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Launched · SEC filings

iShares MSCI Global Sustainable Development Goals ETF

SDGNasdaqiSharesB

$86.63+0.39 (+0.46%)

At close: Nov 2, 2026, 4:00 PM ET

B58/ 100

Rank 4 of 8 in Climate & Sustainability

B58/100Rank 4 of 8inClimate & Sustainability
Intraday session: up, 79 prints from 86.24 to 86.63. Range 86.59 to 87.64. Use the arrow keys to read each point.87.0087.2587.5010 AM12 PM2 PM4 PM
Expense ratio
0.50%
Fund size
$160M
1Y total return
+3.7%
Yield · Last 12 months
1.75%
Holdings
144
Avg volume · 30D
3.63K sh
52W range
low $80.38high $94.34
Launched
Filings
SEC EDGAR

The ETF.net SDG Grade

Based on 5 of 6 pillars

B

Score 58 out of 100

Category
Climate & Sustainability⁠
Rank
4 of 8
Six-pillar profile for SDG. Scores out of 100: Cost 47, Risk 72, Mission not scored, Tradability 60, Holdings 61, Durability 75. Strongest: Durability (75). Weakest: Cost (47). Based on 5 of 6 pillars.

Score 58 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.

  • Cost

    The fund’s net expense ratio, ranked against its category.
    C47 out of 100
    Rank 5 of 8

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    Not scored

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    A72 out of 100
    Rank 4 of 8

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    B60 out of 100
    Rank 3 of 8

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    B61 out of 100
    Rank 4 of 8

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    A75 out of 100
    Rank 1 of 8

Our read on SDG

ETF.net Research

In short

BA global stock fund built on one filter: does the business itself serve the UN's Sustainable Development Goals? About 120 companies worldwide, running since 2016, priced below the typical global thematic fund.

Stated mandate

The Fund seeks to track an index of global companies aligned with the United Nations Sustainable Development Goals.

Why people hold it

  • Charges 0.50% a year, under the median fee for global thematic funds in its peer group.
  • Holdings come from a published index, the MSCI ACWI Sustainable Development Index, rather than a manager's judgement call. The rulebook is public.ishares.com
  • About 120 names across global markets, concentrated enough that the theme actually shows up in the portfolio instead of getting diluted.
  • Live since 2016 on BlackRock's iShares platform, a long track record for a theme fund, and it sits in the upper half of its global thematic cohort.

Worth knowing

  • Thinly traded, so spreads can run wider than on broad index funds and larger orders take more care to fill.
  • The SDG alignment screens leave out large chunks of the world market, so results can drift well away from a plain global index.ishares.com
  • Cheaper sustainability-tilted options share the cohort: Invesco's KLMT runs 0.10%.

SDG Performance

Launched Apr 20, 2016

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

SDG$10,374
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,199
Oct 31, 2025 to Oct 30, 2026. SDG $10,374. SPY $11,199. Use the arrow keys to read each point.$10,000$11,000Oct 2025Apr 2026Oct 2026

Oct 31, 2025 – Oct 30, 2026

Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for SDG. Periods over one year show the average yearly return.
PeriodSDG
Year to date+3.1%
1 month−1.3%
3 months−3.3%
1 year+3.7%
3 yearsper year+8.3%
5 yearsper year−0.4%
10 yearsper year+8.0%

With distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for SDG
YearReturn barSDG
2026 YTD+3.1%
2025+20.2%
2024−10.1%
2023+4.6%
2022−11.5%
2021−1.2%
2020+44.3%

SDG in the news

SDG Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Oct 30, 2026.
1.75%Last 12 months
Payout per share
$1.51Last 12 months
Last payment
$0.66 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Twice a year

Distribution history

2017–2026

One bar per payment. 19 payments from 2017 to 2026 YTD. Jun 20, 2017 $0.77; Dec 19, 2017 $0.74; Jun 19, 2018 $0.80; Dec 18, 2018 $0.51; Jun 17, 2019 $0.55; Dec 16, 2019 $0.36; Jun 15, 2020 $0.49; Dec 14, 2020 $0.41; Jun 10, 2021 $0.45; Dec 13, 2021 $1.05; Jun 9, 2022 $0.74; Dec 13, 2022 $0.70; Jun 7, 2023 $0.68; Dec 20, 2023 $0.76; Jun 11, 2024 $0.80; Dec 17, 2024 $0.59; Jun 16, 2025 $0.83; Dec 16, 2025 $0.85; Jun 15, 2026 $0.66. Use the arrow keys to read each point.2017201820192020202120222023202420252026YTD
Ex-datePay dateAmount per share
Jun 15, 2026Jun 18, 2026$0.66
Dec 16, 2025Dec 19, 2025$0.85
Jun 16, 2025Jun 20, 2025$0.83
Dec 17, 2024Dec 20, 2024$0.59
Jun 11, 2024Jun 17, 2024$0.80
Dec 20, 2023Dec 27, 2023$0.76
Jun 7, 2023Jun 13, 2023$0.68
Dec 13, 2022Dec 19, 2022$0.70
Jun 9, 2022Jun 15, 2022$0.74
Dec 13, 2021Dec 17, 2021$1.05
Jun 10, 2021Jun 16, 2021$0.45
Dec 14, 2020Dec 18, 2020$0.41

See all 21 payments⁠

$10,000 in SDG 10 years ago paid $2,797 in dividends.⁠

SDG Risk

Risk pillarA72 out of 100Rank 4 of 8 in Climate & Sustainability
How much the fund’s monthly returns vary, scaled to a year.
12.8%
Annualised · 36 months to Oct 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
0.34
vs 3-month T-bills · to Oct 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−27.8%
Trough Apr 2025
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.80
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

FMP measures it over up to five years of monthly returns.

SDG Cost

Compare SDG and KLMT

Overpaying vs KLMT, cheapest in Climate & Sustainability

$7,873

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • SDG 0.50%

    $9,979

  • KLMT 0.10% Cheapest

    $2,106

$10,000
30 years

Cost over time

  • SDG 0.50%
  • KLMT 0.10%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2K$4K$6K$8K$10K051015202530SDG $9,979KLMT $2,106

Year by year

YearSDGKLMTOverpaying
10$900$183$717
20$3,460$717$2,743
30$9,979$2,106$7,873

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