TAFI vs SUSC
Comparison between AB TAX-AWARE SHORT DURATION MUNICIPAL ETF (TAFI, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).
TAFI vs SUSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TAFI
$1.30B
Winner
SUSC
$1.40B
Expense Ratio
TAFI
0.27%
Winner
SUSC
0.18%
Max Drawdown
Winner
TAFI
3.37%
SUSC
25.83%
Sharpe Ratio
TAFI
-0.19
Winner
SUSC
0.34
5Y Beta
Winner
TAFI
0.01
SUSC
0.11
5Y Dividends CAGR
TAFI
N/A
SUSC
13.30%
TAFI vs SUSC - Historical Returns
Returns include dividend reinvestment.
1M
TAFI
+0.61%
Winner
SUSC
+0.80%
3M
TAFI
+0.73%
Winner
SUSC
+1.43%
6M
Winner
TAFI
+1.26%
SUSC
+0.84%
1Y
TAFI
+3.60%
Winner
SUSC
+5.00%
5Y(CAGR)
TAFI
N/A
SUSC
+0.21%
10Y(CAGR)
TAFI
N/A
SUSC
+2.30%
Max(CAGR)
Winner
TAFI
+3.35%
SUSC
+2.30%
TAFI vs SUSC - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | TAFI | SUSC |
|---|---|---|
| 2026 | +1.15% | +0.80% |
| 2025 | +4.22% | +7.56% |
| 2024 | +2.44% | +2.77% |
| 2023 | +4.08% | +7.89% |
| 2022 | +0.54% | -15.18% |
| 2021 | N/A | -1.22% |
| 2020 | N/A | +9.45% |
| 2019 | N/A | +14.29% |
| 2018 | N/A | -2.55% |
| 2017 | N/A | +1.74% |
TAFI vs SUSC Drawdown Comparison
The maximum drawdown for TAFI was -2.00%, occurring on Oct 26, 2022. Recovery took 53 trading sessions.
The maximum drawdown for SUSC was -22.42%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current TAFI drawdown is -0.13%. The current SUSC drawdown is -1.14%.
| Rank | TAFI | SUSC |
|---|---|---|
| #1 | -2.00% Sep 14, 2022 - Nov 29, 2022 | -22.42% Aug 3, 2021 - Oct 20, 2022 |
| #2 | -1.87% Apr 4, 2025 - Jun 12, 2025 | -18.91% Mar 6, 2020 - Jun 15, 2020 |
| #3 | -1.64% Jul 26, 2023 - Nov 16, 2023 | -5.56% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -1.43% Feb 2, 2023 - Apr 4, 2023 | -4.68% Dec 29, 2017 - Mar 8, 2019 |
| #5 | -1.21% Feb 26, 2026 - Mar 26, 2026 | -2.70% Aug 6, 2020 - Nov 30, 2020 |
| #6 | -1.01% Apr 13, 2023 - Jul 21, 2023 | -2.52% Aug 28, 2019 - Nov 26, 2019 |
| #7 | -0.84% Oct 2, 2024 - Nov 29, 2024 | -1.26% Jul 3, 2019 - Aug 1, 2019 |
| #8 | -0.68% Mar 8, 2024 - May 9, 2024 | -1.11% Nov 6, 2017 - Nov 28, 2017 |
| #9 | -0.61% Dec 6, 2024 - Jan 22, 2025 | -1.06% Nov 30, 2020 - Dec 29, 2020 |
| #10 | -0.60% May 15, 2024 - Jun 14, 2024 | -0.85% Feb 3, 2020 - Feb 14, 2020 |
| #11 | -0.56% Mar 3, 2025 - Apr 3, 2025 | -0.83% Dec 14, 2017 - Dec 29, 2017 |
| #12 | -0.42% Dec 27, 2023 - Feb 29, 2024 | -0.77% Nov 28, 2017 - Dec 1, 2017 |
| #13 | -0.38% Dec 15, 2022 - Jan 6, 2023 | -0.76% Mar 28, 2019 - Apr 26, 2019 |
| #14 | -0.36% Jun 18, 2024 - Jul 5, 2024 | -0.72% Sep 7, 2017 - Oct 4, 2017 |
| #15 | -0.33% Sep 16, 2025 - Oct 13, 2025 | -0.69% Oct 13, 2017 - Nov 3, 2017 |
Correlation
Correlation between TAFI and SUSC is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2017 - 2026)
TAFI vs SUSC dividend yield comparison.
| Year | TAFI | SUSC |
|---|---|---|
| 2026 | 1.27% | 1.88% |
| 2025 | 3.21% | 4.37% |
| 2024 | 3.34% | 4.34% |
| 2023 | 3.27% | 3.83% |
| 2022 | 0.79% | 2.97% |
| 2021 | 0.00% | 2.21% |
| 2020 | 0.00% | 2.19% |
| 2019 | 0.00% | 3.07% |
| 2018 | 0.00% | 3.33% |
| 2017 | 0.00% | 1.33% |
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