The best worldwide ETFs for socially responsible investing (SRI)

How to invest worldwide in socially responsible companies

The easiest way to invest globally, broadly diversified and at lowest cost into socially responsible companies is to use ETFs.

The indices and ETFs available for sustainable investment are numerous and can differ considerably in their objectives, methodology and title selection. Consequently, not all sustainable indices are equally suitable for every investor.

For instance, investors who wish to benefit from current developments and trends related to thematic sustainable investment should particularly pay attention to indices that cover topics like electric mobility, clean energy or water. In contrast, climate change ETFs are particularly sought after by institutional investors, as the underlying indices are usually designed to meet certain regulatory requirements on climate protection.

Many private investors, on the other hand, prefer to invest in sustainable and socially responsible companies out of ethical conviction. Thematic or climate change indices meet this purpose only to a limited extent, as they are often limited to single aspects of sustainability. Fortunately, a large number of sustainable indices and ETFs with stricter selection criteria and more extensive exclusions are also available for investors.

In this investment guide, we explain in detail the particularities of these indices and support you with rankings of the available worldwide ETFs. You may also have a look at our investment guide on socially responsible ETFs for Europe.

0.10% p.a. - 0.85% p.a.
annual total expense ratio (TER) of socially responsible (SRI) ETFs
on socially responsible investing (SRI), which are tracked by ETFs
on socially responsible investing (SRI)
 
The best indices for socially responsible (SRI) ETFs

The best socially responsible (SRI) ETF by 1-year fund return as of 30.06.24

All socially responsible (SRI) ETFs ranked by fund return

 

The largest socially responsible (SRI) ETF by fund size in EUR

All socially responsible (SRI) ETFs ranked by fund size

 

The cheapest socially responsible (SRI) ETF by total expense ratio

All socially responsible (SRI) ETFs ranked by total expense ratio

 
 

SRI indices compared

Excluded sectors of the most important SRI index families

Index family UN Global Compact Controversial weapons Conventional weapons Nuclear power Unconventional oil & gas exploration Thermal coal Alcohol Tobacco Gambling Pornography Genetically modified organisms (GMO)
Dow Jones Sustainability ex alcohol, Tobacco, Gambling, and others                      
DAX ESG                      
FTSE ESG Low Carbon Select                      
FTSE Global Choice                      
MSCI Climate Change ESG Select                      
MSCI ESG Enhanced Focus                      
MSCI ESG Leaders                      
MSCI ESG Screened                      
MSCI ESG Universal         * *          
MSCI Select ESG Rating and Trend Leaders                      
MSCI SRI         *            
S&P ESG                      
Solactive Core                      
STOXX SRI                      
  Excluded     Contained   
Source: justETF Research; as of 30/11/2021 
*further exclusion in subindex 
 

Performance of global SRI indices in comparison

Source: justETF Research; As of: 07.07.24

 

Dow Jones Sustainability indices

Dow Jones Sustainability indices are designed to measure the stock performance of the leading sustainable companies of their respective region, identified by the investment company RobecoSAM through an annual corporate sustainability assessment. The indices represent their respective portion of the global parent index. The index excludes companies that generate revenue from nuclear energy, alcohol, tobacco, gambling, armaments and firearms, and/or adult entertainment.

 

Methodology of the Dow Jones Sustainability indices Factsheet Methodology

  • reassessment takes place annually in September
  • selection of stocks depends on RobecoSAM rating
  • criterion: social, economic and ecological sustainability
  • weighted by float-adjusted market capitalisation
  • excluded sectors: nuclear energy, alcohol, tobacco, gambling, armaments & firearms, adult entertainment

Regional sub-indices of the Dow Jones Sustainability

All Dow Jones Sustainability indices

 

FTSE ESG Low Carbon Select indices

The FTSE ESG Low Carbon Select indices aim to reduce carbon emissions and fossil fuel consumption by 50% each and to improve the ESG rating by 20%, compared to the respective parent index. Companies that are involved in weapons, tobacco, thermal coal, nuclear power or that violate the principles of the UN Global Compact are generally excluded.

 

Methodology of the FTSE ESG Low Carbon Select indices Factsheet Methodology

  • index is reviewed annually in March; quarterly review of the exclusion list
  • weighted by float-adjusted market capitalisation
  • general exclusions as well as exclusions via an optimisation scheme
  • generally excluded sectors and companies: weapons, tobacco, thermal coal, nuclear power, non-compliance with UN Global Compact
  • climate protection target: reduction of carbon emissions and fossil fuel consumption by 50% (compared to parent index)
  • ESG target: improvement of ESG rating by 20% (compared to parent index)

Regional sub-indices of the FTSE ESG Low Carbon Select

All FTSE ESG Low Carbon Select indices

 

FTSE Global Choice indices

FTSE’s Global Choice indices are characterised by a very broad market coverage while at the same time taking sustainability criteria into account. The investment universe not only contains large and mid cap stocks, but also small caps from developed and emerging markets. As a consequence, the FTSE Global Choice indices provide access to a very large number of companies despite the general exclusion of different sectors. The following sectors are excluded from the FTSE Global Choice indices: alcohol, tobacco, gambling, adult entertainment, nuclear power, fossil fuels, weapons. Moreover, companies that violate the UN Global Compact are excluded. The remaining securities are weighted by their free float-adjusted market capitalisation.

