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 71 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $7.35B. The average expense ratio is 0.45%. 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 $1.19B in assets. In the last trailing year, the best performing Socially Responsible ETF was the BOSS at 27.94%. The most-recent ETF launched in the Socially Responsible space was the Impact Shares NAACP Minority Empowerment ETF NACP in 07/18/18.

TOP ETF PERFORMERS

ESGFlexShares STOXX U.S. ESG Impact Index Fund3.18%
EVXVanEck Vectors Environmental Services ETF2.95%
VETSPacer Military Times Best Employers ETF2.48%
NULVNuShares ESG Large-Cap Value ETF2.42%
YLDEClearBridge Dividend Strategy ESG ETF2.33%

BOTTOM ETF PERFORMERS

CXSEWisdomTree China ex-State-Owned Enterprises Fund-11.54%
TANInvesco Solar ETF-9.33%
KGRNKraneShares MSCI China Environment ETF-5.71%
XSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund-5.18%
FANFirst Trust Global Wind Energy ETF-4.65%

top creations

DSIiShares MSCI KLD 400 Social ETF46.59
ESGDiShares MSCI EAFE ESG Optimized ETF19.56
SUSAiShares MSCI U.S.A. ESG Select ETF11.59
ACESALPS Clean Energy ETF8.85
IBDInspire Corporate Bond Impact ETF4.87

top redemptions

CXSEWisdomTree China ex-State-Owned Enterprises Fund-18.09
TANInvesco Solar ETF-12.79
SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETF-7.03
CRBNiShares MSCI ACWI Low Carbon Target ETF-5.95
PBWInvesco WilderHill Clean Energy ETF-5.09

AUM WINNERS

NACPImpact Shares NAACP Minority Empowerment ETF2,006.79%
ESGDiShares MSCI EAFE ESG Optimized ETF13.94%
ACESALPS Clean Energy ETF12.99%
SUSBiShares ESG 1-5 Year USD Corporate Bond ETF11.38%
NUSCNuShares ESG Small-Cap ETF10.13%

AUM LOSERS

CXSEWisdomTree China ex-State-Owned Enterprises Fund-23.91%
TANInvesco Solar ETF-14.08%
XSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund-5.44%
ICLNiShares Global Clean Energy ETF-4.62%
PBWInvesco WilderHill Clean Energy ETF-4.45%

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