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 90 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $18.16B. The average expense ratio is 0.41%. Socially Responsible ETFs can be found in the following asset classes:

  • Equity
  • Fixed Income
  • Commodities

The largest Socially Responsible ETF is the iShares MSCI KLD 400 Social ETF DSI with $1.74B in assets. In the last trailing year, the best performing Socially Responsible ETF was the TAN at 33.06%. The most-recent ETF launched in the Socially Responsible space was the Inspire International ESG ETF WWJD in 09/30/19.

Top ETF Performers

PBW Invesco WilderHill Clean Energy ETF 4.10%
PBD Invesco Global Clean Energy ETF 3.91%
VETS Pacer Military Times Best Employers ETF 3.70%
ICLN iShares Global Clean Energy ETF 3.64%
SMOG VanEck Vectors Low Carbon Energy ETF 3.47%

Bottom ETF Performers

GRN iPath Series B Carbon ETN -5.22%
FRDM Alpha Architect Freedom 100 Emerging Market ETF -4.70%
MXDE Nationwide Maximum Diversification Emerging Markets Core Equity ETF -2.93%
ESGE iShares ESG MSCI EM ETF -1.74%
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF -1.67%

Top Creations

XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 87.14
ESGV Vanguard ESG U.S. Stock ETF 78.54
ESGD iShares ESG MSCI EAFE ETF 66.84
DSI iShares MSCI KLD 400 Social ETF 46.24
VSGX Vanguard ESG International Stock ETF 36.11

Top Redemptions

RODI Barclays Return on Disability ETN -40.89
WIL Barclays Women in Leadership ETN -36.23
TAN Invesco Solar ETF -15.72
ICLN iShares Global Clean Energy ETF -9.55
NUMV Nuveen ESG Mid-Cap Value ETF -5.97

AUM Winners

SDGA Impact Shares Sustainable Development Goals Global Equity ETF 100.65%
TPLC Timothy Plan U.S. Large Cap Core ETF 40.48%
NULC Nuveen ESG Large-Cap ETF 35.22%
ESGS Columbia Sustainable U.S. Equity Income ETF 34.88%
ESML iShares ESG MSCI U.S.A. Small-Cap ETF 33.69%

AUM Losers

RODI Barclays Return on Disability ETN -95.15%
WIL Barclays Women in Leadership ETN -88.43%
KGRN KraneShares MSCI China Environment Index ETF -49.57%
RENW Pickens Morningstar Renewable Energy Response ETF -15.82%
GRN iPath Series B Carbon ETN -3.99%

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