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 86 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $14.02B. 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 MSCI KLD 400 Social ETF DSI with $1.48B in assets. In the last trailing year, the best performing Socially Responsible ETF was the TAN at 37.80%. The most-recent ETF launched in the Socially Responsible space was the Xtrackers S&P 500 ESG ETF SNPE in 06/26/19.

TOP ETF PERFORMERS

TAN Invesco Solar ETF 5.46%
TAN Invesco Solar ETF 5.46%
SUSC iShares ESG USD Corporate Bond ETF 2.87%
SUSC iShares ESG USD Corporate Bond ETF 2.87%
BGRN iShares Global Green Bond ETF 2.83%

BOTTOM ETF PERFORMERS

KGRN KraneShares MSCI China Environment Index ETF -8.16%
KGRN KraneShares MSCI China Environment Index ETF -8.16%
NUEM Nuveen ESG Emerging Markets Equity ETF -7.89%
NUEM Nuveen ESG Emerging Markets Equity ETF -7.89%
ESGE iShares ESG MSCI EM ETF -7.83%

TOP CREATIONS

VSGX Vanguard ESG International Stock ETF 69.74
VSGX Vanguard ESG International Stock ETF 69.74
ESGD iShares ESG MSCI EAFE ETF 57.64
ESGD iShares ESG MSCI EAFE ETF 57.64
ESGV Vanguard ESG U.S. Stock ETF 46.67

TOP REDEMPTIONS

NULG Nuveen ESG Large-Cap Growth ETF -5.77
NULG Nuveen ESG Large-Cap Growth ETF -5.77
NUBD Nuveen ESG U.S. Aggregate Bond ETF -5.08
NUBD Nuveen ESG U.S. Aggregate Bond ETF -5.08
ESGL Invesco ESG Revenue ETF -4.75

AUM WINNERS

TBLU Tortoise Global Water ESG Fund 31.58%
TBLU Tortoise Global Water ESG Fund 31.58%
YLDE ClearBridge Dividend Strategy ESG ETF 31.06%
YLDE ClearBridge Dividend Strategy ESG ETF 31.06%
WOMN Impact Shares YWCA Women's Empowerment ETF 21.82%

AUM LOSERS

SHE SPDR SSGA Gender Diversity Index ETF -24.26%
SHE SPDR SSGA Gender Diversity Index ETF -24.26%
NULC Nuveen ESG Large-Cap ETF -21.76%
NULC Nuveen ESG Large-Cap ETF -21.76%
NULG Nuveen ESG Large-Cap Growth ETF -19.03%

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