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 70 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $7.34B. 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 $1.14B in assets. In the last trailing year, the best performing Socially Responsible ETF was the BOSS at 29.26%. The most-recent ETF launched in the Socially Responsible space was the ALPS Clean Energy ETF ACES in 06/29/18.

TOP ETF PERFORMERS

MXDUNationwide Maximum Diversification U.S. Core Equity ETF3.76%
EVXVanEck Vectors Environmental Services ETF1.76%
BOSSGlobal X Founder-Run Companies ETF1.76%
WILBarclays Women in Leadership ETN1.72%
SHESPDR SSGA Gender Diversity Index ETF1.14%

BOTTOM ETF PERFORMERS

CXSEWisdomTree China ex-State-Owned Enterprises Fund-10.14%
KGRNKraneShares MSCI China Environment ETF-9.85%
PBDInvesco Global Clean Energy ETF-6.61%
EEMXSPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF-5.83%
NUEMNuShares ESG Emerging Markets Equity ETF-5.81%

top creations

JUSTGoldman Sachs JUST U.S. Large Cap Equity ETF207.07
XSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund21.38
ESGEiShares MSCI EM ESG Optimized ETF13.65
LOWCSPDR MSCI ACWI Low Carbon Target ETF8.95
SHESPDR SSGA Gender Diversity Index ETF7.20

top redemptions

TANInvesco Solar ETF-21.92
CRBNiShares MSCI ACWI Low Carbon Target ETF-17.80
DSIiShares MSCI KLD 400 Social ETF-4.54
KGRNKraneShares MSCI China Environment ETF-2.24
ESGFOppenheimer Global ESG Revenue ETF-1.52

AUM WINNERS

ACESALPS Clean Energy ETF304.19%
GUDBSage ESG Intermediate Credit ETF50.43%
BIBLInspire 100 ETF24.22%
ISMDInspire Small/Mid Cap Impact ETF12.86%
XSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund10.24%

AUM LOSERS

TBLUTortoise Global Water ESG Fund-39.85%
KGRNKraneShares MSCI China Environment ETF-35.91%
CHGXChange Finance U.S. Large Cap Fossil Fuel Free ETF-19.26%
CXSEWisdomTree China ex-State-Owned Enterprises Fund-10.38%
CRBNiShares MSCI ACWI Low Carbon Target ETF-7.07%

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