SUSA vs EAGL
Comparison between ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF) and EAGLE CAPITAL SELECT EQUITY ETF (EAGL, ETF).
SUSA vs EAGL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$4.30B
EAGL
$4.30B
Expense Ratio
Winner
SUSA
0.25%
EAGL
0.80%
Max Drawdown
SUSA
54.94%
Winner
EAGL
15.09%
Sharpe Ratio
Winner
SUSA
1.44
EAGL
0.53
5Y Beta
SUSA
0.96
Winner
EAGL
0.83
P/E Ratio
SUSA
29.36
Winner
EAGL
21.84
Forward P/E
SUSA
22.07
Winner
EAGL
18.15
PEG Ratio
SUSA
0.51
EAGL
N/A
5Y Dividends CAGR
SUSA
10.29%
EAGL
N/A
5Y EPS CAGR
Winner
SUSA
27.92%
EAGL
14.21%
Debt to Equity
SUSA
8.29%
EAGL
N/A
P/S Ratio
SUSA
3.84
Winner
EAGL
1.64
P/B Ratio
SUSA
6.67
Winner
EAGL
3.24
SUSA vs EAGL - Holdings Comparison
SUSA and EAGL have 9 common holdings. Overlap is 8.61%
SUSA's top 25 holdings weight is 46.75%. EAGL's top 25 holdings weight is 96.44%.
| Rank | SUSA | EAGL |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.73% | AMAZON.COM INC (AMZN) - 7.99% |
| #2 | APPLE INC (AAPL) - 6.59% | LONDON STOCK EXCHANGE GROUP PLC ADR (LSEGY) - 7.01% |
| #3 | MICROSOFT CORP (MSFT) - 4.35% | UNITEDHEALTH GROUP INC (UNH) - 6.10% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.50% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 6.05% |
| #5 | BROADCOM INC (AVGO) - 2.81% | MERCADOLIBRE INC (MELI) - 6.00% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.68% | CONOCOPHILLIPS (COP) - 5.75% |
| #7 | TESLA INC (TSLA) - 1.80% | SAP SE ADR (SAP) - 4.81% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.61% | ALPHABET INC CLASS A (GOOGL) - 4.67% |
| #9 | ELI LILLY AND CO (LLY) - 1.43% | MICROSOFT CORP (MSFT) - 4.51% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.39% | WORKDAY INC CLASS A (WDAY) - 4.26% |
| #11 | MORGAN STANLEY (MS) - 1.32% | DANAHER CORP (DHR) - 4.25% |
| #12 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.29% | S&P GLOBAL INC (SPGI) - 4.06% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.13% | CAPITAL ONE FINANCIAL CORP (COF) - 3.23% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.08% | ALCOA CORP (AA) - 3.22% |
| #15 | THE HOME DEPOT INC (HD) - 1.04% | HUMANA INC (HUM) - 3.08% |
| #16 | BANK OF NEW YORK MELLON CORP (BNY) - 1.01% | MASTERCARD INC CLASS A (MA) - 2.93% |
| #17 | VISA INC CLASS A (V) - 0.97% | LENNAR CORP CLASS A (LEN) - 2.70% |
| #18 | ECOLAB INC (ECL) - 0.92% | ARTHUR J. GALLAGHER & CO (AJG) - 2.58% |
| #19 | CUMMINS INC (CMI) - 0.89% | INTUIT INC (INTU) - 2.41% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.88% | EQT CORP (EQT) - 2.28% |
| #21 | DIGITAL REALTY TRUST INC (DLR) - 0.48% | META PLATFORMS INC CLASS A (META) - 2.09% |
| #22 | GE VERNOVA INC (GEV) - 0.47% | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.08% |
| #23 | AUTODESK INC (ADSK) - 0.47% | ELEVANCE HEALTH INC (ELV) - 1.54% |
| #24 | ELEVANCE HEALTH INC (ELV) - 0.46% | ASML HOLDING NV ADR (ASML) - 1.54% |
| #25 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.45% | AERCAP HOLDINGS NV (AER) - 1.30% |
| Total Holdings | 156 | 31 |
SUSA vs EAGL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSA
+1.78%
EAGL
-0.18%
3M
Winner
SUSA
+13.12%
EAGL
+5.81%
6M
Winner
SUSA
+9.38%
EAGL
+0.58%
1Y
Winner
SUSA
+23.38%
EAGL
+10.01%
5Y(CAGR)
SUSA
+11.37%
EAGL
N/A
10Y(CAGR)
SUSA
+14.96%
EAGL
N/A
Max(CAGR)
SUSA
+10.42%
Winner
EAGL
+12.67%
SUSA vs EAGL - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | EAGL |
|---|---|---|
| 2026 | +9.14% | -0.80% |
| 2025 | +15.98% | +17.06% |
| 2024 | +23.30% | +11.27% |
| 2023 | +24.42% | N/A |
| 2022 | -21.45% | N/A |
| 2021 | +32.05% | N/A |
| 2020 | +23.86% | N/A |
| 2019 | +32.49% | N/A |
| 2018 | -6.02% | N/A |
| 2017 | +21.51% | N/A |
| 2016 | +14.22% | N/A |
| 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 EAGL Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for EAGL was -15.09%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current SUSA drawdown is -2.42%. The current EAGL drawdown is -4.17%.
| Rank | SUSA | EAGL |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -15.09% Feb 6, 2025 - Jun 12, 2025 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -13.54% Jan 9, 2026 - Mar 27, 2026 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -7.71% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -7.12% Oct 27, 2025 - Dec 10, 2025 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -4.68% Nov 7, 2024 - Jan 21, 2025 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -4.06% Jul 9, 2025 - Aug 15, 2025 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -3.56% Oct 6, 2025 - Oct 23, 2025 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -3.16% Apr 8, 2024 - May 6, 2024 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -2.13% May 15, 2024 - Jun 21, 2024 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -1.87% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -1.80% Oct 18, 2024 - Nov 5, 2024 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -1.41% Oct 14, 2024 - Oct 18, 2024 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -1.32% Jun 12, 2025 - Jun 26, 2025 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -1.09% Sep 8, 2025 - Sep 18, 2025 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -1.04% Jan 24, 2025 - Feb 6, 2025 |
Correlation
Correlation between SUSA and EAGL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2005 - 2026)
SUSA vs EAGL dividend yield comparison.
| Year | SUSA | EAGL |
|---|---|---|
| 2026 | 0.21% | 0.00% |
| 2025 | 0.89% | 0.55% |
| 2024 | 1.15% | 0.29% |
| 2023 | 1.32% | 0.00% |
| 2022 | 1.52% | 0.00% |
| 2021 | 0.98% | 0.00% |
| 2020 | 1.17% | 0.00% |
| 2019 | 1.52% | 0.00% |
| 2018 | 1.73% | 0.00% |
| 2017 | 1.40% | 0.00% |
| 2016 | 1.56% | 0.00% |
| 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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