evenfolio
iSharesGlobal Large-Stock BlendSDG · Nasdaq

iShares MSCI Global Sustainable Development Goals ETF (SDG)

Price
$89.93
11 Sept 2026
Assets
$175.9M
Total net assets
Expense ratio
0.50%
Category 0.93%
Yield
1.63%
Trailing distributions
3Y CAGR
6.9%-9.6%
Category 16.5%
5Y CAGR
0.0%-7.8%
Category 7.8%
Loading NAV history…
iShares MSCI Global Sustainable Development Goals ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.4%+0.1%+9.2%+7.6%+9.9%+6.9%0.0%+8.2%+8.1%
Global Large-Stock Blend average-1.3%2.3%13.1%11.4%15.1%16.5%7.8%11.2%13.0%
Difference-1.2%-2.1%-3.9%-3.8%-5.2%-9.6%-7.8%-3.0%-4.9%

Holdings

The 10 largest positions make up 36.8% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
6669.TWWiwynn Corp Ordinary Shares4.57%
VWS.COVestas Wind Systems AS4.11%
NVDANVIDIA Corp4.10%
BMYBristol-Myers Squibb Co3.99%
TSNTyson Foods Inc Class A3.77%
FSLRFirst Solar Inc3.66%
MRVLMarvell Technology Inc3.60%
9020.TEast Japan Railway Co3.41%
NOVN.SWNovartis AG Registered Shares3.02%
0288.HKWH Group Ltd Shs Unitary 144A/Reg S2.63%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
18.6
P/B
2.4
P/S
1.4
P/CF
10.9

Sector allocation

Share of the equity the fund holds.

21.0%Consumer staples9 sectors
  1. Consumer staples21.0%
  2. Health care20.0%
  3. Technology20.0%
  4. Industrials16.9%
  5. Real estate9.4%
  6. Consumer discretionary8.8%
  7. Utilities2.7%
  8. Communication services0.9%
  9. Materials0.3%

Asset mix

  • Stocks99.3%
  • Cash0.7%

ETF details

Issuer
iShares
Category
Equity · Global Large-Stock Blend
Ticker
SDG
Exchange
Nasdaq
Inception
20 Apr 2016 (10.4 years)
Structure
Exchange Traded Fund
Expense ratio
0.50% (category 0.93%)
Holdings turnover
64% (category 49%)
Distribution yield
1.63%
Beta, 3 years
0.78
Total net assets
$175.9M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other global large-stock blend ETFs

Other ETFs in the Global Large-Stock Blend category.

Search

Search funds, pages and tools