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 209 ETFs traded on the U.S. markets, Socially Responsible ETFs have total assets under management of $89.88B. The average expense ratio is 0.38%. Socially Responsible ETFs can be found in the following asset classes:

  • Fixed Income
  • Equity
  • Commodities
  • Asset Allocation

The largest Socially Responsible ETF is the iShares ESG Aware MSCI USA ETF ESGU with $14.19B in assets. In the last trailing year, the best-performing Socially Responsible ETF was GRN at 10.02%. The most recent ETF launched in the Socially Responsible space was the Goldman Sachs Community Municipal Bond ETF GMUN on 03/07/23.

Top ETF Performers

QQMG Invesco ESG NASDAQ 100 ETF 6.00%
SESG Sprott ESG Gold ETF 5.72%
KCCA KraneShares California Carbon Allowance Strategy ETF 5.05%
SNPG Xtrackers S&P 500 Growth ESG ETF 4.91%
EGUS iShares ESG Aware MSCI USA Growth ETF 3.96%

Bottom ETF Performers

NUMV Nuveen ESG Mid-Cap Value ETF -9.85%
GRN iPath Series B Carbon ETN -9.30%
PBW Invesco WilderHill Clean Energy ETF -9.15%
KEUA KraneShares European Carbon Allowance Strategy ETF -8.93%
ENRG SoFi Smart Energy ETF -8.05%

Top Creations

PCRB Putnam ESG Core Bond ETF 429.76
ESGE iShares ESG Aware MSCI EM ETF 243.65
VSGX Vanguard ESG International Stock ETF 137.46
PULT Putnam ESG Ultra Short ETF 128.95
PPIE Putnam PanAgora ESG International Equity ETF 125.63

Top Redemptions

ESGU iShares ESG Aware MSCI USA ETF -206.85
ICLN iShares Global Clean Energy ETF -91.24
TAN Invesco Solar ETF -68.45
ESGV Vanguard ESG U.S. Stock ETF -42.79
ACES ALPS Clean Energy ETF -42.10

AUM Winners

CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 103.85%
KARB Carbon Strategy ETF 93.03%
KEUA KraneShares European Carbon Allowance Strategy ETF 30.61%
NUDV Nuveen ESG Dividend ETF 27.17%
AHOY Newday Ocean Health ETF 24.96%

AUM Losers

TEGS Trend Aggregation ESG ETF -74.39%
XC WisdomTree Emerging Markets ex-China Fund -68.04%
VTRN VictoryShares Top Veteran Employers ETF -50.86%
ESGU iShares ESG Aware MSCI USA ETF -29.98%
WNDY Global X Wind Energy ETF -29.37%

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