BLUCvsSUSLETF Comparison
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Bluemonte Large Cap Core ETF (BLUC) and iShares ESG MSCI USA Leaders ETF (SUSL) belong to the same industry segment: US Large Cap. BLUC's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, SUSL's top sector exposures are Technology, Finance and Healthcare. BLUC is more expensive with a Total Expense Ratio (TER) of 0.27%, versus 0.1% for SUSL. BLUC is up 12.92% year-to-date (YTD) with +$87M in YTD flows. SUSL performs better with 13.16% YTD performance, and +$60M in YTD flows. Run a side-by-side ETF comparison of BLUC and SUSL below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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BLUC vs SUSL performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BLUC SUSL | +2.43%+1.95% | +2.43%+2.90% | +12.92%+13.16% | +15.70%+18.20% | n/a+82.36% | n/a+82.64% |
| Flows | BLUC SUSL | +$10M-$133K | +$25M+$40M | +$87M+$60M | +$108M+$125M | --$489M | --$3.26B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BLUC SUSL | +12.08%+12.80% | +13.80%+14.03% | n/a+15.89% | n/a+17.71% |
| Max drawdown | BLUC SUSL | -4.19%-3.61% | -10.52%-11.29% | n/a-20.09% | n/a-26.89% |
| Max drawdown duration | BLUC SUSL | 16d47d | 92d78d | n/a154d | n/a713d |
Trading data
BLUC | SUSL | |
Last sale 10/16/2026 at 1:30 PM | $31.78 | $136.20 |
| Previous close 10/15/2026 | $32.24 | $137.75 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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BLUC
is actively managed and doesn’t replicate an indexBLUC | SUSL | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
BLUC | SUSL | |
|---|---|---|
| Last price | $31.78 | $136.20 |
| 1D performance | -1.43% | -1.13% |
| AuM | $373.96 M | $1.22 B |
| E/R | 0.27% | 0.1% |
Characteristics
BLUC | SUSL | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Bluemonte Investment Management | iShares |
| Benchmark | - | MSCI USA Extended ESG Leaders Index |
| N° of holdings | 596 | 250 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 23, 2025 | May 7, 2019 |
| ESG | No | Yes |
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Exposure
Countries
BLUC
USA
96.85%
Other
3.15%
SUSL
USA
96.6%
Other
3.4%
Sectors
BLUC
Technology
51.88%
Finance
11.18%
Consumer Non-Cycl.
8.04%
Healthcare
7.84%
Other
21.06%
SUSL
Technology
47.19%
Finance
12.7%
Healthcare
10.61%
Industrials
7.6%
Other
21.9%
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Diversification
BLUC
Total weight of top 15 holdings out of 15
49.86%
SUSL
Total weight of top 15 holdings out of 15
53.35%
Top 15 holdings
Data as of August 31, 2026
BLUC
NVIDIA Corp.
9.44%
Apple, Inc.
8.48%
Microsoft Corp.
6.87%
Amazon.com, Inc.
3.93%
Alphabet, Inc.
3.63%
Broadcom Inc.
2.98%
Alphabet, Inc.
2.87%
Meta Platforms, Inc.
2.29%
Tesla, Inc.
1.89%
Eli Lilly & Co.
1.74%
Advanced Micro Devices, Inc.
1.40%
Micron Technology, Inc.
1.17%
Visa, Inc.
1.14%
JPMorgan Chase & Co.
1.04%
Berkshire Hathaway, Inc.
0.98%
SUSL
NVIDIA Corp.
14.56%
Microsoft Corp.
10.27%
Alphabet, Inc.
5.71%
Alphabet, Inc.
4.50%
Tesla, Inc.
3.02%
Eli Lilly & Co.
2.66%
Advanced Micro Devices, Inc.
2.20%
Johnson & Johnson
1.84%
Visa, Inc.
1.81%
Mastercard, Inc.
1.37%
Costco Wholesale Corp.
1.20%
Lam Research Corp.
1.08%
Caterpillar, Inc.
1.05%
Merck & Co., Inc.
1.05%
Applied Materials, Inc.
1.04%
Frequently asked questions about BLUC and SUSL
How have the BLUC and SUSL ETFs performed in 2026?
As of October 15, 2026, BLUC is up 12.92% year-to-date (YTD), while SUSL has returned 13.16%. That puts SUSL better performer ahead so far this year.
Which ETF is attracting more investor money: BLUC or SUSL?
Year-to-date, the BLUC ETF saw +$87M in flows, compared to +$60M for SUSL.
Which ETF is more volatile: BLUC or SUSL?
Over the past year, BLUC had a volatility of 13.8%, while SUSL experienced 14.03%.
Which ETF is bigger: BLUC or SUSL?
As of October 15, 2026, BLUC holds $373.96 M in assets under management (AUM), while SUSL manages $1.22 B.
What sectors do the BLUC and SUSL ETFs invest in?
BLUC leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, SUSL focuses on Technology, Finance and Healthcare.
What are the top holdings of the BLUC ETF and SUSL ETF?
BLUC top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. SUSL holds in its top three: NVIDIA Corp., Microsoft Corp. and Alphabet, Inc..
Which ETF is more diversified: BLUC or SUSL?
BLUC holds 603 securities with 49.86% of its assets in the top 15. SUSL has 252 securities and a top 15 weight of 53.35%.
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