SUSC vs UTES
Comparison between ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
5-Year PerformanceUTES has outperformed SUSC, delivering a return of +12.4% compared to -0.4%
SUSC vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SUSC vs UTES - Historical Returns
Returns include dividend reinvestment.
SUSC vs UTES - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SUSC | UTES |
|---|---|---|
| 2026 | -0.53% | -7.47% |
| 2025 | +7.56% | +22.66% |
| 2024 | +2.77% | +43.95% |
| 2023 | +7.89% | -1.97% |
| 2022 | -15.18% | +1.90% |
| 2021 | -1.22% | +23.82% |
| 2020 | +9.45% | +1.59% |
| 2019 | +14.29% | +27.65% |
| 2018 | -2.55% | +6.28% |
| 2017 | +1.74% | +14.80% |
| 2016 | N/A | +16.95% |
| 2015 | N/A | +5.54% |
SUSC vs UTES 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 UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current SUSC drawdown is -2.44%. The current UTES drawdown is -14.38%.
| Rank | SUSC | UTES |
|---|---|---|
| #1 | -22.42% Aug 3, 2021 - Oct 20, 2022 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -18.91% Mar 6, 2020 - Jun 15, 2020 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -5.56% Dec 31, 2020 - Aug 2, 2021 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -4.68% Dec 29, 2017 - Mar 8, 2019 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -2.70% Aug 6, 2020 - Nov 30, 2020 | -14.38% Oct 15, 2025 - Aug 21, 2026 |
| #6 | -2.52% Aug 28, 2019 - Nov 26, 2019 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -1.26% Jul 3, 2019 - Aug 1, 2019 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -1.11% Nov 6, 2017 - Nov 28, 2017 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -1.06% Nov 30, 2020 - Dec 29, 2020 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -0.85% Feb 3, 2020 - Feb 14, 2020 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -0.83% Dec 14, 2017 - Dec 29, 2017 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -0.77% Nov 28, 2017 - Dec 1, 2017 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -0.76% Mar 28, 2019 - Apr 26, 2019 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -0.72% Sep 7, 2017 - Oct 4, 2017 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -0.69% Oct 13, 2017 - Nov 3, 2017 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between SUSC and UTES is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2015 - 2026)
SUSC vs UTES dividend yield comparison.
| Year | SUSC | UTES |
|---|---|---|
| 2026 | 2.70% | 0.77% |
| 2025 | 4.37% | 1.42% |
| 2024 | 4.34% | 1.51% |
| 2023 | 3.83% | 2.44% |
| 2022 | 2.97% | 2.13% |
| 2021 | 2.21% | 1.94% |
| 2020 | 2.19% | 2.09% |
| 2019 | 3.07% | 1.84% |
| 2018 | 3.33% | 2.09% |
| 2017 | 1.33% | 3.44% |
| 2016 | 0.00% | 3.53% |
| 2015 | 0.00% | 0.61% |
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