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 145 ETFs traded on the U.S. markets, Socially Responsible ETFs have total assets under management of $100.18B. The average expense ratio is 0.41%. 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 $20.49B in assets. In the last trailing year, the best-performing Socially Responsible ETF was GRN at 84.34%. The most recent ETF launched in the Socially Responsible space was the iClima Distributed Renewable Energy Transition Leaders ETF SHFT on 07/20/21.

Top ETF Performers

SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 5.23%
SPRE SP Funds S&P Global REIT Sharia ETF 4.69%
IVLC Invesco US Large Cap Core ESG ETF 4.55%
NULG Nuveen ESG Large-Cap Growth ETF 4.51%
IQSU IQ Candriam ESG U.S. Equity ETF 4.17%

Bottom ETF Performers

CXSE WisdomTree China ex-State-Owned Enterprises Fund -15.81%
KESG KraneShares MSCI China ESG Leaders Index ETF -12.73%
PBW Invesco WilderHill Clean Energy ETF -10.47%
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund -7.63%
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF -7.54%

Top Creations

ESGU iShares ESG Aware MSCI USA ETF 562.27
ESGE iShares ESG Aware MSCI EM ETF 373.97
ESGD iShares ESG Aware MSCI EAFE ETF 282.60
TAN Invesco Solar ETF 217.30
ESGV Vanguard ESG U.S. Stock ETF 202.57

Top Redemptions

SUSC iShares ESG Aware USD Corporate Bond ETF -32.72
USSG Xtrackers MSCI U.S.A. ESG Leaders Equity ETF -29.76
LDEM iShares ESG MSCI EM Leaders ETF -12.88
ESG FlexShares STOXX U.S. ESG Select Index Fund -7.56
CACG ClearBridge All Cap Growth ESG ETF -4.85

AUM Winners

GSFP Goldman Sachs Future Planet Equity ETF 735.61%
USXF iShares ESG Advanced MSCI USA ETF 38.46%
EUSB iShares ESG Advanced Total USD Bond Market ETF 31.67%
AQWA Global X Clean Water ETF 25.16%
LGBT LGBTQ + ESG100 ETF 25.09%

AUM Losers

KESG KraneShares MSCI China ESG Leaders Index ETF -21.15%
PBW Invesco WilderHill Clean Energy ETF -15.67%
FEVR Inspire Faithward Large Cap Momentum ESG ETF -9.01%
CNRG SPDR S&P Kensho Clean Power ETF -7.54%
YLDE ClearBridge Dividend Strategy ESG ETF -7.06%

Bitcoin & Crypto

Could Cryptocurrency & ESG Become The New Norm?

Could proof-of-stake protocols, renewable power and action by regulators drive the future greening of digital assets?

Daily ETF Watch

Impact Shares Adds Affordable Housing ETF

The ETF aims to funnel liquidity into mortgage loans for disadvantaged buyers.

ETF Report

ETF Custom Baskets A Game Changer

One of the modifications in the ETF Rule is altering the shape of the ETF industry.

Features and News

Looking Beyond ETF Names

An ETF’s name is not always a clear indicator of what’s inside.

Podcasts

ETF Working Lunch: Midyear Outlook

Joining us is Gargi Chaudhuri, head of iShares Investment Strategy, Americas.

Daily ETF Watch

New Faith-Based Issuer Debuts Active Catholic ETF

The fund enters the Christian-oriented thematic sector.

Features and News

Best Performing ETFs Of The Year

The top performers have gained 50-281% in the first half of the year.

Features and News

ESG Evolution In Full Swing

Change Finance’s ESG Asset Allocation Trends Report highlights some interesting trends in the space.

Daily ETF Watch

ETF Odds & Ends: iShares’ Mini Gold Fund

In addition to launches, there were a significant number of closures and changes to existing ETFs.