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 108 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $36.38B. The average expense ratio is 0.40%. Socially Responsible ETFs can be found in the following asset classes:

  • Fixed Income
  • Equity
  • Asset Allocation
  • Commodities

The largest Socially Responsible ETF is the iShares ESG MSCI U.S.A. ETF ESGU with $7.23B in assets. In the last trailing year, the best performing Socially Responsible ETF was the QCLN at 57.90%. The most-recent ETF launched in the Socially Responsible space was the iShares ESG Advanced Total USD Bond Market ETF EUSB in 06/23/20.

Top ETF Performers

KGRN KraneShares MSCI China Environment Index ETF 32.08%
GRN iPath Series B Carbon ETN 27.35%
CXSE WisdomTree China ex-State-Owned Enterprises Fund 19.55%
TAN Invesco Solar ETF 16.20%
PBW Invesco WilderHill Clean Energy ETF 14.51%

Bottom ETF Performers

MAGA Point Bridge GOP Stock Tracker ETF -12.16%
ESGS Columbia Sustainable U.S. Equity Income ETF -11.50%
NUMV Nuveen ESG Mid-Cap Value ETF -10.52%
ISMD Inspire Small/Mid Cap Impact ETF -10.38%
EVX VanEck Vectors Environmental Services ETF -10.16%

Top Creations

NULV Nuveen ESG Large-Cap Value ETF 263.71
ESGD iShares ESG MSCI EAFE ETF 183.80
ESGV Vanguard ESG U.S. Stock ETF 103.71
VSGX Vanguard ESG International Stock ETF 87.45
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 87.18

Top Redemptions

ESGU iShares ESG MSCI U.S.A. ETF -411.62
ESGE iShares ESG MSCI EM ETF -239.89
CRBN iShares MSCI ACWI Low Carbon Target ETF -85.25
PZD Invesco Cleantech ETF -46.29
BLES Inspire Global Hope ETF -12.73

AUM Winners

NULV Nuveen ESG Large-Cap Value ETF 111.21%
SUSC iShares ESG Aware USD Corporate Bond ETF 83.29%
IQSU IQ Candriam ESG U.S. Equity ETF 62.93%
EAOA iShares ESG Aware Aggressive Allocation ETF 55.56%
EAOR iShares ESG Aware Growth Allocation ETF 54.46%

AUM Losers

TBLU Tortoise Global Water ESG Fund -32.05%
WIL Barclays Women in Leadership ETN -19.76%
PZD Invesco Cleantech ETF -19.16%
CRBN iShares MSCI ACWI Low Carbon Target ETF -17.47%
ISMD Inspire Small/Mid Cap Impact ETF -13.25%

Features and News

Dirtiest & Cleanest ESG Funds

We look at the ETFs with the highest exposure to fossil fuel companies, and those with no exposure.

Features and News

3 ETFs For A New Economy

There are interesting ways to invest in the ‘what’s next’ for a changing economy.

Daily ETF Watch

Global X Launches Sequel ETFs

The two funds are follow-ups to existing Global X ETFs.

Features and News

Unusual Flows Into ESG Value ETF

Is 'NULV' the right value ETF for the right time?

Features and News

Unusual Flows Into ESG Value ETF

Is 'NULV' the right value ETF for the right time?

Daily ETF Watch

iShares Broadens Sustainable ETF Offering

The issuer introduced two new families of socially responsible ETFs.

Features and News

How To ‘De-carcerate’ A Portfolio

The founder of Robasciotti & Philipson explains her firm's process of racial justice investing.

Features and News

Fastest Growing ETFs Of The Year

What were small funds at the start of the year have become much larger in just five months.

Podcasts

ETF Prime Podcast: Tour The ETF World

Plus, recent developments with ‘USO,’ relabeling ETFs and 2020’s top ETF stories.