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SDG vs SPY

Comparison between iShares MSCI Global Sustainable Development Goals ETF (SDG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SDG, delivering a return of +13.3% compared to +0.2%

SDG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SDG
$169M
Winner
SPY
$735B
Expense Ratio
SDG
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
SDG
34.76%
SPY
56.47%
Sharpe Ratio
SDG
1.16
Winner
SPY
1.62
5Y Beta
Winner
SDG
0.60
SPY
1.00
P/E Ratio
SDG
N/A
SPY
28.99
Forward P/E
SDG
N/A
SPY
22.37
5Y Dividends CAGR
Winner
SDG
12.42%
SPY
5.43%
5Y EPS CAGR
SDG
N/A
SPY
26.05%
Debt to Equity
SDG
N/A
SPY
32.40%
P/S Ratio
SDG
N/A
SPY
3.74
P/B Ratio
SDG
N/A
SPY
5.61

SDG vs SPY - Holdings Comparison

SDG and SPY have 14 common holdings. Overlap is 5.26%

SDG's top 25 holdings weight is 67.37%. SPY's top 25 holdings weight is 52.37%.

RankSDGSPY
#1
MARVELL TECHNOLOGY INC (MRVL) - 9.52%
NVIDIA CORP (NVDA) - 8.10%
#2
WIWYNN CORP ORDINARY SHARES (n/a) - 5.66%
APPLE INC (AAPL) - 7.02%
#3
VESTAS WIND SYSTEMS AS (n/a) - 4.65%
MICROSOFT CORP (MSFT) - 4.79%
#4
NVIDIA CORP (NVDA) - 4.46%
AMAZON.COM INC (AMZN) - 4.02%
#5
FIRST SOLAR INC (FSLR) - 4.37%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
EAST JAPAN RAILWAY CO (n/a) - 3.55%
BROADCOM INC (AVGO) - 3.10%
#7
NOVARTIS AG REGISTERED SHARES (n/a) - 3.51%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 2.88%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
UNI-PRESIDENT ENTERPRISES CORP (n/a) - 2.68%
TESLA INC (TSLA) - 1.89%
#10
LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 2.65%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
KIMBERLY-CLARK CORP (KMB) - 2.34%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
EQUINIX INC (EQIX) - 2.05%
ELI LILLY AND CO (LLY) - 1.31%
#13
ACCIONA SA (n/a) - 1.98%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
DIGITAL REALTY TRUST INC (DLR) - 1.96%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
ESSITY AB CLASS B (n/a) - 1.68%
EXXON MOBIL CORP (XOM) - 0.97%
#16
VERTEX PHARMACEUTICALS INC (VRTX) - 1.62%
INTEL CORP (INTC) - 0.90%
#17
XPENG INC CLASS A (n/a) - 1.53%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
CENTRAL JAPAN RAILWAY CO (n/a) - 1.52%
VISA INC CLASS A (V) - 0.85%
#19
REGENERON PHARMACEUTICALS INC (REGN) - 1.49%
WALMART INC (WMT) - 0.81%
#20
PEARSON PLC (n/a) - 1.35%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
XINYI SOLAR HOLDINGS LTD (n/a) - 1.26%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
WEYERHAEUSER CO (WY) - 1.19%
CATERPILLAR INC (CAT) - 0.66%
#23
VONOVIA SE (n/a) - 1.16%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
SAPUTO INC (n/a) - 1.16%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
CSL LTD (n/a) - 1.15%
ABBVIE INC (ABBV) - 0.58%
Total Holdings148505

SDG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SDG
+0.94%
Winner
SPY
+1.90%
3M
Winner
SDG
+8.92%
SPY
+8.55%
6M
SDG
+6.95%
Winner
SPY
+8.18%
1Y
SDG
+21.84%
Winner
SPY
+25.79%
5Y(CAGR)
SDG
+0.18%
Winner
SPY
+13.32%
10Y(CAGR)
SDG
+8.20%
Winner
SPY
+15.19%
Max(CAGR)
SDG
+8.28%
Winner
SPY
+8.47%

SDG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSDGSPY
2026+5.93%+8.26%
2025+19.82%+18.00%
2024-8.93%+25.59%
2023+4.07%+26.72%
2022-11.71%-18.64%
2021-2.33%+30.52%
2020+43.49%+17.28%
2019+26.32%+31.09%
2018-8.88%-5.24%
2017+27.09%+20.78%
2016-0.08%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SDG vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SDG drawdown is -2.99%. The current SPY drawdown is -2.90%.

RankSDGSPY
#1-30.33%
Sep 3, 2021 - Jun 2, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-27.28%
Feb 19, 2020 - Jul 6, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-15.79%
Jan 26, 2018 - Oct 24, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.05%
Sep 6, 2016 - Feb 15, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.86%
Jan 26, 2021 - Jun 29, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.83%
Jun 8, 2016 - Jul 21, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.52%
Oct 12, 2020 - Nov 5, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.25%
Apr 24, 2017 - Jun 19, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.14%
Sep 2, 2020 - Oct 12, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.74%
May 2, 2016 - Jun 6, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.11%
Jul 1, 2021 - Aug 30, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.64%
Oct 18, 2017 - Dec 26, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.12%
Jun 26, 2017 - Aug 31, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.06%
Jul 20, 2020 - Aug 12, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.99%
Jun 4, 2026 - Jun 5, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SDG and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (1999 - 2026)

SDG vs SPY dividend yield comparison.

YearSDGSPY
20260.00%0.24%
20252.00%1.07%
20241.95%1.21%
20231.77%1.40%
20221.82%1.65%
20211.66%1.20%
20200.97%1.52%
20191.39%1.75%
20182.47%2.04%
20172.54%1.80%
20161.34%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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