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 112 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $39.93B. The average expense ratio is 0.40%. Socially Responsible ETFs can be found in the following asset classes:

  • Commodities
  • Equity
  • Asset Allocation
  • Fixed Income

The largest Socially Responsible ETF is the iShares ESG MSCI U.S.A. ETF ESGU with $8.10B in assets. In the last trailing year, the best performing Socially Responsible ETF was the QCLN at 73.05%. The most-recent ETF launched in the Socially Responsible space was the KFA Global Carbon ETF KRBN in 07/30/20.

Top ETF Performers

TAN Invesco Solar ETF 31.39%
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund 21.16%
KGRN KraneShares MSCI China Environment Index ETF 21.07%
PBW Invesco WilderHill Clean Energy ETF 19.35%
ACES ALPS Clean Energy ETF 18.84%

Bottom ETF Performers

GRN iPath Series B Carbon ETN -1.72%
KESG KraneShares MSCI China ESG Leaders Index ETF --
RISN Inspire Tactical Balanced ESG ETF --
EFIV SPDR S&P 500 ESG ETF --
KRBN KFA Global Carbon ETF --

Top Creations

ESGU iShares ESG MSCI U.S.A. ETF 590.45
SUSC iShares ESG Aware USD Corporate Bond ETF 227.06
ESGD iShares ESG MSCI EAFE ETF 137.36
EAGG iShares ESG Aware U.S. Aggregate Bond ETF 124.42
ESGV Vanguard ESG U.S. Stock ETF 100.53

Top Redemptions

SUSL iShares ESG MSCI USA Leaders ETF -8.20
RESP WisdomTree U.S. ESG Fund -3.51
ISMD Inspire Small/Mid Cap Impact ETF -3.44
ESNG Direxion MSCI USA ESG - Leaders vs. Laggards ETF -2.68
LRGE ClearBridge Large Cap Growth ESG ETF -2.13

AUM Winners

KRBN KFA Global Carbon ETF 14,898,931.00%
EFIV SPDR S&P 500 ESG ETF 3,396.15%
RISN Inspire Tactical Balanced ESG ETF 2,467.97%
IQSU IQ Candriam ESG U.S. Equity ETF 107.15%
KGRN KraneShares MSCI China Environment Index ETF 78.32%

AUM Losers

ESNG Direxion MSCI USA ESG - Leaders vs. Laggards ETF -16.83%
GRN iPath Series B Carbon ETN -4.71%
ESGN Columbia Sustainable International Equity Income ETF -0.95%
GUDB Sage ESG Intermediate Credit ETF 0.98%
NUDM Nuveen ESG International Developed Markets Equity ETF 1.49%

Daily ETF Watch

John Kerry Backing Carbon ETF

KraneShares rolled out two ESG-related ETFs this week, including one with John Kerry’s endorsement.

Daily ETF Watch

State Street Debuts ESG ETF

The fund tracks a version of the S&P 500 Index.

Podcasts

ETF Working Lunch: Key Trends In ETFs This Year

Joining us is Elisabeth Kashner, director of ETF research and analytics for FactSet.

Features and News

ETF Fees Fall Unabated In 2020

Historic market volatility in the first half of the year did little to quash low-fee foraging.

Podcasts

ETF Prime Podcast: Record ESG Inflows

Plus, why actively managed ETF launches have increased, and an attempt to redeem one share of delisted ETN ‘TVIX.’

Daily ETF Watch

Active Biblical ETF Debuts

New fund from Inspire seeks to hedge down markets with fixed income and gold.

Daily ETF Watch

Active ETFs Using NYSE Model Launch

American Century rolls out two actively managed ESG ETFs using NYSE’s nontransparent model.

Features and News

ETFs Capturing Emerging Market Gains

Two trends make for interesting opportunities in EM ETF investing right now.

Features and News

Strong Flows Into iShares ESG Bond ETFs

2020's big flows line up with BlackRock's commitment to ESG back in January.