Strategy

ESG & Sustainable ETFs

Ranges from light exclusion screens that track the market closely to strict funds that drop entire sectors. The lighter the screen, the closer the tracking error to a plain index fund — read the methodology, not the label.

Theme performance

Equal-weighted across every fund in this objective

1Y: +17.3%
5Y ann.: +6.0%
10Y ann.: —
All-time ann.: —

Sort6 funds

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Light-touch ESG optimisation that keeps sector weights close to the broad US market.

Fee: 0.15%
AUM: $13.1B
Yield: 1.2%

1Y: +14.6%
5Y ann.: +14.4%
10Y ann.: —
Max ann.: —

ESGV

Vanguard ESG US Stock ETF

Vanguard

Broad US market with exclusions for fossil fuels, weapons, tobacco and gambling.

Fee: 0.09%
AUM: $9.6B
Yield: 1.1%

1Y: +15.1%
5Y ann.: +14.6%
10Y ann.: —
Max ann.: —

ICLN

iShares Global Clean Energy ETF

iShares

Largest global clean energy fund: utilities, solar and wind across developed markets.

Fee: 0.41%
AUM: $1.7B
Yield: 1.6%

1Y: +18.4%
5Y ann.: -8.4%
10Y ann.: —
Max ann.: —

SUSL

iShares ESG MSCI USA Leaders ETF

iShares

Best-in-class ESG leaders only, a stricter screen than ESGU with more tracking error.

Fee: 0.10%
AUM: $1.4B
Yield: 1.1%

1Y: +14.1%
5Y ann.: +14.1%
10Y ann.: —
Max ann.: —

NULG

Nuveen ESG Large-Cap Growth ETF

Nuveen

ESG-screened large-cap growth for investors who want the growth factor with exclusions.

Fee: 0.35%
AUM: $1.1B
Yield: 0.4%

1Y: +17.4%
5Y ann.: +15.1%
10Y ann.: —
Max ann.: —

TAN

Invesco Solar ETF

Invesco

Solar only, from panel makers to installers. Highest volatility in the theme.

Fee: 0.67%
AUM: $800M
Yield: 0.4%

1Y: +24.1%
5Y ann.: -14.1%
10Y ann.: —
Max ann.: —