SUSA vs ESGU
Comparison between ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF) and ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF).
5-Year PerformanceESGU has outperformed SUSA, delivering a return of +12.2% compared to +11.3%
SUSA vs ESGU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$3.80B
Winner
ESGU
$17B
Expense Ratio
SUSA
0.25%
Winner
ESGU
0.15%
Max Drawdown
SUSA
54.94%
Winner
ESGU
33.87%
Sharpe Ratio
SUSA
1.44
Winner
ESGU
1.55
5Y Beta
Winner
SUSA
0.96
ESGU
1.00
P/E Ratio
Winner
SUSA
28.98
ESGU
30.35
Forward P/E
Winner
SUSA
22.67
ESGU
22.69
PEG Ratio
SUSA
0.58
Winner
ESGU
0.42
5Y Dividends CAGR
SUSA
10.29%
Winner
ESGU
11.07%
5Y EPS CAGR
SUSA
27.11%
Winner
ESGU
29.47%
Debt to Equity
SUSA
31.13%
Winner
ESGU
29.76%
P/S Ratio
Winner
SUSA
3.53
ESGU
3.53
P/B Ratio
SUSA
6.29
Winner
ESGU
5.99
SUSA vs ESGU - Holdings Comparison
SUSA and ESGU have 136 common holdings. Overlap is 55.15%
SUSA's top 25 holdings weight is 50.08%. ESGU's top 25 holdings weight is 48.14%.
| Rank | SUSA | ESGU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.24% | NVIDIA CORP (NVDA) - 8.05% |
| #2 | APPLE INC (AAPL) - 5.87% | APPLE INC (AAPL) - 6.87% |
| #3 | MICROSOFT CORP (MSFT) - 4.31% | ALPHABET INC CLASS C (GOOG) - 4.83% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.68% | MICROSOFT CORP (MSFT) - 4.46% |
| #5 | BROADCOM INC (AVGO) - 2.94% | AMAZON.COM INC (AMZN) - 3.81% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.89% | BROADCOM INC (AVGO) - 2.89% |
| #7 | TESLA INC (TSLA) - 1.76% | META PLATFORMS INC CLASS A (META) - 1.90% |
| #8 | APPLIED MATERIALS INC (AMAT) - 1.59% | TESLA INC (TSLA) - 1.84% |
| #9 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.48% | ALPHABET INC CLASS A (GOOGL) - 1.36% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.42% | ELI LILLY AND CO (LLY) - 1.30% |
| #11 | MORGAN STANLEY (MS) - 1.41% | MICRON TECHNOLOGY INC (MU) - 1.30% |
| #12 | ELI LILLY AND CO (LLY) - 1.32% | JPMORGAN CHASE & CO (JPM) - 1.22% |
| #13 | CUMMINS INC (CMI) - 1.22% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.17% | VISA INC CLASS A (V) - 0.97% |
| #15 | INTEL CORP (INTC) - 1.17% | INTEL CORP (INTC) - 0.90% |
| #16 | GILEAD SCIENCES INC (GILD) - 1.10% | CISCO SYSTEMS INC (CSCO) - 0.76% |
| #17 | THE HOME DEPOT INC (HD) - 1.05% | EXXON MOBIL CORP (XOM) - 0.75% |
| #18 | WESTERN DIGITAL CORP (WDC) - 1.01% | CATERPILLAR INC (CAT) - 0.71% |
| #19 | BANK OF NEW YORK MELLON CORP (BNY) - 1.00% | APPLIED MATERIALS INC (AMAT) - 0.71% |
| #20 | VISA INC CLASS A (V) - 0.94% | LAM RESEARCH CORP (LRCX) - 0.70% |
| #21 | PALO ALTO NETWORKS INC (PANW) - 0.92% | AMERICAN EXPRESS CO (AXP) - 0.32% |
| #22 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.91% | UNION PACIFIC CORP (UNP) - 0.32% |
| #23 | ECOLAB INC (ECL) - 0.91% | W.W. GRAINGER INC (GWW) - 0.32% |
| #24 | ONEOK INC (OKE) - 0.89% | WELLS FARGO & CO (WFC) - 0.32% |
| #25 | MASTERCARD INC CLASS A (MA) - 0.88% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.31% |
| Total Holdings | 174 | 251 |
SUSA vs ESGU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSA
+2.44%
ESGU
+2.16%
3M
Winner
SUSA
+9.22%
ESGU
+9.09%
6M
SUSA
+7.88%
Winner
ESGU
+7.99%
1Y
SUSA
+23.77%
Winner
ESGU
+25.40%
5Y(CAGR)
SUSA
+11.34%
Winner
ESGU
+12.20%
10Y(CAGR)
SUSA
+14.73%
Winner
ESGU
+15.16%
Max(CAGR)
SUSA
+10.39%
Winner
ESGU
+15.16%
SUSA vs ESGU - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | ESGU |
|---|---|---|
| 2026 | +8.30% | +8.30% |
| 2025 | +15.98% | +17.06% |
| 2024 | +23.30% | +25.17% |
| 2023 | +24.42% | +26.27% |
| 2022 | -21.45% | -20.66% |
| 2021 | +32.05% | +28.59% |
| 2020 | +23.86% | +21.43% |
| 2019 | +32.49% | +32.20% |
| 2018 | -6.02% | -4.52% |
| 2017 | +21.51% | +21.07% |
| 2016 | +14.22% | +1.79% |
| 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 ESGU Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The current SUSA drawdown is -3.16%. The current ESGU drawdown is -3.13%.
| Rank | SUSA | ESGU |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -33.87% Feb 19, 2020 - Aug 4, 2020 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -26.14% Dec 27, 2021 - Dec 27, 2023 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -19.62% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -19.32% Jan 23, 2025 - Jun 26, 2025 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -9.68% Sep 2, 2020 - Nov 11, 2020 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -9.52% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -9.26% Jan 28, 2026 - Apr 15, 2026 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -8.56% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -6.71% Apr 30, 2019 - Jun 20, 2019 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -5.82% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -5.45% Mar 28, 2024 - May 14, 2024 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -5.38% Sep 2, 2021 - Oct 20, 2021 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -5.13% Oct 29, 2025 - Dec 10, 2025 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -4.98% Feb 12, 2021 - Mar 15, 2021 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -4.54% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between SUSA and ESGU is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2005 - 2026)
SUSA vs ESGU dividend yield comparison.
| Year | SUSA | ESGU |
|---|---|---|
| 2026 | 0.21% | 0.23% |
| 2025 | 0.89% | 0.99% |
| 2024 | 1.15% | 1.18% |
| 2023 | 1.32% | 1.43% |
| 2022 | 1.52% | 1.58% |
| 2021 | 0.98% | 1.06% |
| 2020 | 1.17% | 1.27% |
| 2019 | 1.52% | 1.32% |
| 2018 | 1.73% | 1.73% |
| 2017 | 1.40% | 1.82% |
| 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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