 

Methodology of the FTSE Global Choice indices Factsheet Methodology

  • investment universe: large, mid and small cap stocks from developed and emerging markets
  • excluded sectors and companies: alcohol, tobacco, gambling, adult entertainment, nuclear power, fossil fuels, weapons, non-compliance with UN Global Compact
  • quarterly index review
  • weighted by float-adjusted market capitalisation

Regional sub-indices of the FTSE Global Choice

All FTSE Global Choice indices

 

MSCI Climate Change ESG Select indices

The MSCI Climate Change ESG Select indices evaluate and weight companies from the respective parent index by their impact on climate change. Companies are assessed according to their carbon emissions and climate-friendly companies are given greater weighting in the index. An additional ESG filter excludes companies that are involved in controversial weapons, tobacco, thermal coal, unconventional oil and gas production or nuclear power or that violate the standards of the UN Global Compact.

 

Methodology of the MSCI Climate Change ESG Select indices Factsheet Methodology

  • based on their respective regional parent index
  • titles are weighted according to their impact on climate change: climate-friendly companies are given a greater weight
  • index is reviewed semi-annually (not in parallel with parent index)
  • excluded sectors and companies: controversial weapons, tobacco, thermal coal, unconventional oil and gas production, nuclear power, non-compliance with UN Global Compact

Regional sub-indices of the MSCI Climate Change ESG Select

All MSCI Climate Change ESG Select indices

 

MSCI ESG Enhanced Focus indices

The MSCI ESG Enhanced Focus indices are characterised by low cost and broad market coverage. These benefits result from a rather straightforward ESG-scanning method. Rather than evaluating companies individually, the MSCI ESG Enhanced Focus indices simply exclude certain sectors and firms. This applies to companies that produce weapons, thermal coal or tobacco or that violate the principles of the UN Global Compact. The indices are designed to maximise exposure to positive ESG factors while reducing the carbon equivalent exposure to carbon dioxide and other greenhouse gases as well as their exposure to potential emissions risk of fossil fuel reserves by 30% (compared to the parent index). Positive ESG exposure is achieved via optimisation of the index construction: companies with high (low) ESG Ratings are over-weighted (under-weighted).

 

Methodology of the MSCI ESG Enhanced Focus indices Factsheet Methodology

  • based on their respective regional parent index
  • weighted by ESG-criteria: over-weight (under-weight) companies with high (low) ESG Ratings
  • target 30% reduction in carbon exposure compared with parent index
  • excluded sectors and companies: weapons, thermal coal, tobacco, non-compliance with UN Global Compact

Regional sub-indices of the MSCI ESG Enhanced Focus

All MSCI ESG Enhanced Focus indices

 

MSCI ESG Leaders indices

The MSCI ESG Leaders indices aim for companies that have the highest environmental, social and governance (ESG) rated performance in each sector of the parent index while excluding companies involved in severe controversies. The MSCI ESG Leaders indices target a 50% sector representation vs. the parent index. Sub-indices belonging to the MSCI Select ESG Rating and Trend Leaders series rate companies not only on the basis of their current ESG profile but also according to how that profile develops over time. Companies which are involved in weapons, alcohol, gambling, tobacco or nuclear power are generally excluded. The same applies to companies that do not comply with the principles of the UN Global Compact. The selected securities are weighted by their free float-adjusted market capitalisation.

 

Methodology of the MSCI ESG Leaders indices Factsheet Methodology

  • based on their respective regional parent index
  • best-in-class approach – the indices select the 50% highest ESG-rated companies in each sector of the parent index
  • excluded sectors and companies: weapons, alcohol, gambling, tobacco, nuclear power, non-compliance with UN Global Compact
  • MSCI Select ESG Rating and Trend Leaders indices take into account not only the ESG profile itself but also its development
  • weighted by float-adjusted market capitalisation

Regional sub-indices of the MSCI ESG Leaders

All MSCI ESG Leaders indices

 

MSCI ESG Screened indices

The MSCI ESG Screened indices are characterised by low cost and broad market coverage. These benefits result from a fairly straightforward ESG-scanning method. Rather than evaluating companies individually, the MSCI ESG screened indices incorporate exclusions of specific sectors as a whole. Companies that are involved in weapons, tobacco, thermal coal, or oil sands are excluded from the indices. Furthermore, companies that fail to comply with the United Nations Global Compact principles are excluded. The remaining securities are weighted by their float-adjusted market capitalisation.

