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EAOR vs SUSB

iShares ESG Aware 60/40 Balanced Allocation ETF vs iShares ESG 1-5 Year USD Corporate Bond ETF

EAOR

iShares ESG Aware 60/40 Balanced Allocation ETF

iShares

Annual cost

0.18%

Fund size

$32M

SUSB

iShares ESG 1-5 Year USD Corporate Bond ETF

iShares

Annual cost

0.12%

Fund size

$1.1B

Key differences

  • SUSB costs 0.06% less per year.
  • SUSB is significantly larger than EAOR — larger funds tend to be more liquid and less likely to close.
  • EAOR is classified as mixed asset, while SUSB is fixed income — different risk/return profiles.
  • EAOR follows a active selection strategy; SUSB uses index tracking.
  • Over the last 3 years, EAOR has delivered higher annualized returns.

Side-by-side comparison

EAORSUSB
Annual cost (TER)0.18%0.12%
Fund size (AUM)$32M$1.1B
Since20202017
Dividend yield2.41%4.49%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+19.7%+4.8%
CAGR 3Y+13.7%+5.3%
CAGR 5Y+6.5%+2.2%
Sharpe 3Y1.030.64
Volatility 1Y8.58%1.94%
Max drawdown-22.91%-13.25%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EAOR and SUSB