SUSC vs IAI

Comparison between ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF) and ISHARES U.S. BROKER-DEALERS &AMP; SECURITIES EXCHANGES ETF (IAI, ETF).

5-Year PerformanceIAI has outperformed SUSC, delivering a return of +15.4% compared to +0.2%

SUSC vs IAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUSC(ETF)	IAI(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.18%	0.38%
Max Drawdown	25.83%	75.80%
Sharpe Ratio	0.40	0.90
5Y Beta	0.11	1.06
P/E Ratio	N/A	20.93
Forward P/E	N/A	19.32
PEG Ratio	N/A	0.50
5Y Dividends CAGR	13.30%	12.58%
5Y EPS CAGR	N/A	13.79%
Debt to Equity	N/A	70.01%
P/S Ratio	N/A	3.22
P/B Ratio	N/A	3.65

Net Assets

SUSC

$1.40B

IAI

$1.40B

Expense Ratio

Winner

SUSC

0.18%

IAI

0.38%

Max Drawdown

Winner

SUSC

25.83%

IAI

75.80%

Sharpe Ratio

SUSC

0.40

Winner

IAI

0.90

5Y Beta

Winner

SUSC

0.11

IAI

1.06

P/E Ratio

SUSC

N/A

IAI

20.93

Forward P/E

SUSC

N/A

IAI

19.32

PEG Ratio

SUSC

N/A

IAI

0.50

5Y Dividends CAGR

Winner

SUSC

13.30%

IAI

12.58%

5Y EPS CAGR

SUSC

N/A

IAI

13.79%

Debt to Equity

SUSC

N/A

IAI

70.01%

P/S Ratio

SUSC

N/A

IAI

3.22

P/B Ratio

SUSC

N/A

IAI

3.65

SUSC vs IAI - Historical Returns

Returns include dividend reinvestment.

Period	SUSC	IAI
1 month	+1.16%	+5.09%
3 months	+0.69%	+14.00%
6 months	+0.82%	+6.12%
1 year	+5.28%	+21.93%
5 years(CAGR)	+0.18%	+15.43%
10 years(CAGR)	+2.29%	+19.56%
Max(CAGR)	+2.29%	+8.29%

SUSC

+1.16%

Winner

IAI

+5.09%

SUSC

+0.69%

Winner

IAI

+14.00%

SUSC

+0.82%

Winner

IAI

+6.12%

SUSC

+5.28%

Winner

IAI

+21.93%

5Y(CAGR)

SUSC

+0.18%

Winner

IAI

+15.43%

10Y(CAGR)

SUSC

+2.29%

Winner

IAI

+19.56%

Max(CAGR)

SUSC

+2.29%

Winner

IAI

+8.29%

SUSC vs IAI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	SUSC	IAI
2026	+0.65%	+3.88%
2025	+7.56%	+25.49%
2024	+2.77%	+35.52%
2023	+7.89%	+14.79%
2022	-15.18%	-11.75%
2021	-1.22%	+41.17%
2020	+9.45%	+17.15%
2019	+14.29%	+23.36%
2018	-2.55%	-9.42%
2017	+1.74%	+27.80%
2016	N/A	+24.66%
2015	N/A	-0.96%
2014	N/A	+12.35%
2013	N/A	+61.82%
2012	N/A	+13.26%
2011	N/A	-28.09%
2010	N/A	+2.58%
2009	N/A	+39.54%
2008	N/A	-59.22%
2007	N/A	-5.34%
2006	N/A	+5.67%

SUSC vs IAI 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 IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.

The current SUSC drawdown is -1.28%. The current IAI drawdown is -0.81%.

Rank	SUSC	IAI
#1	-22.42% Aug 3, 2021 - Oct 20, 2022	-75.46% Jun 20, 2007 - Dec 7, 2016
#2	-18.91% Mar 6, 2020 - Jun 15, 2020	-40.38% Feb 20, 2020 - Nov 23, 2020
#3	-5.56% Dec 31, 2020 - Aug 2, 2021	-28.84% Nov 2, 2021 - Mar 4, 2024
#4	-4.68% Dec 29, 2017 - Mar 8, 2019	-23.98% Mar 12, 2018 - Nov 25, 2019
#5	-2.70% Aug 6, 2020 - Nov 30, 2020	-23.14% Feb 18, 2025 - Jun 18, 2025
#6	-2.52% Aug 28, 2019 - Nov 26, 2019	-19.73% May 9, 2006 - Oct 5, 2006
#7	-1.26% Jul 3, 2019 - Aug 1, 2019	-16.52% Jan 15, 2026 - Mar 27, 2026
#8	-1.11% Nov 6, 2017 - Nov 28, 2017	-12.16% Feb 7, 2007 - Jun 15, 2007
#9	-1.06% Nov 30, 2020 - Dec 29, 2020	-9.18% Jan 12, 2021 - Feb 16, 2021
#10	-0.85% Feb 3, 2020 - Feb 14, 2020	-8.41% Mar 1, 2017 - Jun 28, 2017
#11	-0.83% Dec 14, 2017 - Dec 29, 2017	-8.12% Feb 1, 2018 - Mar 6, 2018
#12	-0.77% Nov 28, 2017 - Dec 1, 2017	-7.77% Nov 27, 2024 - Jan 21, 2025
#13	-0.76% Mar 28, 2019 - Apr 26, 2019	-7.07% Aug 27, 2021 - Oct 15, 2021
#14	-0.72% Sep 7, 2017 - Oct 4, 2017	-7.01% Jul 26, 2024 - Aug 16, 2024
#15	-0.69% Oct 13, 2017 - Nov 3, 2017	-6.97% Nov 12, 2025 - Dec 9, 2025

Correlation

Correlation between SUSC and IAI 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 IAI dividend yield comparison.

Year	SUSC	IAI
2026	1.88%	0.62%
2025	4.37%	0.95%
2024	4.34%	1.05%
2023	3.83%	1.80%
2022	2.97%	2.14%
2021	2.21%	1.31%
2020	2.19%	1.55%
2019	3.07%	1.52%
2018	3.33%	1.58%
2017	1.33%	1.37%
2016	0.00%	1.49%
2015	0.00%	1.31%
2014	0.00%	1.13%
2013	0.00%	1.13%
2012	0.00%	2.97%
2011	0.00%	1.25%
2010	0.00%	1.62%
2009	0.00%	0.57%
2008	0.00%	2.28%
2007	0.00%	0.68%
2006	0.00%	0.20%