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 139 ETFs traded on the U.S. markets, Socially Responsible ETFs have total assets under management of $88.22B. The average expense ratio is 0.42%. Socially Responsible ETFs can be found in the following asset classes:

  • Equity
  • Fixed Income
  • Commodities
  • Asset Allocation

The largest Socially Responsible ETF is the iShares ESG Aware MSCI USA ETF ESGU with $16.78B in assets. In the last trailing year, the best-performing Socially Responsible ETF was TAN at 215.02%. The most recent ETF launched in the Socially Responsible space was the Global X Clean Water ETF AQWA on 08/04/21.

Top ETF Performers

GRN iPath Series B Carbon ETN 15.51%
KRBN KraneShares Global Carbon ETF 13.02%
FEVR Inspire Faithward Large Cap Momentum ESG ETF 10.25%
DEMZ Democratic Large Cap Core ETF 8.41%
NULG Nuveen ESG Large-Cap Growth ETF 8.12%

Bottom ETF Performers

PBW Invesco WilderHill Clean Energy ETF -1.75%
IXSE WisdomTree India ex-State-Owned Enterprises Fund -0.82%
CNRG SPDR S&P Kensho Clean Power ETF -0.79%
ESGN Columbia Sustainable International Equity Income ETF -0.62%
BGRN iShares Global Green Bond ETF -0.18%

Top Creations

XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 654.87
ESGU iShares ESG Aware MSCI USA ETF 418.24
ESGD iShares ESG Aware MSCI EAFE ETF 287.34
ESGV Vanguard ESG U.S. Stock ETF 224.11
ESGE iShares ESG Aware MSCI EM ETF 172.25

Top Redemptions

TAN Invesco Solar ETF -300.55
PBW Invesco WilderHill Clean Energy ETF -112.13
KGRN KraneShares MSCI China Clean Technology Index ETF -30.14
DSI iShares MSCI KLD 400 Social ETF -21.04
FAN First Trust Global Wind Energy ETF -12.49

AUM Winners

KRBN KraneShares Global Carbon ETF 138.21%
XVV iShares ESG Screened S&P 500 ETF 127.37%
AQWA Global X Clean Water ETF 105.92%
GRN iPath Series B Carbon ETN 92.37%
WOMN Impact Shares YWCA Women's Empowerment ETF 57.06%

AUM Losers

ESG FlexShares STOXX U.S. ESG Impact Index Fund -7.24%
RAFE PIMCO RAFI ESG U.S. ETF -5.74%
PBW Invesco WilderHill Clean Energy ETF -2.88%
ESGN Columbia Sustainable International Equity Income ETF -0.43%
EMNT PIMCO Enhanced Short Maturity Active ESG ETF 0.01%

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