 

Methodology of the MSCI ESG Screened indices Factsheet

  • based on their respective regional parent index
  • weighted by float-adjusted market capitalisation
  • excluded sectors and companies: weapons, tobacco, thermal coal, oil sands, non-compliance with UN Global Compact

Regional sub-indices of the MSCI ESG Screened

All MSCI ESG Screened indices

 

MSCI ESG Universal indices

The MSCI ESG Universal indices are characterised by low cost and broad market coverage. These benefits result from a fairly straightforward ESG-scanning method. By default, the MSCI ESG Universal indices exclude only companies found to be in violation of international norms as defined by the UN Global Compact (e.g., facing very severe controversies related to human rights, labour rights or the environment) and companies involved in controversial weapons. Some sub-indices add further controversial sectors to this spectrum. The MSCI ESG Universal indices enhance exposure to companies which feature both a high ESG Rating and a positive ESG trend over the most recent 12 months by increasing the weight of these companies. By contrast, the weightings of companies who lag behind their industry peers in terms of ESG quality are reduced.

 

Methodology of the MSCI ESG Universal indices Factsheet Methodology

  • based on their respective regional parent index
  • weighted by ESG-criteria: over-weight (under-weight) companies with high (low) ESG Ratings
  • ESG-related improvements by companies are taken into account
  • exclusion of companies that fail to comply with the UN Global Compact or that are involved in controversial weapons
  • some sub-indices feature additional exclusions

Regional sub-indices of the MSCI ESG Universal

All MSCI ESG Universal indices

 

MSCI SRI indices

The MSCI SRI indices aim for companies that have the highest environmental, social and governance (ESG) rated performance in each sector of the parent index and target a 25% representation of each sector’s market cap. Companies whose products have negative social or environmental impacts and companies associated with severe controversies are excluded. This applies to companies that are involved in weapons, adult entertainment, alcohol, tobacco, gambling, genetically modified organisms, nuclear power, or thermal coal. Companies that fail to comply with the UN Global Compact principles are excluded as well. Accordingly, the SRI series features the strictest exclusion criteria of all socially responsible MSCI indices. Some sub-indices further tighten the selection criteria with regard to climate protection (S-Series, Low Carbon SRI Leaders, SRI Select Reduced Fossil Fuels). The selected securities are weighted by their free float-adjusted market capitalization.

 

Methodology of the MSCI SRI indices Factsheet

  • based on their respective regional parent index
  • best-in-class approach – the indices select the 25% highest ESG-rated companies in each sector of the parent index
  • excluded sectors and companies: weapons, adult entertainment, alcohol, tobacco, gambling, genetically modified organisms, nuclear power, thermal coal, non-compliance with UN Global Compact
  • strictest exclusion criteria of all socially responsible MSCI indices
  • some sub-indices feature additional selection criteria with regard to climate protection (S-Series, Low Carbon SRI Leaders, SRI Select Reduced Fossil Fuels).
  • weighted by float-adjusted market capitalisation

Regional sub-indices of the MSCI SRI

All MSCI SRI-Indizes

 

Solactive Core indices

The Solactive Core indices are based on their respective regional parent index from the Solactive Global Benchmark Series but feature additional ESG-related exclusions. Companies that are involved in the production of controversial weapons or that have violated the principles of the UN Global Compact over a period of three years are excluded. The same applies to pure coal mining companies. The Solactive Core indices are characterised by very low cost, which is achieved by the relatively simple method of ESG implementation. The selected securities are weighted by their free float-adjusted market capitalisation.

 

Methodology of the Solactive Core indices Factsheet Methodology

  • index adjustment takes place quarterly in February, May, August and November
  • excluded sectors and companies: controversial weapons, pure coal mining, non-compliance with UN Global Compact
  • weighted by float-adjusted market capitalisation

Sustainable indices of Solactive

Sustainable indices provided by Solactive

 
 

Socially responsible (SRI) ETFs in comparison

The most important factors at a glance

When choosing a socially responsible (SRI) ETF one should consider several other factors in addition to the methodology of the underlying index and performance of an ETF. For better comparison, you will find a list of all socially responsible (SRI) ETFs with details on size, cost, age, income, domicile and replication method ranked by fund size.

