SUSC vs IWC

Comparison between ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF) and ISHARES MICRO-CAP ETF (IWC, ETF).

5-Year PerformanceIWC has outperformed SUSC, delivering a return of +7.0% compared to +0.5%

SUSC vs IWC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUSC(ETF)	IWC(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.18%	0.60%
Max Drawdown	25.83%	65.20%
Sharpe Ratio	0.63	2.12
5Y Beta	0.11	1.17
P/E Ratio	N/A	-28.13
Forward P/E	N/A	13.65
5Y Dividends CAGR	14.52%	11.12%
Debt to Equity	N/A	73.09%
P/S Ratio	N/A	1.45
P/B Ratio	N/A	1.86

Net Assets

SUSC

$1.40B

IWC

$1.40B

Expense Ratio

Winner

SUSC

0.18%

IWC

0.60%

Max Drawdown

Winner

SUSC

25.83%

IWC

65.20%

Sharpe Ratio

SUSC

0.63

Winner

IWC

2.12

5Y Beta

Winner

SUSC

0.11

IWC

1.17

P/E Ratio

SUSC

N/A

IWC

-28.13

Forward P/E

SUSC

N/A

IWC

13.65

5Y Dividends CAGR

Winner

SUSC

14.52%

IWC

11.12%

Debt to Equity

SUSC

N/A

IWC

73.09%

P/S Ratio

SUSC

N/A

IWC

1.45

P/B Ratio

SUSC

N/A

IWC

1.86

SUSC vs IWC - Historical Returns

Returns include dividend reinvestment.

Period	SUSC	IWC
1 month	+0.25%	+10.51%
3 months	-0.33%	+11.44%
6 months	+0.50%	+23.80%
1 year	+6.60%	+60.37%
5 years(CAGR)	+0.54%	+6.98%
10 years(CAGR)	+2.30%	+11.81%
Max(CAGR)	+2.30%	+7.77%

SUSC

+0.25%

Winner

IWC

+10.51%

SUSC

-0.33%

Winner

IWC

+11.44%

SUSC

+0.50%

Winner

IWC

+23.80%

SUSC

+6.60%

Winner

IWC

+60.37%

5Y(CAGR)

SUSC

+0.54%

Winner

IWC

+6.98%

10Y(CAGR)

SUSC

+2.30%

Winner

IWC

+11.81%

Max(CAGR)

SUSC

+2.30%

Winner

IWC

+7.77%

SUSC vs IWC - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	SUSC	IWC
2026	+0.48%	+18.14%
2025	+7.56%	+22.31%
2024	+2.77%	+14.33%
2023	+7.89%	+9.83%
2022	-15.18%	-23.36%
2021	-1.22%	+19.37%
2020	+9.45%	+21.33%
2019	+14.29%	+20.16%
2018	-2.55%	-14.02%
2017	+1.74%	+12.24%
2016	N/A	+23.81%
2015	N/A	-4.75%
2014	N/A	+4.30%
2013	N/A	+40.53%
2012	N/A	+17.20%
2011	N/A	-11.41%
2010	N/A	+25.96%
2009	N/A	+23.05%
2008	N/A	-38.31%
2007	N/A	-8.99%
2006	N/A	+13.12%
2005	N/A	+2.82%

SUSC vs IWC 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 IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.

The current SUSC drawdown is -1.45%. The current IWC drawdown is -0.68%.

Rank	SUSC	IWC
#1	-22.42% Aug 3, 2021 - Oct 20, 2022	-64.60% Jun 19, 2007 - Mar 8, 2013
#2	-18.91% Mar 6, 2020 - Jun 15, 2020	-47.20% Aug 31, 2018 - Nov 23, 2020
#3	-5.56% Dec 31, 2020 - Aug 2, 2021	-41.06% Mar 12, 2021 - Sep 18, 2025
#4	-4.68% Dec 29, 2017 - Mar 8, 2019	-28.70% Jun 23, 2015 - Nov 21, 2016
#5	-2.70% Aug 6, 2020 - Nov 30, 2020	-16.66% Mar 5, 2014 - Mar 18, 2015
#6	-2.52% Aug 28, 2019 - Nov 26, 2019	-15.04% May 5, 2006 - Dec 27, 2006
#7	-1.26% Jul 3, 2019 - Aug 1, 2019	-12.43% Jan 22, 2026 - Apr 15, 2026
#8	-1.11% Nov 6, 2017 - Nov 28, 2017	-9.98% Oct 15, 2025 - Dec 4, 2025
#9	-1.06% Nov 30, 2020 - Dec 29, 2020	-8.81% Jan 23, 2018 - Mar 9, 2018
#10	-0.85% Feb 3, 2020 - Feb 14, 2020	-8.63% Feb 22, 2007 - Jun 1, 2007
#11	-0.83% Dec 14, 2017 - Dec 29, 2017	-8.61% Sep 12, 2005 - Dec 1, 2005
#12	-0.77% Nov 28, 2017 - Dec 1, 2017	-8.24% Feb 9, 2021 - Mar 10, 2021
#13	-0.76% Mar 28, 2019 - Apr 26, 2019	-8.08% Jan 22, 2014 - Feb 27, 2014
#14	-0.72% Sep 7, 2017 - Oct 4, 2017	-7.28% Mar 12, 2018 - May 11, 2018
#15	-0.69% Oct 13, 2017 - Nov 3, 2017	-6.89% Jul 25, 2017 - Sep 18, 2017

Correlation

Correlation between SUSC and IWC is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2005 - 2026)

SUSC vs IWC dividend yield comparison.

Year	SUSC	IWC
2026	1.50%	0.13%
2025	4.37%	1.10%
2024	4.34%	1.06%
2023	3.83%	1.17%
2022	2.97%	1.18%
2021	2.21%	0.78%
2020	2.19%	0.98%
2019	3.07%	1.19%
2018	3.33%	1.01%
2017	1.33%	1.09%
2016	0.00%	1.16%
2015	0.00%	1.49%
2014	0.00%	1.11%
2013	0.00%	1.01%
2012	0.00%	1.95%
2011	0.00%	1.21%
2010	0.00%	0.82%
2009	0.00%	0.82%
2008	0.00%	1.31%
2007	0.00%	0.79%
2006	0.00%	0.51%
2005	0.00%	0.19%