SDG vs TFPN
Comparison between iShares MSCI Global Sustainable Development Goals ETF (SDG, ETF) and BLUEPRINT CHESAPEAKE MULTI-ASSET TREND ETF (TFPN, ETF).
SDG vs TFPN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SDG
$170M
TFPN
$170M
Expense Ratio
Winner
SDG
0.50%
TFPN
1.96%
Max Drawdown
SDG
34.76%
Winner
TFPN
17.47%
Sharpe Ratio
SDG
0.73
Winner
TFPN
1.51
5Y Beta
SDG
0.62
Winner
TFPN
0.48
P/E Ratio
SDG
N/A
TFPN
22.66
Forward P/E
SDG
N/A
TFPN
18.73
PEG Ratio
SDG
N/A
TFPN
0.17
5Y Dividends CAGR
SDG
11.63%
TFPN
N/A
P/S Ratio
SDG
N/A
TFPN
-2.23
P/B Ratio
SDG
N/A
TFPN
3.75
SDG vs TFPN - Holdings Comparison
SDG and TFPN have 7 common holdings. Overlap is -4.26%
SDG's top 25 holdings weight is 64.10%. TFPN's top 25 holdings weight is 407.41%.
| Rank | SDG | TFPN |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 4.98% | CASH OFFSET (n/a) - 298.15% |
| #2 | NOVARTIS AG REGISTERED SHARES (n/a) - 4.10% | OTHER ASSETS AND LIABILITIES (n/a) - 27.02% |
| #3 | WIWYNN CORP ORDINARY SHARES (n/a) - 4.06% | FUTURE ON S&P 500 (n/a) - 9.38% |
| #4 | FIRST SOLAR INC (FSLR) - 4.02% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 6.55% |
| #5 | NVIDIA CORP (NVDA) - 3.72% | USD/CNH FWD 20260916 PURCHASED (n/a) - 4.91% |
| #6 | VESTAS WIND SYSTEMS AS (n/a) - 3.62% | CNH/USD FWD 20260617 PURCHASED (n/a) - 4.89% |
| #7 | UNI-PRESIDENT ENTERPRISES CORP (n/a) - 3.44% | USD/CNH FWD 20260617 PURCHASED (n/a) - 4.85% |
| #8 | KIMBERLY-CLARK CORP (KMB) - 3.35% | CNH/SGD FWD 20260617 PURCHASED (n/a) - 3.72% |
| #9 | EAST JAPAN RAILWAY CO (n/a) - 3.26% | SGD/CNH FWD 20260617 PURCHASED (n/a) - 3.68% |
| #10 | WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 3.14% | SGD/CNH FWD 20260715 PURCHASED (n/a) - 3.60% |
| #11 | ESSITY AB CLASS B (n/a) - 2.24% | LUMENTUM HOLDINGS INC (LITE) - 3.26% |
| #12 | CSL LTD (n/a) - 2.20% | EUR/CZK FWD 20260715 PURCHASED (n/a) - 3.20% |
| #13 | LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 2.07% | NZD/AUD FWD 20260617 PURCHASED (n/a) - 3.08% |
| #14 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.06% | NZD/AUD FWD 20260715 PURCHASED (n/a) - 3.08% |
| #15 | REGENERON PHARMACEUTICALS INC (REGN) - 2.03% | AUD/NZD FWD 20260617 PURCHASED (n/a) - 3.06% |
| #16 | EQUINIX INC (EQIX) - 1.87% | WESTERN DIGITAL CORP (WDC) - 2.85% |
| #17 | CENTRAL JAPAN RAILWAY CO (n/a) - 1.85% | ISHARES NATIONAL MUNI BOND ETF (MUB) - 2.61% |
| #18 | XPENG INC CLASS A (n/a) - 1.67% | HUF/EUR FWD 20260617 PURCHASED (n/a) - 2.59% |
| #19 | MASCO CORP (MAS) - 1.64% | EUR/HUF FWD 20260617 PURCHASED (n/a) - 2.59% |
| #20 | WEYERHAEUSER CO (WY) - 1.64% | EUR/CNH FWD 20260715 PURCHASED (n/a) - 2.41% |
| #21 | ACCIONA SA (n/a) - 1.57% | PLN/EUR FWD 20260617 PURCHASED (n/a) - 2.40% |
| #22 | HOCHTIEF AG (n/a) - 1.49% | EUR/PLN FWD 20260617 PURCHASED (n/a) - 2.40% |
