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 133 ETFs traded on the U.S. markets, Socially Responsible ETFs have total assets under management of $80.09B. The average expense ratio is 0.40%. 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 $13.84B in assets. In the last trailing year, the best-performing Socially Responsible ETF was PBW at 261.51%. The most recent ETF launched in the Socially Responsible space was the AVDR U.S. LargeCap ESG ETF AVDG on 12/30/20.

Top ETF Performers

CNRG SPDR S&P Kensho Clean Power ETF 45.33%
CTEC Global X CleanTech ETF 43.60%
PBW Invesco WilderHill Clean Energy ETF 41.74%
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund 39.12%
ACES ALPS Clean Energy ETF 39.10%

Bottom ETF Performers

ESEB Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF -1.15%
RBND SPDR Bloomberg SASB Corporate Bond ESG Select ETF -0.63%
NUBD Nuveen ESG U.S. Aggregate Bond ETF -0.62%
BGRN iShares Global Green Bond ETF -0.48%
EAGG iShares ESG Aware U.S. Aggregate Bond ETF -0.46%

Top Creations

ICLN iShares Global Clean Energy ETF 942.64
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 392.04
PBW Invesco WilderHill Clean Energy ETF 317.50
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund 304.53
ESGE iShares ESG Aware MSCI EM ETF 272.68

Top Redemptions

SUSA iShares MSCI USA ESG Select ETF -46.09
KRMA Global X Conscious Companies ETF -12.17
WWJD Inspire International ESG ETF -10.70
BLES Inspire Global Hope ETF -9.92
MXDU Nationwide Maximum Diversification U.S. Core Equity ETF -3.63

AUM Winners

WWOW Direxion World Without Waste ETF 21,623,208.00%
BNE Blue Horizon BNE ETF 823.73%
SULR SmartETFs Sustainable Energy II ETF 655.44%
CTEC Global X CleanTech ETF 248.29%
KGRN KraneShares MSCI China Environment Index ETF 136.25%

AUM Losers

ESCR Xtrackers Bloomberg Barclays US Investment Grade Corporate ESG ETF -22.76%
IBD Inspire Corporate Bond Impact ETF -11.36%
TEGS Trend Aggregation ESG ETF -10.31%
ESEB Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF -1.19%
RBND SPDR Bloomberg SASB Corporate Bond ESG Select ETF -1.15%

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