Compare all socially responsible (SRI) ETFs in detail
Compare all socially responsible (SRI) ETFs in a chart

Provider
ISIN
  Fund size
in m EUR
TER
in %
Use of profits Fund domicile Replication method
iShares MSCI World SRI UCITS ETF EUR (Acc)IE00BYX2JD69 6,948 0.20% p.a. Accumulating Ireland Full replication
Xtrackers MSCI World ESG UCITS ETF 1CIE00BZ02LR44 6,439 0.20% p.a. Accumulating Ireland Full replication
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)IE00BF4G6Y48 4,214 0.25% p.a. Accumulating Ireland Full replication
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-disLU0629459743 4,182 0.22% p.a. Distributing Luxembourg Full replication
Xtrackers MSCI AC World ESG Screened UCITS ETF 1CIE00BGHQ0G80 4,120 0.25% p.a. Accumulating Ireland Optimized sampling
iShares MSCI World ESG Enhanced UCITS ETF USD (Acc)IE00BHZPJ569 3,968 0.20% p.a. Accumulating Ireland Optimized sampling
Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF AccIE000Y77LGG9 3,889 0.18% p.a. Accumulating Ireland Full replication
iShares MSCI World ESG Screened UCITS ETF USD (Acc)IE00BFNM3J75 2,807 0.20% p.a. Accumulating Ireland Optimized sampling
Amundi MSCI World ESG Leaders UCITS ETF AccIE00016PSX47 1,622 0.18% p.a. Accumulating Ireland Full replication
iShares MSCI World SRI UCITS ETF USD (Dist)IE00BDZZTM54 1,562 0.20% p.a. Distributing Ireland Full replication
iShares Dow Jones Global Sustainability Screened UCITS ETFIE00B57X3V84 1,232 0.60% p.a. Accumulating Ireland Full replication
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-accLU0950674332 1,229 0.22% p.a. Accumulating Luxembourg Full replication
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-accIE00BK72HJ67 866 0.19% p.a. Accumulating Ireland Full replication
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR AccLU1615092217 776 0.26% p.a. Accumulating Luxembourg Full replication
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETFNL0011683594 770 0.38% p.a. Distributing Netherlands Full replication
VanEck Sustainable World Equal Weight UCITS ETF ANL0010408704 768 0.20% p.a. Distributing Netherlands Full replication
iShares MSCI World Quality Dividend ESG UCITS ETF USD (Dist)IE00BYYHSQ67 684 0.38% p.a. Distributing Ireland Full replication
WisdomTree Global Quality Dividend Growth UCITS ETF USD AccIE00BZ56SW52 668 0.38% p.a. Accumulating Ireland Optimized sampling
iShares MSCI World ESG Screened UCITS ETF USD (Dist)IE00BFNM3K80 536 0.20% p.a. Distributing Ireland Optimized sampling
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) A-accIE00BDR55471 488 0.25% p.a. Accumulating Ireland Full replication
CSIF (IE) MSCI World ESG Leaders Blue UCITS ETF B USDIE00BJBYDQ02 473 0.15% p.a. Accumulating Ireland Full replication
iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc)IE00BKVL7778 466 0.30% p.a. Accumulating Ireland Optimized sampling
iShares MSCI World ESG Enhanced UCITS ETF USD (Dist)IE00BG11HV38 421 0.20% p.a. Distributing Ireland Optimized sampling
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)IE000HFXP0D2 419 0.25% p.a. Distributing Ireland Full replication
UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-accIE00BKSCBX74 394 0.23% p.a. Accumulating Ireland Full replication
Xtrackers MSCI World Quality ESG UCITS ETF 1CIE0003NQ0IY5 390 0.25% p.a. Accumulating Ireland Full replication
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF AccIE00BJQRDN15 373 0.30% p.a. Accumulating Ireland Full replication
Vanguard ESG Global All Cap UCITS ETF (USD) AccumulatingIE00BNG8L278 370 0.24% p.a. Accumulating Ireland Optimized sampling
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-disIE00BK72HH44 313 0.19% p.a. Distributing Ireland Full replication
iShares MSCI World Momentum Factor ESG UCITS ETF USD (Acc)IE000L5NW549 305 0.30% p.a. Accumulating Ireland Full replication
WisdomTree Global Quality Dividend Growth UCITS ETF USDIE00BZ56RN96 295 0.38% p.a. Distributing Ireland Optimized sampling
Vanguard ESG Global All Cap UCITS ETF (USD) DistributingIE00BNG8L385 288 0.24% p.a. Distributing Ireland Optimized sampling
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged AccIE000XNILW20 275 0.29% p.a. Accumulating Ireland Full replication
CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USDIE00BMDX0M10 254 0.25% p.a. Accumulating Ireland Full replication
L&G Gerd Kommer Multifactor Equity UCITS ETF USD AccumulatingIE0001UQQ933 236 0.50% p.a. Accumulating Ireland Optimized sampling
AXA IM ACT Biodiversity Equity UCITS ETF USD AccIE000SBHVL31 236 0.70% p.a. Accumulating Ireland Full replication
iShares MSCI World Value Factor ESG UCITS ETF USD (Acc)IE000H1H16W5 233 0.30% p.a. Accumulating Ireland Full replication
