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SDG ETF ANALYSIS

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SDG ETF FUNDAMENTALS
SDG ETF PERFORMANCE

SDG ISSUER

The SDG ETF seeks to track the investment results of the MSCI ACWI Sustainable Impact Index, developed by MSCI Inc., a leading index provider. This index exclusively comprises companies that address major social and environmental challenges outlined by the United Nations Sustainable Development Goals (UN SDGs). To be included in the index, companies must generate at least 50% of their annual sales from sustainable impact categories and meet minimum environmental, social, and governance (ESG) standards. The index includes companies from 26 countries and regions, primarily in sectors like consumer staples, healthcare, and industrials, reflecting its commitment to sustainability and responsible investing.

SDG DIVIDEND

While the primary focus of the iShares MSCI Global Sustainable Development Goals may not be on dividends, it still reflects the dividend distribution of the underlying MSCI ACWI Sustainable Impact Index. These distributions typically occur on a periodic basis and are influenced by the eligible companies' adherence to sustainability criteria and ESG standards. To be included in the index, companies must generate at least 50% of their annual sales from sustainable impact categories as defined by the United Nations Sustainable Development Goals (UN SDGs). Investors in iShares MSCI Global Sustainable Development Goals may benefit from potential capital appreciation while supporting sustainable and socially responsible investment initiatives.

SDG TRACKING

Tracking the MSCI ACWI Sustainable Impact Index is the primary objective of the SDG Tracking ETF. This index has been developed by MSCI Inc. and exclusively comprises companies whose core business addresses at least one of the world's major social and environmental challenges, as defined by the United Nations Sustainable Development Goals (UN SDGs). Eligible companies must generate at least 50% of their annual sales from sustainable impact categories and maintain minimum environmental, social, and governance (ESG) standards. As of August 31, 2022, the index included securities from 26 countries and regions, spanning various industries. The SDG Tracking ETF aims to closely replicate this index, offering investors exposure to socially and environmentally responsible companies while adopting a passive indexing approach to achieve its investment objective.

SDG CORRELATION

The correlation aspect of the iShares MSCI Global Sustainable Development Goals is a crucial factor to consider when evaluating its performance. This ETF seeks to track the MSCI ACWI Sustainable Impact Index, which comprises companies addressing major social and environmental challenges defined by the United Nations Sustainable Development Goals (UN SDGs). The correlation of this ETF is expected to align with the overall performance and impact of companies within the sustainable impact categories, making it an important tool for investors interested in socially responsible investing. To study its correlations and gain deep insights, investors can use the ETF Insider web app, which offers simple visualization tools and data on how the ETF overlaps with various UN SDGs and sectors, aiding in informed investment decisions.

SDG SECTOR

The SDG Sector ETF seeks to replicate the performance of the MSCI ACWI Sustainable Impact Index, which comprises companies dedicated to addressing major global social and environmental challenges in alignment with the United Nations Sustainable Development Goals (UN SDGs). This ETF primarily invests in companies within various sectors, including consumer staples, healthcare, and industrials, that generate at least 50% of their annual sales from sustainable impact categories such as nutritious food, treatment of major diseases, energy efficiency, and more. SDG Sector ETF offers investors an opportunity to support socially responsible investments while potentially benefiting from long-term growth trends in sustainable industries.

SDG EXPOSURE

The SDG Exposure ETF focuses on tracking the MSCI ACWI Sustainable Impact Index, designed by MSCI Inc. This index exclusively comprises companies addressing major global social and environmental challenges aligned with the United Nations Sustainable Development Goals (UN SDGs). Companies eligible for inclusion must generate at least 50% of their annual sales from sustainable impact categories such as nutritious food, healthcare, and pollution prevention. As of August 31, 2022, the Underlying Index consisted of companies from 26 countries, primarily in consumer staples, healthcare, and industrials sectors. Investors looking to align their portfolios with sustainable impact goals can utilize this ETF to gain exposure to companies actively contributing to global sustainability efforts.

ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.

Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.

This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.

BLOG ARTICLES

What is the XNAV ETF ?
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By Beqa Bumbeishvili ETF Insider

What is the XNAV ETF ?

The XNAV ETF, or "Exponential Navigation Technologies Sector Exchange-Traded Fund," is a cutting-edge investment product focused on companies driving advancements in navigation technologies. This ETF aims to capture the potential growth of industries such as autonomous vehicles, drone navigation, augmented reality mapping, and more. In this article, we delve into the XNAV ETF's innovative approach, its role in capitalizing on the future of navigation, and its potential benefits for tech-savvy investors.

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How does the SDGS ETF work?
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By Ron Koren ETF Insider

How does the SDGS ETF work?

The SDGS ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.

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What is the SDGA ETF ?
Blog book icon4 min read
By Ron Koren ETF Insider

What is the SDGA ETF ?

Unlocking Sustainable Investments: Discovering the SDGA ETF. Learn about the innovative Sustainable Development Goals-aligned Exchange-Traded Fund (ETF) that aims to drive positive environmental and social impact while potentially offering attractive returns. Explore the emerging trends in responsible investing and how the SDGA ETF contributes to a more sustainable future.

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FREQUENTLY ASKED QUESTIONS

Can you explain the correlation of SDG with the U.S. equity market?
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ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.