Socially responsible ETFs

There are 77 ETFs that invest in what they consider to be socially responsible companies. Everybody's idea of a socially responsible company is different, so these ETFs are using a wide variety of approaches. Many of these ETFs use the term "ESG" to refer to the concept of selecting companies using "environmental, social and governance characteristics".

Category1Category2Count
AlternativesOther1
Asset AllocationUS5
Global EquityDeveloped markets1
Global EquityDeveloped markets ex-US8
Global EquityEmerging markets4
Global EquityGlobal5
Global EquityGlobal ex-US1
Global Equity Single country1
Global Fixed IncomeEmerging markets1
US Equity Broad market2
US EquitySocially responsible39
US Fixed Income Broad market2
US Fixed Income Corporate bonds7
Total77

The number of socially responsible ETFs continues to grow, as shown by this table:

Year of InceptionCount
20051
20061
20071
20131
20144
20152
201616
201712
20185
201912
202022
Total77

Note that there were actually even more ETFs launched then this table shows, as we are only displaying the launch dates of ETFs still active in our database. There were more ETFs that were launched during these years that have since been closed down by their sponsor.

More and more ETFs are being launched that combine socially responsible investing with other investment factors:

Number of Factors UsedCount
164
211
31
41
Total77

Here are the socially responsible ETFs, if you want to read some examples of the approaches taken by these ETFs:

