IVVM vs SDG

Comparison between iShares Large Cap Moderate Buffer ETF (IVVM, ETF) and iShares MSCI Global Sustainable Development Goals ETF (SDG, ETF).

IVVM vs SDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVVM(ETF)	SDG(ETF)
Net Assets	$169M	$169M
Expense Ratio	0.50%	0.50%
Max Drawdown	11.89%	34.76%
Sharpe Ratio	1.53	1.16
5Y Beta	0.62	0.60
5Y Dividends CAGR	N/A	12.42%

Net Assets

IVVM

$169M

Winner

SDG

$169M

Expense Ratio

IVVM

0.50%

SDG

0.50%

Max Drawdown

Winner

IVVM

11.89%

SDG

34.76%

Sharpe Ratio

Winner

IVVM

1.53

SDG

1.16

5Y Beta

IVVM

0.62

Winner

SDG

0.60

5Y Dividends CAGR

IVVM

N/A

SDG

12.42%

IVVM vs SDG - Holdings Comparison

IVVM and SDG have 0 common holdings. Overlap is 0.00%

IVVM's top 25 holdings weight is 103.66%. SDG's top 25 holdings weight is 67.37%.

Rank	IVVM	SDG
#1	ISHARES CORE S&P 500 ETF (IVV) - 103.66%	MARVELL TECHNOLOGY INC (MRVL) - 9.52%
#2	N/A	WIWYNN CORP ORDINARY SHARES (n/a) - 5.66%
#3	N/A	VESTAS WIND SYSTEMS AS (n/a) - 4.65%
#4	N/A	NVIDIA CORP (NVDA) - 4.46%
#5	N/A	FIRST SOLAR INC (FSLR) - 4.37%
#6	N/A	EAST JAPAN RAILWAY CO (n/a) - 3.55%
#7	N/A	NOVARTIS AG REGISTERED SHARES (n/a) - 3.51%
#8	N/A	WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 2.88%
#9	N/A	UNI-PRESIDENT ENTERPRISES CORP (n/a) - 2.68%
#10	N/A	LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 2.65%
#11	N/A	KIMBERLY-CLARK CORP (KMB) - 2.34%
#12	N/A	EQUINIX INC (EQIX) - 2.05%
#13	N/A	ACCIONA SA (n/a) - 1.98%
#14	N/A	DIGITAL REALTY TRUST INC (DLR) - 1.96%
#15	N/A	ESSITY AB CLASS B (n/a) - 1.68%
#16	N/A	VERTEX PHARMACEUTICALS INC (VRTX) - 1.62%
#17	N/A	XPENG INC CLASS A (n/a) - 1.53%
#18	N/A	CENTRAL JAPAN RAILWAY CO (n/a) - 1.52%
#19	N/A	REGENERON PHARMACEUTICALS INC (REGN) - 1.49%
#20	N/A	PEARSON PLC (n/a) - 1.35%
#21	N/A	XINYI SOLAR HOLDINGS LTD (n/a) - 1.26%
#22	N/A	WEYERHAEUSER CO (WY) - 1.19%
#23	N/A	VONOVIA SE (n/a) - 1.16%
#24	N/A	SAPUTO INC (n/a) - 1.16%
#25	N/A	CSL LTD (n/a) - 1.15%
Total Holdings	1	148

IVVM vs SDG - Historical Returns

Returns include dividend reinvestment.

Period	IVVM	SDG
1 month	+0.85%	+0.94%
3 months	+5.17%	+8.92%
6 months	+5.25%	+6.95%
1 year	+15.30%	+21.84%
5 years(CAGR)	N/A	+0.18%
10 years(CAGR)	N/A	+8.20%
Max(CAGR)	+13.95%	+8.28%

IVVM

+0.85%

Winner

SDG

+0.94%

IVVM

+5.17%

Winner

SDG

+8.92%

IVVM

+5.25%

Winner

SDG

+6.95%

IVVM

+15.30%

Winner

SDG

+21.84%

5Y(CAGR)

IVVM

N/A

SDG

+0.18%

10Y(CAGR)

IVVM

N/A

SDG

+8.20%

Max(CAGR)

Winner

IVVM

+13.95%

SDG

+8.28%

IVVM vs SDG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IVVM	SDG
2026	+5.05%	+5.93%
2025	+14.13%	+19.82%
2024	+16.48%	-8.93%
2023	+5.17%	+4.07%
2022	N/A	-11.71%
2021	N/A	-2.33%
2020	N/A	+43.49%
2019	N/A	+26.32%
2018	N/A	-8.88%
2017	N/A	+27.09%
2016	N/A	-0.08%

IVVM vs SDG Drawdown Comparison

The maximum drawdown for IVVM was -11.62%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The maximum drawdown for SDG was -30.33%, occurring on Apr 8, 2025. Recovery took 1189 trading sessions.

The current IVVM drawdown is -0.98%. The current SDG drawdown is -2.99%.

Rank	IVVM	SDG
#1	-11.62% Feb 19, 2025 - May 14, 2025	-30.33% Sep 3, 2021 - Jun 2, 2026
#2	-5.33% Jul 16, 2024 - Aug 19, 2024	-27.28% Feb 19, 2020 - Jul 6, 2020
#3	-5.31% Feb 2, 2026 - Apr 14, 2026	-15.79% Jan 26, 2018 - Oct 24, 2019
#4	-4.93% Jul 28, 2023 - Nov 14, 2023	-8.05% Sep 6, 2016 - Feb 15, 2017
#5	-2.92% Mar 28, 2024 - May 9, 2024	-7.86% Jan 26, 2021 - Jun 29, 2021
#6	-2.86% Dec 26, 2024 - Feb 13, 2025	-7.83% Jun 8, 2016 - Jul 21, 2016
#7	-2.52% Aug 30, 2024 - Sep 13, 2024	-6.52% Oct 12, 2020 - Nov 5, 2020
#8	-2.52% Nov 12, 2025 - Nov 26, 2025	-6.25% Apr 24, 2017 - Jun 19, 2017
#9	-1.97% Dec 16, 2024 - Dec 26, 2024	-5.14% Sep 2, 2020 - Oct 12, 2020
#10	-1.58% Jan 12, 2026 - Jan 29, 2026	-4.74% May 2, 2016 - Jun 6, 2016
#11	-1.54% Dec 10, 2025 - Dec 23, 2025	-4.11% Jul 1, 2021 - Aug 30, 2021
#12	-1.50% Oct 9, 2025 - Oct 20, 2025	-3.64% Oct 18, 2017 - Dec 26, 2017
#13	-1.46% Oct 22, 2024 - Nov 6, 2024	-3.12% Jun 26, 2017 - Aug 31, 2017
#14	-1.36% Jul 28, 2025 - Aug 8, 2025	-3.06% Jul 20, 2020 - Aug 12, 2020
#15	-1.14% May 19, 2025 - May 27, 2025	-2.99% Jun 4, 2026 - Jun 5, 2026