SUSA vs IMTM
Comparison between ISHARES MSCI USA ESG SELECT ETF (SUSA, ETF) and ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM, ETF).
5-Year PerformanceSUSA has outperformed IMTM, delivering a return of +11.2% compared to +9.1%
SUSA vs IMTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$3.50B
Winner
IMTM
$3.60B
Expense Ratio
Winner
SUSA
0.25%
IMTM
0.30%
Max Drawdown
SUSA
54.94%
Winner
IMTM
34.72%
Sharpe Ratio
Winner
SUSA
1.83
IMTM
1.38
5Y Beta
SUSA
0.95
Winner
IMTM
0.82
P/E Ratio
SUSA
27.78
IMTM
N/A
Forward P/E
SUSA
21.55
IMTM
N/A
PEG Ratio
SUSA
0.39
IMTM
N/A
5Y Dividends CAGR
SUSA
10.29%
Winner
IMTM
37.85%
5Y EPS CAGR
SUSA
26.38%
IMTM
N/A
Debt to Equity
SUSA
9.71%
IMTM
N/A
P/S Ratio
SUSA
3.46
IMTM
N/A
P/B Ratio
SUSA
5.93
IMTM
N/A
SUSA vs IMTM - Holdings Comparison
SUSA and IMTM have 1 common holdings. Overlap is 0.00%
SUSA's top 25 holdings weight is 48.82%. IMTM's top 25 holdings weight is 37.58%.
| Rank | SUSA | IMTM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.14% | ASML HOLDING NV (n/a) - 4.15% |
| #2 | APPLE INC (AAPL) - 5.46% | HSBC HOLDINGS PLC (n/a) - 2.93% |
| #3 | MICROSOFT CORP (MSFT) - 4.53% | BANCO SANTANDER SA (n/a) - 2.36% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.42% | ROYAL BANK OF CANADA (n/a) - 2.18% |
| #5 | BROADCOM INC (AVGO) - 2.98% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.14% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.68% | ADVANTEST CORP (n/a) - 1.73% |
| #7 | TESLA INC (TSLA) - 1.70% | THE TORONTO-DOMINION BANK (n/a) - 1.72% |
| #8 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.59% | IBERDROLA SA (n/a) - 1.64% |
| #9 | APPLIED MATERIALS INC (AMAT) - 1.52% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.56% |
| #10 | MORGAN STANLEY (MS) - 1.40% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.51% |
| #11 | CUMMINS INC (CMI) - 1.28% | SOFTBANK GROUP CORP (n/a) - 1.31% |
| #12 | THE HOME DEPOT INC (HD) - 1.24% | ALLIANZ SE (n/a) - 1.20% |
| #13 | ELI LILLY AND CO (LLY) - 1.20% | AGNICO EAGLE MINES LTD (AEM) - 1.18% |
| #14 | GILEAD SCIENCES INC (GILD) - 1.17% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.16% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.06% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.11% |
| #16 | CRH PLC (CRH) - 1.05% | RHEINMETALL AG (n/a) - 1.03% |
| #17 | ECOLAB INC (ECL) - 1.04% | HITACHI LTD (n/a) - 1.03% |
| #18 | BANK OF NEW YORK MELLON CORP (BK) - 1.02% | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 1.01% |
| #19 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.02% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.00% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.96% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.98% |
| #21 | VISA INC CLASS A (V) - 0.94% | UNICREDIT SPA (n/a) - 0.97% |
| #22 | ADVANCED MICRO DEVICES INC (AMD) - 0.88% | ABB LTD (n/a) - 0.95% |
| #23 | EQUINIX INC (EQIX) - 0.87% | MIZUHO FINANCIAL GROUP INC (n/a) - 0.93% |
| #24 | ONEOK INC (OKE) - 0.84% | BARRICK MINING CORP (n/a) - 0.91% |
| #25 | PROGRESSIVE CORP (PGR) - 0.83% | FUJIKURA LTD (n/a) - 0.89% |
| Total Holdings | 173 | 318 |
SUSA vs IMTM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSA
+8.87%
IMTM
+2.66%
3M
Winner
SUSA
+5.82%
IMTM
+0.78%
6M
SUSA
+9.65%
Winner
IMTM
+14.36%
1Y
SUSA
+28.97%
Winner
IMTM
+29.27%
5Y(CAGR)
Winner
SUSA
+11.23%
IMTM
+9.15%
10Y(CAGR)
Winner
SUSA
+15.00%
IMTM
+10.31%
Max(CAGR)
Winner
SUSA
+10.38%
IMTM
+8.93%
SUSA vs IMTM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | IMTM |
|---|---|---|
| 2026 | +7.37% | +8.44% |
| 2025 | +15.98% | +34.88% |
| 2024 | +23.30% | +13.55% |
| 2023 | +24.42% | +14.13% |
| 2022 | -21.45% | -16.98% |
| 2021 | +32.05% | +2.45% |
| 2020 | +23.86% | +21.34% |
| 2019 | +32.49% | +24.70% |
| 2018 | -6.02% | -14.94% |
| 2017 | +21.51% | +25.17% |
| 2016 | +14.22% | +2.90% |
| 2015 | -1.77% | -2.08% |
| 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 IMTM Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for IMTM was -32.60%, occurring on Sep 27, 2022. Recovery took 583 trading sessions.
The current IMTM drawdown is -0.55%.
| Rank | SUSA | IMTM |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -32.60% Nov 8, 2021 - Mar 6, 2024 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -29.79% Feb 19, 2020 - Jul 10, 2020 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -23.03% Jan 26, 2018 - Jan 14, 2020 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -19.90% May 21, 2015 - Apr 25, 2017 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -12.85% Feb 25, 2026 - Mar 30, 2026 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -12.41% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -12.00% Jul 16, 2024 - Sep 26, 2024 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -10.56% Feb 16, 2021 - Jun 1, 2021 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -8.53% Sep 26, 2024 - Feb 13, 2025 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -6.81% Jun 7, 2021 - Aug 10, 2021 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -6.70% Sep 7, 2021 - Nov 3, 2021 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -6.70% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -5.46% Mar 27, 2024 - May 28, 2024 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -5.37% Nov 12, 2025 - Dec 10, 2025 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -4.74% Sep 2, 2020 - Oct 9, 2020 |
Correlation
Correlation between SUSA and IMTM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2005 - 2026)
SUSA vs IMTM dividend yield comparison.
| Year | SUSA | IMTM |
|---|---|---|
| 2026 | 0.21% | 0.00% |
| 2025 | 0.89% | 4.70% |
| 2024 | 1.15% | 2.93% |
| 2023 | 1.32% | 2.29% |
| 2022 | 1.52% | 2.68% |
| 2021 | 0.98% | 2.51% |
| 2020 | 1.17% | 0.97% |
| 2019 | 1.52% | 2.13% |
| 2018 | 1.73% | 2.36% |
| 2017 | 1.40% | 1.92% |
| 2016 | 1.56% | 2.75% |
| 2015 | 1.42% | 1.56% |
| 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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