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ESGU vs SUSC

iShares ESG Aware MSCI USA ETF vs iShares ESG USD Corporate Bond ETF

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Annual cost

0.15%

Fund size

$16.6B

SUSC

iShares ESG USD Corporate Bond ETF

iShares

Annual cost

0.18%

Fund size

$1.4B

Key differences

  • ESGU is significantly larger than SUSC — larger funds tend to be more liquid and less likely to close.
  • ESGU is classified as equity, while SUSC is fixed income — different risk/return profiles.
  • Over the last 3 years, ESGU has delivered higher annualized returns.

Side-by-side comparison

ESGUSUSC
Annual cost (TER)0.15%0.18%
Fund size (AUM)$16.6B$1.4B
Since20162017
Dividend yield0.97%4.45%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.6%+6.8%
CAGR 3Y+22.6%+5.3%
CAGR 5Y+13.3%+0.6%
Sharpe 3Y1.190.31
Volatility 1Y12.30%4.47%
Max drawdown-33.87%-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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