SDG vs IVVM
Comparison between iShares MSCI Global Sustainable Development Goals ETF (SDG, ETF) and iShares Large Cap Moderate Buffer ETF (IVVM, ETF).
SDG vs IVVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SDG vs IVVM - Holdings Comparison
SDG and IVVM have 0 common holdings. Overlap is 0.00%
SDG's top 25 holdings weight is 67.37%. IVVM's top 25 holdings weight is 103.66%.
| Rank | SDG | IVVM |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 9.52% | ISHARES CORE S&P 500 ETF (IVV) - 103.66% |
| #2 | WIWYNN CORP ORDINARY SHARES (n/a) - 5.66% | N/A |
| #3 | VESTAS WIND SYSTEMS AS (n/a) - 4.65% | N/A |
| #4 | NVIDIA CORP (NVDA) - 4.46% | N/A |
| #5 | FIRST SOLAR INC (FSLR) - 4.37% | N/A |
| #6 | EAST JAPAN RAILWAY CO (n/a) - 3.55% | N/A |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 3.51% | N/A |
| #8 | WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 2.88% | N/A |
| #9 | UNI-PRESIDENT ENTERPRISES CORP (n/a) - 2.68% | N/A |
| #10 | LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 2.65% | N/A |
| #11 | KIMBERLY-CLARK CORP (KMB) - 2.34% | N/A |
| #12 | EQUINIX INC (EQIX) - 2.05% | N/A |
| #13 | ACCIONA SA (n/a) - 1.98% | N/A |
| #14 | DIGITAL REALTY TRUST INC (DLR) - 1.96% | N/A |
| #15 | ESSITY AB CLASS B (n/a) - 1.68% | N/A |
| #16 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.62% | N/A |
| #17 | XPENG INC CLASS A (n/a) - 1.53% | N/A |
| #18 | CENTRAL JAPAN RAILWAY CO (n/a) - 1.52% | N/A |
| #19 | REGENERON PHARMACEUTICALS INC (REGN) - 1.49% | N/A |
| #20 | PEARSON PLC (n/a) - 1.35% | N/A |
| #21 | XINYI SOLAR HOLDINGS LTD (n/a) - 1.26% | N/A |
| #22 | WEYERHAEUSER CO (WY) - 1.19% | N/A |
| #23 | VONOVIA SE (n/a) - 1.16% | N/A |
| #24 | SAPUTO INC (n/a) - 1.16% | N/A |
| #25 | CSL LTD (n/a) - 1.15% | N/A |
| Total Holdings | 148 | 1 |
SDG vs IVVM - Historical Returns
Returns include dividend reinvestment.
SDG vs IVVM - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | SDG | IVVM |
|---|---|---|
| 2026 | +5.93% | +5.05% |
| 2025 | +19.82% | +14.13% |
| 2024 | -8.93% | +16.48% |
| 2023 | +4.07% | +5.17% |
| 2022 | -11.71% | N/A |
| 2021 | -2.33% | N/A |
| 2020 | +43.49% | N/A |
| 2019 | +26.32% | N/A |
| 2018 | -8.88% | N/A |
| 2017 | +27.09% | N/A |
| 2016 | -0.08% | N/A |
SDG vs IVVM Drawdown Comparison
The maximum drawdown for SDG was -30.33%, occurring on Apr 8, 2025. Recovery took 1189 trading sessions.
The maximum drawdown for IVVM was -11.62%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current SDG drawdown is -2.99%. The current IVVM drawdown is -0.98%.
| Rank | SDG | IVVM |
|---|---|---|
| #1 | -30.33% Sep 3, 2021 - Jun 2, 2026 | -11.62% Feb 19, 2025 - May 14, 2025 |
| #2 | -27.28% Feb 19, 2020 - Jul 6, 2020 | -5.33% Jul 16, 2024 - Aug 19, 2024 |
| #3 | -15.79% Jan 26, 2018 - Oct 24, 2019 | -5.31% Feb 2, 2026 - Apr 14, 2026 |
| #4 | -8.05% Sep 6, 2016 - Feb 15, 2017 | -4.93% Jul 28, 2023 - Nov 14, 2023 |
| #5 | -7.86% Jan 26, 2021 - Jun 29, 2021 | -2.92% Mar 28, 2024 - May 9, 2024 |
| #6 | -7.83% Jun 8, 2016 - Jul 21, 2016 | -2.86% Dec 26, 2024 - Feb 13, 2025 |
| #7 | -6.52% Oct 12, 2020 - Nov 5, 2020 | -2.52% Aug 30, 2024 - Sep 13, 2024 |
| #8 | -6.25% Apr 24, 2017 - Jun 19, 2017 | -2.52% Nov 12, 2025 - Nov 26, 2025 |
| #9 | -5.14% Sep 2, 2020 - Oct 12, 2020 | -1.97% Dec 16, 2024 - Dec 26, 2024 |
| #10 | -4.74% May 2, 2016 - Jun 6, 2016 | -1.58% Jan 12, 2026 - Jan 29, 2026 |
| #11 | -4.11% Jul 1, 2021 - Aug 30, 2021 | -1.54% Dec 10, 2025 - Dec 23, 2025 |
| #12 | -3.64% Oct 18, 2017 - Dec 26, 2017 | -1.50% Oct 9, 2025 - Oct 20, 2025 |
| #13 | -3.12% Jun 26, 2017 - Aug 31, 2017 | -1.46% Oct 22, 2024 - Nov 6, 2024 |
| #14 | -3.06% Jul 20, 2020 - Aug 12, 2020 | -1.36% Jul 28, 2025 - Aug 8, 2025 |
| #15 | -2.99% Jun 4, 2026 - Jun 5, 2026 | -1.14% May 19, 2025 - May 27, 2025 |
Correlation
Correlation between SDG and IVVM is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2016 - 2025)
SDG vs IVVM dividend yield comparison.
| Year | SDG | IVVM |
|---|---|---|
| 2025 | 2.00% | 0.68% |
| 2024 | 1.95% | 0.62% |
| 2023 | 1.77% | 0.00% |
| 2022 | 1.82% | 0.00% |
| 2021 | 1.66% | 0.00% |
| 2020 | 0.97% | 0.00% |
| 2019 | 1.39% | 0.00% |
| 2018 | 2.47% | 0.00% |
| 2017 | 2.54% | 0.00% |
| 2016 | 1.34% | 0.00% |
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