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 62 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $5.64B. The average expense ratio is of 0.45%. Socially Responsible ETFs can be found in the following asset classes:

  • Equity
  • Fixed Income
  • Commodities

The largest Socially Responsible ETF is the iShares MSCI KLD 400 Social ETF DSI with $979.41M in assets. In the last trailing year, the best performing Socially Responsible ETF was the CXSE at 67.63%. The most-recent ETF launched in the Socially Responsible space was the Inspire 100 ETF BIBL in 10/30/17.

TOP ETF PERFORMERS

RODIBarclays Return on Disability ETN6.62%
ESGSColumbia Sustainable U.S. Equity Income ETF6.23%
EQLTWorkplace Equality Portfolio5.25%
MAGAPoint Bridge GOP Stock Tracker ETF5.07%
ESGLOppenheimer ESG Revenue ETF4.97%

BOTTOM ETF PERFORMERS

KGRNKraneShares MSCI China Environment ETF-6.71%
GRNiPath Global Carbon ETN-5.45%
CXSEWisdomTree China ex-State-Owned Enterprises Fund-2.31%
TANGuggenheim Solar ETF-1.91%
YLCOGlobal X YieldCo Index ETF-1.86%

top creations

DSIiShares MSCI KLD 400 Social ETF48.04
ESGEiShares MSCI EM ESG Optimized ETF43.90
TANGuggenheim Solar ETF35.68
NUDMNuShares ESG International Developed Markets Equity ETF21.12
CXSEWisdomTree China ex-State-Owned Enterprises Fund19.50

top redemptions

SUSAiShares MSCI USA ESG Select ETF-27.43
XSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund-15.30
KRMAGlobal X Conscious Companies ETF-10.16
FANFirst Trust Global Wind Energy ETF-6.22
ISMDInspire Small/Mid Cap Impact ETF-1.29

AUM WINNERS

NUMGNuShares ESG Mid-Cap Growth ETF207.38%
ESGGFlexShares STOXX Global ESG Impact Index Fund206.61%
NULGNuShares ESG Large-Cap Growth ETF186.57%
NUMVNuShares ESG Mid-Cap Value ETF184.68%
NULVNuShares ESG Large-Cap Value ETF84.56%

AUM LOSERS

ESGSColumbia Sustainable U.S. Equity Income ETF-59.42%
ICANSerenityShares IMPACT ETF-33.21%
EVXVanEck Vectors Environmental Services ETF-18.18%
PBWPowerShares WilderHill Clean Energy Portfolio-1.85%
NUBDNuShares ESG U.S. Aggregate Bond ETF-0.61%

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