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SUSA vs EFIV
iShares ESG Optimized MSCI USA ETF vs State Street SPDR S&P 500 ESG ETF
Key differences
- EFIV costs 0.15% less per year.
- SUSA is significantly larger than EFIV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, EFIV has delivered higher annualized returns.
- SUSA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SUSA | EFIV | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.10% |
| Fund size (AUM) | $3.8B | $1.2B |
| Since | 2005 | 2020 |
| Dividend yield | 0.88% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.3% | +32.0% |
| CAGR 3Y | +21.3% | +22.8% |
| CAGR 5Y | +11.9% | +14.6% |
| Sharpe 3Y | 1.13 | 1.22 |
| Volatility 1Y | 12.47% | 11.91% |
| Max drawdown | -32.93% | -24.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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