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SUSAvsAPUEETF Comparison
iShares ESG Optimized MSCI USA ETF (SUSA) belongs to the US Large Cap segment. ActivePassive U.S. Equity ETF (APUE) is part of the US Multi-Factor segment. SUSA's top 3 sector exposures are Information Technology, Health Care and Financials. In contrast, APUE's top sector exposures are Information Technology, Financials and Consumer Discretionary. SUSA is less expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.31% for APUE. SUSA is down -3.32% year-to-date (YTD) with -$99M in YTD flows. APUE performs better with -2.02% YTD performance, and +$84M in YTD flows. Run a side-by-side ETF comparison of SUSA and APUE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SUSA vs APUE performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SUSA APUE | -3.02%-2.55% | -3.35%-1.93% | -3.32%-2.02% | +18.36%+21.14% | +68.73%n/a | +65.27%n/a |
| Flows | SUSA APUE | -$21M+$31M | -$57M+$90M | -$99M+$84M | -$474M+$231M | -$1.36B- | -$1.15B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SUSA APUE | +13.52%+11.92% | +18.40%+18.10% | +15.02%n/a | +17.36%n/a |
| Max drawdown | SUSA APUE | -5.67%-4.52% | -13.76%-13.59% | -19.28%n/a | -28.25%n/a |
| Max drawdown duration | SUSA APUE | 43d31d | 45d45d | 204dn/a | 769dn/a |
SUSA | APUE | |
Last sale 3/13/2026 at 1:30 PM | $134.26 | $40.53 |
| Previous close 03/12/2026 | $134.73 | $40.75 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SUSA | APUE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SUSA | APUE | |
|---|---|---|
| Last price | $134.26 | $40.53 |
| 1D performance | -0.35% | -0.54% |
| AuM | $3.54 B | $2.20 B |
| E/R | 0.25% | 0.31% |
SUSA | APUE | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Envestnet Asset Management |
| Benchmark | MSCI USA Extended ESG Select Index | - |
| N° of holdings | 162 | 2239 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 24, 2005 | May 3, 2023 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SUSA and APUE ETFs performed in 2026?
As of March 12, 2026, SUSA is down -3.32% year-to-date (YTD), while APUE has lost -2.02%. That puts APUE better performer ahead so far this year.
Which ETF is attracting more investor money: SUSA or APUE?
Year-to-date, the SUSA ETF saw -$99M in flows, compared to +$84M for APUE.
Which ETF is more volatile: SUSA or APUE?
Over the past year, SUSA had a volatility of 18.4%, while APUE experienced 18.1%.
Which ETF is bigger: SUSA or APUE?
As of March 12, 2026, SUSA holds $3.54 B in assets under management (AUM), while APUE manages $2.20 B.
What sectors do the SUSA and APUE ETFs invest in?
SUSA leans toward sectors like Information Technology, Health Care and Financials. Meanwhile, APUE focuses on Information Technology, Financials and Consumer Discretionary.
What are the top holdings of the SUSA ETF and APUE ETF?
SUSA top holdings include NVIDIA, APPLE and MICROSOFT-T. APUE holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: SUSA or APUE?
SUSA holds 175 securities with 37.02% of its assets in the top 15. APUE has 2313 securities and a top 15 weight of 39.55%.
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