IVV vs SUSL
iShares Core S&P 500 ETF vs iShares ESG MSCI USA Leaders ETF
Which is better, IVV or SUSL?
Nearly the same fund. IVV costs less.
IVV has a lower expense ratio. IVV led over 5Y, SUSL over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 49.3%.
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 | IVV | SUSL |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.10% |
| AUM | $896.5B | $1.2B |
| Dividend Yield | 1.10% | 0.93% |
| Holdings | 508 | 254 |
| YTD Return | +13.90% | +14.30%Best |
| 1Y Return | +17.37% | +19.10%Best |
| 3Y Return (annualized) | +22.55% | +22.69%Best |
| 5Y Return (annualized) | +13.17%Best | +13.13% |
| Volatility (annualized) | 16.3%Best | 16.9% |
| Max Drawdown | -33.9%Best | -34.3% |
| $10,000 over 5 years | $18,563Best | $18,531 |
| Top 10 Weight | 38.9%Best | 49.3% |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | May 7, 2019 |
Volatility and max drawdown are measured over the window both funds cover: May 10, 2019 to Oct 15, 2026 (7.4 years).
IVV vs SUSL 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 7.4 years both funds cover.
IVV vs SUSL Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and iShares ESG MSCI USA Leaders ETF (SUSL) is an ETF from iShares by BlackRock (US). Over the past year IVV returned +17.37% while SUSL returned +19.10%. Year to date, IVV is up 13.90% versus a gain of 14.30% for SUSL.
Over three years, IVV compounded at +22.55% per year against +22.69% for SUSL; over five years the annualized figures are +13.17% and +13.13% respectively. Across the full 7-year window we track, SUSL has the edge at +16.24% annualized vs +15.37%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SUSL has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 16.3% for IVV. 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 -33.9% for IVV and -34.3% for SUSL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while SUSL charges 0.10%. On a $10,000 position that is $3 vs $10 annually, a gap of $7 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.93% for SUSL.
Holdings Overlap
52.0% of IVV's money is in holdings SUSL also owns. 97.8% of SUSL's money is in holdings IVV also owns.
Most of SUSL is already inside IVV. Owning both mostly buys the same companies twice.
230 positions in common, counted across the 506 positions we hold weights for in IVV and 251 in SUSL, against full books of 508 and 254.
What only one of them owns
Our book lists 17 positions for SUSL that do not appear in our book for IVV (1.8% of the fund), and 272 for IVV that do not appear in SUSL (47.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SUSL | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.44% | 15.32% | 6.88% |
| MSFTMicrosoft Corp | 5.76% | 10.45% | 4.69% |
| GOOGLAlphabet Inc | 3.00% | 5.73% | 2.73% |
| GOOGAlphabet Inc. C | 2.41% | 4.52% | 2.11% |
| TSLATesla Inc | 1.51% | 2.92% | 1.41% |
| AMDAdvanced Micro Devices Inc | 1.52% | 2.90% | 1.38% |
| LLYEli Lilly & Co. | 1.39% | 2.66% | 1.27% |
| JNJJohnson & Johnson - Common | 0.94% | 1.80% | 0.86% |
| VVisa Inc Class A | 0.93% | 1.72% | 0.79% |
| MAMastercard Inc | 0.67% | 1.29% | 0.62% |
97.8% of SUSL is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or SUSL?
IVV has an expense ratio of 0.03% while SUSL charges 0.10%. IVV is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, IVV or SUSL?
Over the past year IVV returned +17.37% vs +19.10% for SUSL, so SUSL leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +15.37% vs +16.24% for SUSL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SUSL?
SUSL has been the more volatile fund at 16.9% annualized versus 16.3% for IVV. Worst drawdown: IVV -33.9% vs SUSL -34.3%.
Should I hold both IVV and SUSL?
IVV and SUSL have a monthly-return correlation of 0.99, 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.
What is the holdings overlap between IVV and SUSL?
97.8% of SUSL's money is in holdings IVV also owns. 97.8% of SUSL's is in holdings IVV also owns. They hold 230 positions in common, counted across the 506 positions we hold weights for in IVV and 251 in SUSL.
Which pays a higher dividend, IVV or SUSL?
IVV yields 1.10% while SUSL yields 0.93%, so IVV currently pays the higher dividend yield.
Is SUSL better than IVV?
IVV has a lower expense ratio. IVV led over 5Y, SUSL over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 49.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.