SUSA vs IVLU
Comparison between ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF) and ISHARES MSCI INTL VALUE FACTOR ETF (IVLU, ETF).
5-Year PerformanceIVLU has outperformed SUSA, delivering a return of +14.1% compared to +11.4%
SUSA vs IVLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$4.30B
IVLU
$4.30B
Expense Ratio
Winner
SUSA
0.25%
IVLU
0.31%
Max Drawdown
SUSA
54.94%
Winner
IVLU
45.37%
Sharpe Ratio
SUSA
1.37
Winner
IVLU
1.73
5Y Beta
SUSA
0.96
Winner
IVLU
0.71
P/E Ratio
SUSA
29.47
IVLU
N/A
Forward P/E
SUSA
22.08
IVLU
N/A
PEG Ratio
SUSA
0.53
IVLU
N/A
5Y Dividends CAGR
SUSA
10.29%
Winner
IVLU
18.76%
5Y EPS CAGR
SUSA
28.89%
IVLU
N/A
Debt to Equity
SUSA
12.88%
IVLU
N/A
P/S Ratio
SUSA
3.94
IVLU
N/A
P/B Ratio
SUSA
6.85
IVLU
N/A
SUSA vs IVLU - Holdings Comparison
SUSA and IVLU have 1 common holdings. Overlap is -0.61%
SUSA's top 25 holdings weight is 47.35%. IVLU's top 25 holdings weight is 29.60%.
| Rank | SUSA | IVLU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.11% | HSBC HOLDINGS PLC (n/a) - 2.05% |
| #2 | APPLE INC (AAPL) - 6.53% | TOYOTA MOTOR CORP (n/a) - 1.85% |
| #3 | MICROSOFT CORP (MSFT) - 4.75% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.69% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.52% | BNP PARIBAS ACT. CAT.A (n/a) - 1.68% |
| #5 | BROADCOM INC (AVGO) - 3.18% | SHELL PLC (n/a) - 1.61% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.71% | BANCO SANTANDER SA (n/a) - 1.55% |
| #7 | TESLA INC (TSLA) - 1.79% | SIEMENS AG (n/a) - 1.51% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.72% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.36% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 1.41% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.29% |
| #10 | ELI LILLY AND CO (LLY) - 1.31% | SANOFI SA (n/a) - 1.27% |
| #11 | MORGAN STANLEY (MS) - 1.28% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.25% |
| #12 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.24% | NOKIA OYJ (n/a) - 1.25% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.03% | INFINEON TECHNOLOGIES AG (n/a) - 1.20% |
| #14 | APPLIED MATERIALS INC (AMAT) - 1.03% | TOTALENERGIES SE (TTE) - 1.18% |
| #15 | THE HOME DEPOT INC (HD) - 1.01% | BARCLAYS PLC (n/a) - 1.14% |
| #16 | BANK OF NEW YORK MELLON CORP (BNY) - 0.99% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.06% |
| #17 | VISA INC CLASS A (V) - 0.95% | MURATA MANUFACTURING CO LTD (n/a) - 1.06% |
| #18 | ECOLAB INC (ECL) - 0.87% | BHP GROUP LTD (n/a) - 1.03% |
| #19 | PALO ALTO NETWORKS INC (PANW) - 0.85% | MITSUBISHI CORP (n/a) - 1.01% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.85% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.99% |
| #21 | 3M CO (MMM) - 0.47% | EUR/USD PURCHASED (n/a) - 0.61% |
| #22 | PROGRESSIVE CORP (PGR) - 0.46% | VOLVO AB CLASS B (n/a) - 0.50% |
| #23 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.43% | KOMATSU LTD (n/a) - 0.50% |
| #24 | ELEVANCE HEALTH INC (ELV) - 0.43% | CHF CASH (n/a) - 0.48% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.43% | AERCAP HOLDINGS NV (AER) - 0.48% |
| Total Holdings | 156 | 350 |
SUSA vs IVLU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSA
+1.78%
IVLU
+1.54%
3M
Winner
SUSA
+13.12%
IVLU
+9.25%
6M
SUSA
+9.38%
Winner
IVLU
+14.35%
1Y
SUSA
+23.38%
Winner
IVLU
+33.79%
5Y(CAGR)
SUSA
+11.37%
Winner
IVLU
+14.08%
10Y(CAGR)
Winner
SUSA
+14.96%
IVLU
+11.50%
Max(CAGR)
Winner
SUSA
+10.42%
IVLU
+8.62%
SUSA vs IVLU - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | IVLU |
|---|---|---|
| 2026 | +9.14% | +11.61% |
| 2025 | +15.98% | +46.91% |
| 2024 | +23.30% | +7.34% |
| 2023 | +24.42% | +18.89% |
| 2022 | -21.45% | -6.63% |
| 2021 | +32.05% | +15.17% |
| 2020 | +23.86% | -5.66% |
| 2019 | +32.49% | +15.74% |
| 2018 | -6.02% | -15.89% |
| 2017 | +21.51% | +21.93% |
| 2016 | +14.22% | +5.31% |
| 2015 | -1.77% | -10.18% |
| 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 IVLU Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for IVLU was -41.86%, occurring on Mar 23, 2020. Recovery took 824 trading sessions.
The current SUSA drawdown is -2.42%. The current IVLU drawdown is -0.53%.
| Rank | SUSA | IVLU |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -41.86% Jan 26, 2018 - May 6, 2021 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -26.01% Feb 9, 2022 - Jun 15, 2023 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -24.85% Aug 5, 2015 - May 5, 2017 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -15.48% Mar 19, 2025 - May 9, 2025 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -11.69% Feb 25, 2026 - May 26, 2026 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -9.66% Jul 31, 2023 - Dec 13, 2023 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -9.13% Jun 7, 2021 - Jan 7, 2022 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -8.95% Sep 26, 2024 - Feb 14, 2025 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -8.04% Jul 17, 2024 - Aug 23, 2024 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -5.41% Nov 12, 2025 - Dec 2, 2025 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -5.00% May 15, 2024 - Jul 12, 2024 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -4.82% Jan 14, 2022 - Feb 9, 2022 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -4.22% Apr 9, 2024 - May 6, 2024 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -3.91% May 26, 2026 - Jun 10, 2026 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -3.86% Jul 23, 2025 - Aug 8, 2025 |
Correlation
Correlation between SUSA and IVLU is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2005 - 2026)
SUSA vs IVLU dividend yield comparison.
| Year | SUSA | IVLU |
|---|---|---|
| 2026 | 0.21% | 0.00% |
| 2025 | 0.89% | 3.71% |
| 2024 | 1.15% | 4.46% |
| 2023 | 1.32% | 4.69% |
| 2022 | 1.52% | 3.59% |
| 2021 | 0.98% | 3.47% |
| 2020 | 1.17% | 2.05% |
| 2019 | 1.52% | 3.53% |
| 2018 | 1.73% | 2.82% |
| 2017 | 1.40% | 2.87% |
| 2016 | 1.56% | 2.53% |
| 2015 | 1.42% | 0.93% |
| 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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