SUSA vs MSLC
Comparison between ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF) and MORGAN STANLEY PATHWAY LARGE CAP EQUITY ETF (MSLC, ETF).
SUSA vs MSLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$4B
MSLC
$4B
Expense Ratio
Winner
SUSA
0.25%
MSLC
0.39%
Max Drawdown
SUSA
54.94%
Winner
MSLC
17.86%
Sharpe Ratio
Winner
SUSA
1.36
MSLC
1.09
5Y Beta
SUSA
0.95
Winner
MSLC
0.93
P/E Ratio
SUSA
30.05
Winner
MSLC
27.48
Forward P/E
SUSA
22.04
Winner
MSLC
20.58
PEG Ratio
SUSA
0.47
MSLC
N/A
5Y Dividends CAGR
SUSA
5.99%
MSLC
N/A
5Y EPS CAGR
Winner
SUSA
26.12%
MSLC
24.85%
Debt to Equity
SUSA
27.25%
MSLC
N/A
P/S Ratio
SUSA
3.72
Winner
MSLC
3.17
P/B Ratio
SUSA
6.53
Winner
MSLC
5.24
SUSA vs MSLC - Holdings Comparison
SUSA and MSLC have 190 common holdings. Overlap is 51.02%
SUSA's top 25 holdings weight is 48.27%. MSLC's top 25 holdings weight is 46.91%.
| Rank | SUSA | MSLC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.19% | NVIDIA CORP (NVDA) - 6.53% |
| #2 | APPLE INC (AAPL) - 6.32% | APPLE INC (AAPL) - 4.74% |
| #3 | MICROSOFT CORP (MSFT) - 3.99% | MICROSOFT CORP (MSFT) - 4.55% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.41% | AMAZON.COM INC (AMZN) - 4.13% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.62% | ALPHABET INC CLASS A (GOOGL) - 3.43% |
| #6 | BROADCOM INC (AVGO) - 2.57% | BROADCOM INC (AVGO) - 2.48% |
| #7 | TESLA INC (TSLA) - 1.84% | META PLATFORMS INC CLASS A (META) - 2.19% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.72% | ALPHABET INC CLASS C (GOOG) - 2.12% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 1.51% | MICRON TECHNOLOGY INC (MU) - 1.63% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.47% | JPMORGAN CHASE & CO (JPM) - 1.47% |
| #11 | ELI LILLY AND CO (LLY) - 1.46% | US DOLLARS (n/a) - 1.28% |
| #12 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.33% | VISA INC CLASS A (V) - 1.27% |
| #13 | MORGAN STANLEY (MS) - 1.29% | TESLA INC (TSLA) - 1.22% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.28% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.17% |
| #15 | THE HOME DEPOT INC (HD) - 1.15% | EXXON MOBIL CORP (XOM) - 1.03% |
| #16 | VISA INC CLASS A (V) - 1.04% | CISCO SYSTEMS INC (CSCO) - 0.96% |
| #17 | BANK OF NEW YORK MELLON CORP (BNY) - 1.03% | ELI LILLY AND CO (LLY) - 0.92% |
| #18 | PALO ALTO NETWORKS INC (PANW) - 1.01% | MASTERCARD INC CLASS A (MA) - 0.86% |
| #19 | ECOLAB INC (ECL) - 0.98% | NETFLIX INC (NFLX) - 0.83% |
| #20 | INTEL CORP (INTC) - 0.95% | LINDE PLC (LIN) - 0.73% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.91% | ADVANCED MICRO DEVICES INC (AMD) - 0.73% |
| #22 | CUMMINS INC (CMI) - 0.88% | BANK OF AMERICA CORP (BAC) - 0.69% |
| #23 | CISCO SYSTEMS INC (CSCO) - 0.81% | n/a (BN) - 0.67% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.79% | RTX CORP (RTX) - 0.66% |
| #25 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.72% | UNITEDHEALTH GROUP INC (UNH) - 0.62% |
| Total Holdings | 197 | 952 |
SUSA vs MSLC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSA
+0.47%
MSLC
+0.46%
3M
Winner
SUSA
+9.92%
MSLC
+6.90%
6M
Winner
SUSA
+9.72%
MSLC
+7.75%
1Y
Winner
SUSA
+23.53%
MSLC
+18.58%
5Y(CAGR)
SUSA
+11.25%
MSLC
N/A
10Y(CAGR)
SUSA
+14.78%
MSLC
N/A
Max(CAGR)
SUSA
+10.48%
Winner
MSLC
+13.51%
SUSA vs MSLC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | MSLC |
|---|---|---|
| 2026 | +11.46% | +9.21% |
| 2025 | +15.98% | +15.85% |
| 2024 | +23.30% | -3.29% |
| 2023 | +24.42% | N/A |
| 2022 | -21.45% | N/A |
| 2021 | +32.05% | N/A |
| 2020 | +23.86% | N/A |
| 2019 | +32.49% | N/A |
| 2018 | -6.02% | N/A |
| 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 MSLC Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for MSLC was -17.86%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current SUSA drawdown is -0.48%. The current MSLC drawdown is -0.02%.
| Rank | SUSA | MSLC |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -17.86% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -9.31% Jan 12, 2026 - Apr 15, 2026 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -5.29% Oct 28, 2025 - Dec 11, 2025 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -4.51% Dec 11, 2024 - Jan 22, 2025 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -4.08% Jun 1, 2026 - Jun 10, 2026 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -2.85% Oct 8, 2025 - Oct 24, 2025 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -2.51% Jul 25, 2025 - Aug 12, 2025 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -2.43% Dec 11, 2025 - Dec 23, 2025 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -1.83% May 14, 2026 - May 26, 2026 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -1.57% Sep 22, 2025 - Oct 3, 2025 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -1.49% Jan 23, 2025 - Feb 18, 2025 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -1.43% Aug 14, 2025 - Aug 22, 2025 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -1.22% Aug 28, 2025 - Sep 8, 2025 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -1.12% Dec 26, 2025 - Jan 6, 2026 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -0.83% Jul 3, 2025 - Jul 17, 2025 |
Correlation
Correlation between SUSA and MSLC is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2005 - 2026)
SUSA vs MSLC dividend yield comparison.
| Year | SUSA | MSLC |
|---|---|---|
| 2026 | 0.39% | 0.00% |
| 2025 | 0.89% | 2.15% |
| 2024 | 1.15% | 0.00% |
| 2023 | 1.32% | 0.00% |
| 2022 | 1.52% | 0.00% |
| 2021 | 0.98% | 0.00% |
| 2020 | 1.17% | 0.00% |
| 2019 | 1.52% | 0.00% |
| 2018 | 1.73% | 0.00% |
| 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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