Sustainable Development Goals ETF (SDGA)

$6.6M
0.75%
Equities
Overall impact
A (96)
Shareholder advocacy
B
ESG
Environment
...
Social
...
Governance
...
Screens
Advertising
Alcohol
Animal treatment
Anti-abortion support
Cannabis
Carbon emissions intensity
Coal
Contraceptives
Deforestation - financing
Deforestation - supply chain
Discrimination controversies
Environmental controversies
Factory farming
Fast food
Firearms
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
Interest-based products
Interest-bearing debt
Interest-bearing securities
Iran
Military contracting
Misleading communication
Music
Myanmar
Norges Bank exclusion list
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
Oil and gas
Opioid controversies
Oppressive governments
Pharma controveries
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tobacco
Undermining US elections
Weapons
Total 90
Impact

Cause SDGA
Peer rank
Overall impact

Name Rating
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Screens
Advertising
Alcohol
Animal treatment
Anti-abortion support
Cannabis
Carbon emissions intensity
Coal
Contraceptives
Deforestation - financing
Deforestation - supply chain
Discrimination controversies
Environmental controversies
Factory farming
Fast food
Firearms
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
Interest-based products
Interest-bearing debt
Interest-bearing securities
Iran
Military contracting
Misleading communication
Music
Myanmar
Norges Bank exclusion list
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
Oil and gas
Opioid controversies
Oppressive governments
Pharma controveries
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tobacco
Undermining US elections
Weapons
Total 90
Impact trend

Change in rating for overall impact
High rating
Low rating
Average rating
Change in rating
Top fund metrics
Metrics driving SDGA's rating for overall impact (96, relative to other funds). Hover or click on a bubble for more info
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Fund data represents a weighted-average of fund holdings. Normalized scores are relative to other funds.
All fund metrics
Metrics used to rate SDGA for overall impact. Click on a metric for more info
Metric Source Data Normalized
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Data status

Summary statistics on data used to rate Sustainable Development Goals ETF for overall impact

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of potential metrics used

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unique data

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peer-average data

5 days ago

last updated

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company filings data

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government data

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Ethos research

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independent organization data
Fund data represents a weighted-average of fund holdings. Normalized scores are relative to other funds. Learn more about our ratings methodology
Screens
Click to screen holdings
Advertising
Alcohol
Animal treatment
Anti-abortion support
Cannabis
Carbon emissions intensity
Coal
Contraceptives
Deforestation - financing
Deforestation - supply chain
Discrimination controversies
Environmental controversies
Factory farming
Fast food
Firearms
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
Interest-based products
Interest-bearing debt
Interest-bearing securities
Iran
Military contracting
Misleading communication
Music
Myanmar
Norges Bank exclusion list
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
Oil and gas
Opioid controversies
Oppressive governments
Pharma controveries
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tobacco
Undermining US elections
Weapons
Total 90
Securities held by SDGA
Holdings rated for overall impact
Security Rating
Security Rating
Security Rating
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Only includes fund holdings with ratings for selected cause (overall impact). Learn more about our ratings methodology
Advocacy data
Responsible governance
Not available
Advocacy activities
B(70.0)
Proxy votes 2015-19
Not available
Proxy votes 2020
Not available
Proxy votes 2021
Not available
Proxy votes rating
Not available
Overall advocacy and engagement rating
B(70.0)

Fund impact stories

SDGA Price
$22.55
Last available end-of-day price. Full disclosure
Hypothetical historical growth of $10,000
Historical performance
Info
Name
Sustainable Development Goals ETF
Symbol
SDGA
Type
ETF
CUSIP
45259A308
Fund family
Impact Shares
Asset class
Equities
Category
Equity - World Large Blend
Total assets
$6.6M
More info
Expense ratio
SDGA
0.75%
Description

Ticker: SDGA tracks the Morningstar® Societal Development Index, which is designed to provide exposure to companies worldwide with strong policies and practices relative to the United Nations Sustainable Development Goals (SDGs) that are actively engaged in the world’s poorest countries known also as the 47 Least Developed Countries (LDCs).

Broad global equity market exposure. SDGA is designed to provide broad market exposure to Morningstar® Global Markets Large-Mid Index, comparable to that of the MSCI All World. With SDGA, investors can achieve broad equity market returns while driving social change.

Innovative model for social impact. Impact Shares is a 501(c)(3) non-profit organization, that donates all net advisory profits from SDGA’s ETF management fee to the UNCDF last mile financing vehicle. This provides an additional funding source for risk capital deployed as grants, loans and guarantees to small to medium sized businesses in the 47 LCDs to build modern health, communications, finance, food and agriculture infrastructure among other goals.

Sustainable Development Goals. SDGA offers investors a liquid investment vehicle that supports large multinational companies generating an economic benefit in the LDCs. The ETF will also support UNCDF’s work through a sharing of the fund management fee.

The creation of this ETF reflects the importance of the LDC markets and our efforts to increase private sector investments in these key emerging economies. It identifies those companies that are investing responsibly to help achieve the SDGs in LDCs.

It has been estimated that achieving the SDGs will require between US$5 to $7 trillion, with an investment gap in developing countries of about $2.5 trillion. Efforts by governments and philanthropy alone will not be enough. According to OECD estimates, only 7% of the total private capital mobilized through blended transactions from 2012-2015 went to LDCs ($5.5 billion out of $81 billion.

The SDGs have opened the door for the UN to partner with private actors in new ways. This movement has helped private sector actors develop innovative new mechanisms – beyond corporate social responsibility and philanthropy- to align their long-term investments with the SDGs. This ETF is one of those opportunities that aims to align investor choices with the SDGs.

This information is subject to Ethos' Terms and Conditions, which you can find here.

This information may not be used for corporate financing purposes (including, without limitation, ESG-linked loans, credit facilities, securities or structured products), as a basis for any financial instruments or products (including, without limitation, passively managed funds and index-linked derivative securities) or other products or services, to verify or correct data in any other compilation of data or index, to create any derivative works, nor to create any other data or index (custom or otherwise), without Ethos' prior written permission.

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