Skip to content

ETEC vs SDG

iShares Breakthrough Environmental Solutions ETF

ETECCNasdaq

iShares MSCI Global Sustainable Development Goals ETF

SDGBNasdaq

Overlap

Expense ratio

ETEC −0.03pt a year

ETEC0.47%SDG0.50%

Avg volume · 30D

SDG 6.0×the volume

ETEC609SDG3.63K

3Y return · a year

SDG +3.8pt

ETEC+4.5%SDG+8.3%

ETEC vs SDG Performance

Oct 31, 2025 – Oct 30, 2026

−14.8%ETEC+3.7%SDG

Oct 31, 2025 to Oct 30, 2026. ETEC −14.8%. SDG +3.7%. Use the arrow keys to read each point.−10%10%20%Oct 2025Apr 2026Oct 2026
Expense ratio
ETEC 0.47%, better
SDG 0.50%
Fund size
ETEC $3M
SDG $160M
1Y total return
ETEC −14.8%
SDG +3.7%, better
Yield (12M)
ETEC 0.60%
SDG 1.75%, better
Holdings
ETEC 59
SDG 144
Avg volume (30D)
ETEC 609 sh
SDG 3.63K sh, better
NAV per share
ETEC $21.69
SDG $86.56
52W range

ETF.net Grade

ETEC: Cost 59, Risk 21, Mission not scored, Tradability 35, Holdings 38, Durability 52. SDG: Cost 47, Risk 72, Mission not scored, Tradability 60, Holdings 61, Durability 75.
Pillar letters and Scores for ETEC, SDG, with each pillar’s weight
PillarETECSDG
Cost30% weightB59HigherC47
Mission25% weightNot scoredNot scored
Risk15% weightF21A72Higher
Tradability15% weightD35B60Higher
Holdings10% weightD38B61Higher
Durability5% weightC52A75Higher

Rank among Climate & Sustainability funds

Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. ETEC and SDG are both graded against the same 8 Climate & Sustainability funds, so their Grades compare head to head.

Climate & Sustainability⁠

Category · 8 funds
See all 8 ›

SDG ranks 4th and ETEC 6th of 8 funds in the Climate & Sustainability Category.

  1. Rank 1AKLMTInvesco MSCI Global Climate 500 ETFScore 73
  2. Rank 2BIQSZInvesco Global Equity Net Zero ETFScore 68
  3. Rank 3BCCSOCarbon Collective Climate Solutions U.S. Equity ETFScore 59
  4. Rank 4BSDGiShares MSCI Global Sustainable Development Goals ETFScore 58
  5. Rank 5CERTHInvesco MSCI Sustainable Future ETFScore 45
  6. Rank 6CETECiShares Breakthrough Environmental Solutions ETFScore 40
  7. Rank 7DRCGERockCreek Global Equality ETFScore 37

Our read on each fund

ETF.net Research

ETECCiShares Breakthrough Environmental Solutions ETF

SDGBiShares MSCI Global Sustainable Development Goals ETF

In short

ETEC iShares' bet on the next wave of green tech rather than today's incumbents: roughly 50 global names across eight environmental themes, from water to sustainable farming, priced under the typical global thematic fund.

SDG A 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

ETEC Seeks to track an index of global companies developing breakthrough environmental technologies across energy efficiency, green buildings, green transportation, pollution prevention, renewable energy, water, resource efficiency, and sustainable agriculture.

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

Why people hold it

  • ETEC At 0.47% a year, it costs less than the median fund in its global thematic peer group.
  • Eight environmental themes in one index (renewable energy, water, green buildings, green transport, pollution prevention, efficiency, resource efficiency, sustainable agriculture), so it isn't a one-technology bet.ishares.com
  • Plain plumbing: a passive 1940 Act index fund from iShares tracking a Morningstar green-technology index. No leverage, no derivatives overlay.
  • SDG 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

  • ETEC Launched in 2023, still a small and thinly traded fund, so spreads can run wider and fills less predictable than in heavily traded ETFs.
  • About 50 stocks betting on emerging technologies makes for concentrated exposure. Individual names carry real weight in the portfolio.
  • Distributions land once or twice a year. Income is not what this mandate is built around.
  • SDG 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%.

Full ETEC profile⁠

Full SDG profile⁠

ETEC vs SDG Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

ETEC vs SDG Cost

Overpaying SDG vs ETEC

$561

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

  • ETEC 0.47%

    $9,418

  • SDG 0.50%

    $9,979

$10,000
30 years

Cost over time

  • ETEC 0.47%
  • SDG 0.50%
  • 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 $9,979ETEC $9,418

Year by year

YearETECSDGOverpaying
10$847$900$53
20$3,261$3,460$199
30$9,418$9,979$561

Expense ratio

  • 0.47%ETEC, cheaper
  • 0.50%SDG
  • Middle half of Climate & Sustainability funds
  • Median 0.48%

ETEC 4th cheapest of 8 funds

SDG 5th cheapest of 8 funds

ETEC vs SDG Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
ETEC 0.60%
SDG 1.75%, better
Payout (12M)
ETEC $0.13
SDG $1.51
Last payment
ETEC $0.10
SDG $0.66
Ex-dividend
ETEC Jun 15, 2026
SDG Jun 15, 2026
Paid on
ETEC Jun 18, 2026
SDG Jun 18, 2026
Frequency
ETEC Twice a year
SDG Twice a year

Distribution history

Per share, 2017 to 2026, same scale for both

ETECTwice a year · 7 paymentsAll ETEC payments⁠
One bar per payment. 7 payments from 2017 to 2026 YTD. Jun 7, 2023 $0.10; Dec 20, 2023 $0.87; Jun 11, 2024 $0.09; Dec 17, 2024 $0.14; Jun 16, 2025 $0.05; Dec 16, 2025 $0.03; Jun 15, 2026 $0.10. Use the arrow keys to read each point.$0$12017202020232026YTD
SDGTwice a year · 19 paymentsAll SDG payments⁠
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.$0$12017202020232026YTD

ETEC vs SDG Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
ETEC 24.2%SDG 12.8%, better
Return per unit of riskSharpe ratio, 3 years
ETEC 0.12SDG 0.34, better
Worst fallMax drawdown, 5 years
ETEC −39.6%since Mar 2023SDG −27.8%
Market sensitivityBeta, 5 years
ETEC 1.34SDG 0.80

ETEC and SDG in the news

Popular comparisons

  • ETECCvsKLMTA

    iShares Breakthrough Environmental Solutions ETF · Invesco MSCI Global Climate 500 ETF

    Expense ratio
    0.47% · 0.10%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
  • SDGBvsKLMTA

    iShares MSCI Global Sustainable Development Goals ETF · Invesco MSCI Global Climate 500 ETF

    Expense ratio
    0.50% · 0.10%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
  • ETECCvsIQSZB

    iShares Breakthrough Environmental Solutions ETF · Invesco Global Equity Net Zero ETF

    Expense ratio
    0.47% · 0.19%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
  • SDGBvsIQSZB

    iShares MSCI Global Sustainable Development Goals ETF · Invesco Global Equity Net Zero ETF

    Expense ratio
    0.50% · 0.19%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
  • ETECCvsCCSOB

    iShares Breakthrough Environmental Solutions ETF · Carbon Collective Climate Solutions U.S. Equity ETF

    Expense ratio
    0.47% · 0.35%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
  • SDGBvsCCSOB

    iShares MSCI Global Sustainable Development Goals ETF · Carbon Collective Climate Solutions U.S. Equity ETF

    Expense ratio
    0.50% · 0.35%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.