PMBS vs SUSC

Comparison between PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

PMBS vs SUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PMBS(ETF)	SUSC(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.71%	0.18%
Max Drawdown	5.84%	25.83%
Sharpe Ratio	0.68	0.34
5Y Beta	0.04	0.11
5Y Dividends CAGR	N/A	13.30%

Net Assets

PMBS

$1.30B

Winner

SUSC

$1.40B

Expense Ratio

PMBS

0.71%

Winner

SUSC

0.18%

Max Drawdown

Winner

PMBS

5.84%

SUSC

25.83%

Sharpe Ratio

Winner

PMBS

0.68

SUSC

0.34

5Y Beta

Winner

PMBS

0.04

SUSC

0.11

5Y Dividends CAGR

PMBS

N/A

SUSC

13.30%

PMBS vs SUSC - Historical Returns

Returns include dividend reinvestment.

Period	PMBS	SUSC
1 month	+0.57%	+0.80%
3 months	+0.70%	+1.43%
6 months	+1.21%	+0.84%
1 year	+6.49%	+5.00%
5 years(CAGR)	N/A	+0.21%
10 years(CAGR)	N/A	+2.30%
Max(CAGR)	+3.97%	+2.30%

PMBS

+0.57%

Winner

SUSC

+0.80%

PMBS

+0.70%

Winner

SUSC

+1.43%

Winner

PMBS

+1.21%

SUSC

+0.84%

Winner

PMBS

+6.49%

SUSC

+5.00%

5Y(CAGR)

PMBS

N/A

SUSC

+0.21%

10Y(CAGR)

PMBS

N/A

SUSC

+2.30%

Max(CAGR)

Winner

PMBS

+3.97%

SUSC

+2.30%

PMBS vs SUSC - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	PMBS	SUSC
2026	+1.18%	+0.80%
2025	+8.91%	+7.56%
2024	-2.75%	+2.77%
2023	N/A	+7.89%
2022	N/A	-15.18%
2021	N/A	-1.22%
2020	N/A	+9.45%
2019	N/A	+14.29%
2018	N/A	-2.55%
2017	N/A	+1.74%

PMBS vs SUSC Drawdown Comparison

The maximum drawdown for PMBS was -4.35%, occurring on Jan 13, 2025. Recovery took 104 trading sessions.

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

The current PMBS drawdown is -1.40%. The current SUSC drawdown is -1.14%.

Rank	PMBS	SUSC
#1	-4.35% Sep 27, 2024 - Feb 28, 2025	-22.42% Aug 3, 2021 - Oct 20, 2022
#2	-3.04% Apr 4, 2025 - Jun 26, 2025	-18.91% Mar 6, 2020 - Jun 15, 2020
#3	-2.97% Feb 27, 2026 - May 19, 2026	-5.56% Dec 31, 2020 - Aug 2, 2021
#4	-1.06% Jun 30, 2025 - Aug 1, 2025	-4.68% Dec 29, 2017 - Mar 8, 2019
#5	-0.88% Oct 28, 2025 - Nov 25, 2025	-2.70% Aug 6, 2020 - Nov 30, 2020
#6	-0.79% Sep 15, 2025 - Oct 10, 2025	-2.52% Aug 28, 2019 - Nov 26, 2019
#7	-0.77% Mar 3, 2025 - Apr 1, 2025	-1.26% Jul 3, 2019 - Aug 1, 2019
#8	-0.70% Nov 26, 2025 - Dec 18, 2025	-1.11% Nov 6, 2017 - Nov 28, 2017
#9	-0.51% Jan 14, 2026 - Jan 26, 2026	-1.06% Nov 30, 2020 - Dec 29, 2020
#10	-0.42% Aug 13, 2025 - Aug 22, 2025	-0.85% Feb 3, 2020 - Feb 14, 2020
#11	-0.35% Jun 26, 2025 - Jun 30, 2025	-0.83% Dec 14, 2017 - Dec 29, 2017
#12	-0.35% Aug 6, 2025 - Aug 13, 2025	-0.77% Nov 28, 2017 - Dec 1, 2017
#13	-0.34% Sep 8, 2025 - Sep 11, 2025	-0.76% Mar 28, 2019 - Apr 26, 2019
#14	-0.32% Dec 30, 2025 - Jan 7, 2026	-0.72% Sep 7, 2017 - Oct 4, 2017
#15	-0.30% Sep 24, 2024 - Sep 27, 2024	-0.69% Oct 13, 2017 - Nov 3, 2017