Socially Responsible ETF Overview

Socially responsible ETFs invest in the equity of companies that consider financial returns as well as social good. The term 'socially responsible' is used broadly to cover principles such as company ethics, environmental friendliness and human rights.

With 69 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $6.61B. The average expense ratio is 0.44%. Socially Responsible ETFs can be found in the following asset classes:

  • Equity
  • Fixed Income

The largest Socially Responsible ETF is the iShares MSCI KLD 400 Social ETF DSI with $1.13B in assets. In the last trailing year, the best performing Socially Responsible ETF was the CXSE at 39.51%. The most-recent ETF launched in the Socially Responsible space was the Goldman Sachs JUST U.S. Large Cap Equity ETF JUST in 06/13/18.

TOP ETF PERFORMERS

BOSSGlobal X Founder-Run Companies ETF6.72%
NUMGNuShares ESG Mid-Cap Growth ETF5.63%
NUSCNuShares ESG Small-Cap ETF5.01%
ETHOEtho Climate Leadership U.S. ETF5.01%
ISMDInspire Small/Mid Cap Impact ETF4.80%

BOTTOM ETF PERFORMERS

TANInvesco Solar ETF-11.56%
ICLNiShares Global Clean Energy ETF-7.94%
FANFirst Trust Global Wind Energy ETF-5.58%
KGRNKraneShares MSCI China Environment ETF-5.23%
PBWInvesco WilderHill Clean Energy ETF-5.16%

top creations

ESGDiShares MSCI EAFE ESG Optimized ETF61.12
DSIiShares MSCI KLD 400 Social ETF30.36
ESGEiShares MSCI EM ESG Optimized ETF21.53
TANInvesco Solar ETF19.72
SUSAiShares MSCI U.S.A. ESG Select ETF16.84

top redemptions

MXDUNationwide Maximum Diversification U.S. Core Equity ETF-2.70
ESGFlexShares STOXX U.S. ESG Impact Index Fund-1.62
PBWInvesco WilderHill Clean Energy ETF-1.35
NUSCNuShares ESG Small-Cap ETF-0.02
BOSSGlobal X Founder-Run Companies ETF-0.01

AUM WINNERS

JUSTGoldman Sachs JUST U.S. Large Cap Equity ETF401.62%
BIBLInspire 100 ETF45.52%
JBRIJames Biblically Responsible Investment ETF36.80%
ESGLOppenheimer ESG Revenue ETF15.40%
ESGUiShares MSCI U.S.A. ESG Optimized ETF14.41%

AUM LOSERS

KGRNKraneShares MSCI China Environment ETF-5.83%
TANInvesco Solar ETF-4.86%
FANFirst Trust Global Wind Energy ETF-3.71%
EFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF-3.67%
EEMXSPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF-3.59%

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