IYF vs SUSA
Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF).
5-Year PerformanceIYF has outperformed SUSA, delivering a return of +12.2% compared to +10.4%
IYF vs SUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYF
$3.90B
Winner
SUSA
$4B
Expense Ratio
IYF
0.38%
Winner
SUSA
0.25%
Max Drawdown
IYF
80.22%
Winner
SUSA
54.94%
Sharpe Ratio
IYF
0.48
Winner
SUSA
1.10
5Y Beta
Winner
IYF
0.82
SUSA
0.95
P/E Ratio
Winner
IYF
16.17
SUSA
29.85
Forward P/E
Winner
IYF
14.92
SUSA
21.88
PEG Ratio
IYF
N/A
SUSA
0.45
5Y Dividends CAGR
Winner
IYF
12.55%
SUSA
5.99%
5Y EPS CAGR
IYF
10.69%
Winner
SUSA
26.06%
Debt to Equity
IYF
57.28%
Winner
SUSA
27.49%
P/S Ratio
Winner
IYF
3.01
SUSA
3.72
P/B Ratio
Winner
IYF
2.10
SUSA
6.48
IYF vs SUSA - Holdings Comparison
IYF and SUSA have 22 common holdings. Overlap is 8.26%
IYF's top 25 holdings weight is 69.37%. SUSA's top 25 holdings weight is 48.27%.
| Rank | IYF | SUSA |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 11.04% | NVIDIA CORP (NVDA) - 7.19% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 10.98% | APPLE INC (AAPL) - 6.32% |
| #3 | BANK OF AMERICA CORP (BAC) - 4.66% | MICROSOFT CORP (MSFT) - 3.99% |
| #4 | THE GOLDMAN SACHS GROUP INC (GS) - 4.20% | ALPHABET INC CLASS C (GOOG) - 3.41% |
| #5 | WELLS FARGO & CO (WFC) - 3.80% | ALPHABET INC CLASS A (GOOGL) - 2.62% |
| #6 | MORGAN STANLEY (MS) - 3.76% | BROADCOM INC (AVGO) - 2.57% |
| #7 | CITIGROUP INC (C) - 3.41% | TESLA INC (TSLA) - 1.84% |
| #8 | CHARLES SCHWAB CORP (SCHW) - 2.54% | MICRON TECHNOLOGY INC (MU) - 1.72% |
| #9 | BLACKROCK INC (BLK) - 2.40% | ADVANCED MICRO DEVICES INC (AMD) - 1.51% |
| #10 | PROGRESSIVE CORP (PGR) - 2.03% | APPLIED MATERIALS INC (AMAT) - 1.47% |
| #11 | S&P GLOBAL INC (SPGI) - 1.99% | ELI LILLY AND CO (LLY) - 1.46% |
| #12 | CHUBB LTD (CB) - 1.87% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.33% |
| #13 | BANK OF NEW YORK MELLON CORP (BNY) - 1.63% | MORGAN STANLEY (MS) - 1.29% |
| #14 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.55% | LAM RESEARCH CORP (LRCX) - 1.28% |
| #15 | U.S. BANCORP (USB) - 1.49% | THE HOME DEPOT INC (HD) - 1.15% |
| #16 | BLACKSTONE INC (BX) - 1.42% | VISA INC CLASS A (V) - 1.04% |
| #17 | CME GROUP INC CLASS A (CME) - 1.35% | BANK OF NEW YORK MELLON CORP (BNY) - 1.03% |
| #18 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.34% | PALO ALTO NETWORKS INC (PANW) - 1.01% |
| #19 | MARSH (MRSH) - 1.32% | ECOLAB INC (ECL) - 0.98% |
| #20 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.19% | INTEL CORP (INTC) - 0.95% |
| #21 | AON PLC CLASS A (AON) - 1.15% | MASTERCARD INC CLASS A (MA) - 0.91% |
| #22 | MOODYS CORP (MCO) - 1.14% | CUMMINS INC (CMI) - 0.88% |
| #23 | THE TRAVELERS COMPANIES INC (TRV) - 1.10% | CISCO SYSTEMS INC (CSCO) - 0.81% |
| #24 | KKR & CO INC ORDINARY SHARES (KKR) - 1.02% | AMERICAN EXPRESS CO (AXP) - 0.79% |
| #25 | TRUIST FINANCIAL CORP (TFC) - 0.99% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.72% |
| Total Holdings | 146 | 197 |
IYF vs SUSA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYF
+4.58%
SUSA
+0.60%
3M
Winner
IYF
+9.04%
SUSA
+5.19%
6M
IYF
+6.62%
Winner
SUSA
+8.00%
1Y
IYF
+10.11%
Winner
SUSA
+18.85%
5Y(CAGR)
Winner
IYF
+12.18%
SUSA
+10.45%
10Y(CAGR)
IYF
+13.57%
Winner
SUSA
+14.56%
Max(CAGR)
IYF
+6.13%
Winner
SUSA
+10.37%
IYF vs SUSA - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYF | SUSA |
|---|---|---|
| 2026 | +4.22% | +9.30% |
| 2025 | +18.38% | +15.98% |
| 2024 | +30.95% | +23.30% |
| 2023 | +14.95% | +24.42% |
| 2022 | -12.21% | -21.45% |
| 2021 | +33.66% | +32.05% |
| 2020 | -1.55% | +23.86% |
| 2019 | +31.73% | +32.49% |
| 2018 | -9.17% | -6.02% |
| 2017 | +18.69% | +21.51% |
| 2016 | +19.25% | +14.22% |
| 2015 | -0.53% | -1.77% |
| 2014 | +14.81% | +14.77% |
| 2013 | +29.91% | +27.63% |
| 2012 | +23.10% | +8.75% |
| 2011 | -14.90% | +0.57% |
| 2010 | +10.48% | +12.48% |
| 2009 | +16.13% | +26.93% |
| 2008 | -49.28% | -34.56% |
| 2007 | -18.33% | +4.65% |
| 2006 | +16.82% | +11.17% |
| 2005 | +6.37% | +7.95% |
| 2004 | +13.16% | N/A |
| 2003 | +27.24% | N/A |
| 2002 | -12.90% | N/A |
| 2001 | -3.55% | N/A |
| 2000 | -2.24% | N/A |
IYF vs SUSA Drawdown Comparison
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current IYF drawdown is -0.37%. The current SUSA drawdown is -2.41%.
