SDG vs. ACWV ETF Comparison

Comparison of iShares MSCI Global Impact ETF (SDG) to iShares MSCI All Country World Minimum Volatility Index Fund (ACWV)
SDG

iShares MSCI Global Impact ETF

SDG Description

The iShares MSCI Global Impact ETF seeks to track the investment results of an index composed of positive impact companies that derive a majority of their revenue from products and services that address at least one of the world's major social and environmental challenges as identified by the United Nations Sustainable Development Goals.

Grade (RS Rating)

Last Trade

$81.74

Average Daily Volume

9,643

Number of Holdings *

22

* may have additional holdings in another (foreign) market
ACWV

iShares MSCI All Country World Minimum Volatility Index Fund

ACWV Description The investment seeks to track the investment results of an index composed of developed and emerging market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed and emerging equity markets. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. It seeks to track the underlying index, which has been developed by MSCI Inc. ("MSCI") to measure the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$113.65

Average Daily Volume

156,638

Number of Holdings *

136

* may have additional holdings in another (foreign) market
Performance
Period SDG ACWV
30 Days 4.79% 1.82%
60 Days 6.54% 6.04%
90 Days 9.14% 8.56%
12 Months 9.01% 18.75%
8 Overlapping Holdings
Symbol Grade Weight in SDG Weight in ACWV Overlap
AMGN B 1.0% 1.0% 1.0%
BMRN F 1.0% 1.0% 1.0%
HRL C 1.0% 1.0% 1.0%
INCY C 1.0% 1.0% 1.0%
NBIX F 1.0% 1.0% 1.0%
REGN C 1.0% 1.0% 1.0%
UTHR C 1.0% 1.0% 1.0%
VRTX D 1.0% 1.0% 1.0%
SDG Overweight 14 Positions Relative to ACWV
Symbol Grade Weight
WY C 1.0%
XYL C 1.0%
DLR B 1.0%
ENPH D 1.0%
NVDA D 1.0%
FSLR C 1.0%
BXP B 1.0%
ARE C 1.0%
SUI B 1.0%
DXCM F 1.0%
PODD B 1.0%
ALNY C 1.0%
EW F 1.0%
SAR C -1.05%
SDG Underweight 128 Positions Relative to ACWV
Symbol Grade Weight
HOLX B -1.0%
GPC D -1.0%
ACI F -1.0%
CAG C -1.0%
KNX C -1.0%
ANET B -1.0%
HSIC C -1.0%
KO C -1.0%
CHRW B -1.0%
TRGP B -1.0%
FANG D -1.0%
TPL B -1.0%
DINO F -1.0%
IT B -1.0%
AEP C -1.0%
WTW C -1.0%
XOM C -1.0%
WDAY D -1.0%
PCG C -1.0%
TDY B -1.0%
AZPN B -1.0%
FICO B -1.0%
AEE C -1.0%
ABT C -1.0%
EG C -1.0%
XEL B -1.0%
MNST D -1.0%
AIZ B -1.0%
CTVA B -1.0%
NEM B -1.0%
LNG C -1.0%
MOH D -1.0%
DGX B -1.0%
MPC F -1.0%
ULTA D -1.0%
CMS C -1.0%
CAH C -1.0%
MA B -1.0%
DPZ F -1.0%
GD B -1.0%
FWONK C -1.0%
FCNCA D -1.0%
PTC D -1.0%
JKHY B -1.0%
CTSH C -1.0%
BMY C -1.0%
ROL C -1.0%
CME C -1.0%
CF C -1.0%
BDX D -1.0%
YUM D -1.0%
LMT C -1.0%
CPB C -1.0%
T C -1.0%
ACN C -1.0%
GEN B -1.0%
CI C -1.0%
BRO C -1.0%
MDLZ B -1.0%
SJM C -1.0%
TRV C -1.0%
AKAM D -1.0%
TSN C -1.0%
FFIV B -1.0%
JNPR B -1.0%
KMB D -1.0%
AON B -1.0%
ERIE B -1.0%
AJG D -1.0%
VRSN D -1.0%
KHC C -1.0%
HUM F -1.0%
TJX B -1.0%
BAH C -1.0%
L C -1.0%
MKL C -1.0%
WRB C -1.0%
KEYS C -1.0%
WCN D -1.0%
FI A -1.0%
KDP B -1.0%
CL D -1.0%
GILD B -1.0%
CHD D -1.0%
ORCL C -1.0%
APH D -1.0%
HSY C -1.0%
GDDY C -1.0%
V C -1.0%
EA D -1.0%
ORLY C -1.0%
K B -1.0%
ABBV C -1.0%
CBOE C -1.0%
ELV C -1.0%
LLY C -1.0%
ACGL C -1.0%
WEC C -1.0%
GIS B -1.0%
IBM B -1.0%
AZO D -1.0%
MSFT C -1.0%
KR C -1.0%
NOC B -1.0%
VZ B -1.0%
PGR B -1.0%
SO B -1.0%
UNH C -1.0%
DUK C -1.0%
PG C -1.0%
BRK.A C -1.0%
CB B -1.0%
MMC C -1.0%
ED C -1.0%
MCD B -1.0%
COR D -1.0%
JNJ C -1.0%
PEP C -1.0%
RSG D -1.0%
MCK F -1.0%
MRK D -1.0%
ROP C -1.0%
CSCO C -1.0%
WM D -1.0%
MSI B -1.0%
WMT C -1.0%
TMUS C -1.0%
CHT B -0.38%
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