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 80 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $8.24B. The average expense ratio is 0.42%. 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 $1.25B in assets. In the last trailing year, the best performing Socially Responsible ETF was the BOSS at 14.82%. The most-recent ETF launched in the Socially Responsible space was the Xtrackers MSCI ACWI ex U.S.A. ESG Leaders Equity ETF ACSG in 12/06/18.

TOP ETF PERFORMERS

TAN Invesco Solar ETF 14.73%
KGRN KraneShares MSCI China Environment ETF 10.74%
PBW Invesco WilderHill Clean Energy ETF 10.44%
CXSE WisdomTree China ex-State-Owned Enterprises Fund 9.85%
BOSS Global X Founder-Run Companies ETF 9.26%

BOTTOM ETF PERFORMERS

RODI Barclays Return on Disability ETN 0%
GRNB VanEck Vectors Green Bond ETF 0.52%
NUBD Nuveen ESG U.S. Aggregate Bond ETF 0.88%
NUDM Nuveen ESG International Developed Markets Equity ETF 0.90%
EAGG iShares ESG U.S. Aggregate Bond ETF 1.23%

TOP CREATIONS

ESGD iShares ESG MSCI EAFE ETF 94.55
CATH Global X S&P 500 Catholic Values ETF 51.63
VSGX Vanguard ESG International Stock ETF 41.54
ESGV Vanguard ESG U.S. Stock ETF 31.33
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 28.86

TOP REDEMPTIONS

CRBN iShares MSCI ACWI Low Carbon Target ETF -128.80
LOWC SPDR MSCI ACWI Low Carbon Target ETF -88.92
DSI iShares MSCI KLD 400 Social ETF -25.44
HONR InsightShares Patriotic Employers ETF -24.13
PRID InsightShares LGBT Employment Equality ETF -23.37

AUM WINNERS

CATH Global X S&P 500 Catholic Values ETF 42.80%
ESML iShares ESG MSCI U.S.A. Small-Cap ETF 33.73%
VSGX Vanguard ESG International Stock ETF 25.78%
ESGV Vanguard ESG U.S. Stock ETF 25.49%
NUMG Nuveen ESG Mid-Cap Growth ETF 20.55%

AUM LOSERS

SHE SPDR SSGA Gender Diversity Index ETF -29.51%
CRBN iShares MSCI ACWI Low Carbon Target ETF -22.02%
NUDM Nuveen ESG International Developed Markets Equity ETF -2.03%
DSI iShares MSCI KLD 400 Social ETF 0.40%
GRNB VanEck Vectors Green Bond ETF 0.66%

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