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 73 ETFs traded in the U.S. markets, Socially Responsible ETFs gather total assets under management of $7.49B. The average expense ratio is 0.45%. Socially Responsible ETFs can be found in the following asset classes:

  • Equity
  • Fixed Income

The largest Socially Responsible ETF is the iShares MSCI KLD 400 Social ETF DSI with $1.24B in assets. In the last trailing year, the best performing Socially Responsible ETF was the BOSS at 28.23%. The most-recent ETF launched in the Socially Responsible space was the Xtrackers MSCI EAFE ESG Leaders Equity ETF EASG in 09/06/18.

TOP ETF PERFORMERS

VETS Pacer Military Times Best Employers ETF 4.51%
NUMG NuShares ESG Mid-Cap Growth ETF 4.06%
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 3.25%
YLCO Global X YieldCo Index ETF 3.06%
NULG NuShares ESG Large-Cap Growth ETF 2.85%

BOTTOM ETF PERFORMERS

KGRN KraneShares MSCI China Environment ETF -12.01%
CXSE WisdomTree China ex-State-Owned Enterprises Fund -8.38%
MXDE Nationwide Maximum Diversification Emerging Markets Core Equity ETF -6.18%
NUEM NuShares ESG Emerging Markets Equity ETF -6.03%
TAN Invesco Solar ETF -5.32%

TOP CREATIONS

ESGD iShares MSCI EAFE ESG Optimized ETF 52.11
DSI iShares MSCI KLD 400 Social ETF 31.84
SUSA iShares MSCI U.S.A. ESG Select ETF 23.75
ESGE iShares MSCI EM ESG Optimized ETF 23.67
ESGU iShares MSCI U.S.A. ESG Optimized ETF 9.49

TOP REDEMPTIONS

TAN Invesco Solar ETF -8.76
CXSE WisdomTree China ex-State-Owned Enterprises Fund -7.80
KRMA Global X Conscious Companies ETF -3.10
YLCO Global X YieldCo Index ETF -2.39
FAN First Trust Global Wind Energy ETF -1.89

AUM WINNERS

ACES ALPS Clean Energy ETF 21.94%
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF 10.02%
BIBL Inspire 100 ETF 9.86%
ESGU iShares MSCI U.S.A. ESG Optimized ETF 9.12%
NULV NuShares ESG Large-Cap Value ETF 8.56%

AUM LOSERS

KGRN KraneShares MSCI China Environment ETF -11.70%
YLCO Global X YieldCo Index ETF -9.21%
TAN Invesco Solar ETF -8.89%
CXSE WisdomTree China ex-State-Owned Enterprises Fund -7.48%
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF -5.75%

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