May 9, 2025 | -19.30% Dec 4, 2024 - Jun 30, 2025 |
| #5 | -11.69% Feb 25, 2026 - May 26, 2026 | -19.16% Sep 21, 2018 - Apr 1, 2019 |
| #6 | -9.66% Jul 31, 2023 - Dec 13, 2023 | -13.73% May 20, 2015 - Apr 19, 2016 |
| #7 | -9.13% Jun 7, 2021 - Jan 7, 2022 | -11.53% Apr 2, 2012 - Jan 3, 2013 |
| #8 | -8.95% Sep 26, 2024 - Feb 14, 2025 | -9.71% Jan 28, 2026 - Apr 17, 2026 |
| #9 | -8.04% Jul 17, 2024 - Aug 23, 2024 | -9.67% Jan 26, 2018 - Aug 24, 2018 |
| #10 | -5.41% Nov 12, 2025 - Dec 2, 2025 | -9.60% Sep 2, 2020 - Nov 13, 2020 |
| #11 | -5.00% May 15, 2024 - Jul 12, 2024 | -8.32% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -4.82% Jan 14, 2022 - Feb 9, 2022 | -7.53% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -4.22% Apr 9, 2024 - May 6, 2024 | -7.23% Apr 23, 2019 - Jun 20, 2019 |
| #14 | -3.91% May 26, 2026 - Jun 15, 2026 | -6.92% Sep 2, 2014 - Oct 30, 2014 |
| #15 | -3.86% Jul 23, 2025 - Aug 8, 2025 | -6.72% May 8, 2006 - Sep 20, 2006 |
Correlation
Correlation between IVLU and SUSA is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2005 - 2026)
IVLU vs SUSA dividend yield comparison.
| Year | IVLU | SUSA |
|---|---|---|
| 2026 | 1.67% | 0.39% |
| 2025 | 3.71% | 0.89% |
| 2024 | 4.46% | 1.15% |
| 2023 | 4.69% | 1.32% |
| 2022 | 3.59% | 1.52% |
| 2021 | 3.47% | 0.98% |
| 2020 | 2.05% | 1.17% |
| 2019 | 3.53% | 1.52% |
| 2018 | 2.82% | 1.73% |
| 2017 | 2.87% | 1.40% |
| 2016 | 2.53% | 1.56% |
| 2015 | 0.93% | 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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