IUSB vs SUSC
iShares Core Universal USD Bond ETF vs iShares ESG Aware USD Corporate Bond ETF
Which is better, IUSB or SUSC?
Nearly the same fund. IUSB costs less.
IUSB has a lower expense ratio. IUSB led over 1Y and 5Y, SUSC over 3Y and the full window. The two have moved almost in lockstep, correlation 0.96.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IUSB | SUSC |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.18% |
| AUM | $47.8B | $1.3B |
| Dividend Yield | 4.29% | 4.60% |
| Holdings | 17,578 | 3,970 |
| YTD Return | -2.05%Best | -2.48% |
| 1Y Return | -1.69%Best | -2.44% |
| 3Y Return (annualized) | +4.75% | +5.40%Best |
| 5Y Return (annualized) | -0.11%Best | -0.29% |
| Volatility (annualized) | 5.3%Best | 7.1% |
| Max Drawdown | -18.9%Best | -22.6% |
| $10,000 over 5 years | $9,945Best | $9,856 |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Fixed Income | Fixed Income |
| Style | Long Term Mid Quality | Long Term Mid Quality |
| Inception | Jun 10, 2014 | Jul 11, 2017 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 20, 2017 to Oct 12, 2026 (9.2 years).
IUSB vs SUSC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 9.2 years both funds cover.
IUSB vs SUSC Performance
iShares Core Universal USD Bond ETF (IUSB) is an ETF from iShares by BlackRock (US) and iShares ESG Aware USD Corporate Bond ETF (SUSC) is an ETF from iShares by BlackRock (US). Over the past year IUSB returned -1.69% while SUSC returned -2.44%. Year to date, IUSB is down 2.05% versus a loss of 2.48% for SUSC.
Over three years, IUSB compounded at +4.75% per year against +5.40% for SUSC; over five years the annualized figures are -0.11% and -0.29% respectively. Across the full 9-year window we track, SUSC has the edge at +0.82% annualized vs +0.46%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SUSC has been the more volatile fund, with annualized monthly volatility of 7.1% compared with 5.3% for IUSB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -18.9% for IUSB and -22.6% for SUSC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IUSB charges 0.06% per year while SUSC charges 0.18%. On a $10,000 position that is $6 vs $18 annually, a gap of $12 per year that compounds over a long holding period. On income, IUSB currently yields 4.29% against 4.60% for SUSC.
Holdings Overlap
We hold position weights for 13,053 holdings in IUSB and 3,632 in SUSC, totalling 58.8% and 90.5% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 3,530 positions appear in both.
3,530 positions in common, counted across the 13,053 positions we hold weights for in IUSB and 3,632 in SUSC, against full books of 17,578 and 3,970.
Top Shared Holdings
| Stock | Weight in IUSB | Weight in SUSC | Difference |
|---|---|---|---|
| CRM 3.7 04/11/28Salesforce.com Inc 3.7% 04/11/2028 | 0.00% | 0.39% | 0.39% |
| AGR 3.8 06/01/29Avangrid Inc Sr Unsecured 06/29 3.8 | 0.00% | 0.38% | 0.38% |
| ADP 1.7 05/15/28Automatic Data Processing Inc 1.7 05/15/2028 | 0.00% | 0.37% | 0.37% |
| NACN 5.6 12/18/28National Bank Of Canada Company Guar 12/28 5.6 | 0.00% | 0.31% | 0.31% |
| ADP 1.25 09/01/30Automatic Data Processing Inc 1.25 Sep 01, 2030 | 0.00% | 0.29% | 0.29% |
| LNG 4.625 10/15/28Cheniere Energy Inc 4.62 10/15/2028 | 0.01% | 0.27% | 0.26% |
| NEE 2.75 11/01/29Nextera Energy Capital Holdings Inc | 0.00% | 0.26% | 0.26% |
| KPN 8.375 10/01/30Koninklijke Kpn Nv | 0.00% | 0.25% | 0.25% |
| EW 4.3 06/15/28Edwards Lifesciences Corp. 4.30%, 06/15/28 | 0.00% | 0.24% | 0.24% |
| ADBE 2.3 02/01/30Adobe Inc 2.3% | 0.00% | 0.24% | 0.24% |
You are not choosing between two funds in isolation.
Whichever of IUSB and SUSC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IUSB or SUSC?
IUSB has an expense ratio of 0.06% while SUSC charges 0.18%. IUSB is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, IUSB or SUSC?
Over the past year IUSB returned -1.69% vs -2.44% for SUSC, so IUSB leads on 1-year performance. Over the longest common window we track (9 years), IUSB annualized +0.46% vs +0.82% for SUSC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IUSB or SUSC?
SUSC has been the more volatile fund at 7.1% annualized versus 5.3% for IUSB. Worst drawdown: IUSB -18.9% vs SUSC -22.6%.
Should I hold both IUSB and SUSC?
IUSB and SUSC have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, IUSB or SUSC?
IUSB yields 4.29% while SUSC yields 4.60%, so SUSC currently pays the higher dividend yield.
Is SUSC better than IUSB?
IUSB has a lower expense ratio. IUSB led over 1Y and 5Y, SUSC over 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. Which one suits a particular account depends on what it is for. This is information, not a recommendation.