SDG vs LEXI
Comparison between iShares MSCI Global Sustainable Development Goals ETF (SDG, ETF) and ALEXIS PRACTICAL TACTICAL ETF (LEXI, ETF).
5-Year PerformanceLEXI has outperformed SDG, delivering a return of +11.0% compared to +0.2%
SDG vs LEXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SDG
$169M
LEXI
$169M
Expense Ratio
Winner
SDG
0.50%
LEXI
1.00%
Max Drawdown
SDG
34.76%
Winner
LEXI
22.01%
Sharpe Ratio
SDG
1.16
Winner
LEXI
1.92
5Y Beta
Winner
SDG
0.60
LEXI
0.83
5Y Dividends CAGR
SDG
12.42%
LEXI
N/A
SDG vs LEXI - Holdings Comparison
SDG and LEXI have 2 common holdings. Overlap is 1.67%
SDG's top 25 holdings weight is 67.37%. LEXI's top 25 holdings weight is 89.18%.
| Rank | SDG | LEXI |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 9.52% | STATE STREET® SPDR® S&P MIDCAP 400® ETF (MDY) - 4.91% |
| #2 | WIWYNN CORP ORDINARY SHARES (n/a) - 5.66% | JPMORGAN ULTRA-SHORT INCOME ETF (JPST) - 4.91% |
| #3 | VESTAS WIND SYSTEMS AS (n/a) - 4.65% | PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) - 4.90% |
| #4 | NVIDIA CORP (NVDA) - 4.46% | ISHARES FLEXIBLE INCOME ACTIVE ETF (BINC) - 4.85% |
| #5 | FIRST SOLAR INC (FSLR) - 4.37% | PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) - 4.85% |
| #6 | EAST JAPAN RAILWAY CO (n/a) - 3.55% | VANGUARD DIVIDEND APPRECIATION ETF (VIG) - 4.83% |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 3.51% | ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 4.82% |
| #8 | WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 2.88% | ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM) - 4.78% |
| #9 | UNI-PRESIDENT ENTERPRISES CORP (n/a) - 2.68% | XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) - 4.68% |
| #10 | LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 2.65% | INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) - 4.63% |
| #11 | KIMBERLY-CLARK CORP (KMB) - 2.34% | ISHARES RUSSELL 1000 VALUE ETF (IWD) - 4.49% |
| #12 | EQUINIX INC (EQIX) - 2.05% | VANGUARD MEGA CAP GROWTH ETF (MGK) - 4.45% |
| #13 | ACCIONA SA (n/a) - 1.98% | STATE STREET®SPDR®DOWJONESINDSTRAVGETFTR (DIA) - 4.41% |
| #14 | DIGITAL REALTY TRUST INC (DLR) - 1.96% | ISHARES MSCI EMERGING MARKETS ETF (EEM) - 4.11% |
| #15 | ESSITY AB CLASS B (n/a) - 1.68% | ISHARES 0-5 YEAR HIGH YIELD CORP BD ETF (SHYG) - 4.02% |
| #16 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.62% | INVESCO QQQ TRUST (QQQ) - 3.38% |
| #17 | XPENG INC CLASS A (n/a) - 1.53% | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 2.88% |
| #18 | CENTRAL JAPAN RAILWAY CO (n/a) - 1.52% | VANGUARD GROWTH ETF (VUG) - 2.81% |
| #19 | REGENERON PHARMACEUTICALS INC (REGN) - 1.49% | ISHARES 0€“1 YEAR TREASURY BOND ETF (SHV) - 2.01% |
| #20 | PEARSON PLC (n/a) - 1.35% | NVIDIA CORP (NVDA) - 1.71% |
| #21 | XINYI SOLAR HOLDINGS LTD (n/a) - 1.26% | APPLIED MATERIALS INC (AMAT) - 1.53% |
| #22 | WEYERHAEUSER CO (WY) - 1.19% | VANECK GOLD MINERS ETF (GDX) - 1.51% |
| #23 | VONOVIA SE (n/a) - 1.16% | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 1.40% |
| #24 | SAPUTO INC (n/a) - 1.16% | CATERPILLAR INC (CAT) - 1.21% |
| #25 | CSL LTD (n/a) - 1.15% | ALPHABET INC CLASS A (GOOGL) - 1.10% |
| Total Holdings | 148 | 46 |
SDG vs LEXI - Historical Returns
Returns include dividend reinvestment.
1M
SDG
+0.94%
Winner
LEXI
+2.58%
3M
SDG
+8.92%
Winner
LEXI
+9.10%
6M
SDG
+6.95%
Winner
LEXI
+11.51%
1Y
SDG
+21.84%
Winner
LEXI
+27.44%
5Y(CAGR)
SDG
+0.18%
Winner
LEXI
+10.97%
10Y(CAGR)
SDG
+8.20%
LEXI
N/A
Max(CAGR)
SDG
+8.28%
Winner
LEXI
+10.97%
SDG vs LEXI - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | SDG | LEXI |
|---|---|---|
| 2026 | +5.93% | +10.63% |
| 2025 | +19.82% | +19.48% |
| 2024 | -8.93% | +17.41% |
| 2023 | +4.07% | +16.91% |
| 2022 | -11.71% | -14.31% |
| 2021 | -2.33% | +8.30% |
| 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 LEXI Drawdown Comparison
The maximum drawdown for SDG was -30.33%, occurring on Apr 8, 2025. Recovery took 1189 trading sessions.
The maximum drawdown for LEXI was -22.01%, occurring on Sep 30, 2022. Recovery took 513 trading sessions.
The current SDG drawdown is -2.99%. The current LEXI drawdown is -2.01%.
| Rank | SDG | LEXI |
|---|---|---|
| #1 | -30.33% Sep 3, 2021 - Jun 2, 2026 | -22.01% Jan 4, 2022 - Jan 22, 2024 |
| #2 | -27.28% Feb 19, 2020 - Jul 6, 2020 | -15.94% Feb 19, 2025 - Jun 3, 2025 |
| #3 | -15.79% Jan 26, 2018 - Oct 24, 2019 | -8.12% Feb 25, 2026 - Apr 14, 2026 |
| #4 | -8.05% Sep 6, 2016 - Feb 15, 2017 | -7.57% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -7.86% Jan 26, 2021 - Jun 29, 2021 | -4.72% Mar 28, 2024 - May 14, 2024 |
| #6 | -7.83% Jun 8, 2016 - Jul 21, 2016 | -4.43% Sep 3, 2021 - Oct 21, 2021 |
| #7 | -6.52% Oct 12, 2020 - Nov 5, 2020 | -4.40% Dec 11, 2024 - Feb 18, 2025 |
| #8 | -6.25% Apr 24, 2017 - Jun 19, 2017 | -4.14% Nov 16, 2021 - Dec 27, 2021 |
| #9 | -5.14% Sep 2, 2020 - Oct 12, 2020 | -3.70% Nov 12, 2025 - Dec 3, 2025 |
| #10 | -4.74% May 2, 2016 - Jun 6, 2016 | -2.86% Jan 29, 2026 - Feb 11, 2026 |
| #11 | -4.11% Jul 1, 2021 - Aug 30, 2021 | -2.85% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -3.64% Oct 18, 2017 - Dec 26, 2017 | -2.13% Oct 8, 2025 - Oct 20, 2025 |
| #13 | -3.12% Jun 26, 2017 - Aug 31, 2017 | -2.04% Oct 14, 2024 - Nov 6, 2024 |
| #14 | -3.06% Jul 20, 2020 - Aug 12, 2020 | -2.03% May 14, 2026 - May 26, 2026 |
| #15 | -2.99% Jun 4, 2026 - Jun 5, 2026 | -2.01% Jun 4, 2026 - Jun 5, 2026 |
Correlation
Correlation between SDG and LEXI is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.49
-101
Dividend Comparison (2016 - 2025)
SDG vs LEXI dividend yield comparison.
| Year | SDG | LEXI |
|---|---|---|
| 2025 | 2.00% | 0.94% |
| 2024 | 1.95% | 2.17% |
| 2023 | 1.77% | 1.34% |
| 2022 | 1.82% | 0.95% |
| 2021 | 1.66% | 0.23% |
| 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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