SUSC vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. SUSC offers more diversification with 1637 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: SUSC

Side-by-Side Comparison

MetricSUSCVOOWinner
Expense Ratio0.18%0.03%
AUM$1.3B$979.0B
Dividend Yield4.48%1.09%
Holdings3,990509
YTD Return-0.92%+13.79%
1Y Return+1.55%+23.01%
3Y Return (annualized)+5.20%+21.78%
5Y Return (annualized)-0.11%+13.39%
Volatility (annualized)7.1%14.1%
Max Drawdown-22.6%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJul 11, 2017Sep 7, 2010

SUSC vs VOO Performance

iShares ESG Aware USD Corporate Bond ETF (SUSC) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SUSC returned +1.55% while VOO returned +23.01%. Year to date, SUSC is down 0.92% versus a gain of 13.79% for VOO.

Over three years, SUSC compounded at +5.20% per year against +21.78% for VOO; over five years the annualized figures are -0.11% and +13.39% respectively. Across the full 9-year window we track, VOO has the edge at +13.57% annualized vs +1.02%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -22.6% for SUSC and -34.3% for VOO. 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

SUSC charges 0.18% per year while VOO charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, SUSC currently yields 4.48% against 1.09% for VOO.

Holdings Overlap

0.1%overlap

SUSC and VOO share 3 holdings out of 2139 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SUSCWeight in VOODifference
LRCX0.01%0.84%0.83%
GE0.06%0.60%0.54%
HUBB0.00%0.04%0.04%

Frequently Asked Questions

Which is cheaper, SUSC or VOO?

SUSC has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

Which performed better, SUSC or VOO?

Over the past year SUSC returned +1.55% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), SUSC annualized +1.02% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, SUSC or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 7.1% for SUSC. Worst drawdown: SUSC -22.6% vs VOO -34.3%.

Should I hold both SUSC and VOO?

SUSC and VOO 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 SUSC and VOO?

SUSC and VOO share 3 common holdings with a 0.1% weight overlap. Combined, they hold 2139 unique securities.

Which pays a higher dividend, SUSC or VOO?

SUSC yields 4.48% while VOO yields 1.09%, so SUSC currently pays the higher dividend yield.

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