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EMNT vs SUSC

PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund vs iShares ESG USD Corporate Bond ETF

EMNT

PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund

Annual cost

0.24%

Fund size

$207M

SUSC

iShares ESG USD Corporate Bond ETF

Annual cost

0.18%

Fund size

$1.4B

Key differences

  • SUSC costs 0.06% less per year.
  • SUSC is significantly larger than EMNT — larger funds tend to be more liquid and less likely to close.
  • EMNT follows a active selection strategy; SUSC uses index tracking.

Side-by-side comparison

EMNTSUSC
Annual cost (TER)0.24%0.18%
Fund size (AUM)$207M$1.4B
Since20192017
Dividend yield4.12%4.45%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.5%+6.5%
CAGR 3Y+5.3%+5.4%
CAGR 5Y+3.5%+0.5%
Sharpe 3Y2.050.31
Volatility 1Y0.41%4.42%
Max drawdown-2.28%-22.41%

Similar to EMNT and SUSC