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SUSC vs ESGV

iShares ESG USD Corporate Bond ETF vs Vanguard ESG U.S. Stock ETF

SUSC

iShares ESG USD Corporate Bond ETF

iShares

Annual cost

0.18%

Fund size

$1.4B

ESGV

Vanguard ESG U.S. Stock ETF

Vanguard

Annual cost

0.09%

Fund size

$12.5B

Key differences

  • ESGV costs 0.09% less per year.
  • ESGV is significantly larger than SUSC — larger funds tend to be more liquid and less likely to close.
  • SUSC 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

SUSCESGV
Annual cost (TER)0.18%0.09%
Fund size (AUM)$1.4B$12.5B
Since20172018
Dividend yield4.45%0.90%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.7%+28.9%
CAGR 3Y+5.0%+23.1%
CAGR 5Y+0.4%+12.7%
Sharpe 3Y0.251.15
Volatility 1Y4.47%13.48%
Max drawdown-22.41%-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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