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR AccIE000W8HP9L8 225 0.15% p.a. Accumulating Ireland Full replication
HSBC MSCI World Value ESG UCITS ETF USD (Acc)IE000LYBU7X5 198 0.25% p.a. Accumulating Ireland Full replication
BNP Paribas Easy ECPI Global ESG Blue Economy UCITS ETF EURLU2194447293 176 0.30% p.a. Accumulating Luxembourg Full replication
HSBC Developed World Sustainable Equity UCITS ETF USDIE00BKY59K37 160 0.18% p.a. Accumulating Ireland Full replication
UBS ETF (IE) S&P Dividend Aristocrats ESG UCITS ETF (USD) A-disIE00BMP3HG27 159 0.30% p.a. Distributing Ireland Full replication
L&G Global Equity UCITS ETFIE00BFXR5S54 141 0.10% p.a. Accumulating Ireland Full replication
iShares MSCI World Quality Dividend ESG UCITS ETF USD (Acc)IE00BKPSFC54 134 0.38% p.a. Accumulating Ireland Full replication
Invesco MSCI World ESG Universal Screened UCITS ETF AccIE00BJQRDK83 120 0.19% p.a. Accumulating Ireland Optimized sampling
Xtrackers MSCI World ESG Screened UCITS ETF 1DIE00BCHWNQ94 87 0.19% p.a. Distributing Ireland Full replication
Ossiam Barclays Quantic Global E NR UCITS ETF 1C (EUR)LU2491211004 85 0.70% p.a. Accumulating Luxembourg Swap-based
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD AccLU1291108642 78 0.26% p.a. Accumulating Luxembourg Full replication
Amundi MSCI ACWI SRI PAB UCITS ETF DR USD (A)IE0000ZVYDH0 72 0.20% p.a. Accumulating Ireland Full replication
iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)IE000T9EOCL3 63 0.35% p.a. Accumulating Ireland Optimized sampling
HSBC MSCI World Small Cap ESG UCITS ETF USD (Acc)IE000C692SN6 59 0.25% p.a. Accumulating Ireland Optimized sampling
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)IE00BD0B9B76 58 0.25% p.a. Accumulating Ireland Optimized sampling
L&G Gerd Kommer Multifactor Equity UCITS ETF USD DistributingIE000FPWSL69 48 0.50% p.a. Distributing Ireland Optimized sampling
Xtrackers MSCI World Momentum ESG UCITS ETFIE000TL3PL69 47 0.25% p.a. Accumulating Ireland Full replication
Fidelity Sustainable Research Enhanced Global Equity UCITS ETF AccIE00BKSBGV72 46 0.25% p.a. Accumulating Ireland Full replication
Franklin MSCI World Catholic Principles UCITS ETF USD CapitalisationIE000AZOUN82 46 0.27% p.a. Accumulating Ireland Full replication
iShares MSCI ACWI SRI UCITS ETF USD (Acc)IE000JTPK610 29 0.20% p.a. Accumulating Ireland Full replication
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR CIE0004HBJKG0 28 0.20% p.a. Accumulating Ireland Optimized sampling
First Trust Global Capital Strength ESG Leaders UCITS ETF Class A AccumulationIE00BKPSPT20 27 0.75% p.a. Accumulating Ireland Full replication
iShares MSCI ACWI SRI UCITS ETF USD (Dist)IE00013A2XD6 23 0.20% p.a. Distributing Ireland Full replication
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD CIE000WQ5O293 19 0.20% p.a. Accumulating Ireland Optimized sampling
Franklin Global Equity SRI UCITS ETFIE00BF2B0N83 18 0.30% p.a. Accumulating Ireland Full replication
SPDR S&P Global Dividend Aristocrats ESG UCITS ETF (Dist)IE00BYTH5S21 15 0.45% p.a. Distributing Ireland Full replication
Xtrackers MSCI Global SDGs UCITS ETF 1CIE000PSF3A70 14 0.35% p.a. Accumulating Ireland Full replication
iShares World Equity High Income UCITS ETF USD (Dist)IE000KJPDY61 13 0.35% p.a. Distributing Ireland Full replication
VanEck Smart Home Active UCITS ETFIE000FN81QD2 12 0.85% p.a. Accumulating Ireland Full replication
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1CIE0008YN0OY8 12 0.25% p.a. Accumulating Ireland Full replication
Xtrackers World Biodiversity Focus SRI UCITS ETF 1CIE000E0V65D8 11 0.30% p.a. Accumulating Ireland Full replication
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1DIE000NS5HRY9 9 0.25% p.a. Distributing Ireland Full replication
Xtrackers MSCI World Value ESG UCITS ETF 1CIE000LAUZQT6 6 0.25% p.a. Accumulating Ireland Full replication
HSBC World ESG Biodiversity Screened Equity UCITS ETF USD (Acc)IE0002UTLE51 5 0.35% p.a. Accumulating Ireland Full replication
CASE Invest Sustainable Future UCITS ETF (Acc)LU2564007743 4 0.75% p.a. Accumulating Luxembourg Full replication
Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF DistIE000004V778 4 0.18% p.a. Distributing Ireland Full replication
Xtrackers MSCI Global SDGs Social Fairness Contributors UCITS ETF 1CIE000L2IS494 3 0.35% p.a. Accumulating Ireland Full replication
BNP Paribas Easy ECPI Global ESG Blue Economy UCITS ETF USDLU2533813296 2 0.30% p.a. Accumulating Luxembourg Full replication
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD AccIE0008FB2WZ1 1 0.15% p.a. Accumulating Ireland Full replication

