SUSC vs ZROZ

Comparison between ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).

5-Year PerformanceSUSC has outperformed ZROZ, delivering a return of +0.5% compared to -11.4%

SUSC vs ZROZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUSC(ETF)	ZROZ(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.18%	0.15%
Max Drawdown	25.83%	67.48%
Sharpe Ratio	0.58	-0.21
5Y Beta	0.11	0.11
5Y Dividends CAGR	14.52%	3.66%

Net Assets

SUSC

$1.40B

ZROZ

$1.40B

Expense Ratio

SUSC

0.18%

Winner

ZROZ

0.15%

Max Drawdown

Winner

SUSC

25.83%

ZROZ

67.48%

Sharpe Ratio

Winner

SUSC

0.58

ZROZ

-0.21

5Y Beta

Winner

SUSC

0.11

ZROZ

0.11

5Y Dividends CAGR

Winner

SUSC

14.52%

ZROZ

3.66%

SUSC vs ZROZ - Historical Returns

Returns include dividend reinvestment.

Period	SUSC	ZROZ
1 month	+0.34%	-1.33%
3 months	-0.03%	-0.95%
6 months	+1.10%	-4.75%
1 year	+6.78%	+0.27%
5 years(CAGR)	+0.46%	-11.36%
10 years(CAGR)	+2.32%	-3.79%
Max(CAGR)	+2.32%	+2.14%

Winner

SUSC

+0.34%

ZROZ

-1.33%

Winner

SUSC

-0.03%

ZROZ

-0.95%

Winner

SUSC

+1.10%

ZROZ

-4.75%

Winner

SUSC

+6.78%

ZROZ

+0.27%

5Y(CAGR)

Winner

SUSC

+0.46%

ZROZ

-11.36%

10Y(CAGR)

Winner

SUSC

+2.32%

ZROZ

-3.79%

Max(CAGR)

Winner

SUSC

+2.32%

ZROZ

+2.14%

SUSC vs ZROZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SUSC	ZROZ
2026	+0.70%	-0.16%
2025	+7.56%	-1.87%
2024	+2.77%	-15.03%
2023	+7.89%	-1.52%
2022	-15.18%	-39.26%
2021	-1.22%	-4.79%
2020	+9.45%	+22.56%
2019	+14.29%	+20.05%
2018	-2.55%	-3.51%
2017	+1.74%	+13.87%
2016	N/A	-0.31%
2015	N/A	-7.39%
2014	N/A	+48.29%
2013	N/A	-19.11%
2012	N/A	+3.51%
2011	N/A	+61.75%
2010	N/A	+9.96%
2009	N/A	-6.29%

SUSC vs ZROZ 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 ZROZ was -62.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current SUSC drawdown is -1.24%. The current ZROZ drawdown is -59.76%.

Rank	SUSC	ZROZ
#1	-22.42% Aug 3, 2021 - Oct 20, 2022	-62.94% Mar 9, 2020 - Oct 19, 2023
#2	-18.91% Mar 6, 2020 - Jun 15, 2020	-32.29% Jul 25, 2012 - Dec 11, 2014
#3	-5.56% Dec 31, 2020 - Aug 2, 2021	-28.88% Aug 26, 2010 - Aug 10, 2011
#4	-4.68% Dec 29, 2017 - Mar 8, 2019	-25.82% Jan 30, 2015 - Jun 27, 2016
#5	-2.70% Aug 6, 2020 - Nov 30, 2020	-25.21% Jul 8, 2016 - Aug 2, 2019
#6	-2.52% Aug 28, 2019 - Nov 26, 2019	-18.35% Oct 3, 2011 - Dec 19, 2011
#7	-1.26% Jul 3, 2019 - Aug 1, 2019	-17.49% Dec 19, 2011 - May 17, 2012
#8	-1.11% Nov 6, 2017 - Nov 28, 2017	-15.67% Nov 27, 2009 - May 6, 2010
#9	-1.06% Nov 30, 2020 - Dec 29, 2020	-12.23% Aug 28, 2019 - Feb 20, 2020
#10	-0.85% Feb 3, 2020 - Feb 14, 2020	-9.10% Aug 10, 2011 - Aug 18, 2011
#11	-0.83% Dec 14, 2017 - Dec 29, 2017	-8.29% May 6, 2010 - May 20, 2010
#12	-0.77% Nov 28, 2017 - Dec 1, 2017	-7.85% Sep 22, 2011 - Oct 3, 2011
#13	-0.76% Mar 28, 2019 - Apr 26, 2019	-7.18% Aug 19, 2011 - Sep 2, 2011
#14	-0.72% Sep 7, 2017 - Oct 4, 2017	-7.09% Jun 1, 2012 - Jul 20, 2012
#15	-0.69% Oct 13, 2017 - Nov 3, 2017	-6.88% Jul 1, 2010 - Aug 16, 2010

Correlation

Correlation between SUSC and ZROZ is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.30

-101

Dividend Comparison (2009 - 2026)

SUSC vs ZROZ dividend yield comparison.

Year	SUSC	ZROZ
2026	1.49%	1.30%
2025	4.37%	4.96%
2024	4.34%	4.58%
2023	3.83%	3.52%
2022	2.97%	2.76%
2021	2.21%	1.60%
2020	2.19%	1.68%
2019	3.07%	2.22%
2018	3.33%	2.06%
2017	1.33%	2.53%
2016	0.00%	3.00%
2015	0.00%	2.98%
2014	0.00%	2.60%
2013	0.00%	4.28%
2012	0.00%	3.16%
2011	0.00%	2.99%
2010	0.00%	4.55%
2009	0.00%	0.74%