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SUSA vs HYD

Comparison between ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF) and VANECK HIGH YIELD MUNI ETF (HYD, ETF).

5-Year PerformanceSUSA has outperformed HYD, delivering a return of +11.4% compared to -0.2%

SUSA vs HYD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SUSA
$4.30B
HYD
$4.30B
Expense Ratio
Winner
SUSA
0.25%
HYD
0.32%
Max Drawdown
SUSA
54.94%
Winner
HYD
36.74%
Sharpe Ratio
Winner
SUSA
1.37
HYD
1.10
5Y Beta
SUSA
0.96
Winner
HYD
0.05
P/E Ratio
SUSA
29.47
HYD
N/A
Forward P/E
SUSA
22.08
HYD
N/A
PEG Ratio
SUSA
0.53
HYD
N/A
5Y Dividends CAGR
Winner
SUSA
10.29%
HYD
-1.54%
5Y EPS CAGR
SUSA
28.89%
HYD
N/A
Debt to Equity
SUSA
12.88%
HYD
N/A
P/S Ratio
SUSA
3.94
HYD
N/A
P/B Ratio
SUSA
6.85
HYD
N/A

SUSA vs HYD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SUSA
+1.78%
HYD
+1.02%
3M
Winner
SUSA
+13.12%
HYD
+2.88%
6M
Winner
SUSA
+9.38%
HYD
+2.92%
1Y
Winner
SUSA
+23.38%
HYD
+7.67%
5Y(CAGR)
Winner
SUSA
+11.37%
HYD
-0.18%
10Y(CAGR)
Winner
SUSA
+14.96%
HYD
+1.98%
Max(CAGR)
Winner
SUSA
+10.42%
HYD
+4.80%

SUSA vs HYD - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearSUSAHYD
2026+9.14%+2.22%
2025+15.98%+3.03%
2024+23.30%+5.54%
2023+24.42%+6.06%
2022-21.45%-15.78%
2021+32.05%+5.36%
2020+23.86%+0.24%
2019+32.49%+9.24%
2018-6.02%+1.99%
2017+21.51%+9.96%
2016+14.22%+0.04%
2015-1.77%+4.86%
2014+14.77%+14.42%
2013+27.63%-8.80%
2012+8.75%+15.72%
2011+0.57%+10.69%
2010+12.48%+0.26%
2009+26.93%+23.80%
2008-34.56%N/A
2007+4.65%N/A
2006+11.17%N/A
2005+7.95%N/A

SUSA vs HYD Drawdown Comparison

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

The maximum drawdown for HYD was -35.61%, occurring on Mar 18, 2020. Recovery took 313 trading sessions.

The current SUSA drawdown is -2.42%. The current HYD drawdown is -1.88%.

RankSUSAHYD
#1-53.93%
Oct 9, 2007 - Mar 13, 2012
-35.61%
Feb 26, 2020 - May 24, 2021
#2-32.93%
Feb 19, 2020 - Jul 20, 2020
-20.72%
Aug 3, 2021 - Oct 24, 2022
#3-28.22%
Dec 29, 2021 - Feb 7, 2024
-15.48%
May 24, 2013 - Oct 8, 2014
#4-19.30%
Dec 4, 2024 - Jun 30, 2025
-11.12%
Oct 25, 2010 - Aug 2, 2011
#5-19.16%
Sep 21, 2018 - Apr 1, 2019
-10.52%
Sep 6, 2016 - Aug 3, 2017
#6-13.73%
May 20, 2015 - Apr 19, 2016
-7.05%
Aug 3, 2011 - Sep 16, 2011
#7-11.53%
Apr 2, 2012 - Jan 3, 2013
-5.41%
Oct 5, 2009 - May 12, 2010
#8-9.71%
Jan 28, 2026 - Apr 17, 2026
-4.66%
Dec 6, 2012 - Jan 22, 2013
#9-9.67%
Jan 26, 2018 - Aug 24, 2018
-4.02%
Apr 17, 2015 - Oct 2, 2015
#10-9.60%
Sep 2, 2020 - Nov 13, 2020
-3.60%
Jun 5, 2009 - Aug 21, 2009
#11-8.32%
Jul 19, 2007 - Oct 1, 2007
-3.34%
Aug 24, 2018 - Feb 26, 2019
#12-7.53%
Jul 16, 2024 - Aug 23, 2024
-2.50%
Feb 2, 2015 - Mar 24, 2015
#13-7.23%
Apr 23, 2019 - Jun 20, 2019
-2.35%
Sep 22, 2011 - Dec 21, 2011
#14-6.92%
Sep 2, 2014 - Oct 30, 2014
-1.86%
Mar 9, 2012 - Mar 27, 2012
#15-6.72%
May 8, 2006 - Sep 20, 2006
-1.86%
Mar 26, 2009 - Apr 22, 2009

Correlation

Correlation between SUSA and HYD is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2005 - 2026)

SUSA vs HYD dividend yield comparison.

YearSUSAHYD
20260.21%1.76%
20250.89%4.29%
20241.15%4.29%
20231.32%4.13%
20221.52%3.96%
20210.98%3.50%
20201.17%4.01%
20191.52%4.08%
20181.73%4.43%
20171.40%4.29%
20161.56%4.58%
20151.42%4.82%
20141.21%4.98%
20131.30%6.34%
20121.77%5.00%
20111.45%5.86%
20101.48%6.93%
20091.64%5.72%
20082.30%0.00%
20071.28%0.00%
20061.51%0.00%
20051.15%0.00%

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