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 140 ETFs traded on the U.S. markets, Socially Responsible ETFs have total assets under management of $94.12B. The average expense ratio is 0.41%. 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 $17.69B in assets. In the last trailing year, the best-performing Socially Responsible ETF was GRN at 134.68%. The most recent ETF launched in the Socially Responsible space was the First Trust TCW ESG Premier Equity ETF EPRE on 05/25/21.

Top ETF Performers

KGRN KraneShares MSCI China Clean Technology Index ETF 13.26%
PBW Invesco WilderHill Clean Energy ETF 10.42%
SPRE SP Funds S&P Global REIT Sharia ETF 6.49%
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund 5.81%
ACES ALPS Clean Energy ETF 5.34%

Bottom ETF Performers

EVX VanEck Vectors Environmental Services ETF -1.62%
XJH iShares ESG Screened S&P Mid-Cap ETF -1.44%
HLAL Wahed FTSE USA Shariah ETF -1.27%
NUMV Nuveen ESG Mid-Cap Value ETF -1.17%
MAGA Point Bridge GOP Stock Tracker ETF -1.17%

Top Creations

ESGU iShares ESG Aware MSCI USA ETF 417.50
ESGD iShares ESG Aware MSCI EAFE ETF 254.12
ESGV Vanguard ESG U.S. Stock ETF 239.96
ICLN iShares Global Clean Energy ETF 197.00
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF 179.80

Top Redemptions

PBW Invesco WilderHill Clean Energy ETF -127.53
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund -102.90
SUSC iShares ESG Aware USD Corporate Bond ETF -96.86
SNPE Xtrackers S&P 500 ESG ETF -31.26
FAN First Trust Global Wind Energy ETF -26.42

AUM Winners

KRBN KraneShares Global Carbon ETF 50.45%
FEVR Inspire Faithward Large Cap Momentum ESG ETF 41.88%
GRN iPath Series B Carbon ETN 36.68%
IVRA Invesco Real Assets ESG ETF 35.68%
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF 30.73%

AUM Losers

SUSC iShares ESG Aware USD Corporate Bond ETF -15.00%
CTEC Global X CleanTech ETF -11.20%
BOSS Global X Founder-Run Companies ETF -6.53%
ESG FlexShares STOXX U.S. ESG Select Index Fund -5.84%
ERTH Invesco MSCI Sustainable Future ETF -2.88%

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