SDG
+3.71 · +4.53%
$85.53 · NASDAQ

iShares MSCI Global Impact ETF (SDG) ETF Analysis | Global Large-Stock Blend

iShares · USA
AUM:$170.1M
#– of – in Global Large-Stock Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 19.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.49% — moderate cost. Consider how fees compound over long holding periods.

What is SDG?

The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is composed of companies that derive a majority of their revenue from products and services that address at least one of the world's major social and environmental challenges as identified by the United Nations Sustainable Development Goals.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SDG delivered 19.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.49%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 34.4% of the ETF — a moderate level of name concentration.
ETF Information
AUM$170.1M
Expense Ratio0.49%
Dividend Yield1.97%
Holdings86
Inception DateApr 2016
Domicile–
Distribution–
Index–
ProvideriShares
Beta0.98
CategoryGlobal Large-Stock Blend
CurrencyUSD
Portfolio Impact

How would SDG affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.2%
1Y
+15.6%
3Y
+23.4%
5Y
+1.6%
OpenBook InsightIf you had invested £10,000 in SDG 5 years ago, it would have grown to £10,160 — a gain of £160.

Annual Returns

Calendar year performance

SDG delivered positive returns in 3 of the last 5 calendar years.
YearSDG
2026 YTD+9.1%
2025+19.8%
2024-8.9%
2023+4.0%
2022-11.7%
CAGR 4yr+0.1%
3/5 positive yearsAvg return: +2.5%Worst year: -11.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.8%
Low
Momentum
+6.6%
30-day change
Support Level
89.92
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.