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 91 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $17.63B. The average expense ratio is 0.41%. Socially Responsible ETFs can be found in the following asset classes:

  • Equity
  • Fixed Income
  • Commodities

The largest Socially Responsible ETF is the iShares MSCI KLD 400 Social ETF DSI with $1.69B in assets. In the last trailing year, the best performing Socially Responsible ETF was the TAN at 41.81%. The most-recent ETF launched in the Socially Responsible space was the Inspire International ESG ETF WWJD in 09/30/19.

Top ETF Performers

VETS Pacer Military Times Best Employers ETF 8.78%
SMOG VanEck Vectors Low Carbon Energy ETF 7.52%
ESGS Columbia Sustainable U.S. Equity Income ETF 6.73%
PBW Invesco WilderHill Clean Energy ETF 6.52%
ESGL Invesco ESG Revenue ETF 6.41%

Bottom ETF Performers

GRN iPath Series B Carbon ETN -7.34%
TAN Invesco Solar ETF -5.59%
ICLN iShares Global Clean Energy ETF -1.19%
CBSUSA.USD UBS ETF - Bloomberg Barclays MSCI US Liquid Corporate Sustainable UCITS ETF -0.42%
KGRN KraneShares MSCI China Environment Index ETF -0.32%

Top Creations

ESGD iShares ESG MSCI EAFE ETF 206.83
ESGU iShares ESG MSCI U.S.A. ETF 78.79
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 73.89
DSI iShares MSCI KLD 400 Social ETF 49.87
VSGX Vanguard ESG International Stock ETF 44.17

Top Redemptions

SHE SPDR SSGA Gender Diversity Index ETF -130.30
CRBN iShares MSCI ACWI Low Carbon Target ETF -30.40
CXSE WisdomTree China ex-State-Owned Enterprises Fund -7.11
TAN Invesco Solar ETF -4.65
BLES Inspire Global Hope ETF -2.68

AUM Winners

TBLU Tortoise Global Water ESG Fund 84.26%
NULV Nuveen ESG Large-Cap Value ETF 31.76%
NULG Nuveen ESG Large-Cap Growth ETF 31.45%
ESML iShares ESG MSCI U.S.A. Small-Cap ETF 24.42%
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 22.32%

AUM Losers

SHE SPDR SSGA Gender Diversity Index ETF -45.01%
TAN Invesco Solar ETF -10.17%
GRN iPath Series B Carbon ETN -6.46%
CRBN iShares MSCI ACWI Low Carbon Target ETF -4.56%
ICLN iShares Global Clean Energy ETF -4.52%

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