SDGiShares MSCI Global Sustainable Development Goals ETF

Grow my money10y track recordRanked #1,444 of 2,966 in this goal

Seeks to track the investment results of an index composed of companies that derive a majority of their revenue from products addressing major social and environmental challenges.

By iShares · Launched 2016

Annual Cost

0.50%

#2,578 of 5,568 · average

Fund Size

$174M

#2,419 of 5,568 · mid-size

Return (1Y)Goal

+22.6%

Track Record

10 years

#1,416 of 5,568 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,662+26.6%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Focus

ESG

Index tracked

MSCI ACWI Sustainable Development Index

What it actually holds

By weight

Concentration

Top 10 holdings = 37.4% of fund✓ well diversified

East Japan Railway Co

4.3%

First Solar Inc

4.1%

Marvell Technology Inc

4.0%

Wiwynn Corp

4.0%

Novartis AG

4.0%

Vestas Wind Systems A/S

3.8%

NVIDIA Corp

3.7%

Li Auto Inc

3.4%

WH Group Ltd

3.2%

Uni-President Enterprises Corp

3.0%

Asset allocation

Stocks

99.6%

Cash

0.4%

By sector

Technology

21.6%

Consumer Defensive

20.6%

Healthcare

19.8%

Industrials

17.0%

Real Estate

9.9%

Consumer Cyclical

7.0%

Utilities

2.8%

Communication

0.9%

Other

0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.9%Moderate

Year-on-year price swings

Max drawdown

-30.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.22Below average

Sortino (3Y)

0.32Moderate downside risk

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to track the investment results of an index composed of companies that derive a majority of their revenue from products addressing major social and environmental challenges.
Strategy: Tracks the MSCI ACWI Sustainable Development Index, composed of companies addressing major social and environmental challenges. Invests primarily in component securities and uses representative sampling to manage the Fund.
Inception date: April 20, 2016
Fund family: iShares