SUSA vs BSCQ
Comparison between ISHARES MSCI USA ESG SELECT ETF (SUSA, ETF) and INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ, ETF).
5-Year PerformanceSUSA has outperformed BSCQ, delivering a return of +12.2% compared to +1.5%
SUSA vs BSCQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$3.80B
Winner
BSCQ
$3.90B
Expense Ratio
SUSA
0.25%
Winner
BSCQ
0.10%
Max Drawdown
SUSA
54.94%
Winner
BSCQ
16.50%
Sharpe Ratio
Winner
SUSA
1.77
BSCQ
1.26
5Y Beta
SUSA
0.95
Winner
BSCQ
0.01
P/E Ratio
SUSA
28.25
BSCQ
N/A
Forward P/E
SUSA
21.92
BSCQ
N/A
PEG Ratio
SUSA
0.39
BSCQ
N/A
5Y Dividends CAGR
SUSA
10.29%
Winner
BSCQ
10.64%
5Y EPS CAGR
SUSA
26.39%
BSCQ
N/A
Debt to Equity
SUSA
11.50%
BSCQ
N/A
P/S Ratio
SUSA
3.49
BSCQ
N/A
P/B Ratio
SUSA
6.07
BSCQ
N/A
SUSA vs BSCQ - Holdings Comparison
SUSA and BSCQ have 1 common holdings. Overlap is 0.00%
SUSA's top 25 holdings weight is 49.33%. BSCQ's top 25 holdings weight is 18.11%.
| Rank | SUSA | BSCQ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.73% | WELLS FARGO & CO. 3% (n/a) - 1.53% |
| #2 | APPLE INC (AAPL) - 5.55% | BOEING CO. 2.196% (n/a) - 1.20% |
| #3 | MICROSOFT CORP (MSFT) - 4.35% | n/a (n/a) - 1.03% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.83% | n/a (n/a) - 0.99% |
| #5 | BROADCOM INC (AVGO) - 3.12% | ABBVIE INC. 2.95% (n/a) - 0.87% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.01% | MICROSOFT CORP. 2.4% (n/a) - 0.87% |
| #7 | TESLA INC (TSLA) - 1.65% | APPLE INC. 3.25% (n/a) - 0.71% |
| #8 | APPLIED MATERIALS INC (AMAT) - 1.55% | n/a (n/a) - 0.70% |
| #9 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.50% | MORGAN STANLEY 3.875% (n/a) - 0.66% |
| #10 | MORGAN STANLEY (MS) - 1.36% | MORGAN STANLEY 3.125% (n/a) - 0.66% |
| #11 | CUMMINS INC (CMI) - 1.32% | ORACLE CORP. 2.65% (n/a) - 0.65% |
| #12 | ELI LILLY AND CO (LLY) - 1.26% | AT&T INC 1.7% (n/a) - 0.65% |
| #13 | GILEAD SCIENCES INC (GILD) - 1.12% | CITIGROUP INC. 3.2% (n/a) - 0.65% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.11% | JPMORGAN CHASE & CO. 2.95% (n/a) - 0.65% |
| #15 | THE HOME DEPOT INC (HD) - 1.09% | n/a (n/a) - 0.61% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.09% | AMAZON.COM, INC. 1% (n/a) - 0.60% |
| #17 | INTEL CORP (INTC) - 1.08% | GILEAD SCIENCES INC. 3.65% (n/a) - 0.60% |
| #18 | WESTERN DIGITAL CORP (WDC) - 1.00% | GOLDMAN SACHS GROUP, INC. 3.5% (n/a) - 0.60% |
| #19 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.99% | ORACLE CORP. 1.65% (n/a) - 0.60% |
| #20 | CRH PLC (CRH) - 0.98% | JPMORGAN CHASE & CO. 3.3% (n/a) - 0.55% |
| #21 | BANK OF NEW YORK MELLON CORP (BK) - 0.97% | BERKSHIRE HATHAWAY INC. 3.125% (n/a) - 0.55% |
| #22 | ECOLAB INC (ECL) - 0.95% | BANK OF AMERICA CORP. 3.5% (n/a) - 0.55% |
| #23 | VISA INC CLASS A (V) - 0.94% | EXXON MOBIL CORP. 3.043% (n/a) - 0.55% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.90% | APPLE INC. 0.7% (n/a) - 0.55% |
| #25 | ONEOK INC (OKE) - 0.88% | WELLS FARGO & CO. 4.1% (n/a) - 0.53% |
| Total Holdings | 173 | 426 |
SUSA vs BSCQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSA
+7.67%
BSCQ
+0.31%
3M
Winner
SUSA
+7.85%
BSCQ
+0.91%
6M
Winner
SUSA
+7.50%
BSCQ