SymbolDescriptionInception DateCategoryActions
SUSAiShares MSCI USA ESG Select ETF01/24/2005US EquityAnalyze
DSIiShares KLD 400 Social Index Fund ETF11/14/2006US EquityAnalyze
RESPWisdomTree U.S. ESG ETF02/23/2007US EquityAnalyze
VIDIVident International Equity ETF10/29/2013Global EquityAnalyze
WILBarclays Women in Leadership ETN07/09/2014US EquityAnalyze
RODIBarclays Return on Disability ETN09/10/2014US EquityAnalyze
LOWCSPDR MSCI ACWI Low Carbon Target ETF11/25/2014Global EquityAnalyze
CRBNiShares MSCI ACWI Low Carbon Target ETF12/08/2014Global EquityAnalyze
ETHOEtho Climate Leadership US ETF11/19/2015US EquityAnalyze
SPYXSPDR S&P 500 Fossil Fuel Free ETF11/30/2015US EquityAnalyze
SHESPDR SSGA Gender Diversity Index ETF03/07/2016US EquityAnalyze
RESEWisdomTree Emerging Markets ESG ETF04/07/2016Global EquityAnalyze
CATHGlobal X S&P 500 Catholic Values ETF04/18/2016US EquityAnalyze
ESGSColumbia Sustainable U.S. Equity Income ETF06/13/2016US EquityAnalyze
ESGDiShares MSCI EAFE ESG Optimized ETF06/28/2016Global EquityAnalyze
ESGEiShares MSCI EM ESG Optimized ETF06/28/2016Global EquityAnalyze
KRMAGlobal X Conscious Companies ETF07/11/2016US EquityAnalyze
ESGFlexShares STOXX US ESG Impact ETF07/13/2016US EquityAnalyze
ESGGFlexShares STOXX Global ESG Impact ETF07/13/2016Global EquityAnalyze
RESDWisdomTree International ESG ETF11/03/2016Global EquityAnalyze
ESGUiShares MSCI USA ESG Optimized ETF12/01/2016US EquityAnalyze
NULGNuShares ESG Large-Cap Growth ETF12/13/2016US EquityAnalyze
NULVNuShares ESG Large-Cap Value ETF12/13/2016US EquityAnalyze
NUMGNuShares ESG Mid-Cap Growth ETF12/13/2016US EquityAnalyze
NUMVNuShares ESG Mid-Cap Value ETF12/13/2016US EquityAnalyze
NUSCNuShares ESG Small-Cap ETF12/13/2016US EquityAnalyze
BLESInspire Global Hope Large Cap ETF02/28/2017Global EquityAnalyze
ISMDInspire Small/Mid Cap Impact ETF02/28/2017US EquityAnalyze
LRGEClearBridge Large Cap Growth ESG ETF05/20/2017US EquityAnalyze
YLDEClearBridge Dividend Strategy ESG ETF05/20/2017US EquityAnalyze
NUDMNuShares ESG International Developed Markets Equity ETF06/06/2017Global EquityAnalyze
NUEMNuShares ESG Emerging Markets Equity ETF06/06/2017Global EquityAnalyze
SUSBiShares ESG 1-5 Year USD Corporate Bond ETF07/11/2017US Fixed Income Analyze
MXDUNationwide Maximum Diversification US Core Equity ETF09/15/2017US EquityAnalyze
NUBDNuShares ESG U.S. Aggregate Bond ETF09/29/2017US Fixed IncomeAnalyze
CHGXChange Finance Diversified Impact U.S. Large Cap Fossil Fuel Free ETF10/09/2017US EquityAnalyze
BIBLInspire 100 ETF10/25/2017US EquityAnalyze
GUDBSage ESG Intermediate Credit ETF10/25/2017US Fixed IncomeAnalyze
ESMLiShares MSCI USA Small-Cap ESG Optimized ETF04/10/2018US EquityAnalyze
JUSTGoldman Sachs JUST U.S. Large Cap Equity ETF06/07/2018US EquityAnalyze
NACPImpact Shares NAACP Minority Empowerment ETF07/12/2018US EquityAnalyze
EASGXtrackers MSCI EAFE ESG Leaders Equity ETF09/05/2018Global EquityAnalyze
SDGAImpact Shares Sustainable Development Goals Global Equity ETF09/20/2018Global EquityAnalyze
USSGXtrackers MSCI USA ESG Leaders Equity ETF03/07/2019US EquityAnalyze
TPHDTimothy Plan High Dividend Stock ETF05/01/2019US EquityAnalyze
SUSLiShares ESG MSCI USA Leaders ETF05/09/2019US EquityAnalyze
ECLNFirst Trust EIP Carbon Impact ETF08/20/2019US Equity Analyze
NUHYNuveen ESG High Yield Corporate Bond ETF09/26/2019US Fixed IncomeAnalyze
WWJDInspire International ESG ETF10/01/2019Global EquityAnalyze
TPIFTimothy Plan International ETF12/02/2019Global EquityAnalyze
TPSCTimothy Plan US Small Cap Core ETF12/02/2019US Equity Analyze
IQSIIQ Candriam ESG International Equity ETF12/17/2019Global EquityAnalyze
IQSUIQ Candriam ESG US Equity ETF12/17/2019US EquityAnalyze
SPUSSP Funds S&P 500 Sharia Industry Exclusions ETF12/18/2019US EquityAnalyze
RAFEPIMCO RAFI ESG U.S. ETF12/19/2019US EquityAnalyze
ESNGDirexion MSCI USA ESG - Leaders vs. Laggards ETF02/05/2020AlternativesAnalyze
LDEMiShares ESG MSCI EM Leaders ETF02/07/2020Global EquityAnalyze
ECOZTrueMark ESG Active Opportunities ETF03/02/2020US EquityAnalyze
TEGSTrend Aggregation ESG ETF05/08/2020Asset AllocationAnalyze
ESCRXtrackers Bloomberg Barclays US Investment Grade Corporate ESG ETF05/12/2020US Fixed Income Analyze
ESEBXtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF05/12/2020Global Fixed IncomeAnalyze
ESHYXtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF05/12/2020US Fixed IncomeAnalyze
DMXFiShares ESG Advanced MSCI EAFE ETF06/18/2020Global EquityAnalyze
EAOAiShares ESG Aware Aggressive Allocation ETF06/18/2020Asset AllocationAnalyze
EAOKiShares ESG Aware Conservative Allocation ETF06/18/2020Asset AllocationAnalyze
EAOMiShares ESG Aware Moderate Allocation ETF06/18/2020Asset AllocationAnalyze
EAORiShares ESG Aware Growth Allocation ETF06/18/2020Asset AllocationAnalyze
USXFiShares ESG Advanced MSCI USA ETF06/18/2020US EquityAnalyze
CEFAGlobal X S&P Catholic Values Developed ex-U.S. ETF06/24/2020Global EquityAnalyze
EUSBiShares ESG Advanced Total USD Bond Market ETF06/25/2020US Fixed Income Analyze
ESGAAmerican Century Sustainable Equity ETF07/15/2020US EquityAnalyze
EFIVSPDR S&P 500 ESG ETF07/28/2020US EquityAnalyze
KESGKraneShares MSCI China ESG Leaders Index ETF07/29/2020Global Equity Analyze
VCEBVanguard ESG U.S. Corporate Bond ETF09/24/2020US Fixed Income Analyze
XJHiShares ESG Screened S&P Mid-Cap ETF09/24/2020US EquityAnalyze
XVViShares ESG Screened S&P 500 ETF09/24/2020US EquityAnalyze

Performance

The goal of these socially responsible ETFs is not necessarily to outperform the market. The largely "unwritten" rule seems to be that these ETFs wish to invest responsibly, without taking too much of a performance hit. You can compare the results of these ETFs compared to SPY using our tool ETF returns since inception.


All data is a live query from our database. The wording was last updated: 05/15/2017.

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