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 122 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $60.48B. The average expense ratio is 0.39%. Socially Responsible ETFs can be found in the following asset classes:

  • Equity
  • Fixed Income
  • Commodities
  • Asset Allocation

The largest Socially Responsible ETF is the iShares ESG Aware MSCI USA ETF ESGU with $12.11B in assets. In the last trailing year, the best performing Socially Responsible ETF was the PBW at 208.32%. The most-recent ETF launched in the Socially Responsible space was the SmartETFs Sustainable Energy II ETF SULR in 11/11/20.

Top ETF Performers

PBW Invesco WilderHill Clean Energy ETF 36.16%
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund 29.20%
KGRN KraneShares MSCI China Environment Index ETF 22.96%
PBD Invesco Global Clean Energy ETF 22.66%
SMOG VanEck Vectors Low Carbon Energy ETF 21.82%

Bottom ETF Performers

VETS Pacer Military Times Best Employers ETF 0%
CTEC Global X CleanTech ETF --
DEMZ DEMZ Political Contributions ETF --
VTRN VictoryShares Top Veteran Employers ETF --
SULR SmartETFs Sustainable Energy II ETF --

Top Creations

ESGU iShares ESG Aware MSCI USA ETF 1.96K
ESGE iShares ESG Aware MSCI EM ETF 924.53
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 433.17
ICLN iShares Global Clean Energy ETF 348.68
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund 176.69

Top Redemptions

ESML iShares ESG Aware MSCI USA Small-Cap ETF -27.05
RISN Inspire Tactical Balanced ESG ETF -20.04
IQSI IQ Candriam ESG International Equity ETF -4.72
RESE WisdomTree Emerging Markets ESG Fund -3.22
BLES Inspire Global Hope ETF -2.74

AUM Winners

CTEC Global X CleanTech ETF 1,197.25%
KGRN KraneShares MSCI China Environment Index ETF 182.11%
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund 94.59%
PBW Invesco WilderHill Clean Energy ETF 70.51%
CNRG SPDR S&P Kensho Clean Power ETF 68.62%

AUM Losers

GUDB Sage ESG Intermediate Credit ETF 0.55%
ESCR Xtrackers Bloomberg Barclays US Investment Grade Corporate ESG ETF 1.51%
RISN Inspire Tactical Balanced ESG ETF 1.81%
NUBD Nuveen ESG U.S. Aggregate Bond ETF 1.95%
TEGS Trend Aggregation ESG ETF 2.00%

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