SDG ranks 4th and PCLN 8th of 8 funds in the Climate & Sustainability Category.
PCLN vs SDG
SDG −0.20pt a year
0.70%0.50%
SDG 1.5×the volume
2.35K3.63K
PCLN vs SDG Performance
+13.6%+3.7%
- PCLN 0.70%
- SDG 0.50%, better
- PCLN $15M
- SDG $160M
- PCLN +13.6%, better
- SDG +3.7%
- PCLN
- SDG 1.75%
- PCLN 64
- SDG 144
- PCLN 2.35K sh
- SDG 3.63K sh, better
- PCLN $29.05
- SDG $86.56
ETF.net Grade
| Pillar | PCLN | SDG |
|---|---|---|
| Cost | F21 | C47Higher |
| Mission | ||
| Risk | C41 | A72Higher |
| Tradability | C49 | B60Higher |
| Holdings | C49 | B61Higher |
| Durability | D35 | A75Higher |
Rank among Climate & Sustainability funds
Same Category. PCLN and SDG are both graded against the same 8 Climate & Sustainability funds, so their Grades compare head to head.
Our read on each fund
PCLND
SDGB
In short
PCLN An actively managed global stock fund hunting companies that drive the shift to a cleaner economy, measured against MSCI ACWI. In a corner of the market run by cheap rules-based screens, this one pays humans to pick.
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
PCLN The Fund seeks long-term capital appreciation through an actively managed portfolio focused on companies contributing to the transition toward a more sustainable economy.
SDG The Fund seeks to track an index of global companies aligned with the United Nations Sustainable Development Goals.
Why people hold it
Worth knowing
PCLN 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.
PCLN vs SDG Cost
Overpaying PCLN vs SDG
$3,627
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
PCLN 0.70%
$13,606
SDG 0.50%
$9,979
Cost over time
Year by year
| Year | PCLN | SDG | Overpaying |
|---|---|---|---|
| 10 | $1,250 | $900 | $350 |
| 20 | $4,760 | $3,460 | $1,300 |
| 30 | $13,606 | $9,979 | $3,627 |
- 0.70%PCLN
- 0.50%SDG, cheaper
- Middle half of Climate & Sustainability funds
- Median 0.48%
SDG 5th cheapest of 8 funds
PCLN 7th cheapest of 8 funds
PCLN vs SDG Dividends
- PCLN
- SDG 1.75%
- PCLN
- SDG $1.51
- PCLN $0.02
- SDG $0.66
- PCLN Dec 19, 2025
- SDG Jun 15, 2026
- PCLN Dec 23, 2025
- SDG Jun 18, 2026
- PCLN Irregular
- SDG Twice a year
Distribution history
PCLN vs SDG Risk
Fall from peak · 5 years
Risk facts
- Volatility
- PCLN 24.5%SDG 12.8%
- Return per unit of risk
- PCLN 0.48SDG 0.34
- Worst fall
- PCLN −14.6%SDG −27.8%
- Market sensitivity
- PCLN 1.32SDG 0.80
PCLN and SDG in the news
Popular comparisons
- 0.70% · 0.10%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.50% · 0.10%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.70% · 0.19%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.50% · 0.19%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.70% · 0.35%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.50% · 0.35%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
