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Sustainable Index Funds

These index funds explicitly indicate a sustainability, impact, or ESG strategy in their prospectus or offering documents.
Screen With Investor
Name
Morningstar Category
Medalist Rating
Overall
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
1 Year
Total Return
3 Year
Total Return
5 Year
Adjusted Expense Ratio
IQ Engender Equality ETF
EQUL
Large Value 9.30%0.450%
Amplify Etho Climate Leadership U.S. ETF
ETHO
Mid-Cap Blend 7.44%−0.10%8.87%0.450%
Calvert US Large-Cp Div, Eq AndIncETF
CDEI
Large Blend 21.78%0.140%
SPDR® MSCI USA Gender Diversity ETF
SHE
Large Blend 25.63%4.74%9.76%0.200%
Impact Shares NAACP Minority Empwrmt ETF
NACP
Large Blend 27.06%10.78%16.13%0.490%
Xtrackers MSCI USA Clmt Actn Eq ETF
USCA
Large Blend 27.21%0.070%
Humankind US Stock ETF
HKND
Large Value 13.19%7.10%0.110%
Impact Shares YWCA Women's Empwrmt ETF
WOMN
Large Blend 18.86%8.48%17.42%0.750%
Invesco WilderHill Clean Energy ETF
PBW
Small Growth −45.64%−36.00%−4.19%0.660%

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