iShares MSCI Global Impact ETF (SDG)
SDG is a passive ETF by iShares tracking the investment results of the MSCI ACWI Sustainable Impact Index. SDG launched on Apr 20, 2016 and has a 0.49% expense ratio.
ETF Info
US46435G5320
46435G532
Apr 20, 2016
Developed Markets (Broad)
1x
MSCI ACWI Sustainable Impact Index
Large-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares MSCI Global Impact ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares MSCI Global Impact ETF had a return of -6.26% year-to-date (YTD) and 0.09% in the last 12 months.
SDG
-6.26%
-6.72%
-3.88%
0.09%
5.62%
N/A
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of SDG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -6.11% | 1.05% | 2.35% | -2.73% | 3.79% | -4.55% | 3.33% | 3.62% | 5.49% | -6.20% | -6.26% | ||
| 2023 | 5.17% | -6.40% | 1.94% | 1.76% | -4.70% | 3.83% | 4.58% | -5.04% | -5.07% | -3.72% | 7.55% | 6.03% | 4.59% |
| 2022 | -4.63% | 0.35% | -1.80% | -3.42% | 2.14% | -4.21% | 3.92% | -5.20% | -9.94% | 1.83% | 11.61% | -1.18% | -11.51% |
| 2021 | 2.93% | -2.32% | 1.04% | 1.81% | 0.49% | 2.88% | -1.72% | 2.60% | -4.13% | 0.66% | -5.71% | 0.71% | -1.20% |
| 2020 | 1.39% | -3.67% | -10.07% | 8.62% | 3.88% | 5.87% | 7.29% | 11.99% | -1.74% | -3.42% | 13.58% | 6.26% | 44.36% |
| 2019 | 7.06% | 2.39% | 1.56% | 0.92% | -7.12% | 5.30% | -0.74% | -0.13% | 2.10% | 4.51% | 2.59% | 5.16% | 25.38% |
| 2018 | 4.02% | -4.07% | -0.29% | -0.25% | 0.05% | -2.20% | 3.30% | -0.19% | -0.22% | -7.90% | 4.60% | -4.73% | -8.32% |
| 2017 | 2.88% | 1.86% | 3.18% | 2.07% | 4.06% | 2.68% | -0.13% | 1.50% | 2.93% | 1.64% | -0.82% | 2.62% | 27.28% |
| 2016 | -0.87% | 0.19% | -0.25% | 4.00% | 0.16% | 0.62% | -4.04% | -1.02% | 1.31% | -0.08% |
Expense Ratio
SDG features an expense ratio of 0.49%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SDG is 7, indicating that it is in the bottom 7% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI Global Impact ETF (SDG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI Global Impact ETF provided a 2.07% dividend yield over the last twelve months, with an annual payout of $1.56 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.56 | $1.44 | $1.44 | $1.50 | $0.90 | $0.91 | $1.31 | $1.50 | $0.64 |
Dividend yield | 2.07% | 1.77% | 1.82% | 1.66% | 0.97% | 1.39% | 2.47% | 2.54% | 1.34% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI Global Impact ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $1.44 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $1.44 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.05 | $1.50 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.90 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.91 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $1.31 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 | $1.50 |
| 2016 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.64 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI Global Impact ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares MSCI Global Impact ETF was 29.20%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current iShares MSCI Global Impact ETF drawdown is 20.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.2% | Sep 7, 2021 | 280 | Oct 14, 2022 | — | — | — |
| -27.28% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -15.79% | Jan 29, 2018 | 227 | Dec 24, 2018 | 210 | Oct 24, 2019 | 437 |
| -8.05% | Sep 7, 2016 | 32 | Nov 14, 2016 | 50 | Feb 15, 2017 | 82 |
| -7.86% | Jan 27, 2021 | 26 | Mar 4, 2021 | 81 | Jun 29, 2021 | 107 |
Volatility
Volatility Chart
The current iShares MSCI Global Impact ETF volatility is 5.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.