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SUSC vs NUBD

iShares ESG USD Corporate Bond ETF vs Nuveen ESG U.S. Aggregate Bond ETF

SUSC

iShares ESG USD Corporate Bond ETF

iShares

Annual cost

0.18%

Fund size

$1.4B

NUBD

Nuveen ESG U.S. Aggregate Bond ETF

Nuveen

Annual cost

0.12%

Fund size

$449M

Key differences

  • NUBD costs 0.06% less per year.
  • SUSC is significantly larger than NUBD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SUSC has delivered higher annualized returns.

Side-by-side comparison

SUSCNUBD
Annual cost (TER)0.18%0.12%
Fund size (AUM)$1.4B$449M
Since20172017
Dividend yield4.45%3.91%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.7%+5.4%
CAGR 3Y+5.0%+3.5%
CAGR 5Y+0.4%-0.0%
Sharpe 3Y0.250.01
Volatility 1Y4.47%3.85%
Max drawdown-22.41%-19.45%

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

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