SUSC vs FGD

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

5-Year PerformanceFGD has outperformed SUSC, delivering a return of +10.9% compared to +0.2%

SUSC vs FGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUSC(ETF)	FGD(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.18%	0.55%
Max Drawdown	25.83%	70.20%
Sharpe Ratio	0.40	1.74
5Y Beta	0.11	0.54
5Y Dividends CAGR	13.30%	4.42%

Net Assets

SUSC

$1.40B

Winner

FGD

$1.50B

Expense Ratio

Winner

SUSC

0.18%

FGD

0.55%

Max Drawdown

Winner

SUSC

25.83%

FGD

70.20%

Sharpe Ratio

SUSC

0.40

Winner

FGD

1.74

5Y Beta

Winner

SUSC

0.11

FGD

0.54

5Y Dividends CAGR

Winner

SUSC

13.30%

FGD

4.42%

SUSC vs FGD - Historical Returns

Returns include dividend reinvestment.

Period	SUSC	FGD
1 month	+1.16%	-1.27%
3 months	+0.69%	+4.43%
6 months	+0.82%	+11.57%
1 year	+5.28%	+30.32%
5 years(CAGR)	+0.18%	+10.87%
10 years(CAGR)	+2.29%	+9.97%
Max(CAGR)	+2.29%	+5.93%

Winner

SUSC

+1.16%

FGD

-1.27%

SUSC

+0.69%

Winner

FGD

+4.43%

SUSC

+0.82%

Winner

FGD

+11.57%

SUSC

+5.28%

Winner

FGD

+30.32%

5Y(CAGR)

SUSC

+0.18%

Winner

FGD

+10.87%

10Y(CAGR)

SUSC

+2.29%

Winner

FGD

+9.97%

Max(CAGR)

SUSC

+2.29%

Winner

FGD

+5.93%

SUSC vs FGD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SUSC	FGD
2026	+0.65%	+9.17%
2025	+7.56%	+44.34%
2024	+2.77%	+6.10%
2023	+7.89%	+8.21%
2022	-15.18%	-7.94%
2021	-1.22%	+21.01%
2020	+9.45%	-5.99%
2019	+14.29%	+20.71%
2018	-2.55%	-13.23%
2017	+1.74%	+16.88%
2016	N/A	+13.11%
2015	N/A	-10.18%
2014	N/A	-0.01%
2013	N/A	+16.37%
2012	N/A	+13.69%
2011	N/A	-3.02%
2010	N/A	+10.29%
2009	N/A	+58.23%
2008	N/A	-50.12%
2007	N/A	+2.70%

SUSC vs FGD 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 FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.

The current SUSC drawdown is -1.28%. The current FGD drawdown is -2.57%.

Rank	SUSC	FGD
#1	-22.42% Aug 3, 2021 - Oct 20, 2022	-68.07% Nov 29, 2007 - Apr 25, 2013
#2	-18.91% Mar 6, 2020 - Jun 15, 2020	-44.84% Feb 12, 2020 - Jan 13, 2021
#3	-5.56% Dec 31, 2020 - Aug 2, 2021	-28.68% Feb 9, 2022 - May 14, 2024
#4	-4.68% Dec 29, 2017 - Mar 8, 2019	-28.08% Jul 3, 2014 - Jul 19, 2017
#5	-2.70% Aug 6, 2020 - Nov 30, 2020	-20.87% Jan 26, 2018 - Feb 12, 2020
#6	-2.52% Aug 28, 2019 - Nov 26, 2019	-11.50% Mar 19, 2025 - Apr 24, 2025
#7	-1.26% Jul 3, 2019 - Aug 1, 2019	-10.80% May 8, 2013 - Sep 10, 2013
#8	-1.11% Nov 6, 2017 - Nov 28, 2017	-9.82% Feb 20, 2026 - Mar 20, 2026
#9	-1.06% Nov 30, 2020 - Dec 29, 2020	-9.10% Jun 7, 2021 - Jan 11, 2022
#10	-0.85% Feb 3, 2020 - Feb 14, 2020	-8.98% Sep 26, 2024 - Mar 7, 2025
#11	-0.83% Dec 14, 2017 - Dec 29, 2017	-6.40% May 17, 2024 - Jul 31, 2024
#12	-0.77% Nov 28, 2017 - Dec 1, 2017	-6.14% Jan 14, 2021 - Feb 16, 2021
#13	-0.76% Mar 28, 2019 - Apr 26, 2019	-5.66% Dec 31, 2013 - Feb 18, 2014
#14	-0.72% Sep 7, 2017 - Oct 4, 2017	-5.36% Jul 31, 2024 - Aug 19, 2024
#15	-0.69% Oct 13, 2017 - Nov 3, 2017	-4.95% Oct 29, 2013 - Dec 30, 2013

Correlation

Correlation between SUSC and FGD is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.50

-101

Dividend Comparison (2007 - 2026)

SUSC vs FGD dividend yield comparison.

Year	SUSC	FGD
2026	1.88%	0.33%
2025	4.37%	5.62%
2024	4.34%	5.87%
2023	3.83%	6.44%
2022	2.97%	5.74%
2021	2.21%	5.35%
2020	2.19%	6.17%
2019	3.07%	5.19%
2018	3.33%	5.88%
2017	1.33%	4.01%
2016	0.00%	4.36%
2015	0.00%	5.07%
2014	0.00%	5.18%
2013	0.00%	4.51%
2012	0.00%	4.93%
2011	0.00%	5.15%
2010	0.00%	4.23%
2009	0.00%	3.13%
2008	0.00%	9.79%
2007	0.00%	0.52%