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 181 ETFs traded on the U.S. markets, Socially Responsible ETFs have total assets under management of $112.21B. The average expense ratio is 0.40%. 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 $25.49B in assets. In the last trailing year, the best-performing Socially Responsible ETF was GRN at 144.18%. The most recent ETF launched in the Socially Responsible space was the SPDR S&P SmallCap 600 ESG ETF ESIX on 01/10/22.

Top ETF Performers

FRDM Freedom 100 Emerging Market ETF 7.29%
RODI Barclays Return on Disability ETN 7.18%
KCCA KraneShares California Carbon Allowance Strategy ETF 6.53%
ESGS Columbia Sustainable U.S. Equity Income ETF 6.24%
IXSE WisdomTree India ex-State-Owned Enterprises Fund 6.07%

Bottom ETF Performers

TEGS Trend Aggregation ESG ETF -74.15%
KLNE Direxion Daily Global Clean Energy Bull 2X Shares -17.09%
TAN Invesco Solar ETF -12.55%
PBW Invesco WilderHill Clean Energy ETF -12.21%
RAYS Global X Solar ETF -12.15%

Top Creations

ESGD iShares ESG Aware MSCI EAFE ETF 296.99
ESGV Vanguard ESG U.S. Stock ETF 283.70
VSGX Vanguard ESG International Stock ETF 178.93
XVV iShares ESG Screened S&P 500 ETF 127.49
KRBN KraneShares Global Carbon Strategy ETF 121.06

Top Redemptions

LDEM iShares ESG MSCI EM Leaders ETF -737.55
TAN Invesco Solar ETF -416.74
ESGU iShares ESG Aware MSCI USA ETF -389.68
USSG Xtrackers MSCI U.S.A. ESG Leaders Equity ETF -235.69
ICLN iShares Global Clean Energy ETF -219.99

AUM Winners

RITA ETFB Green SRI REITs ETF 2,174.72%
KCCA KraneShares California Carbon Allowance Strategy ETF 108.37%
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF 67.72%
EMXF iShares ESG Advanced MSCI EM ETF 44.62%
XJR iShares ESG Screened S&P Small-Cap ETF 33.41%

AUM Losers

LDEM iShares ESG MSCI EM Leaders ETF -90.56%
TEGS Trend Aggregation ESG ETF -74.39%
VTRN VictoryShares Top Veteran Employers ETF -50.86%
FEHY FlexShares ESG & Climate High Yield Corporate Core Index Fund -40.30%
GLRY Inspire Faithward Mid Cap Momentum ESG ETF -35.05%

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