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 189 ETFs traded on the U.S. markets, Socially Responsible ETFs have total assets under management of $94.13B. The average expense ratio is 0.40%. Socially Responsible ETFs can be found in the following asset classes:

  • Equity
  • Commodities
  • Fixed Income
  • Asset Allocation

The largest Socially Responsible ETF is the iShares ESG Aware MSCI USA ETF ESGU with $20.89B in assets. In the last trailing year, the best-performing Socially Responsible ETF was GRN at 50.49%. The most recent ETF launched in the Socially Responsible space was the V-Shares MSCI World ESG Materiality and Carbon Transition ETF VMAT on 06/08/22.

Top ETF Performers

KGRN KraneShares MSCI China Clean Technology Index ETF 18.67%
CXSE WisdomTree China ex-State-Owned Enterprises Fund 12.54%
RAYS Global X Solar ETF 10.49%
KESG KraneShares MSCI China ESG Leaders Index ETF 8.96%
GRN iPath Series B Carbon ETN 8.91%

Bottom ETF Performers

KSET KraneShares Global Carbon Offset Strategy ETF -17.81%
FRDM Freedom 100 Emerging Market ETF -11.15%
GBLD Invesco MSCI Green Building ETF -10.60%
ESUS ETRACS 2x Leveraged MSCI USA ESG Focus TR ETN -10.09%
IQSI IQ Candriam ESG International Equity ETF -9.69%

Top Creations

NULV Nuveen ESG Large-Cap Value ETF 243.13
DSI iShares MSCI KLD 400 Social ETF 220.38
ESGV Vanguard ESG U.S. Stock ETF 118.24
KEUA KraneShares European Carbon Allowance Strategy ETF 50.13
EAGG iShares ESG Aware U.S. Aggregate Bond ETF 39.54

Top Redemptions

ESGE iShares ESG Aware MSCI EM ETF -1,135.23
ESGU iShares ESG Aware MSCI USA ETF -491.91
ICLN iShares Global Clean Energy ETF -217.31
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund -194.15
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF -137.46

AUM Winners

ORFN Constrained Capital ESG Orphans ETF 90.52%
PABU iShares Paris-Aligned Climate MSCI USA ETF 33.99%
FEUS FlexShares ESG & Climate U.S. Large Cap Core Index Fund 20.67%
CXSE WisdomTree China ex-State-Owned Enterprises Fund 16.24%
XJR iShares ESG Screened S&P Small-Cap ETF 14.68%

AUM Losers

TEGS Trend Aggregation ESG ETF -74.39%
VTRN VictoryShares Top Veteran Employers ETF -50.86%
EAOK iShares ESG Aware Conservative Allocation ETF -48.24%
MOTE VanEck Morningstar ESG Moat ETF -22.05%
KSET KraneShares Global Carbon Offset Strategy ETF -17.34%

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