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 +11.3%
SUSA vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$4.30B
Winner
SPY
$784B
Expense Ratio
SUSA
0.25%
Winner
SPY
0.09%
Max Drawdown
Winner
SUSA
54.94%
SPY
56.47%
Sharpe Ratio
SUSA
1.49
Winner
SPY
1.54
5Y Beta
Winner
SUSA
0.96
SPY
1.00
P/E Ratio
SUSA
29.56
Winner
SPY
27.62
Forward P/E
SUSA
22.39
Winner
SPY
21.11
PEG Ratio
SUSA
0.59
SPY
N/A
5Y Dividends CAGR
SUSA
5.99%
Winner
SPY
6.00%
5Y EPS CAGR
Winner
SUSA
26.31%
SPY
25.30%
Debt to Equity
Winner
SUSA
28.79%
SPY
31.11%
P/S Ratio
SUSA
3.64
Winner
SPY
3.49
P/B Ratio
SUSA
6.40
Winner
SPY
5.30
SUSA vs SPY - Holdings Comparison
SUSA and SPY have 175 common holdings. Overlap is 58.09%
SUSA's top 25 holdings weight is 48.60%. SPY's top 25 holdings weight is 51.24%.
| Rank | SUSA | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.56% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | APPLE INC (AAPL) - 6.45% | APPLE INC (AAPL) - 6.81% |
| #3 | MICROSOFT CORP (MSFT) - 3.99% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.50% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | BROADCOM INC (AVGO) - 2.78% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.67% | BROADCOM INC (AVGO) - 2.77% |
| #7 | MICRON TECHNOLOGY INC (MU) - 1.77% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | TESLA INC (TSLA) - 1.74% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 1.45% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | MORGAN STANLEY (MS) - 1.39% | TESLA INC (TSLA) - 1.76% |
| #11 | ELI LILLY AND CO (LLY) - 1.38% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.36% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.30% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.24% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | THE HOME DEPOT INC (HD) - 1.09% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | BANK OF NEW YORK MELLON CORP (BNY) - 1.04% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | VISA INC CLASS A (V) - 1.00% | VISA INC CLASS A (V) - 0.87% |
| #18 | ECOLAB INC (ECL) - 0.96% | INTEL CORP (INTC) - 0.85% |
| #19 | CUMMINS INC (CMI) - 0.94% | WALMART INC (WMT) - 0.82% |
| #20 | INTEL CORP (INTC) - 0.92% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.87% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | PALO ALTO NETWORKS INC (PANW) - 0.82% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | CISCO SYSTEMS INC (CSCO) - 0.82% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.79% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | EQUINIX INC (EQIX) - 0.77% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 196 | 505 |
SUSA vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSA
-0.17%
SPY
-1.37%
3M
Winner
SUSA
+13.17%
SPY
+12.22%
6M
Winner
SUSA
+7.69%
SPY
+7.20%
1Y
Winner
SUSA
+23.70%
SPY
+23.58%
5Y(CAGR)
SUSA
+11.29%
Winner
SPY
+13.19%
10Y(CAGR)
Winner
SUSA
+15.53%
SPY
+15.12%
Max(CAGR)
Winner
SUSA
+11.62%
SPY
+8.44%
SUSA vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | SPY |
|---|---|---|
| 2026 | +8.53% | +7.95% |
| 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 | +25.25% | +17.28% |
| 2019 | +34.69% | +31.09% |
| 2018 | -4.52% | -5.24% |
| 2017 | +23.33% | +20.78% |
| 2016 | +16.07% | +13.59% |
| 2015 | -0.38% | +1.31% |
| 2014 | +16.22% | +14.56% |
| 2013 | +29.43% | +29.00% |
| 2012 | +10.66% | +14.17% |
| 2011 | +2.05% | +0.85% |
| 2010 | +14.29% | +13.14% |
| 2009 | +29.40% | +22.67% |
| 2008 | -33.36% | -36.25% |
| 2007 | +5.98% | +5.32% |
| 2006 | +12.94% | +13.85% |
| 2005 | +9.22% | +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 -52.90%, occurring on Mar 9, 2009. Recovery took 847 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 -2.96%. The current SPY drawdown is -3.18%.
| Rank | SUSA | SPY |
|---|---|---|
| #1 | -52.90% Oct 9, 2007 - Feb 18, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -32.93% Feb 19, 2020 - Jul 17, 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 | -18.60% Oct 1, 2018 - Mar 21, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.21% Jul 7, 2011 - Feb 1, 2012 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.76% May 20, 2015 - Apr 1, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.53% Apr 2, 2012 - Jan 2, 2013 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.62% Jan 26, 2018 - Aug 3, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.26% Sep 2, 2020 - Nov 11, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.86% May 2, 2011 - Jul 7, 2011 | -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 | 0.40% | 0.50% |
| 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 | 2.01% | 1.52% |
| 2019 | 3.04% | 1.75% |
| 2018 | 3.45% | 2.04% |
| 2017 | 2.80% | 1.80% |
| 2016 | 3.11% | 2.03% |
| 2015 | 2.85% | 2.06% |
| 2014 | 2.43% | 1.87% |
| 2013 | 2.59% | 1.81% |
| 2012 | 3.53% | 2.18% |
| 2011 | 2.90% | 2.05% |
| 2010 | 2.95% | 1.80% |
| 2009 | 3.28% | 1.95% |
| 2008 | 4.59% | 3.02% |
| 2007 | 2.57% | 1.85% |
| 2006 | 3.01% | 1.73% |
| 2005 | 2.30% | 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% |
Select Stocks to Compare
Popular: SUSA vs SPY
More Comparisons
Compare with similar stocks
Compare SUSA with:
Compare SPY with:
Popular suggestions:
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
SUSA vs ESGU
ISHARES ESG OPTIMIZED MSCI USA ETF vs ISHARES ESG AWARE MSCI USA ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF