SDG vs MBCC
Comparison between iShares MSCI Global Sustainable Development Goals ETF (SDG, ETF) and MONARCH BLUE CHIPS CORE INDEX ETF (MBCC, ETF).
SDG vs MBCC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDG
$169M
Winner
MBCC
$170M
Expense Ratio
Winner
SDG
0.50%
MBCC
1.14%
Max Drawdown
SDG
34.76%
MBCC
N/A
Sharpe Ratio
Winner
SDG
1.16
MBCC
0.00
5Y Beta
SDG
0.60
Winner
MBCC
0.00
P/E Ratio
SDG
N/A
MBCC
36.40
Forward P/E
SDG
N/A
MBCC
26.73
PEG Ratio
SDG
N/A
MBCC
0.71
5Y Dividends CAGR
SDG
12.42%
MBCC
N/A
5Y EPS CAGR
SDG
N/A
MBCC
20.35%
Debt to Equity
SDG
N/A
MBCC
-45.96%
P/S Ratio
SDG
N/A
MBCC
6.43
P/B Ratio
SDG
N/A
MBCC
8.14
SDG vs MBCC - Holdings Comparison
SDG and MBCC have 2 common holdings. Overlap is 4.43%
SDG's top 25 holdings weight is 67.37%. MBCC's top 25 holdings weight is 100.00%.
| Rank | SDG | MBCC |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 9.52% | ADVANCED MICRO DEVICES INC (AMD) - 9.17% |
| #2 | WIWYNN CORP ORDINARY SHARES (n/a) - 5.66% | TEXAS INSTRUMENTS INC (TXN) - 5.72% |
| #3 | VESTAS WIND SYSTEMS AS (n/a) - 4.65% | BROADCOM INC (AVGO) - 5.09% |
| #4 | NVIDIA CORP (NVDA) - 4.46% | AMAZON.COM INC (AMZN) - 4.98% |
| #5 | FIRST SOLAR INC (FSLR) - 4.37% | NVIDIA CORP (NVDA) - 4.77% |
| #6 | EAST JAPAN RAILWAY CO (n/a) - 3.55% | APPLE INC (AAPL) - 4.59% |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 3.51% | MICROSOFT CORP (MSFT) - 4.18% |
| #8 | WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 2.88% | VISA INC CLASS A (V) - 4.03% |
| #9 | UNI-PRESIDENT ENTERPRISES CORP (n/a) - 2.68% | ELI LILLY AND CO (LLY) - 3.97% |
| #10 | LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 2.65% | SIMON PROPERTY GROUP INC (SPG) - 3.94% |
| #11 | KIMBERLY-CLARK CORP (KMB) - 2.34% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.92% |
| #12 | EQUINIX INC (EQIX) - 2.05% | MASTERCARD INC CLASS A (MA) - 3.78% |
| #13 | ACCIONA SA (n/a) - 1.98% | CAPITAL ONE FINANCIAL CORP (COF) - 3.77% |
| #14 | DIGITAL REALTY TRUST INC (DLR) - 1.96% | AMERICAN TOWER CORP (AMT) - 3.76% |
| #15 | ESSITY AB CLASS B (n/a) - 1.68% | META PLATFORMS INC CLASS A (META) - 3.70% |
| #16 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.62% | WALMART INC (WMT) - 3.69% |
| #17 | XPENG INC CLASS A (n/a) - 1.53% | SALESFORCE INC (CRM) - 3.63% |
| #18 | CENTRAL JAPAN RAILWAY CO (n/a) - 1.52% | NETFLIX INC (NFLX) - 3.61% |
| #19 | REGENERON PHARMACEUTICALS INC (REGN) - 1.49% | GE AEROSPACE (GE) - 3.47% |
| #20 | PEARSON PLC (n/a) - 1.35% | AMGEN INC (AMGN) - 3.43% |
| #21 | XINYI SOLAR HOLDINGS LTD (n/a) - 1.26% | INTUITIVE SURGICAL INC (ISRG) - 3.42% |
| #22 | WEYERHAEUSER CO (WY) - 1.19% | MCDONALD'S CORP (MCD) - 3.25% |
| #23 | VONOVIA SE (n/a) - 1.16% | DANAHER CORP (DHR) - 3.21% |
| #24 | SAPUTO INC (n/a) - 1.16% | NIKE INC CLASS B (NKE) - 2.82% |
| #25 | CSL LTD (n/a) - 1.15% | US DOLLARS (n/a) - 0.10% |
| Total Holdings | 148 | 25 |
SDG vs MBCC - Historical Returns
Returns include dividend reinvestment.
1M
SDG
+0.94%
MBCC
N/A
3M
SDG
+8.92%
MBCC
N/A
6M
SDG
+6.95%
MBCC
N/A
1Y
SDG
+21.84%
MBCC
N/A
5Y(CAGR)
SDG
+0.18%
MBCC
N/A
10Y(CAGR)
SDG
+8.20%
MBCC
N/A
Max(CAGR)
Winner
SDG
+8.28%
MBCC
+0.00%
SDG vs MBCC - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | SDG | MBCC |
|---|---|---|
| 2026 | +5.93% | +0.00% |
| 2025 | +19.82% | N/A |
| 2024 | -8.93% | N/A |
| 2023 | +4.07% | N/A |
| 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 MBCC Drawdown Comparison
The maximum drawdown for SDG was -30.33%, occurring on Apr 8, 2025. Recovery took 1189 trading sessions.
The current SDG drawdown is -2.99%.
| Rank | SDG | MBCC |
|---|---|---|
| #1 | -30.33% Sep 3, 2021 - Jun 2, 2026 | N/A |
| #2 | -27.28% Feb 19, 2020 - Jul 6, 2020 | N/A |
| #3 | -15.79% Jan 26, 2018 - Oct 24, 2019 | N/A |
| #4 | -8.05% Sep 6, 2016 - Feb 15, 2017 | N/A |
| #5 | -7.86% Jan 26, 2021 - Jun 29, 2021 | N/A |
| #6 | -7.83% Jun 8, 2016 - Jul 21, 2016 | N/A |
| #7 | -6.52% Oct 12, 2020 - Nov 5, 2020 | N/A |
| #8 | -6.25% Apr 24, 2017 - Jun 19, 2017 | N/A |
| #9 | -5.14% Sep 2, 2020 - Oct 12, 2020 | N/A |
| #10 | -4.74% May 2, 2016 - Jun 6, 2016 | N/A |
| #11 | -4.11% Jul 1, 2021 - Aug 30, 2021 | N/A |
| #12 | -3.64% Oct 18, 2017 - Dec 26, 2017 | N/A |
| #13 | -3.12% Jun 26, 2017 - Aug 31, 2017 | N/A |
| #14 | -3.06% Jul 20, 2020 - Aug 12, 2020 | N/A |
| #15 | -2.99% Jun 4, 2026 - Jun 5, 2026 | N/A |
Correlation
Correlation between SDG and MBCC is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
0.00
-101
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