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 +11.9% compared to +11.0%
SUSA vs ESGU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$4B
Winner
ESGU
$18B
Expense Ratio
SUSA
0.25%
Winner
ESGU
0.15%
Max Drawdown
SUSA
54.94%
Winner
ESGU
33.87%
Sharpe Ratio
Winner
SUSA
1.26
ESGU
1.25
5Y Beta
Winner
SUSA
0.95
ESGU
0.99
P/E Ratio
SUSA
30.18
Winner
ESGU
29.56
Forward P/E
SUSA
21.68
Winner
ESGU
21.23
PEG Ratio
SUSA
0.46
Winner
ESGU
0.45
5Y Dividends CAGR
SUSA
5.99%
Winner
ESGU
6.58%
5Y EPS CAGR
Winner
SUSA
26.14%
ESGU
25.26%
Debt to Equity
Winner
SUSA
27.24%
ESGU
38.02%
P/S Ratio
SUSA
3.75
Winner
ESGU
3.41
P/B Ratio
SUSA
6.57
Winner
ESGU
5.82
SUSA vs ESGU - Holdings Comparison
SUSA and ESGU have 182 common holdings. Overlap is 72.30%
SUSA's top 25 holdings weight is 48.27%. ESGU's top 25 holdings weight is 49.26%.
| Rank | SUSA | ESGU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.19% | NVIDIA CORP (NVDA) - 7.08% |
| #2 | APPLE INC (AAPL) - 6.32% | APPLE INC (AAPL) - 6.59% |
| #3 | MICROSOFT CORP (MSFT) - 3.99% | MICROSOFT CORP (MSFT) - 4.21% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.41% | ALPHABET INC CLASS C (GOOG) - 3.59% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.62% | AMAZON.COM INC (AMZN) - 3.55% |
| #6 | BROADCOM INC (AVGO) - 2.57% | BROADCOM INC (AVGO) - 2.59% |
| #7 | TESLA INC (TSLA) - 1.84% | ALPHABET INC CLASS A (GOOGL) - 2.19% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.72% | META PLATFORMS INC CLASS A (META) - 1.95% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 1.51% | TESLA INC (TSLA) - 1.84% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.47% | MICRON TECHNOLOGY INC (MU) - 1.77% |
| #11 | ELI LILLY AND CO (LLY) - 1.46% | ELI LILLY AND CO (LLY) - 1.47% |
| #12 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.33% | ADVANCED MICRO DEVICES INC (AMD) - 1.39% |
| #13 | MORGAN STANLEY (MS) - 1.29% | JPMORGAN CHASE & CO (JPM) - 1.36% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.28% | VISA INC CLASS A (V) - 1.11% |
| #15 | THE HOME DEPOT INC (HD) - 1.15% | APPLIED MATERIALS INC (AMAT) - 1.00% |
| #16 | VISA INC CLASS A (V) - 1.04% | LAM RESEARCH CORP (LRCX) - 0.91% |
| #17 | BANK OF NEW YORK MELLON CORP (BNY) - 1.03% | INTEL CORP (INTC) - 0.88% |
| #18 | PALO ALTO NETWORKS INC (PANW) - 1.01% | JOHNSON & JOHNSON (JNJ) - 0.80% |
| #19 | ECOLAB INC (ECL) - 0.98% | CISCO SYSTEMS INC (CSCO) - 0.79% |
| #20 | INTEL CORP (INTC) - 0.95% | CATERPILLAR INC (CAT) - 0.78% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.91% | ABBVIE INC (ABBV) - 0.77% |
| #22 | CUMMINS INC (CMI) - 0.88% | THE HOME DEPOT INC (HD) - 0.69% |
| #23 | CISCO SYSTEMS INC (CSCO) - 0.81% | EXXON MOBIL CORP (XOM) - 0.68% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.79% | COSTCO WHOLESALE CORP (COST) - 0.65% |
| #25 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.72% | MASTERCARD INC CLASS A (MA) - 0.62% |
| Total Holdings | 197 | 281 |
SUSA vs ESGU - Historical Returns
Returns include dividend reinvestment.
1M
SUSA
+0.33%
Winner
ESGU
+0.71%
3M
Winner
SUSA
+7.54%
ESGU
+7.20%
6M
SUSA
+9.64%
Winner
ESGU
+10.43%
1Y
Winner
SUSA
+21.40%
ESGU
+20.80%
5Y(CAGR)
SUSA
+11.00%
Winner
ESGU
+11.88%
10Y(CAGR)
SUSA
+14.70%
Winner
ESGU
+15.18%
Max(CAGR)
SUSA
+10.43%
Winner
ESGU
+15.18%
SUSA vs ESGU - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | ESGU |
|---|---|---|
| 2026 | +10.48% | +10.46% |
| 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 -1.35%. The current ESGU drawdown is -1.19%.
| 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 | -4.57% Jun 2, 2026 - Jun 10, 2026 |
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 | 0.40% | 0.43% |
| 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% |
Select Stocks to Compare
Popular: SUSA vs SPYESGU vs SPY
More Comparisons
Compare with similar stocks