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
Deutsche X-Trackers MSCI ACWI ex USA ESG Leaders Equity ETF (ACSG)
ACSG
ETF -0.26% 0.54% 2.27% 1.94% 23.12% 32.39%
Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)
CHGX
ETF 0.00% 1.56% 1.80% 1.27% 29.36% 60.19%
Dow Jones Industrial Average (^DJI)
^DJI
Index
iShares MSCI KLD 400 Social ETF (DSI)
DSI
ETF 0.00% 1.23% 2.72% 4.51% 35.58% 62.08%
Deutsche X-Trackers MSCI EAFE ESG Leaders Eq ETF (EASG)
EASG
ETF 0.00% 1.09% -0.38% 1.86% 25.33% 29.55%
Deutsche X-Trackers MSCI EMs ESG Leaders Eq ETF (EMSG)
EMSG
ETF 0.00% 0.33% 3.66% -0.88% 12.01% 34.82%
FlexShares STOXX US ESG Impact ETF (ESG)
ESG
ETF 0.00% 1.29% 2.06% 3.20% 34.02% 58.53%
iShares ESG MSCI EAFE ETF (ESGD)
ESGD
ETF 0.00% 1.20% 0.14% 1.74% 27.44% 27.16%
iShares MSCI EM ESG Optimized ETF (ESGE)
ESGE
ETF 0.00% 0.19% 2.49% -0.49% 15.72% 31.16%
iShares MSCI USA ESG Optimized ETF (ESGU)
ESGU
ETF 0.00% 1.16% 2.02% 3.05% 33.57% 60.67%
Vanguard ESG U.S. Stock ETF (ESGV)
ESGV
ETF 0.00% 1.31% 1.78% 2.71% 32.82% 63.28%
iShares ESG MSCI USA Small-Cap ETF (ESML)
ESML
ETF 0.00% 1.34% 2.66% 4.71% 43.29% 54.00%
NASDAQ NMS COMPOSITE Index (^IXIC)
^IXIC
Index
ClearBridge Large Cap Growth ESG ETF (LRGE)
LRGE
ETF 0.00% 1.10% 1.08% 3.07% 27.41% 68.19%
Impact NAACP Minority Empowerment (NACP)
NACP
ETF 0.00% 0.91% 2.10% 3.26% 31.76% 62.95%
Nuveen ESG International Developed Markets Equity ETF (NUDM)
NUDM
ETF 0.00% 1.16% -0.46% 1.38% 26.56% 27.20%
Nuveen ESG Emerging Markets Equity ETF (NUEM)
NUEM
ETF 0.00% 0.09% 2.93% -1.68% 17.86% 40.84%
Nuveen ESG Large-Cap Growth ETF (NULG)
NULG
ETF 0.00% 0.99% 0.64% 3.66% 35.52% 85.50%
Nuveen ESG Large-Cap Value ETF (NULV)
NULV
ETF 0.00% 1.70% 3.24% 3.89% 32.78% 29.52%
Nuveen ESG Mid-Cap Growth ETF (NUMG)
NUMG
ETF 0.00% 1.80% 0.92% 3.60% 31.69% 80.16%
Nuveen ESG Mid-Cap Value ETF (NUMV)
NUMV
ETF 0.00% 1.25% 4.70% 7.02% 45.50% 36.92%
Nuveen ESG Small-Cap ETF (NUSC)
NUSC
ETF 0.00% 1.52% 2.41% 3.88% 41.64% 55.21%
iShares MSCI Global Impact ETF (SDG)
SDG
ETF 0.00% 1.49% -0.15% -1.16% 21.18% 62.20%
Sustainable Development Goals ETF (SDGA)
SDGA
ETF 0.00% 0.88% 2.65% 3.82% 27.75% 38.40%
SPDR SSGA Gender Diversity Index ETF (SHE)
SHE
ETF 0.00% 1.35% 2.69% 2.65% 36.86% 48.42%
S&P 500 Index (^SPX)
^SPX
Index 0.00% 1.30% 2.01% 3.02% 31.15% 50.37%
iShares MSCI USA ESG Select ETF (SUSA)
SUSA
ETF 0.00% 1.41% 2.06% 3.90% 34.95% 67.08%
iShares ESG MSCI USA Leaders ETF (SUSL)
SUSL
ETF 0.00% 1.41% 2.52% 4.27% 36.14% 59.09%
Deutsche X-Trackers MSCI USA ESG Leaders Eq ETF (USSG)
USSG
ETF 0.00% 1.41% 2.47% 3.98% 35.83% 58.80%
Vanguard ESG International Stock ETF (VSGX)
VSGX
ETF 0.00% 0.97% 0.69% 0.28% 21.97% 30.03%
Impact YWCA Womens Empowerment (WOMN)
WOMN
ETF 0.00% 0.70% 1.36% 1.51% 33.00% 72.29%
ClearBridge Dividend Strategy ESG ETF (YLDE)
YLDE
ETF 0.00% 2.22% 4.30% 4.71% 27.76% 38.28%
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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. Full disclosure