Data as of Oct 28, 2026.
IBDW vs SUSB: Differences, Returns & Fees
IBDW's duration was 4.2 years on Jul 31, 2026 and SUSB's 2.7 on Aug 31, 2026; IBDW charges 0.10% to SUSB's 0.12%.
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Net assets: $2.7bn on Oct 27, 2026 for iShares iBonds Dec 2031 Term Corporate ETF, and $1.3bn on Oct 28, 2026 for iShares ESG Aware 1-5 Year USD Corporate Bond ETF.
Pair scorecard
IBDW costs 0.02 points a year less; their one-year returns differ by 1.8 points; IBDW is 2.1 times larger.
| Measure | IBDW | SUSB |
|---|---|---|
| Return | ||
| Total return, 1 year | −0.6% | +1.2% |
| Benchmark | ||
| What it tracks | Bloomberg December 2031 Maturity Corporate Index | Bloomberg MSCI US Corporate 1-5 Year ESG Focus Index |
| Cost and size | ||
| Expense ratio | 0.10% | 0.12% |
| Net assets, as of Oct 26, 2026 | $2.7bn | $1.3bn |
| Holdings | ||
| Holdings in common | 7% | |
Holdings in common uses holdings dated Jul 31, 2026 and Aug 31, 2026. Method
Risk and return
Jul 2, 2021 to Oct 23, 2026 · 277 weekly returns · each against IUSBSUSB returned more: +11.6% to +0.5%. SUSB swung less: 2.8% to 6.9%. SUSB fell less at its worst: −9.3% to −23.3%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | IBDW | SUSB | IUSB | Edge | How it is measured |
|---|---|---|---|---|---|
| Return | |||||
| Total return | +0.5% | +11.6% | SUSB | Price change plus distributions, reinvested. | |
| Annualized | +0.1% | +2.1% | SUSB | Total return as a yearly rate. | |
| Price return | −19.8% | −5.7% | SUSB | Price change alone, distributions left out. | |
| Risk | |||||
| Volatility | 6.9% | 2.8% | SUSB | Spread of weekly returns, annualized. Lower is steadier. | |
| Downside deviation | 5.2% | 2.1% | SUSB | Like volatility, counting only weeks below the Treasury bill rate. | |
| Max drawdown | −23.3% | −9.3% | SUSB | Deepest fall from a high to the low after it. | |
| Upside capture | 120.9% | 48.0% | 100.0% | IBDW | Share of its benchmark's rise caught in the weeks it rose. |
| Downside capture | 114.3% | 42.5% | 100.0% | SUSB | Share of its benchmark's fall taken in the weeks it fell. Lower is better. |
| Beta | 1.21 | 0.46 | 1.00 | SUSB lower | How far it moves for each 1% its benchmark moves. |
| R squared | 0.93 | 0.83 | 1.00 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | |||||
| Sharpe | −0.49 | −0.58 | IBDW | Return above Treasury bills per unit of volatility. | |
| Sortino | −0.65 | −0.77 | IBDW | Return above Treasury bills per unit of downside deviation. | |
| Treynor | −0.028 | −0.035 | −0.035 | IBDW | Return above Treasury bills per unit of beta. |
| Calmar | 0.00 | 0.22 | SUSB | Annualized return divided by the max drawdown. | |
| Against the benchmark | |||||
| Benchmark | IUSB | IUSB | IUSB | The ETF each fund is measured against. | |
| Alpha | +0.9% a year | 0.0% a year | 0.0% | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | 1.14 | 0.02 | Not an edge | How sure the alpha is. Below 2, it could be chance. | |
| Alpha range | −0.6% to +2.4% | −1.0% to +1.0% | Both include zero | The 95% range for the yearly alpha. | |
| Information ratio | 0.06 | 0.60 | SUSB | Return against its benchmark per unit of tracking error. | |
| Tracking error | 2.1% | 3.2% | 0.0% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 277 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IBDW and SUSB hold 7% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Aug 31, 2026.
half
7% in common
Only in one fund ↓
Side by side
IBDW and SUSB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IBDW and SUSB are built for the same job. How do they differ in cost, holdings and results?
- What each follows. IBDW follows Bloomberg December 2031 Maturity Corporate Index and SUSB follows Bloomberg MSCI US Corporate 1-5 Year ESG Focus Index.
- Holdings in common. 7% of the weight is in the same securities (holdings dated Jul 31, 2026 and Aug 31, 2026).
- One-year total return (similar). Over 1 year to Oct 28, 2026 IBDW returned −0.6% and SUSB +1.2% with distributions reinvested, a gap of 1.8 points.
Data as of Oct 28, 2026.
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IBDW
IBDW tracks an index. Over the year to Oct 28, 2026 it returned −0.6% with distributions reinvested, against −1.2% for its benchmark, the Bloomberg U.S. Universal Index. The prospectus expense ratio is 0.10% a year.
SUSB
SUSB tracks an index. Over the year to Oct 28, 2026 it returned +1.2% with distributions reinvested, against −1.2% for its benchmark, the Bloomberg U.S. Universal Index. The prospectus expense ratio is 0.12% a year.
Questions people ask
- Which returned more over the last year, IBDW or SUSB?
- In the year to Oct 28, 2026, with distributions reinvested, IBDW returned −0.6% and SUSB +1.2%.
- Which is cheaper, IBDW or SUSB?
- IBDW is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, IBDW against SUSB, data as of Oct 28, 2026. https://etfiq.com/compare/any/ibdw-vs-susb
ETFIQ. (Oct 28, 2026). IBDW against SUSB. Retrieved from https://etfiq.com/compare/any/ibdw-vs-susb
[IBDW against SUSB (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/ibdw-vs-susb)
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