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EAOR vs SUSC

iShares ESG Aware 60/40 Balanced Allocation ETF vs iShares ESG USD Corporate Bond ETF

EAOR

iShares ESG Aware 60/40 Balanced Allocation ETF

iShares

Annual cost

0.18%

Fund size

$32M

SUSC

iShares ESG USD Corporate Bond ETF

iShares

Annual cost

0.18%

Fund size

$1.4B

Key differences

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

Side-by-side comparison

EAORSUSC
Annual cost (TER)0.18%0.18%
Fund size (AUM)$32M$1.4B
Since20202017
Dividend yield2.41%4.45%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+19.7%+6.7%
CAGR 3Y+13.7%+5.0%
CAGR 5Y+6.5%+0.4%
Sharpe 3Y1.030.25
Volatility 1Y8.58%4.47%
Max drawdown-22.91%-22.41%

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

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