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SUSB vs IAI

Comparison between ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).

5-Year PerformanceIAI has outperformed SUSB, delivering a return of +14.8% compared to +2.2%

SUSB vs IAI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SUSB
$1.30B
IAI
$1.30B
Expense Ratio
Winner
SUSB
0.12%
IAI
0.38%
Max Drawdown
Winner
SUSB
13.25%
IAI
75.80%
Sharpe Ratio
SUSB
-0.11
Winner
IAI
0.35
5Y Beta
Winner
SUSB
0.03
IAI
1.06
P/E Ratio
SUSB
N/A
IAI
22.96
Forward P/E
SUSB
N/A
IAI
19.57
PEG Ratio
SUSB
N/A
IAI
0.55
5Y Dividends CAGR
Winner
SUSB
23.80%
IAI
12.58%
5Y EPS CAGR
SUSB
N/A
IAI
13.71%
Debt to Equity
SUSB
N/A
IAI
73.54%
P/S Ratio
SUSB
N/A
IAI
3.19
P/B Ratio
SUSB
N/A
IAI
3.82

SUSB vs IAI - Historical Returns

Returns include dividend reinvestment.

1M
SUSB
+0.13%
Winner
IAI
+1.02%
3M
SUSB
+0.03%
Winner
IAI
+6.13%
6M
SUSB
+0.64%
Winner
IAI
+1.57%
1Y
SUSB
+3.50%
Winner
IAI
+10.19%
5Y(CAGR)
SUSB
+2.22%
Winner
IAI
+14.83%
10Y(CAGR)
SUSB
+2.65%
Winner
IAI
+19.13%
Max(CAGR)
SUSB
+2.65%
Winner
IAI
+8.28%

SUSB vs IAI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearSUSBIAI
2026+0.68%+4.44%
2025+6.80%+25.49%
2024+5.04%+35.52%
2023+5.93%+14.79%
2022-5.58%-11.75%
2021-0.68%+41.17%
2020+4.83%+17.15%
2019+7.03%+23.36%
2018+0.70%-9.42%
2017+0.28%+27.80%
2016N/A+24.66%
2015N/A-0.96%
2014N/A+12.35%
2013N/A+61.82%
2012N/A+13.26%
2011N/A-28.09%
2010N/A+2.58%
2009N/A+39.54%
2008N/A-59.22%
2007N/A-5.34%
2006N/A+5.67%

SUSB vs IAI Drawdown Comparison

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

The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.

The current SUSB drawdown is -0.38%. The current IAI drawdown is -3.93%.

RankSUSBIAI
#1-13.25%
Mar 5, 2020 - May 26, 2020
-75.46%
Jun 20, 2007 - Dec 7, 2016
#2-9.57%
Aug 3, 2021 - Jun 4, 2024
-40.38%
Feb 20, 2020 - Nov 23, 2020
#3-1.66%
Sep 7, 2017 - Dec 21, 2018
-28.84%
Nov 2, 2021 - Mar 4, 2024
#4-1.49%
Feb 27, 2026 - Jun 26, 2026
-23.98%
Mar 12, 2018 - Nov 25, 2019
#5-1.36%
Apr 3, 2025 - Apr 28, 2025
-23.14%
Feb 18, 2025 - Jun 18, 2025
#6-1.21%
Oct 1, 2024 - Feb 5, 2025
-19.73%
May 9, 2006 - Oct 5, 2006
#7-0.98%
Sep 4, 2019 - Oct 2, 2019
-16.52%
Jan 15, 2026 - Jul 6, 2026
#8-0.95%
Feb 8, 2021 - May 24, 2021
-12.16%
Feb 7, 2007 - Jun 15, 2007
#9-0.69%
Jun 5, 2020 - Jun 15, 2020
-9.18%
Jan 12, 2021 - Feb 16, 2021
#10-0.65%
Oct 4, 2019 - Dec 3, 2019
-8.41%
Mar 1, 2017 - Jun 28, 2017
#11-0.59%
Sep 3, 2020 - Nov 17, 2020
-8.12%
Feb 1, 2018 - Mar 6, 2018
#12-0.52%
Jul 6, 2026 - Jul 13, 2026
-7.77%
Nov 27, 2024 - Jan 21, 2025
#13-0.51%
Mar 27, 2019 - Apr 26, 2019
-7.07%
Aug 27, 2021 - Oct 15, 2021
#14-0.48%
Apr 29, 2025 - May 27, 2025
-7.01%
Jul 26, 2024 - Aug 16, 2024
#15-0.44%
Jun 4, 2025 - Jun 12, 2025
-6.97%
Nov 12, 2025 - Dec 9, 2025

Correlation

Correlation between SUSB and IAI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2006 - 2026)

SUSB vs IAI dividend yield comparison.

YearSUSBIAI
20262.24%0.62%
20254.40%0.95%
20243.81%1.05%
20232.81%1.80%
20221.74%2.14%
20211.30%1.31%
20201.91%1.55%
20192.83%1.52%
20182.61%1.58%
20170.96%1.37%
20160.00%1.49%
20150.00%1.31%
20140.00%1.13%
20130.00%1.13%
20120.00%2.97%
20110.00%1.25%
20100.00%1.62%
20090.00%0.57%
20080.00%2.28%
20070.00%0.68%
20060.00%0.20%

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