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 189 ETFs traded on the U.S. markets, Socially Responsible ETFs have total assets under management of $101.02B. The average expense ratio is 0.40%. Socially Responsible ETFs can be found in the following asset classes:

  • Commodities
  • Equity
  • Fixed Income
  • Asset Allocation

The largest Socially Responsible ETF is the iShares ESG Aware MSCI USA ETF ESGU with $22.82B in assets. In the last trailing year, the best-performing Socially Responsible ETF was GRN at 49.91%. The most recent ETF launched in the Socially Responsible space was the Sprott ESG Gold ETF SESG on 08/02/22.

Top ETF Performers

PBW Invesco WilderHill Clean Energy ETF 26.36%
KLNE Direxion Daily Global Clean Energy Bull 2X Shares 26.05%
ACES ALPS Clean Energy ETF 24.77%
CTEX ProShares S&P Kensho Cleantech ETF 23.09%
SHFT iClima Distributed Smart Energy ETF 21.21%

Bottom ETF Performers

KSET KraneShares Global Carbon Offset Strategy ETF -14.65%
CXSE WisdomTree China ex-State-Owned Enterprises Fund -11.52%
KESG KraneShares MSCI China ESG Leaders Index ETF -11.11%
RODI Barclays Return on Disability ETN -9.99%
KGRN KraneShares MSCI China Clean Technology Index ETF -9.90%

Top Creations

EAGG iShares ESG Aware U.S. Aggregate Bond ETF 211.13
CXSE WisdomTree China ex-State-Owned Enterprises Fund 71.39
NULV Nuveen ESG Large-Cap Value ETF 58.80
SUSC iShares ESG Aware USD Corporate Bond ETF 47.98
ESGV Vanguard ESG U.S. Stock ETF 42.95

Top Redemptions

KRBN KraneShares Global Carbon Strategy ETF -92.52
NUSC Nuveen ESG Small-Cap ETF -63.67
PBW Invesco WilderHill Clean Energy ETF -59.78
CRBN iShares MSCI ACWI Low Carbon Target ETF -54.86
ESGU iShares ESG Aware MSCI USA ETF -45.18

AUM Winners

AHOY Newday Ocean Health ETF 58.65%
XJR iShares ESG Screened S&P Small-Cap ETF 33.93%
EAOR iShares ESG Aware Growth Allocation ETF 28.66%
EBLU Ecofin Global Water ESG Fund 27.71%
PBW Invesco WilderHill Clean Energy ETF 24.86%

AUM Losers

TEGS Trend Aggregation ESG ETF -74.39%
FEHY FlexShares ESG & Climate High Yield Corporate Core Index Fund -74.03%
VTRN VictoryShares Top Veteran Employers ETF -50.86%
KESG KraneShares MSCI China ESG Leaders Index ETF -26.43%
KEUA KraneShares European Carbon Allowance Strategy ETF -21.66%

Daily ETF Watch

ETF Odds & Ends: Sprott Launches ESG Gold Fund

Plus, Barclays resumed creations on 27 ETNs.

Daily ETF Watch

Sprott Debuts Sustainable Gold ETF

The latest ETF launches amid increased investor appetite for the precious metal.

Daily ETF Watch

ETF Odds & Ends: 2022’s Slowest Month

Plus, there were a number of changes to existing ETFs.

Features and News

Asset Managers Ramp Up ESG In Fixed Income

Index Industry Associations finds most asset managers say the ‘E’ should always have priority over the ‘S’ and ‘G.’

Features and News

Carbon ETFs: Making Money From Air

Features and News

Untangling Barclays’ ETN Mess

Most of the bank’s exchange-traded notes to resume normal operations in August.

Features and News

Invesco Unveils Active Min Vol Low Carbon ETF In Europe

The fund will invest in sustainable companies across developed countries. Analysis

For Some Investors, ETFs Help Take ESG Up A Notch

Recent ETFs offer new criteria to assess emerging market risk.

Features and News

ARK To Close Transparency-Themed ETF

The fund’s index provider decided to halt calculation on the underlying index.