SUSA vs IBDS
Comparison between ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF) and ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF).
5-Year PerformanceSUSA has outperformed IBDS, delivering a return of +11.3% compared to +1.5%
SUSA vs IBDS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SUSA vs IBDS - Historical Returns
Returns include dividend reinvestment.
SUSA vs IBDS - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | IBDS |
|---|---|---|
| 2026 | +8.30% | +1.23% |
| 2025 | +15.98% | +5.81% |
| 2024 | +23.30% | +4.92% |
| 2023 | +24.42% | +6.19% |
| 2022 | -21.45% | -9.09% |
| 2021 | +32.05% | -1.38% |
| 2020 | +23.86% | +9.00% |
| 2019 | +32.49% | +15.05% |
| 2018 | -6.02% | -2.48% |
| 2017 | +21.51% | +1.14% |
| 2016 | +14.22% | N/A |
| 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 IBDS Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for IBDS was -16.75%, occurring on Mar 20, 2020. Recovery took 65 trading sessions.
The current SUSA drawdown is -3.16%. The current IBDS drawdown is -0.02%.
| Rank | SUSA | IBDS |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -16.75% Mar 5, 2020 - Jun 8, 2020 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -14.98% Aug 2, 2021 - Feb 28, 2025 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -5.54% Dec 6, 2017 - Feb 19, 2019 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -3.12% Feb 10, 2021 - Aug 2, 2021 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -2.35% Aug 28, 2019 - Oct 4, 2019 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -1.43% Aug 6, 2020 - Nov 17, 2020 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -1.22% Oct 4, 2019 - Nov 26, 2019 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -1.20% Jul 3, 2019 - Aug 1, 2019 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -1.16% Nov 6, 2017 - Dec 5, 2017 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -0.91% Apr 3, 2025 - Apr 28, 2025 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -0.70% Apr 11, 2019 - Apr 24, 2019 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -0.66% Sep 18, 2017 - Oct 13, 2017 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -0.64% Oct 17, 2017 - Nov 2, 2017 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -0.63% Jun 16, 2020 - Jul 2, 2020 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -0.59% Jun 24, 2019 - Jun 27, 2019 |
Correlation
Correlation between SUSA and IBDS is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
SUSA vs IBDS dividend yield comparison.
| Year | SUSA | IBDS |
|---|---|---|
| 2026 | 0.21% | 1.77% |
| 2025 | 0.89% | 4.36% |
| 2024 | 1.15% | 4.37% |
| 2023 | 1.32% | 3.81% |
| 2022 | 1.52% | 2.87% |
| 2021 | 0.98% | 2.19% |
| 2020 | 1.17% | 2.66% |
| 2019 | 1.52% | 3.31% |
| 2018 | 1.73% | 3.66% |
| 2017 | 1.40% | 0.97% |
| 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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