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 85 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $12.88B. The average expense ratio is 0.41%. 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 $1.42B in assets. In the last trailing year, the best performing Socially Responsible ETF was the YLCO at 16.74%. The most-recent ETF launched in the Socially Responsible space was the Nuveen ESG Large-Cap ETF NULC in 06/03/19.

TOP ETF PERFORMERS

TAN Invesco Solar ETF 6.18%
TAN Invesco Solar ETF 6.18%
ICLN iShares Global Clean Energy ETF 4.94%
ICLN iShares Global Clean Energy ETF 4.94%
TBLU Tortoise Global Water ESG Fund 4.68%

BOTTOM ETF PERFORMERS

CXSE WisdomTree China ex-State-Owned Enterprises Fund -2.24%
CXSE WisdomTree China ex-State-Owned Enterprises Fund -2.24%
ISMD Inspire Small/Mid Cap Impact ETF -1.14%
ISMD Inspire Small/Mid Cap Impact ETF -1.14%
ESGN Columbia Sustainable International Equity Income ETF -0.42%

TOP CREATIONS

SUSL iShares ESG MSCI USA Leaders ETF 1.13K
SUSL iShares ESG MSCI USA Leaders ETF 1.13K
USSG Xtrackers MSCI U.S.A. ESG Leaders Equity ETF 279.90
USSG Xtrackers MSCI U.S.A. ESG Leaders Equity ETF 279.90
ESGE iShares ESG MSCI EM ETF 60.15

TOP REDEMPTIONS

TAN Invesco Solar ETF -9.75
TAN Invesco Solar ETF -9.75
GEX VanEck Vectors Global Alternative Energy ETF -3.26
GEX VanEck Vectors Global Alternative Energy ETF -3.26
ESGW Columbia Sustainable Global Equity Income ETF -1.28

AUM WINNERS

FRDM Alpha Architect Freedom 100 Emerging Market ETF 203.36%
FRDM Alpha Architect Freedom 100 Emerging Market ETF 203.36%
SUSL iShares ESG MSCI USA Leaders ETF 33.69%
SUSL iShares ESG MSCI USA Leaders ETF 33.69%
USSG Xtrackers MSCI U.S.A. ESG Leaders Equity ETF 32.34%

AUM LOSERS

NULC Nuveen ESG Large-Cap ETF -26.37%
NULC Nuveen ESG Large-Cap ETF -26.37%
NULV Nuveen ESG Large-Cap Value ETF -8.63%
NULV Nuveen ESG Large-Cap Value ETF -8.63%
NULG Nuveen ESG Large-Cap Growth ETF -8.53%

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