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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 +12.4% compared to -0.4%

SDG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SDG
$170M
Winner
SPY
$781B
Expense Ratio
SDG
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
SDG
34.76%
SPY
56.47%
Sharpe Ratio
SDG
0.59
Winner
SPY
1.12
5Y Beta
Winner
SDG
0.62
SPY
1.00
P/E Ratio
SDG
N/A
SPY
28.53
Forward P/E
SDG
N/A
SPY
21.47
5Y Dividends CAGR
Winner
SDG
11.63%
SPY
6.00%
5Y EPS CAGR
SDG
N/A
SPY
25.58%
Debt to Equity
SDG
N/A
SPY
32.09%
P/S Ratio
SDG
N/A
SPY
3.75
P/B Ratio
SDG
N/A
SPY
5.64

SDG vs SPY - Holdings Comparison

SDG and SPY have 15 common holdings. Overlap is 4.80%

SDG's top 25 holdings weight is 64.10%. SPY's top 25 holdings weight is 51.74%.

RankSDGSPY
#1
MARVELL TECHNOLOGY INC (MRVL) - 4.98%
NVIDIA CORP (NVDA) - 7.89%
#2
NOVARTIS AG REGISTERED SHARES (n/a) - 4.10%
APPLE INC (AAPL) - 7.37%
#3
WIWYNN CORP ORDINARY SHARES (n/a) - 4.06%
MICROSOFT CORP (MSFT) - 4.50%
#4
FIRST SOLAR INC (FSLR) - 4.02%
AMAZON.COM INC (AMZN) - 3.82%
#5
NVIDIA CORP (NVDA) - 3.72%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
VESTAS WIND SYSTEMS AS (n/a) - 3.62%
BROADCOM INC (AVGO) - 2.86%
#7
UNI-PRESIDENT ENTERPRISES CORP (n/a) - 3.44%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
KIMBERLY-CLARK CORP (KMB) - 3.35%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
EAST JAPAN RAILWAY CO (n/a) - 3.26%
TESLA INC (TSLA) - 1.70%
#10
WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 3.14%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ESSITY AB CLASS B (n/a) - 2.24%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
CSL LTD (n/a) - 2.20%
ELI LILLY AND CO (LLY) - 1.40%
#13
LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 2.07%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
VERTEX PHARMACEUTICALS INC (VRTX) - 2.06%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
REGENERON PHARMACEUTICALS INC (REGN) - 2.03%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
EQUINIX INC (EQIX) - 1.87%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
CENTRAL JAPAN RAILWAY CO (n/a) - 1.85%
VISA INC CLASS A (V) - 0.90%
#18
XPENG INC CLASS A (n/a) - 1.67%
WALMART INC (WMT) - 0.76%
#19
MASCO CORP (MAS) - 1.64%
INTEL CORP (INTC) - 0.75%
#20
WEYERHAEUSER CO (WY) - 1.64%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
ACCIONA SA (n/a) - 1.57%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
HOCHTIEF AG (n/a) - 1.49%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
SAPUTO INC (n/a) - 1.41%
ABBVIE INC (ABBV) - 0.66%
#24
VONOVIA SE (n/a) - 1.34%
CATERPILLAR INC (CAT) - 0.65%
#25
DIGITAL REALTY TRUST INC (DLR) - 1.33%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings149505

SDG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SDG
-0.72%
Winner
SPY
+0.63%
3M
SDG
-0.90%
Winner
SPY
+4.46%
6M
SDG
+3.63%
Winner
SPY
+7.67%
1Y
SDG
+11.64%
Winner
SPY
+17.68%
5Y(CAGR)
SDG
-0.39%
Winner
SPY
+12.42%
10Y(CAGR)
SDG
+7.83%
Winner
SPY
+14.84%
Max(CAGR)
SDG
+7.90%
Winner
SPY
+8.44%

SDG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSDGSPY
2026+3.22%+8.63%
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 -5.47%. The current SPY drawdown is -2.57%.

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
#9-5.57%
Jun 4, 2026 - Jul 20, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.14%
Sep 2, 2020 - Oct 12, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.74%
May 2, 2016 - Jun 6, 2016		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.11%
Jul 1, 2021 - Aug 30, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.64%
Oct 18, 2017 - Dec 26, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.12%
Jun 26, 2017 - Aug 31, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.06%
Jul 20, 2020 - Aug 12, 2020		-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
20260.76%0.50%
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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