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SUSC vs USIG

iShares ESG USD Corporate Bond ETF vs iShares Broad USD Investment Grade Corporate Bond ETF

SUSC

iShares ESG USD Corporate Bond ETF

Annual cost

0.18%

Fund size

$1.4B

USIG

iShares Broad USD Investment Grade Corporate Bond ETF

Annual cost

0.04%

Fund size

$17.4B

Key differences

Both SUSC and USIG are fixed income ETFs. SUSC charges 0.18% a year and USIG 0.04%. The main difference: SUSC covers North America; USIG covers global markets.

  • SUSC covers North America; USIG covers global markets.
  • USIG costs 0.14% less per year.
  • USIG is much larger than SUSC. Larger funds are usually more liquid and less likely to close.
  • USIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SUSCUSIG
Annual cost (TER)0.18%0.04%
Fund size (AUM)$1.4B$17.4B
Since20172007
Dividend yield4.45%4.69%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+5.0%+5.3%
CAGR 3Y+4.8%+5.2%
CAGR 5Y+0.3%+0.7%
Sharpe 3Y0.220.29
Volatility 1Y4.38%4.11%
Max drawdown-22.41%-21.45%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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