Source: justETF.com; As of 07.07.24

 

Return comparison of all socially responsible (SRI) ETFs

The table shows the returns of all socially responsible (SRI) ETFs in comparison. All return figures are including dividends as of month end. Besides the return the reference date on which you conduct the comparison is important. In order to find the best ETFs, you can also perform a chart comparison.

ETF   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
iShares MSCI World Momentum Factor ESG UCITS ETF USD (Acc) 3.99% 4.20% 26.15% 33.25% -
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc 2.95% 1.51% 19.69% 27.83% 46.60%
Xtrackers MSCI World ESG UCITS ETF 1C 4.59% 4.16% 17.28% 25.22% 39.05%
CSIF (IE) MSCI World ESG Leaders Blue UCITS ETF B USD 4.30% 3.94% 16.56% 24.20% 38.99%
Amundi MSCI World ESG Leaders UCITS ETF Acc 3.88% 2.99% 15.66% 23.73% 36.81%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) 3.87% 3.90% 16.30% 23.42% 40.79%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 3.85% 3.96% 16.28% 23.42% -
iShares MSCI World ESG Screened UCITS ETF USD (Dist) 4.24% 3.71% 16.04% 23.39% 37.14%
iShares MSCI World ESG Screened UCITS ETF USD (Acc) 4.11% 3.62% 15.95% 23.19% 36.88%
Invesco MSCI World ESG Universal Screened UCITS ETF Acc 3.96% 3.46% 15.61% 22.74% 34.42%
L&G Global Equity UCITS ETF 4.01% 3.65% 15.50% 22.30% 36.49%
Xtrackers MSCI World ESG Screened UCITS ETF 1D 4.13% 3.80% 15.13% 21.89% 29.15%
Xtrackers MSCI AC World ESG Screened UCITS ETF 1C 4.29% 3.73% 14.76% 21.75% 28.94%
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 4.22% 3.65% 14.29% 21.37% 25.11%
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) A-acc 4.45% 3.08% 14.78% 21.34% 29.97%
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 4.18% 3.59% 14.33% 21.18% 24.81%
Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc 3.63% 3.63% 14.70% 21.08% 33.60%
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-acc 4.38% 1.91% 13.87% 21.04% 32.82%
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-dis 4.43% 2.11% 13.86% 21.04% 32.78%
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-acc 4.44% 1.98% 13.73% 20.88% 32.18%
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis 4.40% 1.99% 13.74% 20.84% 32.18%
iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) 4.05% 3.50% 14.35% 20.41% 30.12%
iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) 4.10% 3.31% 14.21% 20.30% 30.13%
iShares Dow Jones Global Sustainability Screened UCITS ETF 4.18% 2.91% 12.15% 19.83% 34.95%
HSBC MSCI World Value ESG UCITS ETF USD (Acc) 2.87% 0.76% 12.15% 19.11% -
HSBC Developed World Sustainable Equity UCITS ETF USD 3.61% 3.01% 12.84% 17.97% 30.56%
iShares MSCI World Quality Dividend ESG UCITS ETF USD (Dist) 2.89% 2.87% 11.73% 17.53% 36.60%
iShares MSCI World Quality Dividend ESG UCITS ETF USD (Acc) 2.76% 3.03% 11.57% 17.44% 36.78%
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 2.34% 1.11% 11.20% 17.42% -
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 2.34% 0.81% 11.20% 17.03% -
iShares MSCI World Value Factor ESG UCITS ETF USD (Acc) 1.69% 0.00% 8.63% 16.59% -
VanEck Sustainable World Equal Weight UCITS ETF A 2.47% 0.86% 9.94% 16.49% 23.84%
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF -1.28% -0.13% 6.92% 16.16% 52.31%
BNP Paribas Easy ECPI Global ESG Blue Economy UCITS ETF EUR -1.76% 2.93% 10.24% 15.44% 20.34%
WisdomTree Global Quality Dividend Growth UCITS ETF USD 3.46% 2.52% 11.03% 15.37% 31.47%
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc 3.45% 2.58% 11.02% 15.36% 31.50%
BNP Paribas Easy ECPI Global ESG Blue Economy UCITS ETF USD -1.81% 3.05% 10.41% 15.11% -
iShares MSCI World SRI UCITS ETF USD (Dist) 4.27% 1.36% 9.28% 14.67% 29.63%
iShares MSCI ACWI SRI UCITS ETF USD (Acc) 4.32% 1.94% 9.66% 14.65% -
iShares MSCI World SRI UCITS ETF EUR (Acc) 4.27% 1.20% 9.14% 14.60% 29.45%
iShares MSCI ACWI SRI UCITS ETF USD (Dist) 4.55% 1.95% 9.73% 14.49% -
