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 85 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $13.00B. 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 MSCI KLD 400 Social ETF DSI with $1.44B in assets. In the last trailing year, the best performing Socially Responsible ETF was the TAN at 19.80%. The most-recent ETF launched in the Socially Responsible space was the Nuveen ESG Large-Cap ETF NULC in 06/03/19.

TOP ETF PERFORMERS

TAN Invesco Solar ETF 11.05%
TAN Invesco Solar ETF 11.05%
XKCP SPDR Kensho Clean Power ETF 7.99%
XKCP SPDR Kensho Clean Power ETF 7.99%
ICLN iShares Global Clean Energy ETF 7.08%

BOTTOM ETF PERFORMERS

FRDM Alpha Architect Freedom 100 Emerging Market ETF --
FRDM Alpha Architect Freedom 100 Emerging Market ETF --
NULC Nuveen ESG Large-Cap ETF --
NULC Nuveen ESG Large-Cap ETF --
ISMD Inspire Small/Mid Cap Impact ETF 0.55%

TOP CREATIONS

SUSL iShares ESG MSCI USA Leaders ETF 1.13K
SUSL iShares ESG MSCI USA Leaders ETF 1.13K
USSG Xtrackers MSCI U.S.A. ESG Leaders Equity ETF 279.90
USSG Xtrackers MSCI U.S.A. ESG Leaders Equity ETF 279.90
ESGE iShares ESG MSCI EM ETF 60.15

TOP REDEMPTIONS

TAN Invesco Solar ETF -9.75
TAN Invesco Solar ETF -9.75
GEX VanEck Vectors Global Alternative Energy ETF -3.26
GEX VanEck Vectors Global Alternative Energy ETF -3.26
ESGW Columbia Sustainable Global Equity Income ETF -1.28

AUM WINNERS

FRDM Alpha Architect Freedom 100 Emerging Market ETF 211.86%
FRDM Alpha Architect Freedom 100 Emerging Market ETF 211.86%
XKCP SPDR Kensho Clean Power ETF 43.67%
XKCP SPDR Kensho Clean Power ETF 43.67%
SUSL iShares ESG MSCI USA Leaders ETF 37.18%

AUM LOSERS

NULC Nuveen ESG Large-Cap ETF -25.31%
NULC Nuveen ESG Large-Cap ETF -25.31%
NULV Nuveen ESG Large-Cap Value ETF -6.93%
NULV Nuveen ESG Large-Cap Value ETF -6.93%
ESGW Columbia Sustainable Global Equity Income ETF -5.81%

Features and News

2019's Top ETF Shines Bright

Why solar stocks are driving these renewable power ETFs higher.

Daily ETF Watch

iShares Adds To Thematic Family

World’s biggest ETF issuer offers a new perspective with ‘megatrends.’

Podcasts

ETF Prime Podcast: Grain Funds Pop

Also, common ESG investing objections addressed; spotlighting blockchain and crypto.

Daily ETF Watch

Family Adds Large Cap ESG ETF

Nuveen debuts a fund covering a key category.

ETF Industry Perspective

Nuveen: A Robust ESG Methodology

The issuer explains how it approaches socially responsible investing.

Daily ETF Watch

May 2019 Filing Roundup

Filings abounded last month, even if it seems there’s been a slowdown in ETF launches.

Features and News

ESG As A ‘Conversation’ With Companies

S&P Dow Jones's new ESG indexes evaluate stocks through annual surveys, not just publicly reported data.

ETF.com Live Chat!

Live Chat: Brexit & Reasonable Fees

Dave Nadig answers readers' ETF questions in real time. Here’s the transcript.

Features and News

New ETFs Join $1B Club Quickly

Socially responsible fund 'SUSL' now third-fastest ETF to break the billion-dollar barrier.