| #23 | SAPUTO INC (n/a) - 1.41% | IDR/USD FWD 20260715 PURCHASED (n/a) - 2.39% |
| #24 | VONOVIA SE (n/a) - 1.34% | CNH/EUR FWD 20260617 PURCHASED (n/a) - 2.39% |
| #25 | DIGITAL REALTY TRUST INC (DLR) - 1.33% | EUR/CNH FWD 20260617 PURCHASED (n/a) - 2.35% |
| Total Holdings | 149 | 724 |
SDG vs TFPN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SDG
-0.72%
TFPN
-4.39%
3M
SDG
-0.90%
Winner
TFPN
+1.32%
6M
SDG
+3.63%
Winner
TFPN
+8.86%
1Y
SDG
+11.64%
Winner
TFPN
+31.88%
5Y(CAGR)
SDG
-0.39%
TFPN
N/A
10Y(CAGR)
SDG
+7.83%
TFPN
N/A
Max(CAGR)
Winner
SDG
+7.90%
TFPN
+7.72%
SDG vs TFPN - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | SDG | TFPN |
|---|---|---|
| 2026 | +3.22% | +18.19% |
| 2025 | +19.82% | +4.39% |
| 2024 | -8.93% | +2.84% |
| 2023 | +4.07% | -1.60% |
| 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 TFPN Drawdown Comparison
The maximum drawdown for SDG was -30.33%, occurring on Apr 8, 2025. Recovery took 1189 trading sessions.
The maximum drawdown for TFPN was -16.73%, occurring on Apr 8, 2025. Recovery took 391 trading sessions.
The current SDG drawdown is -5.47%. The current TFPN drawdown is -5.84%.
| Rank | SDG | TFPN |
|---|---|---|
| #1 | -30.33% Sep 3, 2021 - Jun 2, 2026 | -16.73% Jun 3, 2024 - Dec 23, 2025 |
| #2 | -27.28% Feb 19, 2020 - Jul 6, 2020 | -10.94% Jun 4, 2026 - Jul 20, 2026 |
| #3 | -15.79% Jan 26, 2018 - Oct 24, 2019 | -7.47% Feb 25, 2026 - Apr 13, 2026 |
| #4 | -8.05% Sep 6, 2016 - Feb 15, 2017 | -5.17% Jul 18, 2023 - Mar 4, 2024 |
| #5 | -7.86% Jan 26, 2021 - Jun 29, 2021 | -4.67% Jan 28, 2026 - Feb 20, 2026 |
| #6 | -7.83% Jun 8, 2016 - Jul 21, 2016 | -4.14% May 14, 2026 - Jun 3, 2026 |
| #7 | -6.52% Oct 12, 2020 - Nov 5, 2020 | -3.40% Apr 1, 2024 - Jun 3, 2024 |
| #8 | -6.25% Apr 24, 2017 - Jun 19, 2017 | -1.82% Dec 26, 2025 - Jan 5, 2026 |
| #9 | -5.57% Jun 4, 2026 - Jul 20, 2026 | -1.58% Jan 5, 2026 - Jan 7, 2026 |
| #10 | -5.14% Sep 2, 2020 - Oct 12, 2020 | -1.56% Mar 7, 2024 - Mar 21, 2024 |
| #11 | -4.74% May 2, 2016 - Jun 6, 2016 | -1.40% May 6, 2026 - May 11, 2026 |
| #12 | -4.11% Jul 1, 2021 - Aug 30, 2021 | -1.31% Apr 24, 2026 - Apr 30, 2026 |
| #13 | -3.64% Oct 18, 2017 - Dec 26, 2017 | -0.54% Apr 20, 2026 - Apr 22, 2026 |
| #14 | -3.12% Jun 26, 2017 - Aug 31, 2017 | -0.44% Apr 14, 2026 - Apr 17, 2026 |
| #15 | -3.06% Jul 20, 2020 - Aug 12, 2020 | -0.25% Mar 4, 2024 - Mar 6, 2024 |
Correlation
Correlation between SDG and TFPN is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2016 - 2026)
SDG vs TFPN dividend yield comparison.
| Year | SDG | TFPN |
|---|---|---|
| 2026 | 0.76% | 0.00% |
| 2025 | 2.00% | 0.00% |
| 2024 | 1.95% | 0.94% |
| 2023 | 1.77% | 0.98% |
| 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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