SDWD.L
iShares MSCI World Screened UCITS ETF
Global
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 7.3 B
ASSETS UNDER MGMT
20 bp
EXPENSES
Fund Basics
| Inception date | Oct 19, 2018 |
| Regulation | UCITS |
| ISIN | IE00BFNM3K80 |
| Distributions | Semi-annual |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| NVIDIA CORP | 5.9 % |
| APPLE INC | 5.2 % |
| MICROSOFT CORP | 3.6 % |
| AMAZON.COM INC | 3.3 % |
| ALPHABET INC. CLASS A | 2.8 % |
| BROADCOM INC. | 2.4 % |
| ALPHABET INC. CLASS C | 2.3 % |
| META PLATFORMS INC | 1.6 % |
| TESLA MOTORS INC | 1.4 % |
| JPMORGAN CHASE & CO | 1.0 % |
Constituent Breakdown
| Number of holdings | 1270 |
| Herfindahl-Hirschman Index | 126 |
| Wgt avg mkt cap (mns) | $1,056,746 |
| Large cap (>$10bn) | 96.8% |
| Mid cap ($2-10bn) | 1.6% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 98.6% |
| Emerging mkts. | 0.1% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 70.6 % |
 |
JAPAN | 5.9 % |
 |
CANADA | 3.2 % |
 |
BRITAIN | 3.1 % |
 |
FRANCE | 2.2 % |
 |
GERMANY | 2.0 % |
 |
SWITZERLAND | 1.9 % |
 |
AUSTRALIA | 1.7 % |
 |
NETHERLANDS | 1.5 % |
 |
IRELAND | 1.4 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 9.9% | 26.8% | 20.0% | 21.2% | 10.7% | -- | -- | 13.0% |
| Dividend Yield | 0.0% | 1.5% | 1.5% | 1.6% | 1.5% | -- | -- | 1.6% |
| Total Returns | 9.9% | 28.3% | 21.6% | 22.8% | 12.3% | -- | -- | 14.6% | Ann. Volatility | 15.1% | 12.7% | 15.3% | 14.3% | 16.1% | -- | -- | 17.5% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.72 | 46% |
| MSCI EAFE | 0.51 | 37% |
| MSCI Emg Mkts | 0.38 | 37% |
Liquidity Measures
| Avg. volume (000) | 118 |
| ADV traded (mns) | $1 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $11.79 |
| Relative strength (RSI) | 65 |
| MACD/Signal | 0.19/0.19 |
| Bollinger Bands (Upper/Lower) | $12.26/$11.61 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. SDWD.L |
Expenses vs. SDWD.L |
ALTAR Score™ vs. SDWD.L |
|---|---|---|---|---|
| SAWD.L | iShares MSCI World Screened UCITS ETF | 98.7% | 0 bp | 0.0% |
| MWRE.DE | Amundi Core MSCI World UCITS ETF Acc | 90.6% | -8 bp | +0.1% |
| SWDA.L | iShares Core MSCI World UCITS ETF | 90.4% | 0 bp | +0.0% |
| IWDG.L | iShares Core MSCI World UCITS ETF | 90.4% | +10 bp | 0.0% |
| IWLE.DE | iShares Core MSCI World UCITS ETF | 90.4% | +10 bp | +0.0% |
| IWRD.L | iShares MSCI World UCITS ETF | 90.4% | +30 bp | -0.3% |
| XDWY.DE | Xtrackers MSCI World Screened UCITS ETF 1D | 90.3% | -1 bp | +0.1% |
| IWDE.L | iShares MSCI World EUR Hedged UCITS ETF (Acc) | 89.9% | +35 bp | -0.3% |
| IGWD.L | iShares MSCI World GBP Hedged UCITS ETF (Acc) | 89.4% | +35 bp | -0.3% |
| VEVE.L | Vanguard FTSE Developed World UCITS ETF - (USD) Distributing | 86.0% | -8 bp | +0.1% |
Risk and Returns: SDWD.L vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/3/2026
Peer Group Comparison
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ETF Research Center Rating
4.7%
ALTAR SCORE™
56th
PERCENTILE
NEUTRAL
ETFRC RATING
There are 727 funds in the Global Equity category with an average
ALTAR Score™ of 4.3% and a standard deviation
of 2.6%. SDWD.L's ALTAR Score™ is approximately 0.2 standard
deviations above the category average. This places SDWD.L in the 56th percentile
among funds in the category.
Sell-Side Consensus
$13.57
PRICE TARGET
+10.4%
UPSIDE