AXA IM ACT Biodiversity Equity UCITS ETF USD Acc 3.10% -0.43% 11.27% 14.33% -
HSBC World ESG Biodiversity Screened Equity UCITS ETF USD (Acc) 2.94% -1.36% 5.95% 13.92% -
Amundi MSCI ACWI SRI PAB UCITS ETF DR USD (A) 4.92% 2.09% 9.51% 13.65% -
Ossiam Barclays Quantic Global E NR UCITS ETF 1C (EUR) 2.10% -3.42% 4.23% 13.41% -
SPDR S&P Global Dividend Aristocrats ESG UCITS ETF (Dist) 1.37% 0.11% 3.75% 12.23% 21.79%
CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD 3.15% 0.21% 8.46% 11.30% 21.18%
Franklin Global Equity SRI UCITS ETF 1.66% 0.06% 7.25% 11.07% 15.18%
iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) 2.88% 0.16% 8.24% 11.03% 22.67%
First Trust Global Capital Strength ESG Leaders UCITS ETF Class A Accumulation 2.97% 0.38% 7.15% 10.96% 21.77%
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc) 0.56% -0.83% 5.43% 10.80% 21.28%
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc 2.74% -1.12% 6.50% 10.74% 22.35%
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc 2.70% -1.17% 6.53% 10.73% 22.34%
HSBC MSCI World Small Cap ESG UCITS ETF USD (Acc) -0.17% -3.20% 3.84% 9.94% -
iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) -0.22% -2.80% 4.16% 9.47% -
UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-acc -0.22% -3.10% 3.19% 9.03% -
VanEck Smart Home Active UCITS ETF 2.59% 1.10% 5.97% 8.08% -
UBS ETF (IE) S&P Dividend Aristocrats ESG UCITS ETF (USD) A-dis 0.00% -3.01% 0.97% 7.52% 9.47%
Xtrackers MSCI Global SDGs UCITS ETF 1C -1.33% -2.42% -2.80% -3.28% -
Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc 4.48% 1.30% - - -
Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Dist 4.46% 1.14% - - -
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR C 3.25% - - - -
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C 3.57% - - - -
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc 3.72% 2.67% 14.02% - -
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc 3.73% 2.88% 13.92% - -
CASE Invest Sustainable Future UCITS ETF (Acc) 6.10% 10.27% 21.89% - -
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation 3.82% - - - -
iShares World Equity High Income UCITS ETF USD (Dist) 4.10% 3.89% - - -
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc - - - - -
Xtrackers MSCI Global SDGs Social Fairness Contributors UCITS ETF 1C -1.08% -0.94% - - -
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D 2.50% 0.65% 6.86% - -
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C 3.28% 0.93% 8.57% - -
Xtrackers MSCI World Momentum ESG UCITS ETF 3.87% 3.79% 24.59% - -
Xtrackers MSCI World Quality ESG UCITS ETF 1C 4.51% 5.27% 19.61% - -
Xtrackers MSCI World Value ESG UCITS ETF 1C 0.92% -0.59% 8.55% - -
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 4.38% 3.57% 15.07% - -
ETF   2024
in %
2023
in %
2022
in %
2021
in %
2020
in %
iShares MSCI World Momentum Factor ESG UCITS ETF USD (Acc) 26.15% 13.15% -16.67% - -
Xtrackers MSCI World Momentum ESG UCITS ETF 24.59% - - - -
CASE Invest Sustainable Future UCITS ETF (Acc) 21.89% - - - -
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc 19.69% 19.82% -8.71% 35.09% 0.86%
Xtrackers MSCI World Quality ESG UCITS ETF 1C 19.61% - - - -
Xtrackers MSCI World ESG UCITS ETF 1C 17.28% 22.34% -16.05% 36.04% 7.16%
CSIF (IE) MSCI World ESG Leaders Blue UCITS ETF B USD 16.56% 21.06% -14.54% 35.12% -
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) 16.30% 20.90% -12.40% 34.36% 6.95%
iShares MSCI World ESG Screened UCITS ETF USD (Dist) 16.04% 21.84% -14.43% 32.53% 7.51%
iShares MSCI World ESG Screened UCITS ETF USD (Acc) 15.95% 22.01% -14.69% 32.43% 7.77%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 15.88% 20.92% -12.39% - -
Amundi MSCI World ESG Leaders UCITS ETF Acc 15.66% 20.93% -15.07% 35.07% -
Invesco MSCI World ESG Universal Screened UCITS ETF Acc 15.61% 20.73% -15.27% 32.86% 8.70%
Xtrackers MSCI World ESG Screened UCITS ETF 1D 15.13% 20.49% -14.58% 24.47% -8.23%
