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SUSB vs FGD

Comparison between ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).

5-Year PerformanceFGD has outperformed SUSB, delivering a return of +12.2% compared to +2.2%

SUSB vs FGD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SUSB
$1.30B
Winner
FGD
$1.40B
Expense Ratio
Winner
SUSB
0.12%
FGD
0.55%
Max Drawdown
Winner
SUSB
13.25%
FGD
70.20%
Sharpe Ratio
SUSB
-0.11
Winner
FGD
1.72
5Y Beta
Winner
SUSB
0.03
FGD
0.53
5Y Dividends CAGR
Winner
SUSB
23.80%
FGD
10.00%

SUSB vs FGD - Historical Returns

Returns include dividend reinvestment.

1M
SUSB
+0.13%
Winner
FGD
+3.79%
3M
SUSB
+0.03%
Winner
FGD
+3.92%
6M
SUSB
+0.64%
Winner
FGD
+11.07%
1Y
SUSB
+3.50%
Winner
FGD
+27.17%
5Y(CAGR)
SUSB
+2.22%
Winner
FGD
+12.17%
10Y(CAGR)
SUSB
+2.65%
Winner
FGD
+9.94%
Max(CAGR)
SUSB
+2.65%
Winner
FGD
+6.07%

SUSB vs FGD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSUSBFGD
2026+0.68%+12.56%
2025+6.80%+44.34%
2024+5.04%+6.10%
2023+5.93%+8.21%
2022-5.58%-7.94%
2021-0.68%+21.01%
2020+4.83%-5.99%
2019+7.03%+20.71%
2018+0.70%-13.23%
2017+0.28%+16.88%
2016N/A+13.11%
2015N/A-10.18%
2014N/A-0.01%
2013N/A+16.37%
2012N/A+13.69%
2011N/A-3.02%
2010N/A+10.29%
2009N/A+58.23%
2008N/A-50.12%
2007N/A+2.70%

SUSB vs FGD Drawdown Comparison

The maximum drawdown for SUSB was -13.25%, occurring on Mar 19, 2020. Recovery took 56 trading sessions.

The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.

The current SUSB drawdown is -0.38%.

RankSUSBFGD
#1-13.25%
Mar 5, 2020 - May 26, 2020
-68.07%
Nov 29, 2007 - Apr 25, 2013
#2-9.57%
Aug 3, 2021 - Jun 4, 2024
-44.84%
Feb 12, 2020 - Jan 13, 2021
#3-1.66%
Sep 7, 2017 - Dec 21, 2018
-28.68%
Feb 9, 2022 - May 14, 2024
#4-1.49%
Feb 27, 2026 - Jun 26, 2026
-28.08%
Jul 3, 2014 - Jul 19, 2017
#5-1.36%
Apr 3, 2025 - Apr 28, 2025
-20.87%
Jan 26, 2018 - Feb 12, 2020
#6-1.21%
Oct 1, 2024 - Feb 5, 2025
-11.50%
Mar 19, 2025 - Apr 24, 2025
#7-0.98%
Sep 4, 2019 - Oct 2, 2019
-10.80%
May 8, 2013 - Sep 10, 2013
#8-0.95%
Feb 8, 2021 - May 24, 2021
-9.82%
Feb 20, 2026 - Jul 16, 2026
#9-0.69%
Jun 5, 2020 - Jun 15, 2020
-9.10%
Jun 7, 2021 - Jan 11, 2022
#10-0.65%
Oct 4, 2019 - Dec 3, 2019
-8.98%
Sep 26, 2024 - Mar 7, 2025
#11-0.59%
Sep 3, 2020 - Nov 17, 2020
-6.40%
May 17, 2024 - Jul 31, 2024
#12-0.52%
Jul 6, 2026 - Jul 13, 2026
-6.14%
Jan 14, 2021 - Feb 16, 2021
#13-0.51%
Mar 27, 2019 - Apr 26, 2019
-5.66%
Dec 31, 2013 - Feb 18, 2014
#14-0.48%
Apr 29, 2025 - May 27, 2025
-5.36%
Jul 31, 2024 - Aug 19, 2024
#15-0.44%
Jun 4, 2025 - Jun 12, 2025
-4.95%
Oct 29, 2013 - Dec 30, 2013

Correlation

Correlation between SUSB and FGD is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2007 - 2026)

SUSB vs FGD dividend yield comparison.

YearSUSBFGD
20262.24%1.87%
20254.40%5.62%
20243.81%5.87%
20232.81%6.44%
20221.74%5.74%
20211.30%5.35%
20201.91%6.17%
20192.83%5.19%
20182.61%5.88%
20170.96%4.01%
20160.00%4.36%
20150.00%5.07%
20140.00%5.18%
20130.00%4.51%
20120.00%4.93%
20110.00%5.15%
20100.00%4.23%
20090.00%3.13%
20080.00%9.79%
20070.00%0.52%

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