Which returned more over the last year, SUSC or UCON?

In the year to Oct 9, 2026, with distributions reinvested, SUSC returned −2.1% and UCON −0.7%.

Which is cheaper, SUSC or UCON?

SUSC is cheaper, by 0.68 percentage points a year. That is about $68 on $10,000 held for a year. Fees come from each fund's prospectus.

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SUSC vs UCON: Differences, Returns & Fees

On May 31, 2026 SUSC's duration was 6.7 years and UCON's 4.4; SUSC charges 0.18% to UCON's 0.86%. Net assets on Oct 9, 2026: $1.3bn for iShares ESG Aware USD Corporate Bond ETF and $3.1bn for First Trust Smith Unconstrained Bond ETF.

SUSC costs 0.68 points a year less; their one-year returns differ by 1.4 points; UCON is 2.5 times larger.

SUSC vs UCON: Differences, Returns & Fees
	SUSC	UCON
Expense ratio	0.18%	0.86%
Net assets	$1.3bn	$3.1bn
Total return, 1 year	−2.1%	−0.7%
What it tracks	Bloomberg MSCI US Corporate ESG Focus Index	No index, actively managed
Holdings in common	2%
Below its high	4.5%, high on Aug 3, 2021	3.2%, high on Jun 29, 2026

Holdings in common uses holdings dated May 31, 2026.

−2.1%

SUSC total return, 1 year

−0.7%

UCON total return, 1 year

0.18%

SUSC expense ratio

0.86%

UCON expense ratio

What they hold in common

By the books each fund has filed, SUSC and UCON hold 2% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026.

50%

half

2% in common

Positions both hold, largest shared weight first

Holding SUSC UCON

Honeywell Aerospace Inc, due Mar 16, 2033 0.14% 0.15%

Goldman Sachs Group Inc/The, due Jan 21, 2032 0.13% 0.18%

Synopsys Inc, due Apr 1, 2035 0.10% 0.24%

Oracle Corp, due Feb 4, 2036 0.08% 0.14%

Salesforce Inc, due Mar 15, 2036 0.07% 0.27%

Morgan Stanley, due Apr 10, 2037 0.06% 0.08%

JPMorgan Chase & Co, due Oct 22, 2035 0.05% 0.09%

Wells Fargo & Co, due May 20, 2032 0.05% 0.12%

AerCap Ireland Capital DAC / AerCap Global Aviation Trust, due Oct 29, 2028 0.05% 0.05%

Goldman Sachs Group Inc/The, due Feb 2, 2041 0.04% 0.24%

Morgan Stanley, due Jan 24, 2029 0.06% 0.04%

Alphabet Inc, due Nov 15, 2075 0.04% 0.11%

Only in SUSC

Salesforce Inc, due Apr 11, 2028 0.35%

Avangrid Inc, due Jun 1, 2029 0.34%

Automatic Data Processing Inc, due May 15, 2028 0.34%

National Bank of Canada, due Dec 18, 2028 0.30%

Automatic Data Processing Inc, due Sep 1, 2030 0.27%

NextEra Energy Capital Holdings Inc, due Nov 1, 2029 0.24%

Cheniere Energy Inc, due Oct 15, 2028 0.24%

Digital Realty Trust LP, due Jul 15, 2028 0.23%

Only in UCON

T 3.375 02/29/28, due Feb 29, 2028 2.33%

T 4.625 11/15/45, due Nov 15, 2045 2.13%

T 4.75 02/15/56, due Feb 15, 2056 2.12%

T 4.375 05/15/36, due May 15, 2036 1.69%

T 3.875 04/30/31, due Apr 30, 2031 1.18%

T 4.625 11/15/55, due Nov 15, 2055 1.04%

FN BM7755, due Jun 1, 2064 0.96%

BA 7.008 05/01/64, due May 1, 2064 0.81%

Check overlap with more funds →

On the same fields

SUSC

iShares ESG Aware USD Corporate Bond ETF

UCON

First Trust Smith Unconstrained Bond ETF

Where it sits Bond ETF Bond ETF

Issuer iShares First Trust

What it is Tracks an index Actively managed

Total return, 1 year −2.1% −0.7%

Expense ratio 0.18% 0.86%

Holdings 3958 453

Net assets $1.3bn $3.1bn

SUSC and UCON on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About SUSC

SUSC tracks an index. Over the year to Oct 9, 2026 it returned −2.1% with distributions reinvested. The prospectus expense ratio is 0.18% a year. It sat 4.5% below its high of Aug 3, 2021 on Oct 9, 2026.

About UCON

UCON is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned −0.7% with distributions reinvested. The prospectus expense ratio is 0.86% a year. It sat 3.2% below its high of Jun 29, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, SUSC or UCON?: In the year to Oct 9, 2026, with distributions reinvested, SUSC returned −2.1% and UCON −0.7%.
Which is cheaper, SUSC or UCON?: SUSC is cheaper, by 0.68 percentage points a year. That is about $68 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

CGMS vs SUSC SUSC vs VTC BSCW vs SUSC IGEB vs SUSC UCON vs VCEB IBDY vs UCON IGEB vs UCON BSCX vs UCON

SUSC on its own →UCON on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

SUSC filings on SEC EDGAR ↗SUSC prospectus with the expense ratio (SEC) ↗iShares page for SUSC ↗UCON filings on SEC EDGAR ↗UCON prospectus with the expense ratio (SEC) ↗First Trust page for UCON ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. 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.

Cite this pageCitation, APA and Markdown

ETFIQ, SUSC against UCON, data as of Oct 9, 2026. https://etfiq.com/compare/any/susc-vs-ucon

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.