SUSC vs BWX

Comparison between ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF) and SPDR Bloomberg International Treasury Bond ETF (BWX, ETF).

5-Year PerformanceSUSC has outperformed BWX, delivering a return of +0.5% compared to -4.1%

SUSC vs BWX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUSC(ETF)	BWX(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.18%	0.35%
Max Drawdown	25.83%	35.95%
Sharpe Ratio	0.63	-0.35
5Y Beta	0.11	0.00
5Y Dividends CAGR	14.52%	14.53%

Net Assets

SUSC

$1.40B

Winner

BWX

$1.50B

Expense Ratio

Winner

SUSC

0.18%

BWX

0.35%

Max Drawdown

Winner

SUSC

25.83%

BWX

35.95%

Sharpe Ratio

Winner

SUSC

0.63

BWX

-0.35

5Y Beta

SUSC

0.11

Winner

BWX

0.00

5Y Dividends CAGR

SUSC

14.52%

Winner

BWX

14.53%

SUSC vs BWX - Historical Returns

Returns include dividend reinvestment.

Period	SUSC	BWX
1 month	+0.25%	+0.74%
3 months	-0.33%	-2.39%
6 months	+0.50%	-0.57%
1 year	+6.60%	+2.03%
5 years(CAGR)	+0.54%	-4.10%
10 years(CAGR)	+2.30%	-1.07%
Max(CAGR)	+2.30%	+0.60%

SUSC

+0.25%

Winner

BWX

+0.74%

Winner

SUSC

-0.33%

BWX

-2.39%

Winner

SUSC

+0.50%

BWX

-0.57%

Winner

SUSC

+6.60%

BWX

+2.03%

5Y(CAGR)

Winner

SUSC

+0.54%

BWX

-4.10%

10Y(CAGR)

Winner

SUSC

+2.30%

BWX

-1.07%

Max(CAGR)

Winner

SUSC

+2.30%

BWX

+0.60%

SUSC vs BWX - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SUSC	BWX
2026	+0.48%	-0.10%
2025	+7.56%	+8.27%
2024	+2.77%	-5.03%
2023	+7.89%	+5.34%
2022	-15.18%	-18.75%
2021	-1.22%	-9.16%
2020	+9.45%	+9.62%
2019	+14.29%	+5.62%
2018	-2.55%	-2.40%
2017	+1.74%	+11.31%
2016	N/A	+0.66%
2015	N/A	-6.28%
2014	N/A	-1.91%
2013	N/A	-3.28%
2012	N/A	+4.56%
2011	N/A	+4.00%
2010	N/A	+3.73%
2009	N/A	+6.31%
2008	N/A	+3.55%
2007	N/A	+3.97%

SUSC vs BWX Drawdown Comparison

The maximum drawdown for SUSC was -22.42%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for BWX was -34.05%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current SUSC drawdown is -1.45%. The current BWX drawdown is -22.75%.

Rank	SUSC	BWX
#1	-22.42% Aug 3, 2021 - Oct 20, 2022	-34.05% Jan 5, 2021 - Oct 20, 2022
#2	-18.91% Mar 6, 2020 - Jun 15, 2020	-23.01% Mar 14, 2008 - Sep 8, 2009
#3	-5.56% Dec 31, 2020 - Aug 2, 2021	-15.41% Jul 1, 2014 - Mar 3, 2020
#4	-4.68% Dec 29, 2017 - Mar 8, 2019	-13.37% Mar 9, 2020 - Jul 27, 2020
#5	-2.70% Aug 6, 2020 - Nov 30, 2020	-12.97% Dec 1, 2009 - Oct 1, 2010
#6	-2.52% Aug 28, 2019 - Nov 26, 2019	-9.13% Oct 17, 2012 - May 6, 2014
#7	-1.26% Jul 3, 2019 - Aug 1, 2019	-8.63% Nov 4, 2010 - Apr 27, 2011
#8	-1.11% Nov 6, 2017 - Nov 28, 2017	-8.10% Aug 23, 2011 - Sep 11, 2012
#9	-1.06% Nov 30, 2020 - Dec 29, 2020	-4.57% Nov 26, 2007 - Jan 14, 2008
#10	-0.85% Feb 3, 2020 - Feb 14, 2020	-3.41% May 2, 2011 - Jun 3, 2011
#11	-0.83% Dec 14, 2017 - Dec 29, 2017	-3.37% Jun 7, 2011 - Aug 9, 2011
#12	-0.77% Nov 28, 2017 - Dec 1, 2017	-2.68% Oct 14, 2010 - Nov 4, 2010
#13	-0.76% Mar 28, 2019 - Apr 26, 2019	-1.78% Aug 6, 2020 - Oct 21, 2020
#14	-0.72% Sep 7, 2017 - Oct 4, 2017	-1.69% Oct 8, 2009 - Nov 9, 2009
#15	-0.69% Oct 13, 2017 - Nov 3, 2017	-1.47% Feb 1, 2008 - Feb 27, 2008

Correlation

Correlation between SUSC and BWX is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

0.28

-101

Dividend Comparison (2007 - 2026)

SUSC vs BWX dividend yield comparison.

Year	SUSC	BWX
2026	1.50%	0.76%
2025	4.37%	2.19%
2024	4.34%	1.99%
2023	3.83%	1.62%
2022	2.97%	1.23%
2021	2.21%	0.93%
2020	2.19%	0.95%
2019	3.07%	1.16%
2018	3.33%	1.07%
2017	1.33%	0.46%
2014	0.00%	1.77%
2013	0.00%	1.88%
2012	0.00%	1.80%
2011	0.00%	3.35%
2010	0.00%	1.08%
2009	0.00%	0.87%
2008	0.00%	2.98%
2007	0.00%	0.59%