SUSA vs SPY
Comparison between ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SUSA, delivering a return of +13.2% compared to +11.1%
SUSA vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$4B
Winner
SPY
$781B
Expense Ratio
SUSA
0.25%
Winner
SPY
0.09%
Max Drawdown
Winner
SUSA
54.94%
SPY
56.47%
Sharpe Ratio
SUSA
1.42
Winner
SPY
1.43
5Y Beta
Winner
SUSA
0.95
SPY
1.00
P/E Ratio
SUSA
29.22
Winner
SPY
26.48
Forward P/E
SUSA
21.51
Winner
SPY
20.89
PEG Ratio
SUSA
3.19
Winner
SPY
0.30
5Y Dividends CAGR
SUSA
5.99%
Winner
SPY
6.00%
5Y EPS CAGR
SUSA
25.81%
Winner
SPY
26.40%
Debt to Equity
SUSA
108.10%
Winner
SPY
48.17%
P/S Ratio
Winner
SUSA
3.69
SPY
3.72
P/B Ratio
SUSA
6.48
Winner
SPY
5.55
SUSA vs SPY - Holdings Comparison
SUSA and SPY have 176 common holdings. Overlap is 57.11%
SUSA's top 25 holdings weight is 48.27%. SPY's top 25 holdings weight is 51.49%.
| Rank | SUSA | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.19% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | APPLE INC (AAPL) - 6.32% | APPLE INC (AAPL) - 7.44% |
| #3 | MICROSOFT CORP (MSFT) - 3.99% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.41% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.62% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | BROADCOM INC (AVGO) - 2.57% | BROADCOM INC (AVGO) - 2.83% |
| #7 | TESLA INC (TSLA) - 1.84% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.72% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 1.51% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.47% | TESLA INC (TSLA) - 1.65% |
| #11 | ELI LILLY AND CO (LLY) - 1.46% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.33% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | MORGAN STANLEY (MS) - 1.29% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.28% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | THE HOME DEPOT INC (HD) - 1.15% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | VISA INC CLASS A (V) - 1.04% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | BANK OF NEW YORK MELLON CORP (BNY) - 1.03% | VISA INC CLASS A (V) - 0.91% |
| #18 | PALO ALTO NETWORKS INC (PANW) - 1.01% | INTEL CORP (INTC) - 0.77% |
| #19 | ECOLAB INC (ECL) - 0.98% | WALMART INC (WMT) - 0.75% |
| #20 | INTEL CORP (INTC) - 0.95% | ABBVIE INC (ABBV) - 0.70% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.91% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | CUMMINS INC (CMI) - 0.88% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | CISCO SYSTEMS INC (CSCO) - 0.81% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.79% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.72% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 197 | 505 |
SUSA vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SUSA
+1.78%
Winner
SPY
+2.30%
3M
Winner
SUSA
+5.79%
SPY
+5.00%
6M
Winner
SUSA
+12.41%
SPY
+11.88%
1Y
Winner
SUSA
+23.41%
SPY
+22.80%
5Y(CAGR)
SUSA
+11.08%
Winner
SPY
+13.20%
10Y(CAGR)
SUSA
+14.80%
Winner
SPY
+15.26%
Max(CAGR)
Winner
SUSA
+10.54%
SPY
+8.59%
SUSA vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | SPY |
|---|---|---|
| 2026 | +13.47% | +13.10% |
| 2025 | +15.98% | +18.00% |
| 2024 | +23.30% | +25.59% |
| 2023 | +24.42% | +26.72% |
| 2022 | -21.45% | -18.64% |
| 2021 | +32.05% | +30.52% |
| 2020 | +23.86% | +17.28% |
| 2019 | +32.49% | +31.09% |
| 2018 | -6.02% | -5.24% |
| 2017 | +21.51% | +20.78% |
| 2016 | +14.22% | +13.59% |
| 2015 | -1.77% | +1.31% |
| 2014 | +14.77% | +14.56% |
| 2013 | +27.63% | +29.00% |
| 2012 | +8.75% | +14.17% |
| 2011 | +0.57% | +0.85% |
| 2010 | +12.48% | +13.14% |
| 2009 | +26.93% | +22.67% |
| 2008 | -34.56% | -36.25% |
| 2007 | +4.65% | +5.32% |
| 2006 | +11.17% | +13.85% |
| 2005 | +7.95% | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SUSA vs SPY Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SUSA drawdown is -0.29%. The current SPY drawdown is -0.36%.
| Rank | SUSA | SPY |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SUSA and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
SUSA vs SPY dividend yield comparison.
| Year | SUSA | SPY |
|---|---|---|
| 2026 | 0.38% | 0.48% |
| 2025 | 0.89% | 1.07% |
| 2024 | 1.15% | 1.21% |
| 2023 | 1.32% | 1.40% |
| 2022 | 1.52% | 1.65% |
| 2021 | 0.98% | 1.20% |
| 2020 | 1.17% | 1.52% |
| 2019 | 1.52% | 1.75% |
| 2018 | 1.73% | 2.04% |
| 2017 | 1.40% | 1.80% |
| 2016 | 1.56% | 2.03% |
| 2015 | 1.42% | 2.06% |
| 2014 | 1.21% | 1.87% |
| 2013 | 1.30% | 1.81% |
| 2012 | 1.77% | 2.18% |
| 2011 | 1.45% | 2.05% |
| 2010 | 1.48% | 1.80% |
| 2009 | 1.64% | 1.95% |
| 2008 | 2.30% | 3.02% |
| 2007 | 1.28% | 1.85% |
| 2006 | 1.51% | 1.73% |
| 2005 | 1.15% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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