+1.93%
1Y
Winner
SUSA
+24.99%
BSCQ
+4.48%
5Y(CAGR)
Winner
SUSA
+12.16%
BSCQ
+1.54%
10Y(CAGR)
Winner
SUSA
+14.92%
BSCQ
+2.86%
Max(CAGR)
Winner
SUSA
+10.37%
BSCQ
+2.86%
SUSA vs BSCQ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | BSCQ |
|---|---|---|
| 2026 | +7.23% | +1.28% |
| 2025 | +15.98% | +4.91% |
| 2024 | +23.30% | +5.07% |
| 2023 | +24.42% | +5.60% |
| 2022 | -21.45% | -7.96% |
| 2021 | +32.05% | -1.63% |
| 2020 | +23.86% | +9.39% |
| 2019 | +32.49% | +13.91% |
| 2018 | -6.02% | -2.10% |
| 2017 | +21.51% | +5.60% |
| 2016 | +14.22% | -4.15% |
| 2015 | -1.77% | N/A |
| 2014 | +14.77% | N/A |
| 2013 | +27.63% | N/A |
| 2012 | +8.75% | N/A |
| 2011 | +0.57% | N/A |
| 2010 | +12.48% | N/A |
| 2009 | +26.93% | N/A |
| 2008 | -34.56% | N/A |
| 2007 | +4.65% | N/A |
| 2006 | +11.17% | N/A |
| 2005 | +7.95% | N/A |
SUSA vs BSCQ Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for BSCQ was -16.50%, occurring on Mar 20, 2020. Recovery took 60 trading sessions.
The current SUSA drawdown is -0.29%.
| Rank | SUSA | BSCQ |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -16.50% Mar 4, 2020 - May 29, 2020 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -13.11% Dec 30, 2020 - Jan 2, 2025 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -6.05% Sep 30, 2016 - Aug 1, 2017 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -4.85% Sep 5, 2017 - Jan 31, 2019 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -2.03% Aug 28, 2019 - Oct 4, 2019 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -1.28% Oct 4, 2019 - Dec 3, 2019 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -1.02% Aug 7, 2020 - Nov 6, 2020 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -1.01% Jul 3, 2019 - Jul 31, 2019 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -0.82% Jun 16, 2020 - Jul 14, 2020 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -0.71% Aug 3, 2017 - Aug 25, 2017 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -0.59% Apr 10, 2019 - Apr 24, 2019 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -0.57% Jun 10, 2020 - Jun 16, 2020 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -0.55% Jun 24, 2019 - Jun 28, 2019 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -0.52% Feb 26, 2019 - Mar 7, 2019 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -0.48% Feb 11, 2020 - Feb 20, 2020 |
Correlation
Correlation between SUSA and BSCQ is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2005 - 2026)
SUSA vs BSCQ dividend yield comparison.
| Year | SUSA | BSCQ |
|---|---|---|
| 2026 | 0.21% | 1.35% |
| 2025 | 0.89% | 4.14% |
| 2024 | 1.15% | 4.05% |
| 2023 | 1.32% | 3.53% |
| 2022 | 1.52% | 2.54% |
| 2021 | 0.98% | 1.91% |
| 2020 | 1.17% | 2.42% |
| 2019 | 1.52% | 2.96% |
| 2018 | 1.73% | 3.32% |
| 2017 | 1.40% | 2.92% |
| 2016 | 1.56% | 0.51% |
| 2015 | 1.42% | 0.00% |
| 2014 | 1.21% | 0.00% |
| 2013 | 1.30% | 0.00% |
| 2012 | 1.77% | 0.00% |
| 2011 | 1.45% | 0.00% |
| 2010 | 1.48% | 0.00% |
| 2009 | 1.64% | 0.00% |
| 2008 | 2.30% | 0.00% |
| 2007 | 1.28% | 0.00% |
| 2006 | 1.51% | 0.00% |
| 2005 | 1.15% | 0.00% |
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