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 | — | 11.46% | — | — | 0.450% | ||
Amplify Etho Climate Leadership U.S. ETF
ETHO
| Mid-Cap Blend | 9.39% | −1.17% | 8.71% | 0.450% | |||
Calvert US Large-Cp Div, Eq AndIncETF
CDEI
| Large Blend | — | 21.60% | — | — | 0.140% | ||
SPDR® MSCI USA Gender Diversity ETF
SHE
| Large Blend | 27.27% | 3.64% | 9.66% | 0.200% | |||
Impact Shares NAACP Minority Empwrmt ETF
NACP
| Large Blend | 28.20% | 9.45% | 15.88% | 0.490% | |||
Xtrackers MSCI USA Clmt Actn Eq ETF
USCA
| Large Blend | — | 28.62% | — | — | 0.070% | ||
Humankind US Stock ETF
HKND
| Large Value | 14.42% | 6.22% | — | 0.110% | |||
Impact Shares YWCA Women's Empwrmt ETF
WOMN
| Large Blend | 21.27% | 7.79% | 17.43% | 0.750% | |||
Invesco WilderHill Clean Energy ETF
PBW
| Small Growth | −46.38% | −38.41% | −5.32% | 0.660% |