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 87 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $16.20B. 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 ESG MSCI USA Leaders ETF SUSL with $1.61B in assets. In the last trailing year, the best performing Socially Responsible ETF was the TAN at 51.97%. The most-recent ETF launched in the Socially Responsible space was the U.S. Vegan Climate ETF VEGN in 09/09/19.

Top ETF Performers

RODI Barclays Return on Disability ETN 8.84%
ESGS Columbia Sustainable U.S. Equity Income ETF 8.02%
ESGW Columbia Sustainable Global Equity Income ETF 7.94%
KGRN KraneShares MSCI China Environment Index ETF 7.93%
ESGN Columbia Sustainable International Equity Income ETF 7.50%

Bottom ETF Performers

GRNB VanEck Vectors Green Bond ETF -1.71%
BGRN iShares Global Green Bond ETF -1.51%
NUBD Nuveen ESG U.S. Aggregate Bond ETF -1.21%
SUSC iShares ESG USD Corporate Bond ETF -1.11%
EAGG iShares ESG U.S. Aggregate Bond ETF -0.97%

Top Creations

USSG Xtrackers MSCI U.S.A. ESG Leaders Equity ETF 138.31
ESGD iShares ESG MSCI EAFE ETF 49.04
ICLN iShares Global Clean Energy ETF 45.38
ESGV Vanguard ESG U.S. Stock ETF 44.48
VSGX Vanguard ESG International Stock ETF 37.99

Top Redemptions

SNPE Xtrackers S&P 500 ESG ETF -13.72
CXSE WisdomTree China ex-State-Owned Enterprises Fund -10.56
CATH Global X S&P 500 Catholic Values ETF -3.33
ESG FlexShares STOXX U.S. ESG Impact Index Fund -1.73
NUMV Nuveen ESG Mid-Cap Value ETF -1.46

AUM Winners

ESGU iShares ESG MSCI U.S.A. ETF 326.87%
VEGN U.S. Vegan Climate ETF 51.50%
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 45.76%
NULG Nuveen ESG Large-Cap Growth ETF 40.41%
TBLU Tortoise Global Water ESG Fund 30.05%

AUM Losers

SUSA iShares MSCI USA ESG Select ETF -7.47%
SHE SPDR SSGA Gender Diversity Index ETF -5.14%
GRNB VanEck Vectors Green Bond ETF -1.77%
BGRN iShares Global Green Bond ETF -1.52%
NUBD Nuveen ESG U.S. Aggregate Bond ETF -1.22%

Daily ETF Watch

Hot Reads: Vanguard Shakes Up Advisory Model

Also, three myths about sustainable investing.

Daily ETF Watch

Hot Reads: Did Negative Yielding Debt Peak?

Also, Fed cuts rates as expected, signals one more this year.

Podcasts

ETF Prime Podcast: Bubbles, Bonds & A Vegan ETF

Plus, growth prospects for environmental, social and governance ETFs.

Features and News

Demand Hot For iShares ESG Funds

BlackRock's socially responsible ETF lineup is small, but growing fast.

Daily ETF Watch

Vegan ETF Launches

Also, Barclays’ iPath arm resurrects its carbon ETN with a twist.

Features and News

Wealth/Stack 2019: Live Blog

Join ETF.com as we live-blog from Wealth/Stack 2019.

Daily ETF Watch

19 ETFs Cut Or Increase Fees

Funds are seeing changes to their expense ratios, ranging from the minute to the significant.

ETF Report

 ETF Explainer: PBW

Clean energy has been on a mostly upward trajectory in 2019.

ETF Report

Using Themed ETFs In Portfolios

They usually look like great ideas, but keep the risks in mind.