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 82 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $10.63B. 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 $1.38B in assets. In the last trailing year, the best performing Socially Responsible ETF was the LRGE at 20.23%. The most-recent ETF launched in the Socially Responsible space was the WisdomTree India ex-State-Owned Enterprises Fund IXSE in 04/04/19.

TOP ETF PERFORMERS

CXSE WisdomTree China ex-State-Owned Enterprises Fund 8.12%
NUMG Nuveen ESG Mid-Cap Growth ETF 5.51%
PZD Invesco Cleantech ETF 5.38%
BLES Inspire Global Hope ETF 5.25%
NULG Nuveen ESG Large-Cap Growth ETF 5.23%

BOTTOM ETF PERFORMERS

RODI Barclays Return on Disability ETN 0%
IXSE WisdomTree India ex-State-Owned Enterprises Fund --
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF 0.59%
FAN First Trust Global Wind Energy ETF 0.70%
EAGG iShares ESG U.S. Aggregate Bond ETF 0.80%

TOP CREATIONS

USSG Xtrackers MSCI U.S.A. ESG Leaders Equity ETF 843.47
ESGV Vanguard ESG U.S. Stock ETF 136.56
VSGX Vanguard ESG International Stock ETF 112.25
ESGD iShares ESG MSCI EAFE ETF 44.22
BLES Inspire Global Hope ETF 30.37

TOP REDEMPTIONS

JUST Goldman Sachs JUST U.S. Large Cap Equity ETF -98.86
MAGA Point Bridge GOP Stock Tracker ETF -17.88
SUSA iShares MSCI U.S.A. ESG Select ETF -11.37
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF -3.32
SDG iShares MSCI Global Impact ETF -2.89

AUM WINNERS

ACES ALPS Clean Energy ETF 68.41%
ESGV Vanguard ESG U.S. Stock ETF 39.26%
BLES Inspire Global Hope ETF 38.79%
ESML iShares ESG MSCI U.S.A. Small-Cap ETF 32.76%
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 25.84%

AUM LOSERS

MAGA Point Bridge GOP Stock Tracker ETF -46.12%
KGRN KraneShares MSCI China Environment ETF -32.64%
EQLT Workplace Equality Portfolio ETF -29.16%
ESGW Columbia Sustainable Global Equity Income ETF -4.04%
NULV Nuveen ESG Large-Cap Value ETF -3.60%

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