Top 10 Socially Responsible ETFs

July 25, 2017

More Aggressive Choices

For investors who aren't concerned with keeping their exposure close to the broader market, a number of more aggressive ETFs exist. The iShares MSCI Global Impact ETF (MPCT), up 18.3% year-to-date, tracks an index of companies that "derive a majority of their revenue from products and services that address at least one of the world's major social and environmental challenges as identified by the United Nations Sustainable Development Goals."

Then there's the Columbia Sustainable International Equity Income ETF (ESGN), which may appeal to income investors. It holds companies that have a minimum dividend yield of 1%, while excluding those that have unfavorable corporate ESG practices.

Full List

Clearly, ESG ETFs come in many forms. Some don't stray far from the market, while others do. Some target a specific cause, while others focus on many. It's up to each investor to look under the hood to see what principles and selection criteria these ETFs are adhering to before buying.

A full list of these funds can be found on the ETF.com screener and database by choosing "Principles-based" under the "Selection" tab after clicking "More Filters."

To see this year's 10 top-performing socially responsible ETFs, see the table below: 

 

Ticker Fund YTD
Return
(%)
CXSE WisdomTree China ex-State-Owned Enterprises Fund 48.52
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 32.62
ESGE iShares MSCI EM ESG Optimized ETF 25.60
MPCT iShares MSCI Global Impact ETF 18.25
ESGD iShares MSCI EAFE ESG Optimized ETF 17.11
ESGN Columbia Sustainable International Equity Income ETF 16.84
CRBN iShares MSCI ACWI Low Carbon Target ETF 15.26
NULG NuShares ESG Large-Cap Growth ETF 15.12
LOWC SPDR MSCI ACWI Low Carbon Target ETF 14.51
SUSA iShares MSCI USA ESG Select ETF 13.68

Data as of July 20, 2017

Contact Sumit Roy at [email protected]

 

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