Sustainable funds aim for positive environmental and social impact alongside financial returns. They include companies meeting minimum criteria in areas like reducing their carbon footprint or supporting gender equality, or they exclude companies such as tobacco, weapons, or fossil fuel companies.
Research has shown that sustainable investments perform at least as well as non-sustainable investments. 1 Below we show financial performance for ~30 sustainable funds compared to benchmarks such as the S&P 500.
The Global Sustainable Funds tracker shows average return for all ~30 sustainable funds below (US and ex-US); the US Sustainable Funds tracker shows average return for all US sustainable funds below.
Global Sustainable Funds:
1 year
performance
Showing 32 funds
| Fund | Type | 1-day | 1-week | 1-month | 3-month | 1-year | 2-year |
|---|---|---|---|---|---|---|---|
 iShares MSCI KLD 400 Social ETF (DSI) DSI |
ETF | -1.64% | -5.35% | -5.82% | -4.25% | 17.24% | 39.73% |
|
iShares ESG MSCI USA Small-Cap ETF (ESML) ESML |
ETF | -1.64% | -7.36% | -7.27% | -10.83% | -0.79% | 27.31% |
 S&P 500 Index (^SPX) ^SPX |
Index | -1.89% | -5.68% | -5.40% | -3.23% | 14.49% | 32.40% |
 Impact NAACP Minority Empowerment (NACP) NACP |
ETF | -1.73% | -5.15% | -6.80% | -3.88% | 12.71% | 41.01% |
|
iShares MSCI USA ESG Select ETF (SUSA) SUSA |
ETF | -1.57% | -5.57% | -6.32% | -5.10% | 14.75% | 42.87% |
 Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) CHGX |
ETF | -1.89% | -5.56% | -8.25% | -8.22% | 7.46% | 31.62% |
 FlexShares STOXX US ESG Impact ETF (ESG) ESG |
ETF | -1.42% | -5.29% | -4.60% | -2.84% | 15.30% | 39.66% |
 Vanguard ESG U.S. Stock ETF (ESGV) ESGV |
ETF | -2.07% | -6.23% | -7.62% | -6.18% | 10.15% | 37.87% |
|
Sustainable Development Goals ETF (SDGA) SDGA |
ETF | -0.91% | -4.15% | -10.21% | -9.13% | 0.67% | 16.99% |
 Deutsche X-Trackers MSCI EAFE ESG Leaders Eq ETF (EASG) EASG |
ETF | -1.20% | -3.39% | -1.55% | -4.28% | 2.97% | 17.41% |
 ClearBridge Dividend Strategy ESG ETF (YLDE) YLDE |
ETF | -2.70% | -3.74% | -3.49% | -2.11% | 15.75% | 25.95% |
 Nuveen ESG Emerging Markets Equity ETF (NUEM) NUEM |
ETF | -1.28% | -2.05% | 1.88% | -7.35% | -12.20% | 19.42% |
|
iShares ESG MSCI EAFE ETF (ESGD) ESGD |
ETF | -1.27% | -3.27% | -1.20% | -4.58% | 3.92% | 14.86% |
|
Nuveen ESG Small-Cap ETF (NUSC) NUSC |
ETF | -1.75% | -7.07% | -6.61% | -15.93% | -7.96% | 21.48% |
|
Impact YWCA Womens Empowerment (WOMN) WOMN |
ETF | -1.63% | -5.01% | -7.46% | -4.58% | 8.95% | 47.78% |
|
Nuveen ESG Mid-Cap Growth ETF (NUMG) NUMG |
ETF | -2.18% | -6.19% | -13.88% | -28.07% | -17.88% | 17.08% |
|
Nuveen ESG Mid-Cap Value ETF (NUMV) NUMV |
ETF | -1.35% | -5.86% | -2.18% | -9.50% | 11.09% | 16.71% |
|
ClearBridge Large Cap Growth ESG ETF (LRGE) LRGE |
ETF | -2.88% | -6.55% | -12.04% | -10.51% | 5.26% | 34.44% |
|
iShares ESG MSCI USA Leaders ETF (SUSL) SUSL |
ETF | -1.78% | -5.19% | -5.67% | -3.94% | 17.64% | 37.98% |
|
Deutsche X-Trackers MSCI USA ESG Leaders Eq ETF (USSG) USSG |
ETF | -1.68% | -5.01% | -5.47% | -3.78% | 17.46% | 37.84% |
|
iShares MSCI Global Impact ETF (SDG) SDG |
ETF | -0.51% | -1.34% | -1.64% | -9.79% | -11.76% | 30.28% |
 Dow Jones Industrial Average (^DJI) ^DJI |
Index | -1.30% | -4.58% | -3.46% | -3.96% | 10.54% | 17.40% |
|
iShares MSCI EM ESG Optimized ETF (ESGE) ESGE |
ETF | -1.53% | -2.35% | 1.89% | -6.84% | -11.89% | 11.80% |
|
Nuveen ESG Large-Cap Value ETF (NULV) NULV |
ETF | -1.01% | -4.11% | -1.01% | -5.59% | 11.57% | 14.35% |
|
Deutsche X-Trackers MSCI ACWI ex USA ESG Leaders Equity ETF (ACSG) ACSG |
ETF | -0.26% | 2.81% | -1.80% | -1.89% | 4.54% | 20.36% |
|
Deutsche X-Trackers MSCI EMs ESG Leaders Eq ETF (EMSG) EMSG |
ETF | -1.23% | -2.61% | 2.52% | -6.62% | -13.06% | 15.50% |
 SPDR SSGA Gender Diversity Index ETF (SHE) SHE |
ETF | -3.38% | -6.44% | -9.27% | -15.20% | 0.00% | 17.73% |
|
Vanguard ESG International Stock ETF (VSGX) VSGX |
ETF | -1.33% | -3.03% | -1.04% | -5.57% | -1.63% | 14.66% |
|
Nuveen ESG Large-Cap Growth ETF (NULG) NULG |
ETF | -2.77% | -6.82% | -12.07% | -15.30% | 0.51% | 37.52% |
|
iShares MSCI USA ESG Optimized ETF (ESGU) ESGU |
ETF | -2.01% | -5.79% | -6.19% | -5.04% | 12.66% | 37.22% |
 NASDAQ NMS COMPOSITE Index (^IXIC) ^IXIC |
Index | -2.72% | -7.55% | -10.25% | -8.76% | 1.67% | 46.73% |
|
Nuveen ESG International Developed Markets Equity ETF (NUDM) NUDM |
ETF | -1.12% | -3.24% | -1.02% | -6.77% | -0.19% | 12.82% |
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Disclosure: returns data is provided by Ethos for informational purposes only and is not and should not be construed as an offer to sell or a solicitation of an offer to buy any security. In addition, Ethos returns data is not intended to serve as a recommendation to buy or sell any security in any account. Ethos returns data is not individualized, does not constitute a research report, and is not intended to serve as the basis for any investment decision.
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