SUSB vs SFGV
Comparison between ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
SUSB vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSB
$1.10B
SFGV
$1.10B
Expense Ratio
Winner
SUSB
0.12%
SFGV
0.33%
Max Drawdown
Winner
SUSB
13.25%
SFGV
15.68%
Sharpe Ratio
SUSB
0.62
Winner
SFGV
1.85
5Y Beta
Winner
SUSB
0.02
SFGV
0.68
5Y Dividends CAGR
SUSB
22.76%
SFGV
N/A
SUSB vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
SUSB
+0.26%
Winner
SFGV
+1.67%
3M
Winner
SUSB
+0.13%
SFGV
-0.44%
6M
SUSB
+1.44%
Winner
SFGV
+13.11%
1Y
SUSB
+5.26%
Winner
SFGV
+27.74%
5Y(CAGR)
SUSB
+2.24%
SFGV
N/A
10Y(CAGR)
SUSB
+2.71%
SFGV
N/A
Max(CAGR)
SUSB
+2.71%
Winner
SFGV
+17.20%
SUSB vs SFGV - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SUSB | SFGV |
|---|---|---|
| 2026 | +0.67% | +8.65% |
| 2025 | +6.80% | +19.10% |
| 2024 | +5.04% | +10.72% |
| 2023 | +5.93% | N/A |
| 2022 | -5.58% | N/A |
| 2021 | -0.68% | N/A |
| 2020 | +4.83% | N/A |
| 2019 | +7.03% | N/A |
| 2018 | +0.70% | N/A |
| 2017 | +0.28% | N/A |
SUSB vs SFGV Drawdown Comparison
The maximum drawdown for SUSB was -13.25%, occurring on Mar 19, 2020. Recovery took 56 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current SUSB drawdown is -0.29%. The current SFGV drawdown is -1.42%.
| Rank | SUSB | SFGV |
|---|---|---|
| #1 | -13.25% Mar 5, 2020 - May 26, 2020 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -9.57% Aug 3, 2021 - Jun 4, 2024 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -1.66% Sep 7, 2017 - Dec 21, 2018 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -1.49% Feb 27, 2026 - Mar 26, 2026 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -1.36% Apr 3, 2025 - Apr 28, 2025 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -1.21% Oct 1, 2024 - Feb 5, 2025 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -0.98% Sep 4, 2019 - Oct 2, 2019 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -0.95% Feb 8, 2021 - May 24, 2021 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -0.69% Jun 5, 2020 - Jun 15, 2020 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -0.65% Oct 4, 2019 - Dec 3, 2019 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -0.59% Sep 3, 2020 - Nov 17, 2020 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -0.51% Mar 27, 2019 - Apr 26, 2019 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -0.48% Apr 29, 2025 - May 27, 2025 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -0.44% Jun 4, 2025 - Jun 12, 2025 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -0.42% Jun 9, 2021 - Jul 22, 2021 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between SUSB and SFGV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2017 - 2026)
SUSB vs SFGV dividend yield comparison.
| Year | SUSB | SFGV |
|---|---|---|
| 2026 | 1.52% | 0.26% |
| 2025 | 4.40% | 2.52% |
| 2024 | 3.81% | 2.23% |
| 2023 | 2.81% | 0.00% |
| 2022 | 1.74% | 0.00% |
| 2021 | 1.30% | 0.00% |
| 2020 | 1.91% | 0.00% |
| 2019 | 2.83% | 0.00% |
| 2018 | 2.61% | 0.00% |
| 2017 | 0.96% | 0.00% |
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