SUSB vs AGG
Comparison between ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB, ETF) and ISHARES CORE U.S. AGGREGATE BOND ETF (AGG, ETF).
5-Year PerformanceSUSB has outperformed AGG, delivering a return of +2.2% compared to +0.0%
SUSB vs AGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SUSB vs AGG - Historical Returns
Returns include dividend reinvestment.
SUSB vs AGG - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | SUSB | AGG |
|---|---|---|
| 2026 | +0.41% | -0.05% |
| 2025 | +6.80% | +7.18% |
| 2024 | +5.04% | +1.79% |
| 2023 | +5.93% | +5.03% |
| 2022 | -5.58% | -12.43% |
| 2021 | -0.68% | -1.64% |
| 2020 | +4.83% | +7.18% |
| 2019 | +7.03% | +8.37% |
| 2018 | +0.70% | +0.24% |
| 2017 | +0.28% | +3.45% |
| 2016 | N/A | +2.45% |
| 2015 | N/A | +0.20% |
| 2014 | N/A | +5.93% |
| 2013 | N/A | -1.86% |
| 2012 | N/A | +3.96% |
| 2011 | N/A | +7.81% |
| 2010 | N/A | +6.24% |
| 2009 | N/A | +3.62% |
| 2008 | N/A | +7.39% |
| 2007 | N/A | +6.37% |
| 2006 | N/A | +3.84% |
| 2005 | N/A | +2.26% |
| 2004 | N/A | +4.38% |
| 2003 | N/A | +0.62% |
SUSB vs AGG Drawdown Comparison
The maximum drawdown for SUSB was -13.25%, occurring on Mar 19, 2020. Recovery took 56 trading sessions.
The maximum drawdown for AGG was -18.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current SUSB drawdown is -0.55%. The current AGG drawdown is -2.48%.
| Rank | SUSB | AGG |
|---|---|---|
| #1 | -13.25% Mar 5, 2020 - May 26, 2020 | -18.44% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -9.57% Aug 3, 2021 - Jun 4, 2024 | -12.83% Sep 9, 2008 - Dec 15, 2008 |
| #3 | -1.66% Sep 7, 2017 - Dec 21, 2018 | -9.58% Mar 6, 2020 - May 21, 2020 |
| #4 | -1.49% Feb 27, 2026 - Mar 26, 2026 | -5.14% May 2, 2013 - May 14, 2014 |
| #5 | -1.36% Apr 3, 2025 - Apr 28, 2025 | -4.65% Mar 24, 2004 - Sep 14, 2004 |
| #6 | -1.21% Oct 1, 2024 - Feb 5, 2025 | -4.50% Jul 8, 2016 - Aug 31, 2017 |
| #7 | -0.98% Sep 4, 2019 - Oct 2, 2019 | -4.28% Jan 5, 2009 - Aug 13, 2009 |
| #8 | -0.95% Feb 8, 2021 - May 24, 2021 | -3.52% Nov 4, 2010 - May 9, 2011 |
| #9 | -0.69% Jun 5, 2020 - Jun 15, 2020 | -3.52% Sep 7, 2017 - Jan 3, 2019 |
| #10 | -0.65% Oct 4, 2019 - Dec 3, 2019 | -3.00% Mar 20, 2008 - Sep 8, 2008 |
| #11 | -0.59% Sep 3, 2020 - Nov 17, 2020 | -2.92% Jan 30, 2015 - Feb 8, 2016 |
| #12 | -0.51% Mar 27, 2019 - Apr 26, 2019 | -2.54% May 7, 2007 - Aug 17, 2007 |
| #13 | -0.48% Apr 29, 2025 - May 27, 2025 | -2.49% Feb 9, 2005 - May 18, 2005 |
| #14 | -0.44% Jun 4, 2025 - Jun 12, 2025 | -2.44% Sep 1, 2005 - Jan 18, 2006 |
| #15 | -0.42% Jun 9, 2021 - Jul 22, 2021 | -2.37% Jan 18, 2006 - Aug 4, 2006 |
Correlation
Correlation between SUSB and AGG is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
SUSB vs AGG dividend yield comparison.
| Year | SUSB | AGG |
|---|---|---|
| 2026 | 1.86% | 1.67% |
| 2025 | 4.40% | 3.89% |
| 2024 | 3.81% | 3.74% |
| 2023 | 2.81% | 3.13% |
| 2022 | 1.74% | 2.39% |
| 2021 | 1.30% | 1.77% |
| 2020 | 1.91% | 2.14% |
| 2019 | 2.83% | 2.70% |
| 2018 | 2.61% | 2.72% |
| 2017 | 0.96% | 2.32% |
| 2016 | 0.00% | 2.39% |
| 2015 | 0.00% | 2.45% |
| 2014 | 0.00% | 2.40% |
| 2013 | 0.00% | 2.32% |
| 2012 | 0.00% | 2.95% |
| 2011 | 0.00% | 3.17% |
| 2010 | 0.00% | 3.73% |
| 2009 | 0.00% | 3.89% |
| 2008 | 0.00% | 4.49% |
| 2007 | 0.00% | 4.86% |
| 2006 | 0.00% | 4.69% |
| 2005 | 0.00% | 4.06% |
| 2004 | 0.00% | 3.45% |
| 2003 | 0.00% | 0.90% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks