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SPLB vs SUSC

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM CORPORATE BOND ETF (SPLB, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceSUSC has outperformed SPLB, delivering a return of +0.1% compared to -2.3%

SPLB vs SUSC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPLB
$1.30B
Winner
SUSC
$1.40B
Expense Ratio
Winner
SPLB
0.04%
SUSC
0.18%
Max Drawdown
SPLB
40.25%
Winner
SUSC
25.83%
Sharpe Ratio
Winner
SPLB
0.42
SUSC
0.39
5Y Beta
SPLB
0.22
Winner
SUSC
0.11
5Y Dividends CAGR
SPLB
4.35%
Winner
SUSC
13.30%

SPLB vs SUSC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPLB
+2.98%
SUSC
+1.33%
3M
Winner
SPLB
+2.70%
SUSC
+1.30%
6M
Winner
SPLB
+1.38%
SUSC
+0.69%
1Y
Winner
SPLB
+6.82%
SUSC
+5.32%
5Y(CAGR)
SPLB
-2.35%
Winner
SUSC
+0.11%
10Y(CAGR)
Winner
SPLB
+2.51%
SUSC
+2.31%
Max(CAGR)
Winner
SPLB
+6.71%
SUSC
+2.31%

SPLB vs SUSC - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearSPLBSUSC
2026+1.78%+0.82%
2025+7.00%+7.56%
2024-0.87%+2.77%
2023+9.99%+7.89%
2022-24.50%-15.18%
2021-1.19%-1.22%
2020+12.95%+9.45%
2019+23.01%+14.29%
2018-6.46%-2.55%
2017+14.14%+1.74%
2016+13.23%N/A
2015-3.81%N/A
2014+18.22%N/A
2013-2.84%N/A
2012+13.27%N/A
2011+19.84%N/A
2010+13.07%N/A
2009+24.07%N/A

SPLB vs SUSC Drawdown Comparison

The maximum drawdown for SPLB was -34.47%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

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

The current SPLB drawdown is -13.90%. The current SUSC drawdown is -1.12%.

RankSPLBSUSC
#1-34.47%
Sep 22, 2021 - Oct 24, 2022
-22.42%
Aug 3, 2021 - Oct 20, 2022
#2-27.95%
Mar 6, 2020 - Jul 7, 2020
-18.91%
Mar 6, 2020 - Jun 15, 2020
#3-13.48%
May 2, 2013 - Apr 7, 2014
-5.56%
Dec 31, 2020 - Aug 2, 2021
#4-11.52%
Jan 30, 2015 - Apr 7, 2016
-4.68%
Dec 29, 2017 - Mar 8, 2019
#5-10.67%
Aug 6, 2020 - Sep 22, 2021
-2.70%
Aug 6, 2020 - Nov 30, 2020
#6-9.87%
Dec 15, 2017 - Apr 10, 2019
-2.52%
Aug 28, 2019 - Nov 26, 2019
#7-9.08%
Aug 29, 2016 - Jun 2, 2017
-1.26%
Jul 3, 2019 - Aug 1, 2019
#8-7.49%
Oct 8, 2010 - May 3, 2011
-1.11%
Nov 6, 2017 - Nov 28, 2017
#9-5.39%
Sep 28, 2009 - Mar 17, 2010
-1.06%
Nov 30, 2020 - Dec 29, 2020
#10-5.11%
Aug 28, 2019 - Dec 13, 2019
-0.85%
Feb 3, 2020 - Feb 14, 2020
#11-5.00%
Aug 4, 2011 - Sep 21, 2011
-0.83%
Dec 14, 2017 - Dec 29, 2017
#12-4.83%
Nov 1, 2011 - Jan 17, 2012
-0.77%
Nov 28, 2017 - Dec 1, 2017
#13-4.68%
May 6, 2010 - Jul 1, 2010
-0.76%
Mar 28, 2019 - Apr 26, 2019
#14-4.29%
Aug 28, 2014 - Oct 8, 2014
-0.72%
Sep 7, 2017 - Oct 4, 2017
#15-4.17%
Jul 24, 2012 - Oct 3, 2012
-0.69%
Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between SPLB and SUSC is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2009 - 2026)

SPLB vs SUSC dividend yield comparison.

YearSPLBSUSC
20262.26%1.88%
20255.25%4.37%
20245.20%4.34%
20234.60%3.83%
20224.53%2.97%
20213.00%2.21%
20203.01%2.19%
20193.79%3.07%
20184.50%3.33%
20175.57%1.33%
20166.51%0.00%
20157.05%0.00%
20146.38%0.00%
20137.33%0.00%
20127.27%0.00%
20117.41%0.00%
201012.06%0.00%
20097.58%0.00%

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