SUSL vs SPY
Comparison between ISHARES ESG MSCI USA LEADERS ETF (SUSL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSUSL has outperformed SPY, delivering a return of +13.5% compared to +13.3%
SUSL vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSL
$972M
Winner
SPY
$652B
Expense Ratio
SUSL
0.10%
Winner
SPY
0.09%
Max Drawdown
Winner
SUSL
34.26%
SPY
56.47%
Sharpe Ratio
SUSL
2.05
Winner
SPY
2.07
5Y Beta
Winner
SUSL
1.00
SPY
1.00
P/E Ratio
SUSL
30.28
Winner
SPY
28.24
Forward P/E
SUSL
23.71
Winner
SPY
21.85
PEG Ratio
SUSL
0.52
SPY
N/A
5Y Dividends CAGR
Winner
SUSL
10.73%
SPY
5.43%
5Y EPS CAGR
Winner
SUSL
35.86%
SPY
25.79%
Debt to Equity
SUSL
33.90%
Winner
SPY
22.35%
P/S Ratio
SUSL
4.28
Winner
SPY
3.55
P/B Ratio
SUSL
7.23
Winner
SPY
5.29
SUSL vs SPY - Holdings Comparison
SUSL and SPY have 199 common holdings. Overlap is 42.17%
SUSL's top 25 holdings weight is 59.96%. SPY's top 25 holdings weight is 51.32%.
| Rank | SUSL | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 16.19% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | MICROSOFT CORP (MSFT) - 9.23% | APPLE INC (AAPL) - 6.48% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.27% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | ALPHABET INC CLASS C (GOOG) - 5.22% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | TESLA INC (TSLA) - 3.29% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ELI LILLY AND CO (LLY) - 2.15% | BROADCOM INC (AVGO) - 3.09% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 1.68% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.67% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | VISA INC CLASS A (V) - 1.61% | TESLA INC (TSLA) - 1.73% |
| #10 | MASTERCARD INC CLASS A (MA) - 1.32% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | CATERPILLAR INC (CAT) - 1.19% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | INTEL CORP (INTC) - 1.18% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | PROCTER & GAMBLE CO (PG) - 1.07% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | THE HOME DEPOT INC (HD) - 1.02% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.00% | WALMART INC (WMT) - 0.91% |
| #16 | APPLIED MATERIALS INC (AMAT) - 0.99% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | COCA-COLA CO (KO) - 0.95% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | GE AEROSPACE (GE) - 0.92% | VISA INC CLASS A (V) - 0.85% |
| #19 | MERCK & CO INC (MRK) - 0.84% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | TEXAS INSTRUMENTS INC (TXN) - 0.75% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | SERVICENOW INC (NOW) - 0.29% | INTEL CORP (INTC) - 0.65% |
| #22 | SYNOPSYS INC (SNPS) - 0.29% | NETFLIX INC (NFLX) - 0.64% |
| #23 | BANK OF NEW YORK MELLON CORP (BK) - 0.28% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.28% | CHEVRON CORP (CVX) - 0.58% |
| #25 | CUMMINS INC (CMI) - 0.28% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 223 | 505 |
SUSL vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSL
+10.84%
SPY
+9.11%
3M
Winner
SUSL
+6.88%
SPY
+6.59%
6M
Winner
SUSL
+11.17%
SPY
+10.56%
1Y
Winner
SUSL
+34.39%
SPY
+32.04%
5Y(CAGR)
Winner
SUSL
+13.54%
SPY
+13.35%
10Y(CAGR)
SUSL
N/A
SPY
+15.49%
Max(CAGR)
Winner
SUSL
+16.87%
SPY
+8.50%
SUSL vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SUSL | SPY |
|---|---|---|
| 2026 | +8.06% | +8.27% |
| 2025 | +19.41% | +18.00% |
| 2024 | +24.23% | +25.59% |
| 2023 | +29.40% | +26.72% |
| 2022 | -20.54% | -18.64% |
| 2021 | +33.33% | +30.52% |
| 2020 | +18.00% | +17.28% |
| 2019 | +16.29% | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SUSL vs SPY Drawdown Comparison
The maximum drawdown for SUSL was -34.26%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | SUSL | SPY |
|---|---|---|
| #1 | -34.26% Feb 19, 2020 - Aug 24, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -26.98% Dec 29, 2021 - Dec 13, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -19.90% Jan 23, 2025 - Jun 26, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -11.37% Jan 28, 2026 - Apr 17, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.37% Jul 16, 2024 - Sep 19, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.12% Sep 2, 2020 - Nov 13, 2020 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -6.41% Mar 21, 2024 - May 15, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.61% Jul 30, 2019 - Sep 13, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.15% Dec 11, 2024 - Jan 23, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.12% Sep 3, 2021 - Oct 19, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.97% Oct 29, 2025 - Dec 22, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.79% May 16, 2019 - Jun 10, 2019 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.78% Feb 24, 2021 - Mar 11, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.68% Nov 5, 2021 - Dec 27, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.22% Sep 13, 2019 - Oct 25, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SUSL and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
SUSL vs SPY dividend yield comparison.
| Year | SUSL | SPY |
|---|---|---|
| 2026 | 0.23% | 0.24% |
| 2025 | 0.99% | 1.07% |
| 2024 | 1.10% | 1.21% |
| 2023 | 1.27% | 1.40% |
| 2022 | 1.57% | 1.65% |
| 2021 | 1.12% | 1.20% |
| 2020 | 1.38% | 1.52% |
| 2019 | 1.12% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: SUSL vs SPY
More Comparisons
Compare with similar stocks