| Rank | IYF | SUSA |
|---|---|---|
| #1 | -79.08% Jun 4, 2007 - Dec 7, 2016 | -53.93% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -42.57% Feb 14, 2020 - Feb 12, 2021 | -32.93% Feb 19, 2020 - Jul 20, 2020 |
| #3 | -33.32% May 26, 2000 - Nov 3, 2003 | -28.22% Dec 29, 2021 - Feb 7, 2024 |
| #4 | -25.05% Jan 12, 2022 - Jan 30, 2024 | -19.30% Dec 4, 2024 - Jun 30, 2025 |
| #5 | -19.88% Sep 20, 2018 - Apr 26, 2019 | -19.16% Sep 21, 2018 - Apr 1, 2019 |
| #6 | -16.60% Feb 18, 2025 - Jun 24, 2025 | -13.73% May 20, 2015 - Apr 19, 2016 |
| #7 | -13.88% Jan 6, 2026 - Jul 6, 2026 | -11.53% Apr 2, 2012 - Jan 3, 2013 |
| #8 | -11.23% Mar 5, 2004 - Nov 11, 2004 | -9.71% Jan 28, 2026 - Apr 17, 2026 |
| #9 | -9.40% Jan 26, 2018 - Sep 20, 2018 | -9.67% Jan 26, 2018 - Aug 24, 2018 |
| #10 | -9.18% Dec 30, 2004 - Jul 12, 2005 | -9.60% Sep 2, 2020 - Nov 13, 2020 |
| #11 | -8.50% Nov 29, 2024 - Jan 30, 2025 | -8.32% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -8.35% Feb 20, 2007 - Jun 1, 2007 | -7.53% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -7.76% Jul 30, 2024 - Aug 23, 2024 | -7.23% Apr 23, 2019 - Jun 20, 2019 |
| #14 | -7.64% May 5, 2006 - Sep 13, 2006 | -6.92% Sep 2, 2014 - Oct 30, 2014 |
| #15 | -7.35% Nov 3, 2021 - Jan 7, 2022 | -6.72% May 8, 2006 - Sep 20, 2006 |
Correlation
Correlation between IYF and SUSA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IYF vs SUSA dividend yield comparison.
| Year | IYF | SUSA |
|---|---|---|
| 2026 | 0.71% | 0.40% |
| 2025 | 1.32% | 0.89% |
| 2024 | 1.29% | 1.15% |
| 2023 | 1.67% | 1.32% |
| 2022 | 1.86% | 1.52% |
| 2021 | 1.27% | 0.98% |
| 2020 | 1.72% | 1.17% |
| 2019 | 1.65% | 1.52% |
| 2018 | 1.90% | 1.73% |
| 2017 | 1.46% | 1.40% |
| 2016 | 1.67% | 1.56% |
| 2015 | 1.66% | 1.42% |
| 2014 | 1.38% | 1.21% |
| 2013 | 1.33% | 1.30% |
| 2012 | 1.67% | 1.77% |
| 2011 | 1.68% | 1.45% |
| 2010 | 1.04% | 1.48% |
| 2009 | 1.71% | 1.64% |
| 2008 | 4.64% | 2.30% |
| 2007 | 2.75% | 1.28% |
| 2006 | 1.86% | 1.51% |
| 2005 | 2.03% | 1.15% |
| 2004 | 1.75% | 0.00% |
| 2003 | 1.66% | 0.00% |
| 2002 | 1.75% | 0.00% |
| 2001 | 1.29% | 0.00% |
| 2000 | 2.11% | 0.00% |
Select Stocks to Compare
Popular: IYF vs SPYSUSA vs SPY
More Comparisons
Compare with similar stocks