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 $44.35B. The average expense ratio is 0.39%. 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 Aware MSCI USA ETF ESGU with $8.60B in assets. In the last trailing year, the best performing Socially Responsible ETF was the QCLN at 88.55%. The most-recent ETF launched in the Socially Responsible space was the KFA Global Carbon ETF KRBN in 07/30/20.

Top ETF Performers

KGRN KraneShares MSCI China Environment Index ETF 9.72%
PBW Invesco WilderHill Clean Energy ETF 5.60%
TAN Invesco Solar ETF 5.24%
PBD Invesco Global Clean Energy ETF 4.65%
GRN iPath Series B Carbon ETN 3.04%

Bottom ETF Performers

ISMD Inspire Small/Mid Cap Impact ETF -5.12%
SNPE Xtrackers S&P 500 ESG ETF -4.34%
NACP Impact Shares NAACP Minority Empowerment ETF -4.18%
WOMN Impact Shares YWCA Women's Empowerment ETF -4.08%
EFIV SPDR S&P 500 ESG ETF -4.08%

Top Creations

ESGU iShares ESG Aware MSCI USA ETF 291.19
ESGD iShares ESG MSCI EAFE ETF 240.91
ICLN iShares Global Clean Energy ETF 223.31
TAN Invesco Solar ETF 195.51
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 172.42

Top Redemptions

KRMA Global X Conscious Companies ETF -14.11
MXDU Nationwide Maximum Diversification U.S. Core Equity ETF -9.11
BLES Inspire Global Hope ETF -4.31
RESE WisdomTree Emerging Markets ESG Fund -3.09
RESP WisdomTree U.S. ESG Fund -1.89

AUM Winners

KGRN KraneShares MSCI China Environment Index ETF 81.70%
EFIV SPDR S&P 500 ESG ETF 79.32%
KRBN KFA Global Carbon ETF 66.30%
KRMA Global X Conscious Companies ETF 32.86%
EAGG iShares ESG Aware U.S. Aggregate Bond ETF 32.28%

AUM Losers

GUDB Sage ESG Intermediate Credit ETF -57.16%
MAGA Point Bridge GOP Stock Tracker ETF -15.98%
ISMD Inspire Small/Mid Cap Impact ETF -14.98%
EVX VanEck Vectors Environmental Services ETF -12.89%
RESD WisdomTree International ESG Fund -9.07%

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