SUSL vs XAGG
Comparison between ISHARES ESG MSCI USA LEADERS ETF (SUSL, ETF) and EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF).
SUSL vs XAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSL
$1.20B
Winner
XAGG
$1.30B
Expense Ratio
Winner
SUSL
0.10%
XAGG
0.50%
Max Drawdown
SUSL
34.26%
Winner
XAGG
3.58%
Sharpe Ratio
Winner
SUSL
1.33
XAGG
0.67
5Y Beta
SUSL
0.98
Winner
XAGG
0.16
P/E Ratio
SUSL
26.97
XAGG
N/A
Forward P/E
SUSL
22.27
XAGG
N/A
PEG Ratio
SUSL
0.52
XAGG
N/A
5Y Dividends CAGR
SUSL
6.40%
XAGG
N/A
5Y EPS CAGR
SUSL
31.35%
XAGG
N/A
Debt to Equity
SUSL
32.39%
XAGG
N/A
P/S Ratio
SUSL
4.16
XAGG
N/A
P/B Ratio
SUSL
6.68
XAGG
N/A
SUSL vs XAGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSL
+7.35%
XAGG
+1.26%
3M
Winner
SUSL
+5.29%
XAGG
+1.22%
6M
Winner
SUSL
+15.60%
XAGG
+0.75%
1Y
SUSL
+23.44%
XAGG
N/A
5Y(CAGR)
SUSL
+13.18%
XAGG
N/A
Max(CAGR)
Winner
SUSL
+17.10%
XAGG
+6.15%
SUSL vs XAGG - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SUSL | XAGG |
|---|---|---|
| 2026 | +14.93% | +2.99% |
| 2025 | +19.41% | +1.61% |
| 2024 | +24.23% | N/A |
| 2023 | +29.40% | N/A |
| 2022 | -20.54% | N/A |
| 2021 | +33.33% | N/A |
| 2020 | +18.00% | N/A |
| 2019 | +16.29% | N/A |
SUSL vs XAGG Drawdown Comparison
The maximum drawdown for SUSL was -34.26%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
The current SUSL drawdown is -0.06%. The current XAGG drawdown is -0.09%.
| Rank | SUSL | XAGG |
|---|---|---|
| #1 | -34.26% Feb 19, 2020 - Aug 24, 2020 | -2.88% Feb 27, 2026 - Jun 16, 2026 |
| #2 | -26.98% Dec 29, 2021 - Dec 13, 2023 | -1.02% Jul 6, 2026 - Aug 5, 2026 |
| #3 | -19.90% Jan 23, 2025 - Jun 26, 2025 | -0.71% Dec 4, 2025 - Dec 22, 2025 |
| #4 | -11.37% Jan 28, 2026 - Apr 17, 2026 | -0.60% Jun 16, 2026 - Jun 29, 2026 |
| #5 | -9.37% Jul 16, 2024 - Sep 19, 2024 | -0.36% Nov 13, 2025 - Nov 21, 2025 |
| #6 | -9.12% Sep 2, 2020 - Nov 13, 2020 | -0.31% Jan 14, 2026 - Jan 22, 2026 |
| #7 | -6.41% Mar 21, 2024 - May 15, 2024 | -0.23% Aug 19, 2026 - Aug 25, 2026 |
| #8 | -5.61% Jul 30, 2019 - Sep 13, 2019 | -0.22% Nov 28, 2025 - Dec 3, 2025 |
| #9 | -5.15% Dec 11, 2024 - Jan 23, 2025 | -0.22% Feb 10, 2026 - Feb 12, 2026 |
| #10 | -5.12% Sep 3, 2021 - Oct 19, 2021 | -0.19% Jan 30, 2026 - Feb 6, 2026 |
| #11 | -4.97% Oct 29, 2025 - Dec 22, 2025 | -0.18% Aug 14, 2026 - Aug 19, 2026 |
| #12 | -4.79% May 16, 2019 - Jun 10, 2019 | -0.18% Jun 29, 2026 - Jul 6, 2026 |
| #13 | -4.78% Feb 24, 2021 - Mar 11, 2021 | -0.17% Aug 7, 2026 - Aug 12, 2026 |
| #14 | -4.68% Nov 5, 2021 - Dec 27, 2021 | -0.16% Aug 5, 2026 - Aug 7, 2026 |
| #15 | -4.22% Sep 13, 2019 - Oct 25, 2019 | -0.16% Dec 24, 2025 - Jan 2, 2026 |
Correlation
Correlation between SUSL and XAGG is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2019 - 2026)
SUSL vs XAGG dividend yield comparison.
| Year | SUSL | XAGG |
|---|---|---|
| 2026 | 0.42% | 3.99% |
| 2025 | 0.99% | 1.02% |
| 2024 | 1.10% | 0.00% |
| 2023 | 1.27% | 0.00% |
| 2022 | 1.57% | 0.00% |
| 2021 | 1.12% | 0.00% |
| 2020 | 1.38% | 0.00% |
| 2019 | 1.12% | 0.00% |
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