SUSA vs GVI
Comparison between ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF) and ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF (GVI, ETF).
5-Year PerformanceSUSA has outperformed GVI, delivering a return of +11.3% compared to +0.9%
SUSA vs GVI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SUSA vs GVI - Historical Returns
Returns include dividend reinvestment.
SUSA vs GVI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | GVI |
|---|---|---|
| 2026 | +8.30% | -0.19% |
| 2025 | +15.98% | +6.67% |
| 2024 | +23.30% | +3.20% |
| 2023 | +24.42% | +4.97% |
| 2022 | -21.45% | -8.04% |
| 2021 | +32.05% | -1.86% |
| 2020 | +23.86% | +6.17% |
| 2019 | +32.49% | +6.42% |
| 2018 | -6.02% | +0.87% |
| 2017 | +21.51% | +1.83% |
| 2016 | +14.22% | +1.83% |
| 2015 | -1.77% | +0.52% |
| 2014 | +14.77% | +2.75% |
| 2013 | +27.63% | -0.81% |
| 2012 | +8.75% | +3.65% |
| 2011 | +0.57% | +6.01% |
| 2010 | +12.48% | +5.16% |
| 2009 | +26.93% | +2.78% |
| 2008 | -34.56% | +7.86% |
| 2007 | +4.65% | +7.61% |
| 2006 | +11.17% | N/A |
| 2005 | +7.95% | N/A |
SUSA vs GVI Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for GVI was -12.93%, occurring on Oct 20, 2022. Recovery took 976 trading sessions.
The current SUSA drawdown is -3.16%. The current GVI drawdown is -1.39%.
| Rank | SUSA | GVI |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -12.93% Aug 2, 2021 - Jun 23, 2025 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -7.54% Sep 9, 2008 - Dec 1, 2008 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -5.96% Mar 9, 2020 - May 19, 2020 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -3.57% May 1, 2013 - May 20, 2014 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -3.53% Jan 14, 2009 - Jul 31, 2009 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -3.39% Oct 11, 2010 - May 27, 2011 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -3.30% Jul 8, 2016 - Aug 29, 2017 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -2.99% Sep 7, 2017 - Jan 3, 2019 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -2.54% Apr 11, 2008 - Sep 3, 2008 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -2.17% Dec 31, 2020 - Aug 2, 2021 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -1.79% Feb 27, 2026 - Mar 26, 2026 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -1.78% Jan 30, 2015 - Oct 2, 2015 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -1.69% Dec 30, 2008 - Jan 14, 2009 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -1.69% Sep 21, 2011 - Nov 1, 2011 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -1.68% May 8, 2007 - Jul 26, 2007 |
Correlation
Correlation between SUSA and GVI is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
SUSA vs GVI dividend yield comparison.
| Year | SUSA | GVI |
|---|---|---|
| 2026 | 0.21% | 1.54% |
| 2025 | 0.89% | 3.48% |
| 2024 | 1.15% | 3.40% |
| 2023 | 1.32% | 2.75% |
| 2022 | 1.52% | 1.86% |
| 2021 | 0.98% | 1.46% |
| 2020 | 1.17% | 1.84% |
| 2019 | 1.52% | 2.29% |
| 2018 | 1.73% | 2.16% |
| 2017 | 1.40% | 1.91% |
| 2016 | 1.56% | 1.77% |
| 2015 | 1.42% | 1.75% |
| 2014 | 1.21% | 1.72% |
| 2013 | 1.30% | 1.77% |
| 2012 | 1.77% | 2.13% |
| 2011 | 1.45% | 2.63% |
| 2010 | 1.48% | 2.86% |
| 2009 | 1.64% | 3.32% |
| 2008 | 2.30% | 4.02% |
| 2007 | 1.28% | 4.42% |
| 2006 | 1.51% | 0.00% |
| 2005 | 1.15% | 0.00% |
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