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 97 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $22.35B. The average expense ratio is 0.40%. Socially Responsible ETFs can be found in the following asset classes:

  • Equity
  • Fixed Income
  • Commodities

The largest Socially Responsible ETF is the iShares ESG MSCI U.S.A. ETF ESGU with $3.44B in assets. In the last trailing year, the best performing Socially Responsible ETF was the CNRG at 9.57%. The most-recent ETF launched in the Socially Responsible space was the TrueMark ESG Active Opportunities ETF ECOZ in 03/02/20.

Top ETF Performers

CBSUSA.USD UBS ETF - Bloomberg Barclays MSCI US Liquid Corporate Sustainable UCITS ETF 0.52%
NUBD Nuveen ESG U.S. Aggregate Bond ETF 0.42%
EAGG iShares ESG U.S. Aggregate Bond ETF 0.06%
ECOZ TrueMark ESG Active Opportunities ETF --
EMNT PIMCO Enhanced Short Maturity Active ESG ETF -1.63%

Bottom ETF Performers

TAN Invesco Solar ETF -30.82%
PBW Invesco WilderHill Clean Energy ETF -28.37%
IXSE WisdomTree India ex-State-Owned Enterprises Fund -25.00%
GRN iPath Series B Carbon ETN -24.92%
ICLN iShares Global Clean Energy ETF -23.96%

Top Creations

LDEM iShares ESG MSCI EM Leaders ETF 627.18
ESGU iShares ESG MSCI U.S.A. ETF 377.03
ESGE iShares ESG MSCI EM ETF 156.18
ESGD iShares ESG MSCI EAFE ETF 154.10
ICLN iShares Global Clean Energy ETF 114.15

Top Redemptions

IBD Inspire Corporate Bond Impact ETF -10.40
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF -9.15
RESE WisdomTree Emerging Markets ESG Fund -3.04
SUSC iShares ESG USD Corporate Bond ETF -1.47
BIBL Inspire 100 ETF -0.12

AUM Winners

KRMA Global X Conscious Companies ETF 126.98%
SDGA Impact Shares Sustainable Development Goals Global Equity ETF 30.45%
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 29.86%
NUMG Nuveen ESG Mid-Cap Growth ETF 26.76%
SPSK SP Funds Dow Jones Global Sukuk ETF 21.32%

AUM Losers

BOSS Global X Founder-Run Companies ETF -66.47%
RAFE PIMCO RAFI ESG U.S. ETF -48.98%
MAGA Point Bridge GOP Stock Tracker ETF -45.52%
TBLU Tortoise Global Water ESG Fund -45.34%
PBW Invesco WilderHill Clean Energy ETF -34.70%

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