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SUSB vs ESGV

iShares ESG 1-5 Year USD Corporate Bond ETF vs Vanguard ESG U.S. Stock ETF

SUSB

iShares ESG 1-5 Year USD Corporate Bond ETF

iShares

Annual cost

0.12%

Fund size

$1.1B

ESGV

Vanguard ESG U.S. Stock ETF

Vanguard

Annual cost

0.09%

Fund size

$12.5B

Key differences

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

Side-by-side comparison

SUSBESGV
Annual cost (TER)0.12%0.09%
Fund size (AUM)$1.1B$12.5B
Since20172018
Dividend yield4.49%0.90%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.8%+28.9%
CAGR 3Y+5.3%+23.1%
CAGR 5Y+2.2%+12.7%
Sharpe 3Y0.641.15
Volatility 1Y1.94%13.48%
Max drawdown-13.25%-33.66%

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

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