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 67 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $6.59B. 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 $1.03B in assets. In the last trailing year, the best performing Socially Responsible ETF was the TAN at 46.75%. The most-recent ETF launched in the Socially Responsible space was the iShares MSCI U.S.A. Small-Cap ESG Optimized ETF ESML in 04/10/18.

TOP ETF PERFORMERS

FANFirst Trust Global Wind Energy ETF3.94%
ESGNColumbia Sustainable International Equity Income ETF3.89%
ESGDiShares MSCI EAFE ESG Optimized ETF3.88%
KGRNKraneShares MSCI China Environment ETF3.57%
ESGFOppenheimer Global ESG Revenue ETF3.37%

BOTTOM ETF PERFORMERS

BOSSGlobal X Founder-Run Companies ETF-2.87%
PRIDInsightShares LGBT Employment Equality ETF-2.57%
EEMXSPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF-2.24%
NUEMNuShares ESG Emerging Markets Equity ETF-2.23%
XSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund-1.61%

top creations

ESGEiShares MSCI EM ESG Optimized ETF30.84
HONRInsightShares Patriotic Employers ETF25.55
PRIDInsightShares LGBT Employment Equality ETF25.28
DSIiShares MSCI KLD 400 Social ETF25.25
BLESInspire Global Hope ETF15.67

top redemptions

NUBDNuShares ESG U.S. Aggregate Bond ETF-7.28
TANGuggenheim Solar ETF-5.95
FANFirst Trust Global Wind Energy ETF-4.01
ESGFOppenheimer Global ESG Revenue ETF-1.57
CATHGlobal X S&P 500 Catholic Values ETF-0.02

AUM WINNERS

MXDENationwide Maximum Diversification Emerging Markets Core Equity ETF99.92%
BIBLInspire 100 ETF35.80%
ESGDiShares MSCI EAFE ESG Optimized ETF19.15%
ESGFlexShares STOXX U.S. ESG Impact Index Fund13.95%
ESGNColumbia Sustainable International Equity Income ETF12.71%

AUM LOSERS

IBDInspire Corporate Bond Impact ETF-21.38%
CXSEWisdomTree China ex-State-Owned Enterprises Fund-9.18%
NUEMNuShares ESG Emerging Markets Equity ETF-6.02%
YLCOGlobal X YieldCo Index ETF-4.63%
QCLNFirst Trust NASDAQ Clean Edge Green Energy Index Fund-4.50%

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ETF.com Live! Transcript 4.12.18

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