XAGG vs SUSB
Comparison between EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF) and ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB, ETF).
XAGG vs SUSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XAGG
$1.10B
Winner
SUSB
$1.20B
Expense Ratio
XAGG
0.50%
Winner
SUSB
0.12%
Max Drawdown
Winner
XAGG
3.39%
SUSB
13.25%
Sharpe Ratio
Winner
XAGG
0.79
SUSB
0.23
5Y Beta
XAGG
0.17
Winner
SUSB
0.03
5Y Dividends CAGR
XAGG
N/A
SUSB
22.41%
XAGG vs SUSB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XAGG
+1.26%
SUSB
+0.28%
3M
Winner
XAGG
+1.50%
SUSB
+0.36%
6M
Winner
XAGG
+2.62%
SUSB
+0.76%
1Y
XAGG
N/A
SUSB
+4.20%
5Y(CAGR)
XAGG
N/A
SUSB
+2.23%
10Y(CAGR)
XAGG
N/A
SUSB
+2.66%
Max(CAGR)
Winner
XAGG
+6.58%
SUSB
+2.66%
XAGG vs SUSB - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | XAGG | SUSB |
|---|---|---|
| 2026 | +2.05% | +0.51% |
| 2025 | +1.61% | +6.80% |
| 2024 | N/A | +5.04% |
| 2023 | N/A | +5.93% |
| 2022 | N/A | -5.58% |
| 2021 | N/A | -0.68% |
| 2020 | N/A | +4.83% |
| 2019 | N/A | +7.03% |
| 2018 | N/A | +0.70% |
| 2017 | N/A | +0.28% |
XAGG vs SUSB Drawdown Comparison
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
The maximum drawdown for SUSB was -13.25%, occurring on Mar 19, 2020. Recovery took 56 trading sessions.
The current XAGG drawdown is -0.36%. The current SUSB drawdown is -0.45%.
| Rank | XAGG | SUSB |
|---|---|---|
| #1 | -2.88% Feb 27, 2026 - Jun 16, 2026 | -13.25% Mar 5, 2020 - May 26, 2020 |
| #2 | -0.71% Dec 4, 2025 - Dec 22, 2025 | -9.57% Aug 3, 2021 - Jun 4, 2024 |
| #3 | -0.36% Nov 13, 2025 - Nov 21, 2025 | -1.66% Sep 7, 2017 - Dec 21, 2018 |
| #4 | -0.36% Jun 16, 2026 - Jun 17, 2026 | -1.49% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -0.31% Jan 14, 2026 - Jan 22, 2026 | -1.36% Apr 3, 2025 - Apr 28, 2025 |
| #6 | -0.22% Nov 28, 2025 - Dec 3, 2025 | -1.21% Oct 1, 2024 - Feb 5, 2025 |
| #7 | -0.22% Feb 10, 2026 - Feb 12, 2026 | -0.98% Sep 4, 2019 - Oct 2, 2019 |
| #8 | -0.19% Jan 30, 2026 - Feb 6, 2026 | -0.95% Feb 8, 2021 - May 24, 2021 |
| #9 | -0.16% Dec 24, 2025 - Jan 2, 2026 | -0.69% Jun 5, 2020 - Jun 15, 2020 |
| #10 | -0.13% Jan 6, 2026 - Jan 9, 2026 | -0.65% Oct 4, 2019 - Dec 3, 2019 |
| #11 | -0.08% Nov 10, 2025 - Nov 12, 2025 | -0.59% Sep 3, 2020 - Nov 17, 2020 |
| #12 | -0.06% Jan 9, 2026 - Jan 14, 2026 | -0.51% Mar 27, 2019 - Apr 26, 2019 |
| #13 | -0.04% Feb 17, 2026 - Feb 24, 2026 | -0.48% Apr 29, 2025 - May 27, 2025 |
| #14 | -0.02% Feb 24, 2026 - Feb 27, 2026 | -0.44% Jun 4, 2025 - Jun 12, 2025 |
| #15 | N/A | -0.42% Jun 9, 2021 - Jul 22, 2021 |
Correlation
Correlation between XAGG and SUSB is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2017 - 2026)
XAGG vs SUSB dividend yield comparison.
| Year | XAGG | SUSB |
|---|---|---|
| 2026 | 2.82% | 1.86% |
| 2025 | 1.02% | 4.40% |
| 2024 | 0.00% | 3.81% |
| 2023 | 0.00% | 2.81% |
| 2022 | 0.00% | 1.74% |
| 2021 | 0.00% | 1.30% |
| 2020 | 0.00% | 1.91% |
| 2019 | 0.00% | 2.83% |
| 2018 | 0.00% | 2.61% |
| 2017 | 0.00% | 0.96% |
Select Stocks to Compare
Popular: XAGG vs SPYSUSB vs SPY
More Comparisons
Compare with similar stocks