SUSB vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricSUSBVTIWinner
Expense Ratio0.12%0.03%
AUM$1.3B$663.5B
Dividend Yield4.49%1.07%
Holdings1,6653,543
YTD Return+0.82%+14.96%
1Y Return+2.81%+22.39%
3Y Return (annualized)+5.61%+21.51%
5Y Return (annualized)+2.34%+12.36%
Volatility (annualized)3.0%15.4%
Max Drawdown-13.3%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJul 11, 2017May 24, 2001

SUSB vs VTI Performance

iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) is a ETF from iShares by BlackRock (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SUSB returned +2.81% while VTI returned +22.39%. Year to date, SUSB is up 0.82% versus a gain of 14.96% for VTI.

Over three years, SUSB compounded at +5.61% per year against +21.51% for VTI; over five years the annualized figures are +2.34% and +12.36% respectively. Across the full 9-year window we track, VTI has the edge at +8.16% annualized vs +1.73%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 3.0% for SUSB. 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 -13.3% for SUSB and -56.6% for VTI. 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SUSB charges 0.12% per year while VTI charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, SUSB currently yields 4.49% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

SUSB and VTI share 1 holdings out of 3914 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SUSBWeight in VTIDifference
KDP0.03%0.06%0.03%

Frequently Asked Questions

Which is cheaper, SUSB or VTI?

SUSB has an expense ratio of 0.12% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $9 per year of difference.

Which performed better, SUSB or VTI?

Over the past year SUSB returned +2.81% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (9 years), SUSB annualized +1.73% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, SUSB or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 3.0% for SUSB. Worst drawdown: SUSB -13.3% vs VTI -56.6%.

Should I hold both SUSB and VTI?

SUSB and VTI have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SUSB and VTI?

SUSB and VTI share 1 common holdings with a 0.0% weight overlap. Combined, they hold 3914 unique securities.

Which pays a higher dividend, SUSB or VTI?

SUSB yields 4.49% while VTI yields 1.07%, so SUSB currently pays the higher dividend yield.

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