iShares MSCI Global Sustainable Development Goals ETF

Frequently Asked Questions About SDG

What does SDG invest in?

SDG tracks an ESG-focused index composed of global companies that derive at least 50% of their revenues from products and services that further the United Nation's Sustainable Development Goals. Companies are explicitly deselected if more than 10% of sales are from alcohol, tobacco, or are involved in predatory lending. The index must contain at least 30 issuers, with an issuer cap of 4% and a sector cap of 20%. Constituent weight is based on the percent of income derived from the above-stated impact sales, scaled by trailing 12-month revenues and rebalanced annually. Given the fund's narrow construction and loose constraints, the fund could vary considerably from cap-weighted exposure and performance, and may not be comparable with broad-based indices. The fund can invest in both developed and emerging markets, with allowances for all market caps. SDG traded under the ticker MPCT until Oct. 24, 2018. There was no change to the fund's index or strategy.

What is the expense ratio of SDG?

iShares MSCI Global Sustainable Development Goals ETF (SDG) charges an expense ratio of 0.50%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SDG?

iShares MSCI Global Sustainable Development Goals ETF (SDG) manages $168.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is SDG actively managed or an index fund?

SDG is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (SDG's is 0.50%) because there's no security selection cost.

When was SDG launched?

iShares MSCI Global Sustainable Development Goals ETF (SDG) launched in April 2016 and is managed by IShares.

How has SDG performed?

SDG's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.