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 87 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $16.20B. 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 ESG MSCI USA Leaders ETF SUSL with $1.61B in assets. In the last trailing year, the best performing Socially Responsible ETF was the TAN at 51.97%. The most-recent ETF launched in the Socially Responsible space was the U.S. Vegan Climate ETF VEGN in 09/09/19.

Top ETF Performers

RODI Barclays Return on Disability ETN 8.84%
ESGS Columbia Sustainable U.S. Equity Income ETF 8.02%
ESGW Columbia Sustainable Global Equity Income ETF 7.94%
KGRN KraneShares MSCI China Environment Index ETF 7.93%
ESGN Columbia Sustainable International Equity Income ETF 7.50%

Bottom ETF Performers

GRNB VanEck Vectors Green Bond ETF -1.71%
BGRN iShares Global Green Bond ETF -1.51%
NUBD Nuveen ESG U.S. Aggregate Bond ETF -1.21%
SUSC iShares ESG USD Corporate Bond ETF -1.11%
EAGG iShares ESG U.S. Aggregate Bond ETF -0.97%

Top Creations

USSG Xtrackers MSCI U.S.A. ESG Leaders Equity ETF 138.31
ICLN iShares Global Clean Energy ETF 45.38
ESGV Vanguard ESG U.S. Stock ETF 44.48
VSGX Vanguard ESG International Stock ETF 37.99

Top Redemptions

SNPE Xtrackers S&P 500 ESG ETF -13.72
CXSE WisdomTree China ex-State-Owned Enterprises Fund -10.56
CATH Global X S&P 500 Catholic Values ETF -3.33
ESG FlexShares STOXX U.S. ESG Impact Index Fund -1.73
NUMV Nuveen ESG Mid-Cap Value ETF -1.46

AUM Winners

ESGU iShares ESG MSCI U.S.A. ETF 326.87%
VEGN U.S. Vegan Climate ETF 51.50%
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 45.76%
NULG Nuveen ESG Large-Cap Growth ETF 40.41%
TBLU Tortoise Global Water ESG Fund 30.05%

AUM Losers

SUSA iShares MSCI USA ESG Select ETF -7.47%
SHE SPDR SSGA Gender Diversity Index ETF -5.14%
GRNB VanEck Vectors Green Bond ETF -1.77%
BGRN iShares Global Green Bond ETF -1.52%
NUBD Nuveen ESG U.S. Aggregate Bond ETF -1.22%

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