SUSA vs CMF
Comparison between ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF) and ISHARES CALIFORNIA MUNI BOND ETF (CMF, ETF).
5-Year PerformanceSUSA has outperformed CMF, delivering a return of +11.4% compared to +0.6%
SUSA vs CMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SUSA vs CMF - Historical Returns
Returns include dividend reinvestment.
SUSA vs CMF - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | CMF |
|---|---|---|
| 2026 | +9.14% | +0.89% |
| 2025 | +15.98% | +3.22% |
| 2024 | +23.30% | +1.78% |
| 2023 | +24.42% | +5.24% |
| 2022 | -21.45% | -8.18% |
| 2021 | +32.05% | +0.77% |
| 2020 | +23.86% | +4.50% |
| 2019 | +32.49% | +7.01% |
| 2018 | -6.02% | +0.92% |
| 2017 | +21.51% | +4.69% |
| 2016 | +14.22% | -0.37% |
| 2015 | -1.77% | +3.00% |
| 2014 | +14.77% | +10.66% |
| 2013 | +27.63% | -3.23% |
| 2012 | +8.75% | +7.34% |
| 2011 | +0.57% | +15.75% |
| 2010 | +12.48% | -2.55% |
| 2009 | +26.93% | +8.14% |
| 2008 | -34.56% | +0.64% |
| 2007 | +4.65% | +1.37% |
| 2006 | +11.17% | N/A |
| 2005 | +7.95% | N/A |
SUSA vs CMF Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for CMF was -16.45%, occurring on Jun 10, 2015. Recovery took 1295 trading sessions.
The current SUSA drawdown is -2.42%. The current CMF drawdown is -0.92%.
| Rank | SUSA | CMF |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -16.45% Dec 26, 2014 - Feb 20, 2020 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -14.57% Mar 9, 2020 - Jul 16, 2020 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -13.25% May 21, 2008 - Jan 7, 2009 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -12.46% Aug 3, 2021 - Sep 18, 2025 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -11.65% Sep 1, 2010 - Aug 2, 2011 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -10.57% Nov 30, 2012 - Apr 10, 2014 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -5.15% Jan 22, 2008 - May 21, 2008 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -4.75% Apr 27, 2009 - Aug 17, 2009 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -4.19% Sep 24, 2009 - Apr 27, 2010 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -3.80% Apr 18, 2012 - Sep 28, 2012 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -3.05% Jan 14, 2009 - Feb 9, 2009 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -2.91% Feb 27, 2026 - Mar 24, 2026 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -2.89% Sep 22, 2011 - Dec 8, 2011 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -2.72% Feb 11, 2009 - Mar 24, 2009 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -2.18% Feb 12, 2021 - Jun 11, 2021 |
Correlation
Correlation between SUSA and CMF is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
SUSA vs CMF dividend yield comparison.
| Year | SUSA | CMF |
|---|---|---|
| 2026 | 0.21% | 1.22% |
| 2025 | 0.89% | 2.94% |
| 2024 | 1.15% | 2.78% |
| 2023 | 1.32% | 2.29% |
| 2022 | 1.52% | 1.91% |
| 2021 | 0.98% | 1.58% |
| 2020 | 1.17% | 1.80% |
| 2019 | 1.52% | 2.03% |
| 2018 | 1.73% | 2.17% |
| 2017 | 1.40% | 2.09% |
| 2016 | 1.56% | 2.21% |
| 2015 | 1.42% | 2.55% |
| 2014 | 1.21% | 2.80% |
| 2013 | 1.30% | 3.12% |
| 2012 | 1.77% | 3.08% |
| 2011 | 1.45% | 3.66% |
| 2010 | 1.48% | 4.19% |
| 2009 | 1.64% | 3.77% |
| 2008 | 2.30% | 3.52% |
| 2007 | 1.28% | 0.82% |
| 2006 | 1.51% | 0.00% |
| 2005 | 1.15% | 0.00% |
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