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 186 ETFs traded on the U.S. markets, Socially Responsible ETFs have total assets under management of $93.38B. The average expense ratio is 0.39%. Socially Responsible ETFs can be found in the following asset classes:

  • Equity
  • Commodities
  • Fixed Income
  • Asset Allocation

The largest Socially Responsible ETF is the iShares ESG Aware MSCI USA ETF ESGU with $21.28B in assets. In the last trailing year, the best-performing Socially Responsible ETF was GRN at 15.18%. The most recent ETF launched in the Socially Responsible space was the Carbon Collective Climate Solutions US Equity ETF CCSO on 09/19/22.

Top ETF Performers

KSET KraneShares Global Carbon Offset Strategy ETF 0.76%
CCSO Carbon Collective Climate Solutions US Equity ETF --
KARB Carbon Strategy ETF --
TEGS Trend Aggregation ESG ETF 0%
VTRN VictoryShares Top Veteran Employers ETF 0%

Bottom ETF Performers

KEUA KraneShares European Carbon Allowance Strategy ETF -24.96%
GRN iPath Series B Carbon ETN -24.05%
KRBN KraneShares Global Carbon Strategy ETF -21.15%
ESUS ETRACS 2x Leveraged MSCI USA ESG Focus TR ETN -17.76%
KGRN KraneShares MSCI China Clean Technology Index ETF -16.75%

Top Creations

TAN Invesco Solar ETF 284.50
NULV Nuveen ESG Large-Cap Value ETF 139.18
ESGV Vanguard ESG U.S. Stock ETF 90.30
ESGU iShares ESG Aware MSCI USA ETF 60.90
KCCA KraneShares California Carbon Allowance Strategy ETF 58.40

Top Redemptions

KRBN KraneShares Global Carbon Strategy ETF -62.07
NZUS SPDR MSCI USA Climate Paris Aligned ETF -52.03
PBW Invesco WilderHill Clean Energy ETF -31.87
ESGE iShares ESG Aware MSCI EM ETF -31.74
IQSU IQ Candriam ESG U.S. Large Cap Equity ETF -20.48

AUM Winners

CCSO Carbon Collective Climate Solutions US Equity ETF 284.94%
CTEX ProShares S&P Kensho Cleantech ETF 66.70%
ORFN Constrained Capital ESG Orphans ETF 26.37%
KLNE Direxion Daily Global Clean Energy Bull 2X Shares 17.54%
FEUS FlexShares ESG & Climate U.S. Large Cap Core Index Fund 17.05%

AUM Losers

TEGS Trend Aggregation ESG ETF -74.39%
VTRN VictoryShares Top Veteran Employers ETF -50.86%
RDMX SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF -44.98%
REMG SPDR Bloomberg SASB Emerging Markets ESG Select ETF -44.77%
FEIG FlexShares ESG & Climate Investment Grade Corporate Core Index Fund -42.21%

Daily ETF Watch

Sprott ETF Will Target ‘Energy Transition’ Materials

The proposed fund will invest in commodity-related equities.

Daily ETF Watch

New ETF Dedicated to Solving Climate Change

Carbon Collective Investing is a newcomer to the exchange-traded fund industry.

Podcasts

Space Industry Offers ETF Investment Opportunity

The CEO of Procure Asset Management discusses the different aspects of space-related equities.

Features and News

Morgan Stanley ESG ETFs Face Uncertain Future

CFRA Research says ESG is at a crossroad.

Features and News

Schwab Study Sees Growing ETF Demand

ETF investors say they plan to keep buying in coming years.

Features and News

Do Pension Funds Seek Free Lunch When Investing in ESG ETFs?

Majority of pension plans have low tolerance for high tracking error.

Podcasts

ETF Working Lunch: A Research-Driven Approach to Social Justice Investment

Adasina Social Capital Founder Rachel Robasciotti discusses her firm's fund and its rigorous methodology.

Features and News

Asset Managers Mixed on SEC’s Greenwashing Rules

The proposals could create confusion for investors, opponents say.

Features and News

BlackRock Zeros in on Themed ETFs

The category represents a rapidly growing portion of the issuer’s lineup.