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NYF vs SUSC

Comparison between ISHARES NEW YORK MUNI BOND ETF (NYF, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceNYF has outperformed SUSC, delivering a return of +0.9% compared to +0.2%

NYF vs SUSC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NYF
$1.30B
Winner
SUSC
$1.40B
Expense Ratio
Winner
NYF
0.09%
SUSC
0.18%
Max Drawdown
Winner
NYF
14.77%
SUSC
25.83%
Sharpe Ratio
Winner
NYF
1.07
SUSC
0.34
5Y Beta
Winner
NYF
0.02
SUSC
0.11
5Y Dividends CAGR
NYF
8.01%
Winner
SUSC
13.30%

NYF vs SUSC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NYF
+1.46%
SUSC
+0.80%
3M
Winner
NYF
+1.91%
SUSC
+1.43%
6M
Winner
NYF
+1.84%
SUSC
+0.84%
1Y
Winner
NYF
+6.73%
SUSC
+5.00%
5Y(CAGR)
Winner
NYF
+0.86%
SUSC
+0.21%
10Y(CAGR)
NYF
+2.11%
Winner
SUSC
+2.30%
Max(CAGR)
Winner
NYF
+4.85%
SUSC
+2.30%

NYF vs SUSC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearNYFSUSC
2026+1.59%+0.80%
2025+3.58%+7.56%
2024+1.13%+2.77%
2023+5.65%+7.89%
2022-7.67%-15.18%
2021+1.44%-1.22%
2020+4.04%+9.45%
2019+6.55%+14.29%
2018+0.84%-2.55%
2017+6.76%+1.74%
2016+1.88%N/A
2015+5.92%N/A
2014+12.85%N/A
2013-0.79%N/A
2012+9.63%N/A
2011+16.00%N/A
2010+3.34%N/A
2009+14.76%N/A
2008+4.15%N/A
2007+2.30%N/A

NYF vs SUSC Drawdown Comparison

The maximum drawdown for NYF was -13.12%, occurring on Mar 23, 2020. Recovery took 100 trading sessions.

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

The current NYF drawdown is -0.28%. The current SUSC drawdown is -1.14%.

RankNYFSUSC
#1-13.12%
Mar 9, 2020 - Jul 30, 2020
-22.42%
Aug 3, 2021 - Oct 20, 2022
#2-12.72%
Jul 20, 2021 - Sep 11, 2025
-18.91%
Mar 6, 2020 - Jun 15, 2020
#3-9.61%
Sep 10, 2008 - Jan 9, 2009
-5.56%
Dec 31, 2020 - Aug 2, 2021
#4-9.37%
May 2, 2013 - Feb 25, 2014
-4.68%
Dec 29, 2017 - Mar 8, 2019
#5-7.82%
Mar 30, 2009 - Sep 16, 2009
-2.70%
Aug 6, 2020 - Nov 30, 2020
#6-6.49%
Oct 12, 2010 - May 5, 2011
-2.52%
Aug 28, 2019 - Nov 26, 2019
#7-5.50%
Mar 17, 2009 - Mar 30, 2009
-1.26%
Jul 3, 2019 - Aug 1, 2019
#8-5.23%
Sep 1, 2016 - May 17, 2017
-1.11%
Nov 6, 2017 - Nov 28, 2017
#9-4.38%
Feb 11, 2008 - Apr 1, 2008
-1.06%
Nov 30, 2020 - Dec 29, 2020
#10-4.27%
Oct 20, 2009 - Apr 26, 2010
-0.85%
Feb 3, 2020 - Feb 14, 2020
#11-3.39%
Mar 4, 2009 - Mar 11, 2009
-0.83%
Dec 14, 2017 - Dec 29, 2017
#12-3.23%
May 19, 2008 - Aug 25, 2008
-0.77%
Nov 28, 2017 - Dec 1, 2017
#13-3.06%
Dec 4, 2012 - Apr 29, 2013
-0.76%
Mar 28, 2019 - Apr 26, 2019
#14-3.04%
Jan 15, 2009 - Feb 5, 2009
-0.72%
Sep 7, 2017 - Oct 4, 2017
#15-2.85%
Oct 6, 2009 - Oct 16, 2009
-0.69%
Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between NYF and SUSC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2007 - 2026)

NYF vs SUSC dividend yield comparison.

YearNYFSUSC
20261.30%1.88%
20252.99%4.37%
20242.77%4.34%
20232.36%3.83%
20222.04%2.97%
20211.85%2.21%
20201.98%2.19%
20192.19%3.07%
20182.48%3.33%
20174.26%1.33%
20164.86%0.00%
20155.20%0.00%
20145.63%0.00%
20136.09%0.00%
20126.20%0.00%
20116.73%0.00%
20107.47%0.00%
20097.29%0.00%
20087.60%0.00%
20071.76%0.00%

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