SPE vs SDG

Comparison between Special Opportunities Fund Inc (SPE, ETF) and iShares MSCI Global Sustainable Development Goals ETF (SDG, ETF).

5-Year PerformanceSPE has outperformed SDG, delivering a return of +9.0% compared to +0.2%

SPE vs SDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPE(ETF)	SDG(ETF)
Net Assets	$170M	$169M
Expense Ratio	N/A	0.50%
Max Drawdown	58.53%	34.76%
Sharpe Ratio	0.16	1.16
5Y Beta	0.56	0.60
5Y Dividends CAGR	13.47%	12.42%

Net Assets

Winner

SPE

$170M

SDG

$169M

Expense Ratio

SPE

N/A

SDG

0.50%

Max Drawdown

SPE

58.53%

Winner

SDG

34.76%

Sharpe Ratio

SPE

0.16

Winner

SDG

1.16

5Y Beta

Winner

SPE

0.56

SDG

0.60

5Y Dividends CAGR

Winner

SPE

13.47%

SDG

12.42%

SPE vs SDG - Historical Returns

Returns include dividend reinvestment.

Period	SPE	SDG
1 month	-3.33%	+0.94%
3 months	-3.08%	+8.92%
6 months	-0.68%	+6.95%
1 year	+5.11%	+21.84%
5 years(CAGR)	+9.05%	+0.18%
10 years(CAGR)	+11.49%	+8.20%
Max(CAGR)	+8.99%	+8.28%

SPE

-3.33%

Winner

SDG

+0.94%

SPE

-3.08%

Winner

SDG

+8.92%

SPE

-0.68%

Winner

SDG

+6.95%

SPE

+5.11%

Winner

SDG

+21.84%

5Y(CAGR)

Winner

SPE

+9.05%

SDG

+0.18%

10Y(CAGR)

Winner

SPE

+11.49%

SDG

+8.20%

Max(CAGR)

Winner

SPE

+8.99%

SDG

+8.28%

SPE vs SDG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SPE	SDG
2026	-2.43%	+5.93%
2025	+14.15%	+19.82%
2024	+34.11%	-8.93%
2023	+14.54%	+4.07%
2022	-18.85%	-11.71%
2021	+25.58%	-2.33%
2020	+4.29%	+43.49%
2019	+30.90%	+26.32%
2018	-9.91%	-8.88%
2017	+25.21%	+27.09%
2016	+10.69%	-0.08%
2015	-7.46%	N/A
2014	-1.88%	N/A
2013	+29.76%	N/A
2012	+11.73%	N/A
2011	+1.00%	N/A
2010	+5.05%	N/A
2009	+45.90%	N/A
2008	-15.82%	N/A
2007	+0.88%	N/A
2006	+9.61%	N/A
2005	+2.39%	N/A
2004	+1.11%	N/A
2003	+11.38%	N/A
2002	+11.83%	N/A
2001	+8.81%	N/A
2000	+18.23%	N/A
1999	-4.22%	N/A

SPE vs SDG Drawdown Comparison

The maximum drawdown for SPE was -46.84%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.

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

The current SPE drawdown is -5.31%. The current SDG drawdown is -2.99%.

Rank	SPE	SDG
#1	-46.84% Feb 19, 2020 - Dec 11, 2020	-30.33% Sep 3, 2021 - Jun 2, 2026
#2	-32.95% Jun 5, 2008 - Apr 27, 2009	-27.28% Feb 19, 2020 - Jul 6, 2020
#3	-24.14% Jan 7, 2022 - Mar 26, 2024	-15.79% Jan 26, 2018 - Oct 24, 2019
#4	-18.46% Dec 31, 2013 - Aug 23, 2016	-8.05% Sep 6, 2016 - Feb 15, 2017
#5	-17.47% Jan 26, 2018 - Jun 14, 2019	-7.86% Jan 26, 2021 - Jun 29, 2021
#6	-13.69% Feb 20, 2025 - May 20, 2025	-7.83% Jun 8, 2016 - Jul 21, 2016
#7	-13.13% Mar 15, 2004 - Aug 31, 2005	-6.52% Oct 12, 2020 - Nov 5, 2020
#8	-12.14% Jul 22, 2011 - Jan 25, 2012	-6.25% Apr 24, 2017 - Jun 19, 2017
#9	-12.05% Oct 6, 2009 - Oct 18, 2010	-5.14% Sep 2, 2020 - Oct 12, 2020
#10	-9.71% Jun 17, 2003 - Jan 20, 2004	-4.74% May 2, 2016 - Jun 6, 2016
#11	-9.32% Jan 15, 2026 - Mar 30, 2026	-4.11% Jul 1, 2021 - Aug 30, 2021
#12	-9.21% May 16, 2007 - Jan 25, 2008	-3.64% Oct 18, 2017 - Dec 26, 2017
#13	-8.92% Nov 19, 1999 - Jun 2, 2000	-3.12% Jun 26, 2017 - Aug 31, 2017
#14	-8.82% Sep 1, 2016 - Jan 18, 2017	-3.06% Jul 20, 2020 - Aug 12, 2020
#15	-8.09% Mar 26, 2012 - Sep 28, 2012	-2.99% Jun 4, 2026 - Jun 5, 2026

Correlation

Correlation between SPE and SDG is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (1999 - 2026)

SPE vs SDG dividend yield comparison.

Year	SPE	SDG
2026	3.92%	0.00%
2025	13.73%	2.00%
2024	7.83%	1.95%
2023	8.77%	1.77%
2022	11.58%	1.82%
2021	11.64%	1.66%
2020	8.01%	0.97%
2019	6.35%	1.39%
2018	14.10%	2.47%
2017	16.53%	2.54%
2016	5.93%	1.34%
2015	9.02%	0.00%
2014	9.63%	0.00%
2013	12.66%	0.00%
2012	10.08%	0.00%
2011	3.69%	0.00%
2010	0.20%	0.00%
2009	6.59%	0.00%
2008	8.05%	0.00%
2007	5.22%	0.00%
2006	5.55%	0.00%
2005	7.30%	0.00%
2004	6.49%	0.00%
2003	7.64%	0.00%
2002	6.36%	0.00%
2001	5.35%	0.00%
2000	5.62%	0.00%
1999	1.04%	0.00%