SUSL vs VOO
SUSL vs VOO
iShares ESG MSCI USA Leaders ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. SUSL delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SUSL | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.03% | |
| AUM | $1.1B | $979.0B | |
| Dividend Yield | 0.94% | 1.09% | |
| Holdings | 269 | 509 | |
| YTD Return | +13.52% | +13.11% | |
| 1Y Return | +24.49% | +22.88% | |
| 3Y Return (annualized) | +21.51% | +21.08% | |
| 5Y Return (annualized) | +13.37% | +13.26% | |
| Volatility (annualized) | 17.0% | 14.1% | |
| Max Drawdown | -34.3% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 7, 2019 | Sep 7, 2010 |
SUSL vs VOO Performance
iShares ESG MSCI USA Leaders ETF (SUSL) 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 SUSL returned +24.49% while VOO returned +22.88%. Year to date, SUSL is up 13.52% versus a gain of 13.11% for VOO.
Over three years, SUSL compounded at +21.51% per year against +21.08% for VOO; over five years the annualized figures are +13.37% and +13.26% respectively. Across the full 7-year window we track, SUSL has the edge at +16.59% annualized vs +13.54%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SUSL has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 14.1% for VOO. 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 -34.3% for SUSL 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SUSL charges 0.10% per year while VOO charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, SUSL currently yields 0.94% against 1.09% for VOO.
Holdings Overlap
SUSL and VOO share 237 holdings out of 527 unique holdings combined, representing a 52.3% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in SUSL | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 13.23% | 7.51% | 5.72% |
| MSFT | 8.00% | 4.30% | 3.70% |
| GOOGL | 6.26% | 3.25% | 3.01% |
| GOOG | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
| V | Pro | Pro | Pro |
| AMAT | Pro | Pro | Pro |
See all 10 holdings SUSL shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, SUSL or VOO?
SUSL has an expense ratio of 0.10% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, SUSL or VOO?
Over the past year SUSL returned +24.49% vs +22.88% for VOO, so SUSL leads on 1-year performance. Over the longest common window we track (7 years), SUSL annualized +16.59% vs +13.54% for VOO. Past performance does not guarantee future results.
Which is riskier, SUSL or VOO?
SUSL has been the more volatile fund at 17.0% annualized versus 14.1% for VOO. Worst drawdown: SUSL -34.3% vs VOO -34.3%.
Should I hold both SUSL and VOO?
SUSL and VOO have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between SUSL and VOO?
SUSL and VOO share 237 common holdings with a 52.3% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, SUSL or VOO?
SUSL yields 0.94% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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