iShares MSCI Global Sustainable Development Goals ETF

Shareclass
iShares MSCI Global Sust Dev Goals ETF (SDG)
Type
Exchange-traded fund
Sustainability mandate
Gender equality score
Gender equality score

49
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
23
percentile

Universe: Groups

Group: International Equity Funds

Ranking: 891 out of 1,156 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
22/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
10/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
17/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Novartis AG Registered Shares
    3.28% of assets
    $11.83M invested
  • 2. CapitaLand Integrated Commercial Trust
    0.27% of assets
    $977,726 invested
  • 3. Pearson PLC
    0.98% of assets
    $3.52M invested
  • 4. Land Securities Group PLC
    0.11% of assets
    $400,432 invested
  • 5. Covivio SA
    0.2% of assets
    $716,468 invested
  • 6. Novo Nordisk A/S Class B
    2.48% of assets
    $8.93M invested
  • 7. JDE Peets NV Ordinary Shares
    0.23% of assets
    $838,887 invested
  • 8. Vicinity Centres
    0.14% of assets
    $520,874 invested
  • 9. Hansoh Pharmaceutical Group Co Ltd
    0.02% of assets
    $88,136 invested
  • 10. City Developments Ltd
    0.29% of assets
    $1.03M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. New Oriental Education & Technology Group Inc Ordinary Shares
    0.69% of assets
    $2.47M invested
  • 2. CSPC Pharmaceutical Group Ltd
    0.15% of assets
    $548,399 invested
  • 3. Japan Metropolitan Fund Investment Corp
    0.1% of assets
    $377,577 invested
  • 4. Xinyi Solar Holdings Ltd
    0.43% of assets
    $1.56M invested
  • 5. Tingyi (Cayman Islands) Holding Corp
    0.36% of assets
    $1.31M invested
  • 6. Central Japan Railway Co
    1.41% of assets
    $5.06M invested
  • 7. BYD Co Ltd Class H
    1.78% of assets
    $6.42M invested
  • 8. BYD Co Ltd Class A
    0.33% of assets
    $1.19M invested
  • 9. GLP J-REIT
    0.07% of assets
    $252,624 invested
  • 10. Beijing Enterprises Water Group Ltd
    0.28% of assets
    $999,816 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on SDG at Morningstar.com
Gender Equality and Returns
Returns chart for iShares MSCI Global Sustainable Development Goals ETF
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
SDG
iShares MSCI Global Sustainable Development Goals ETF
Family
BlackRock/iShares
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
2.87% less  in annualized returns
Lower overall gender equality score 
5 / 100 points lower
Lower gender balance in leadership and workforce score 
3 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
SDG
iShares MSCI Global Sustainable Development Goals ETF
Family
BlackRock/iShares
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
2.87% less  in annualized returns
Lower overall gender equality score 
5 / 100 points lower
Lower gender balance in leadership and workforce score 
3 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
SDG
iShares MSCI Global Sustainable Development Goals ETF
Family
BlackRock/iShares
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
2.87% less  in annualized returns
Lower overall gender equality score 
5 / 100 points lower
Lower gender balance in leadership and workforce score 
3 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
SDG - iShares MSCI Global Sustainable Development Goals ETF
1.07%
-4.49%
7.67%
/
49  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
23%
6.8%
11%
8.54%
54  / 100 points
Fund compared to benchmark
 
-22.23%
-11.3%
-2.87%
/
5  / 100 points lower
Find more financial data on SDG at Morningstar.com
What's next?
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