SUSA vs GSY

Comparison between ISHARES MSCI USA ESG SELECT ETF (SUSA, ETF) and INVESCO ULTRA SHORT DURATION ETF (GSY, ETF).

5-Year PerformanceSUSA has outperformed GSY, delivering a return of +11.2% compared to +3.6%

SUSA vs GSY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUSA(ETF)	GSY(ETF)
Net Assets	$3.50B	$3.60B
Expense Ratio	0.25%	0.22%
Max Drawdown	54.94%	12.14%
Sharpe Ratio	1.83	2.40
5Y Beta	0.95	0.00
P/E Ratio	27.78	N/A
Forward P/E	21.55	N/A
PEG Ratio	0.39	N/A
5Y Dividends CAGR	10.29%	32.93%
5Y EPS CAGR	26.38%	N/A
Debt to Equity	9.71%	N/A
P/S Ratio	3.46	N/A
P/B Ratio	5.93	N/A

Net Assets

SUSA

$3.50B

Winner

GSY

$3.60B

Expense Ratio

SUSA

0.25%

Winner

GSY

0.22%

Max Drawdown

SUSA

54.94%

Winner

GSY

12.14%

Sharpe Ratio

SUSA

1.83

Winner

GSY

2.40

5Y Beta

SUSA

0.95

Winner

GSY

0.00

P/E Ratio

SUSA

27.78

GSY

N/A

Forward P/E

SUSA

21.55

GSY

N/A

PEG Ratio

SUSA

0.39

GSY

N/A

5Y Dividends CAGR

SUSA

10.29%

Winner

GSY

32.93%

5Y EPS CAGR

SUSA

26.38%

GSY

N/A

Debt to Equity

SUSA

9.71%

GSY

N/A

P/S Ratio

SUSA

3.46

GSY

N/A

P/B Ratio

SUSA

5.93

GSY

N/A

SUSA vs GSY - Historical Returns

Returns include dividend reinvestment.

Period	SUSA	GSY
1 month	+8.87%	+0.41%
3 months	+5.82%	+0.79%
6 months	+9.65%	+1.98%
1 year	+28.97%	+4.66%
5 years(CAGR)	+11.23%	+3.61%
10 years(CAGR)	+15.00%	+2.86%
Max(CAGR)	+10.38%	+1.94%

Winner

SUSA

+8.87%

GSY

+0.41%

Winner

SUSA

+5.82%

GSY

+0.79%

Winner

SUSA

+9.65%

GSY

+1.98%

Winner

SUSA

+28.97%

GSY

+4.66%

5Y(CAGR)

Winner

SUSA

+11.23%

GSY

+3.61%

10Y(CAGR)

Winner

SUSA

+15.00%

GSY

+2.86%

Max(CAGR)

Winner

SUSA

+10.38%

GSY

+1.94%

SUSA vs GSY - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	SUSA	GSY
2026	+7.37%	+1.27%
2025	+15.98%	+4.98%
2024	+23.30%	+6.00%
2023	+24.42%	+6.03%
2022	-21.45%	+0.05%
2021	+32.05%	+0.03%
2020	+23.86%	+1.90%
2019	+32.49%	+3.34%
2018	-6.02%	+2.16%
2017	+21.51%	+1.88%
2016	+14.22%	+1.81%
2015	-1.77%	+1.00%
2014	+14.77%	+0.76%
2013	+27.63%	+1.37%
2012	+8.75%	+1.53%
2011	+0.57%	+0.09%
2010	+12.48%	-0.15%
2009	+26.93%	+0.06%
2008	-34.56%	+1.62%
2007	+4.65%	N/A
2006	+11.17%	N/A
2005	+7.95%	N/A

SUSA vs GSY Drawdown Comparison

The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.

The maximum drawdown for GSY was -12.14%, occurring on Dec 4, 2008. Recovery took 2158 trading sessions.

Rank	SUSA	GSY
#1	-53.93% Oct 9, 2007 - Mar 13, 2012	-12.14% Dec 3, 2008 - Jun 30, 2017
#2	-32.93% Feb 19, 2020 - Jul 20, 2020	-5.25% Mar 5, 2020 - May 27, 2020
#3	-28.22% Dec 29, 2021 - Feb 7, 2024	-3.29% Nov 20, 2008 - Dec 3, 2008
#4	-19.30% Dec 4, 2024 - Jun 30, 2025	-1.48% Sep 15, 2021 - Jan 9, 2023
#5	-19.16% Sep 21, 2018 - Apr 1, 2019	-0.90% Aug 25, 2008 - Sep 24, 2008
#6	-13.73% May 20, 2015 - Apr 19, 2016	-0.80% Sep 24, 2008 - Oct 30, 2008
#7	-11.53% Apr 2, 2012 - Jan 3, 2013	-0.56% Apr 24, 2008 - May 8, 2008
#8	-9.71% Jan 28, 2026 - Apr 17, 2026	-0.30% May 8, 2008 - May 14, 2008
#9	-9.67% Jan 26, 2018 - Aug 24, 2018	-0.26% Jul 25, 2008 - Aug 25, 2008
#10	-9.60% Sep 2, 2020 - Nov 13, 2020	-0.20% Mar 25, 2008 - Apr 24, 2008
#11	-8.32% Jul 19, 2007 - Oct 1, 2007	-0.18% Feb 12, 2008 - Feb 28, 2008
#12	-7.53% Jul 16, 2024 - Aug 23, 2024	-0.18% May 23, 2008 - Jun 24, 2008
#13	-7.23% Apr 23, 2019 - Jun 20, 2019	-0.18% Jun 24, 2008 - Jul 25, 2008
#14	-6.92% Sep 2, 2014 - Oct 30, 2014	-0.18% Apr 3, 2025 - Apr 17, 2025
#15	-6.72% May 8, 2006 - Sep 20, 2006	-0.16% Mar 24, 2023 - Apr 3, 2023

Correlation

Correlation between SUSA and GSY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2005 - 2026)

SUSA vs GSY dividend yield comparison.

Year	SUSA	GSY
2026	0.21%	1.38%
2025	0.89%	4.56%
2024	1.15%	5.31%
2023	1.32%	4.95%
2022	1.52%	1.70%
2021	0.98%	0.58%
2020	1.17%	1.45%
2019	1.52%	2.71%
2018	1.73%	2.30%
2017	1.40%	1.80%
2016	1.56%	1.21%
2015	1.42%	1.17%
2014	1.21%	1.29%
2013	1.30%	1.15%
2012	1.77%	0.72%
2011	1.45%	0.32%
2010	1.48%	0.01%
2009	1.64%	0.24%
2008	2.30%	1.81%
2007	1.28%	0.00%
2006	1.51%	0.00%
2005	1.15%	0.00%