SUSA vs IBDT
Comparison between ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF) and ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF).
5-Year PerformanceSUSA has outperformed IBDT, delivering a return of +11.3% compared to +1.4%
SUSA vs IBDT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SUSA vs IBDT - Historical Returns
Returns include dividend reinvestment.
SUSA vs IBDT - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | IBDT |
|---|---|---|
| 2026 | +8.30% | +0.60% |
| 2025 | +15.98% | +6.93% |
| 2024 | +23.30% | +4.34% |
| 2023 | +24.42% | +7.32% |
| 2022 | -21.45% | -11.23% |
| 2021 | +32.05% | -1.91% |
| 2020 | +23.86% | +9.66% |
| 2019 | +32.49% | +15.26% |
| 2018 | -6.02% | +1.18% |
| 2017 | +21.51% | N/A |
| 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 IBDT Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.
The current SUSA drawdown is -3.16%. The current IBDT drawdown is -0.24%.
| Rank | SUSA | IBDT |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -17.79% Mar 6, 2020 - Jun 15, 2020 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -17.69% Aug 2, 2021 - May 29, 2025 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -4.41% Dec 30, 2020 - Aug 2, 2021 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -2.61% Sep 4, 2019 - Dec 3, 2019 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -1.82% Oct 2, 2018 - Dec 28, 2018 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -1.66% Aug 4, 2020 - Nov 19, 2020 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -1.36% Jul 3, 2019 - Aug 1, 2019 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -1.03% Feb 23, 2026 - May 8, 2026 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -1.01% Jan 31, 2019 - Feb 26, 2019 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -0.86% Jun 17, 2020 - Jul 1, 2020 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -0.78% Mar 27, 2019 - Apr 10, 2019 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -0.69% Apr 10, 2019 - Apr 26, 2019 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -0.67% Nov 30, 2020 - Dec 18, 2020 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -0.61% Dec 3, 2019 - Dec 27, 2019 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -0.53% Feb 26, 2019 - Mar 8, 2019 |
Correlation
Correlation between SUSA and IBDT is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
SUSA vs IBDT dividend yield comparison.
| Year | SUSA | IBDT |
|---|---|---|
| 2026 | 0.21% | 1.86% |
| 2025 | 0.89% | 4.56% |
| 2024 | 1.15% | 4.67% |
| 2023 | 1.32% | 4.10% |
| 2022 | 1.52% | 3.25% |
| 2021 | 0.98% | 2.45% |
| 2020 | 1.17% | 2.80% |
| 2019 | 1.52% | 3.32% |
| 2018 | 1.73% | 1.47% |
| 2017 | 1.40% | 0.00% |
| 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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