SUSA vs SCMB
Comparison between ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF) and SCHWAB MUNICIPAL BOND ETF (SCMB, ETF).
SUSA vs SCMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$4B
SCMB
$4B
Expense Ratio
SUSA
0.25%
Winner
SCMB
0.03%
Max Drawdown
SUSA
54.94%
Winner
SCMB
7.77%
Sharpe Ratio
Winner
SUSA
1.36
SCMB
0.81
5Y Beta
SUSA
0.95
Winner
SCMB
0.03
P/E Ratio
SUSA
30.05
SCMB
N/A
Forward P/E
SUSA
22.04
SCMB
N/A
PEG Ratio
SUSA
0.47
SCMB
N/A
5Y Dividends CAGR
SUSA
5.99%
SCMB
N/A
5Y EPS CAGR
SUSA
26.12%
SCMB
N/A
Debt to Equity
SUSA
27.25%
SCMB
N/A
P/S Ratio
SUSA
3.72
SCMB
N/A
P/B Ratio
SUSA
6.53
SCMB
N/A
SUSA vs SCMB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSA
+0.47%
SCMB
+0.10%
3M
Winner
SUSA
+9.92%
SCMB
+0.72%
6M
Winner
SUSA
+9.72%
SCMB
+0.55%
1Y
Winner
SUSA
+23.53%
SCMB
+6.47%
5Y(CAGR)
SUSA
+11.25%
SCMB
N/A
10Y(CAGR)
SUSA
+14.78%
SCMB
N/A
Max(CAGR)
Winner
SUSA
+10.48%
SCMB
+3.96%
SUSA vs SCMB - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | SCMB |
|---|---|---|
| 2026 | +11.46% | +1.25% |
| 2025 | +15.98% | +3.34% |
| 2024 | +23.30% | +1.10% |
| 2023 | +24.42% | +5.70% |
| 2022 | -21.45% | +3.05% |
| 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 SCMB Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for SCMB was -6.13%, occurring on Oct 30, 2023. Recovery took 162 trading sessions.
The current SUSA drawdown is -0.48%. The current SCMB drawdown is -0.66%.
| Rank | SUSA | SCMB |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -6.13% Apr 12, 2023 - Dec 1, 2023 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -4.75% Dec 4, 2024 - Sep 11, 2025 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -3.23% Feb 2, 2023 - Apr 6, 2023 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -2.92% Feb 27, 2026 - Jul 6, 2026 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -2.55% Oct 1, 2024 - Dec 3, 2024 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -2.25% Feb 1, 2024 - Jul 16, 2024 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -2.09% Oct 12, 2022 - Nov 10, 2022 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -1.25% Dec 29, 2023 - Feb 1, 2024 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -1.05% Dec 14, 2022 - Jan 6, 2023 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -0.94% Aug 5, 2024 - Sep 6, 2024 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -0.66% Jul 6, 2026 - Jul 15, 2026 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -0.58% Sep 17, 2025 - Oct 10, 2025 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -0.50% Nov 11, 2025 - Dec 29, 2025 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -0.50% Jan 16, 2026 - Feb 5, 2026 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -0.38% Oct 24, 2025 - Nov 11, 2025 |
Correlation
Correlation between SUSA and SCMB is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2005 - 2026)
SUSA vs SCMB dividend yield comparison.
| Year | SUSA | SCMB |
|---|---|---|
| 2026 | 0.39% | 1.75% |
| 2025 | 0.89% | 3.36% |
| 2024 | 1.15% | 3.34% |
| 2023 | 1.32% | 3.10% |
| 2022 | 1.52% | 0.59% |
| 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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