SUSA vs MSLC

Comparison between ISHARES MSCI USA ESG SELECT ETF (SUSA, ETF) and MORGAN STANLEY PATHWAY LARGE CAP EQUITY ETF (MSLC, ETF).

SUSA vs MSLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUSA(ETF)	MSLC(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.25%	0.39%
Max Drawdown	54.94%	17.86%
Sharpe Ratio	1.77	1.69
5Y Beta	0.95	0.93
P/E Ratio	28.25	27.45
Forward P/E	21.92	21.10
PEG Ratio	0.39	N/A
5Y Dividends CAGR	10.29%	N/A
5Y EPS CAGR	26.39%	25.30%
Debt to Equity	11.50%	N/A
P/S Ratio	3.49	3.03
P/B Ratio	6.07	5.04

Net Assets

SUSA

$3.80B

MSLC

$3.80B

Expense Ratio

Winner

SUSA

0.25%

MSLC

0.39%

Max Drawdown

SUSA

54.94%

Winner

MSLC

17.86%

Sharpe Ratio

Winner

SUSA

1.77

MSLC

1.69

5Y Beta

SUSA

0.95

Winner

MSLC

0.93

P/E Ratio

SUSA

28.25

Winner

MSLC

27.45

Forward P/E

SUSA

21.92

Winner

MSLC

21.10

PEG Ratio

SUSA

0.39

MSLC

N/A

5Y Dividends CAGR

SUSA

10.29%

MSLC

N/A

5Y EPS CAGR

Winner

SUSA

26.39%

MSLC

25.30%

Debt to Equity

SUSA

11.50%

MSLC

N/A

P/S Ratio

SUSA

3.49

Winner

MSLC

3.03

P/B Ratio

SUSA

6.07

Winner

MSLC

5.04

SUSA vs MSLC - Holdings Comparison

SUSA and MSLC have 164 common holdings. Overlap is 45.38%

SUSA's top 25 holdings weight is 49.33%. MSLC's top 25 holdings weight is 47.52%.

Rank	SUSA	MSLC
#1	NVIDIA CORP (NVDA) - 7.73%	NVIDIA CORP (NVDA) - 6.63%
#2	APPLE INC (AAPL) - 5.55%	MICROSOFT CORP (MSFT) - 5.02%
#3	MICROSOFT CORP (MSFT) - 4.35%	AMAZON.COM INC (AMZN) - 4.57%
#4	ALPHABET INC CLASS C (GOOG) - 3.83%	APPLE INC (AAPL) - 4.41%
#5	BROADCOM INC (AVGO) - 3.12%	ALPHABET INC CLASS A (GOOGL) - 3.18%
#6	ALPHABET INC CLASS A (GOOGL) - 3.01%	BROADCOM INC (AVGO) - 2.76%
#7	TESLA INC (TSLA) - 1.65%	META PLATFORMS INC CLASS A (META) - 2.63%
#8	APPLIED MATERIALS INC (AMAT) - 1.55%	ALPHABET INC CLASS C (GOOG) - 2.03%
#9	THE HARTFORD INSURANCE GROUP INC (HIG) - 1.50%	US DOLLARS (n/a) - 1.66%
#10	MORGAN STANLEY (MS) - 1.36%	JPMORGAN CHASE & CO (JPM) - 1.50%
#11	CUMMINS INC (CMI) - 1.32%	TESLA INC (TSLA) - 1.25%
#12	ELI LILLY AND CO (LLY) - 1.26%	VISA INC CLASS A (V) - 1.21%
#13	GILEAD SCIENCES INC (GILD) - 1.12%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.17%
#14	ADVANCED MICRO DEVICES INC (AMD) - 1.11%	NETFLIX INC (NFLX) - 1.11%
#15	THE HOME DEPOT INC (HD) - 1.09%	EXXON MOBIL CORP (XOM) - 1.04%
#16	LAM RESEARCH CORP (LRCX) - 1.09%	MICRON TECHNOLOGY INC (MU) - 0.92%
#17	INTEL CORP (INTC) - 1.08%	MASTERCARD INC CLASS A (MA) - 0.87%
#18	WESTERN DIGITAL CORP (WDC) - 1.00%	RTX CORP (RTX) - 0.77%
#19	TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.99%	LINDE PLC (LIN) - 0.75%
#20	CRH PLC (CRH) - 0.98%	ELI LILLY AND CO (LLY) - 0.75%
#21	BANK OF NEW YORK MELLON CORP (BK) - 0.97%	n/a (BN) - 0.72%
#22	ECOLAB INC (ECL) - 0.95%	BANK OF AMERICA CORP (BAC) - 0.71%
#23	VISA INC CLASS A (V) - 0.94%	CISCO SYSTEMS INC (CSCO) - 0.68%
#24	MASTERCARD INC CLASS A (MA) - 0.90%	MERCK & CO INC (MRK) - 0.59%
#25	ONEOK INC (OKE) - 0.88%	JOHNSON & JOHNSON (JNJ) - 0.59%
Total Holdings	173	987

SUSA vs MSLC - Historical Returns

Returns include dividend reinvestment.

Period	SUSA	MSLC
1 month	+7.67%	+6.09%
3 months	+7.85%	+7.13%
6 months	+7.50%	+6.51%
1 year	+24.99%	+22.94%
5 years(CAGR)	+12.16%	N/A
10 years(CAGR)	+14.92%	N/A
Max(CAGR)	+10.37%	+13.17%

Winner

SUSA

+7.67%

MSLC

+6.09%

Winner

SUSA

+7.85%

MSLC

+7.13%

Winner

SUSA

+7.50%

MSLC

+6.51%

Winner

SUSA

+24.99%

MSLC

+22.94%

5Y(CAGR)

SUSA

+12.16%

MSLC

N/A

10Y(CAGR)

SUSA

+14.92%

MSLC

N/A

Max(CAGR)

SUSA

+10.37%

Winner

MSLC

+13.17%

SUSA vs MSLC - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	SUSA	MSLC
2026	+7.23%	+6.36%
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 -0.29%. The current MSLC drawdown is -0.11%.

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	-2.85% Oct 8, 2025 - Oct 24, 2025
#6	-13.73% May 20, 2015 - Apr 19, 2016	-2.51% Jul 25, 2025 - Aug 12, 2025
#7	-11.53% Apr 2, 2012 - Jan 3, 2013	-2.43% Dec 11, 2025 - Dec 23, 2025
#8	-9.71% Jan 28, 2026 - Apr 17, 2026	-1.57% Sep 22, 2025 - Oct 3, 2025
#9	-9.67% Jan 26, 2018 - Aug 24, 2018	-1.49% Jan 23, 2025 - Feb 18, 2025
#10	-9.60% Sep 2, 2020 - Nov 13, 2020	-1.43% Aug 14, 2025 - Aug 22, 2025
#11	-8.32% Jul 19, 2007 - Oct 1, 2007	-1.22% Aug 28, 2025 - Sep 8, 2025
#12	-7.53% Jul 16, 2024 - Aug 23, 2024	-1.12% Dec 26, 2025 - Jan 6, 2026
#13	-7.23% Apr 23, 2019 - Jun 20, 2019	-0.83% Jul 3, 2025 - Jul 17, 2025
#14	-6.92% Sep 2, 2014 - Oct 30, 2014	-0.80% Apr 17, 2026 - Apr 22, 2026
#15	-6.72% May 8, 2006 - Sep 20, 2006	-0.64% Apr 27, 2026 - Apr 30, 2026

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	0.21%	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%