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 31 funds
| Fund | Type | 1-day | 1-week | 1-month | 3-month | 1-year | 2-year |
|---|---|---|---|---|---|---|---|
 S&P 500 Index (^SPX) ^SPX |
Index | 0.56% | 1.39% | 0.02% | 3.28% | -12.15% | 0.78% |
 Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) EASG |
ETF | -0.51% | 2.38% | -0.01% | 5.23% | -7.13% | -3.32% |
 Impact NAACP Minority Empowerment (NACP) NACP |
ETF | 0.17% | 1.54% | 0.91% | 3.01% | -15.79% | -1.43% |
 iShares MSCI Global Sustainable Development Goals ETF (SDG) SDG |
ETF | 0.14% | 1.54% | -1.29% | -2.39% | -10.26% | -9.28% |
 VANGUARD ESG U.S. STOCK ETF (ESGV) ESGV |
ETF | 0.65% | 1.43% | -0.12% | 5.25% | -14.21% | -1.90% |
|
iShares ESG Aware MSCI EAFE ETF (ESGD) ESGD |
ETF | -0.32% | 2.48% | -0.23% | 4.68% | -6.62% | -3.72% |
|
iShares MSCI USA ESG Select ETF (SUSA) SUSA |
ETF | 0.51% | 0.91% | -1.18% | 2.50% | -12.49% | -0.59% |
 ClearBridge Dividend Strategy ESG ETF (YLDE) YLDE |
ETF | 0.67% | 1.10% | -2.33% | -2.26% | -8.75% | 2.23% |
|
ClearBridge Large Cap Growth ESG ETF (LRGE) LRGE |
ETF | 0.28% | 1.57% | 4.01% | 10.70% | -13.93% | -2.89% |
|
Sustainable Development Goals ETF (SDGA) SDGA |
ETF | 0.00% | 0.00% | -1.23% | -1.29% | -8.44% | -0.63% |
 Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) CHGX |
ETF | 0.28% | 0.96% | -0.69% | 2.39% | -11.13% | -2.67% |
 Nuveen ESG Large-Cap Growth ETF (NULG) NULG |
ETF | 0.21% | 1.40% | 2.04% | 9.59% | -10.73% | -2.45% |
 NASDAQ NMS COMPOSITE Index (^IXIC) ^IXIC |
Index | 0.31% | 1.66% | 3.77% | 12.63% | -16.68% | -4.55% |
|
VANGUARD ESG INTERNATIONAL STOCK ETF (VSGX) VSGX |
ETF | -0.24% | 2.21% | -0.41% | 3.21% | -11.48% | -7.99% |
|
Nuveen ESG Emerging Markets Equity ETF (NUEM) NUEM |
ETF | 0.30% | 2.88% | 1.30% | 4.14% | -13.75% | -10.83% |
|
Nuveen ESG Mid-Cap Value ETF (NUMV) NUMV |
ETF | 1.22% | 0.96% | -11.76% | -8.33% | -24.31% | -10.59% |
|
Nuveen ESG Large-Cap Value ETF (NULV) NULV |
ETF | 0.77% | 0.77% | -5.06% | -4.84% | -14.12% | -4.54% |
|
iShares ESG Aware MSCI EM ETF (ESGE) ESGE |
ETF | -0.13% | 3.15% | 0.80% | 2.74% | -16.76% | -14.22% |
|
iShares ESG MSCI USA Leaders ETF (SUSL) SUSL |
ETF | 0.58% | 0.92% | 0.33% | 4.18% | -12.29% | 1.24% |
|
Nuveen ESG Small-Cap ETF (NUSC) NUSC |
ETF | 0.65% | 0.36% | -9.26% | -1.03% | -15.00% | -10.63% |
|
Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF (EMSG) EMSG |
ETF | -0.39% | 3.50% | 1.27% | 3.54% | -15.60% | -14.81% |
|
Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) USSG |
ETF | 0.53% | 1.48% | 0.30% | 4.14% | -12.29% | 1.09% |
|
iShares ESG Aware MSCI USA ETF (ESGU) ESGU |
ETF | 0.62% | 0.88% | -0.66% | 2.90% | -13.62% | -0.72% |
 FlexShares STOXX US ESG Select Index Fund (ESG) ESG |
ETF | 0.15% | 1.31% | -0.22% | 4.24% | -12.13% | 0.42% |
|
iShares ESG Aware MSCI USA Small-Cap ETF (ESML) ESML |
ETF | 0.65% | 0.19% | -9.05% | -1.10% | -14.64% | -7.02% |
|
Nuveen ESG International Developed Markets Equity ETF (NUDM) NUDM |
ETF | -0.41% | 2.23% | -0.77% | 4.60% | -6.11% | -3.07% |
|
Nuveen ESG Mid-Cap Growth ETF (NUMG) NUMG |
ETF | 0.03% | 0.69% | -3.36% | 4.37% | -16.82% | -13.17% |
 Dow Jones Industrial Average (^DJI) ^DJI |
Index | 0.41% | 1.18% | -1.77% | -2.91% | -7.12% | -0.59% |
 SPDR SSGA Gender Diversity Index ETF (SHE) SHE |
ETF | 0.86% | 1.23% | -1.53% | 1.69% | -13.07% | -7.46% |
|
Impact YWCA Womens Empowerment (WOMN) WOMN |
ETF | 0.09% | 1.24% | -0.71% | -4.36% | -16.37% | -3.03% |
|
iShares MSCI KLD 400 Social ETF (DSI) DSI |
ETF | 0.52% | 1.00% | 0.35% | 4.90% | -12.53% | 0.60% |
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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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