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 76 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $7.24B. 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 $1.18B in assets. In the last trailing year, the best performing Socially Responsible ETF was the LRGE at 16.88%. The most-recent ETF launched in the Socially Responsible space was the Impact Shares Sustainable Development Goals Global Equity ETF SDGA in 09/20/18.

TOP ETF PERFORMERS

HONR InsightShares Patriotic Employers ETF 3.15%
ESGF Oppenheimer Global ESG Revenue ETF 0.72%
PRID InsightShares LGBT Employment Equality ETF 0.43%
ESGW Columbia Sustainable Global Equity Income ETF 0.05%
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF 0.03%

BOTTOM ETF PERFORMERS

PZD Invesco Cleantech ETF -11.08%
NUMG NuShares ESG Mid-Cap Growth ETF -10.16%
NUSC NuShares ESG Small-Cap ETF -10.13%
ACES ALPS Clean Energy ETF -9.84%
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund -9.64%

TOP CREATIONS

DSI iShares MSCI KLD 400 Social ETF 21.13
ESGD iShares MSCI EAFE ESG Optimized ETF 20.05
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 16.86
VSGX Vanguard ESG International Stock ETF 15.00
IBD Inspire Corporate Bond Impact ETF 14.59

TOP REDEMPTIONS

TAN Invesco Solar ETF -6.90
SUSA iShares MSCI U.S.A. ESG Select ETF -5.99
MXDU Nationwide Maximum Diversification U.S. Core Equity ETF -3.68
MPCT iShares MSCI Global Impact ETF -2.92
FAN First Trust Global Wind Energy ETF -1.89

AUM WINNERS

SDGA Impact Shares Sustainable Development Goals Global Equity ETF 9,386,615.50%
VSGX Vanguard ESG International Stock ETF 938,500.00%
ESGV Vanguard ESG U.S. Stock ETF 930,900.00%
GRNB VanEck Vectors Green Bond ETF 42.07%
IBD Inspire Corporate Bond Impact ETF 33.11%

AUM LOSERS

VETS Pacer Military Times Best Employers ETF -52.68%
CATH Global X S&P 500 Catholic Values ETF -11.71%
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund -11.56%
PZD Invesco Cleantech ETF -11.39%
TAN Invesco Solar ETF -11.36%

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