Sustainable Index Funds
These index funds explicitly indicate a sustainability, impact, or ESG strategy in their prospectus or offering documents.
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% |