SUSC vs EXI

Comparison between ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF) and ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF).

5-Year PerformanceEXI has outperformed SUSC, delivering a return of +12.0% compared to +0.5%

SUSC vs EXI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUSC(ETF)	EXI(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.18%	0.39%
Max Drawdown	25.83%	63.88%
Sharpe Ratio	0.63	1.55
5Y Beta	0.11	0.87
5Y Dividends CAGR	14.52%	11.06%

Net Assets

SUSC

$1.40B

EXI

$1.40B

Expense Ratio

Winner

SUSC

0.18%

EXI

0.39%

Max Drawdown

Winner

SUSC

25.83%

EXI

63.88%

Sharpe Ratio

SUSC

0.63

Winner

EXI

1.55

5Y Beta

Winner

SUSC

0.11

EXI

0.87

5Y Dividends CAGR

Winner

SUSC

14.52%

EXI

11.06%

SUSC vs EXI - Historical Returns

Returns include dividend reinvestment.

Period	SUSC	EXI
1 month	+0.25%	+2.35%
3 months	-0.33%	-0.25%
6 months	+0.50%	+14.28%
1 year	+6.60%	+28.42%
5 years(CAGR)	+0.54%	+12.04%
10 years(CAGR)	+2.30%	+12.70%
Max(CAGR)	+2.30%	+8.98%

SUSC

+0.25%

Winner

EXI

+2.35%

SUSC

-0.33%

Winner

EXI

-0.25%

SUSC

+0.50%

Winner

EXI

+14.28%

SUSC

+6.60%

Winner

EXI

+28.42%

5Y(CAGR)

SUSC

+0.54%

Winner

EXI

+12.04%

10Y(CAGR)

SUSC

+2.30%

Winner

EXI

+12.70%

Max(CAGR)

SUSC

+2.30%

Winner

EXI

+8.98%

SUSC vs EXI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	SUSC	EXI
2026	+0.48%	+11.25%
2025	+7.56%	+26.22%
2024	+2.77%	+13.67%
2023	+7.89%	+21.52%
2022	-15.18%	-11.93%
2021	-1.22%	+18.66%
2020	+9.45%	+9.57%
2019	+14.29%	+27.12%
2018	-2.55%	-14.89%
2017	+1.74%	+24.33%
2016	N/A	+15.35%
2015	N/A	-2.23%
2014	N/A	+2.34%
2013	N/A	+29.01%
2012	N/A	+13.62%
2011	N/A	-9.52%
2010	N/A	+20.35%
2009	N/A	+22.59%
2008	N/A	-41.19%
2007	N/A	+13.65%
2006	N/A	+8.67%

SUSC vs EXI 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 EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.

The current SUSC drawdown is -1.45%. The current EXI drawdown is -1.50%.

Rank	SUSC	EXI
#1	-22.42% Aug 3, 2021 - Oct 20, 2022	-62.59% Oct 11, 2007 - May 6, 2013
#2	-18.91% Mar 6, 2020 - Jun 15, 2020	-39.56% Feb 12, 2020 - Nov 9, 2020
#3	-5.56% Dec 31, 2020 - Aug 2, 2021	-27.22% Jan 4, 2022 - Jul 13, 2023
#4	-4.68% Dec 29, 2017 - Mar 8, 2019	-23.83% Jan 26, 2018 - Nov 4, 2019
#5	-2.70% Aug 6, 2020 - Nov 30, 2020	-16.53% May 21, 2015 - Jul 20, 2016
#6	-2.52% Aug 28, 2019 - Nov 26, 2019	-14.38% Dec 4, 2024 - May 2, 2025
#7	-1.26% Jul 3, 2019 - Aug 1, 2019	-13.64% Jul 28, 2023 - Dec 13, 2023
#8	-1.11% Nov 6, 2017 - Nov 28, 2017	-12.35% Feb 27, 2026 - May 6, 2026
#9	-1.06% Nov 30, 2020 - Dec 29, 2020	-12.19% Jun 9, 2014 - Feb 20, 2015
#10	-0.85% Feb 3, 2020 - Feb 14, 2020	-11.88% Jul 19, 2007 - Oct 5, 2007
#11	-0.83% Dec 14, 2017 - Dec 29, 2017	-7.56% May 21, 2013 - Jul 19, 2013
#12	-0.77% Nov 28, 2017 - Dec 1, 2017	-7.43% Jul 16, 2024 - Aug 23, 2024
#13	-0.76% Mar 28, 2019 - Apr 26, 2019	-7.11% Feb 20, 2007 - Apr 10, 2007
#14	-0.72% Sep 7, 2017 - Oct 4, 2017	-7.04% Nov 8, 2021 - Jan 4, 2022
#15	-0.69% Oct 13, 2017 - Nov 3, 2017	-7.02% Dec 31, 2013 - Mar 6, 2014

Correlation

Correlation between SUSC and EXI is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55

-101

Dividend Comparison (2006 - 2026)

SUSC vs EXI dividend yield comparison.

Year	SUSC	EXI
2026	1.50%	0.00%
2025	4.37%	1.32%
2024	4.34%	1.47%
2023	3.83%	1.84%
2022	2.97%	1.63%
2021	2.21%	1.42%
2020	2.19%	1.26%
2019	3.07%	1.72%
2018	3.33%	2.21%
2017	1.33%	1.48%
2016	0.00%	1.75%
2015	0.00%	1.95%
2014	0.00%	1.93%
2013	0.00%	1.51%
2012	0.00%	2.29%
2011	0.00%	2.37%
2010	0.00%	1.48%
2009	0.00%	1.77%
2008	0.00%	3.62%
2007	0.00%	0.61%
2006	0.00%	0.52%