IVV vs SUSC
iShares Core S&P 500 ETF vs iShares ESG Aware USD Corporate Bond ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. SUSC offers more diversification with 1637 holdings.
Side-by-Side Comparison
| Metric | IVV | SUSC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.18% | |
| AUM | $865.2B | $1.3B | |
| Dividend Yield | 1.09% | 4.48% | |
| Holdings | 508 | 3,990 | |
| YTD Return | +13.43% | -0.92% | |
| 1Y Return | +22.61% | +1.55% | |
| 3Y Return (annualized) | +21.47% | +5.24% | |
| 5Y Return (annualized) | +13.26% | -0.14% | |
| Volatility (annualized) | 15.1% | 7.1% | |
| Max Drawdown | -56.5% | -22.6% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Jul 11, 2017 |
IVV vs SUSC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares ESG Aware USD Corporate Bond ETF (SUSC) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +22.61% while SUSC returned +1.55%. Year to date, IVV is up 13.43% versus a loss of 0.92% for SUSC.
Over three years, IVV compounded at +21.47% per year against +5.24% for SUSC; over five years the annualized figures are +13.26% and -0.14% respectively. Across the full 9-year window we track, IVV has the edge at +7.03% annualized vs +1.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 7.1% for SUSC. 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 -56.5% for IVV and -22.6% for SUSC. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SUSC charges 0.18%. On a $10,000 position that is $3 vs $18 annually, a gap of $15 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.48% for SUSC.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, IVV or SUSC?
IVV has an expense ratio of 0.03% while SUSC charges 0.18%. IVV is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, IVV or SUSC?
Over the past year IVV returned +22.61% vs +1.55% for SUSC, so IVV leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +7.03% vs +1.01% for SUSC. Past performance does not guarantee future results.
Which is riskier, IVV or SUSC?
IVV has been the more volatile fund at 15.1% annualized versus 7.1% for SUSC. Worst drawdown: IVV -56.5% vs SUSC -22.6%.
Should I hold both IVV and SUSC?
IVV and SUSC have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SUSC?
IVV and SUSC share 2 common holdings with a 0.1% weight overlap. Combined, they hold 2140 unique securities.
Which pays a higher dividend, IVV or SUSC?
IVV yields 1.09% while SUSC yields 4.48%, so SUSC currently pays the higher dividend yield.
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