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 15.07% - - - -
L&G Global Equity UCITS ETF 14.91% 20.09% -13.02% 32.09% 6.35%
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) A-acc 14.78% 22.44% -19.08% 31.84% -
Xtrackers MSCI AC World ESG Screened UCITS ETF 1C 14.76% 19.40% -14.63% 27.85% 6.33%
Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc 14.70% 19.57% -13.73% 31.64% -
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 14.33% 19.95% -17.54% - -
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 14.29% 20.34% -17.73% - -
iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) 14.21% 18.50% -15.13% 32.65% 7.46%
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc 14.02% - - - -
iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) 14.02% 18.38% -15.00% 32.72% 7.53%
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc 13.92% - - - -
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-acc 13.87% 24.59% -19.83% 35.09% -
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis 13.74% 24.41% -19.97% 35.06% 8.73%
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-acc 13.73% 24.45% -19.98% 35.12% 8.71%
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-dis 13.65% 24.58% -19.85% 35.21% -
HSBC Developed World Sustainable Equity UCITS ETF USD 12.60% 16.06% -12.09% 32.25% -
HSBC MSCI World Value ESG UCITS ETF USD (Acc) 12.15% 17.04% - - -
iShares Dow Jones Global Sustainability Screened UCITS ETF 12.15% 21.96% -12.06% 31.22% 3.93%
iShares MSCI World Quality Dividend ESG UCITS ETF USD (Dist) 11.73% 12.94% -1.52% 25.50% -8.31%
iShares MSCI World Quality Dividend ESG UCITS ETF USD (Acc) 11.57% 13.09% -1.43% 25.60% -
AXA IM ACT Biodiversity Equity UCITS ETF USD Acc 11.27% 9.86% - - -
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 11.20% - - - -
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 11.20% - - - -
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc 10.85% 14.14% -8.56% 29.24% 6.45%
WisdomTree Global Quality Dividend Growth UCITS ETF USD 10.72% 14.13% -8.53% 29.20% 6.45%
BNP Paribas Easy ECPI Global ESG Blue Economy UCITS ETF USD 10.41% - - - -
BNP Paribas Easy ECPI Global ESG Blue Economy UCITS ETF EUR 10.24% 9.66% -9.79% 26.58% -
VanEck Sustainable World Equal Weight UCITS ETF A 9.94% 16.23% -12.38% 27.86% 5.93%
iShares MSCI ACWI SRI UCITS ETF USD (Dist) 9.73% 18.60% - - -
iShares MSCI ACWI SRI UCITS ETF USD (Acc) 9.66% - - - -
Amundi MSCI ACWI SRI PAB UCITS ETF DR USD (A) 9.51% 18.58% - - -
iShares MSCI World SRI UCITS ETF EUR (Acc) 9.03% 20.60% -16.42% 35.00% 11.11%
iShares MSCI World SRI UCITS ETF USD (Dist) 8.85% 20.45% -16.35% 35.56% 10.90%
iShares MSCI World Value Factor ESG UCITS ETF USD (Acc) 8.63% 15.81% -5.70% - -
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C 8.57% - - - -
Xtrackers MSCI World Value ESG UCITS ETF 1C 8.55% - - - -
CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD 8.46% 6.18% -5.26% 22.69% -
iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) 8.24% 6.25% -5.72% 25.58% -
Franklin Global Equity SRI UCITS ETF 7.25% 8.58% -10.87% 26.83% -0.11%
First Trust Global Capital Strength ESG Leaders UCITS ETF Class A Accumulation 7.02% 8.31% -8.83% - -
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF 6.92% 11.78% 15.76% 26.92% -10.31%
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D 6.86% - - - -
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc 6.53% 14.67% -15.87% 37.21% 12.72%
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc 6.50% 14.66% -15.82% 36.80% 12.96%
VanEck Smart Home Active UCITS ETF 5.97% 16.25% -38.71% - -
HSBC World ESG Biodiversity Screened Equity UCITS ETF USD (Acc) 5.95% 22.38% - - -
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc) 5.43% 11.46% -3.78% 27.25% 1.01%
Ossiam Barclays Quantic Global E NR UCITS ETF 1C (EUR) 4.23% 17.30% - - -
iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) 4.16% 10.46% -14.04% - -
HSBC MSCI World Small Cap ESG UCITS ETF USD (Acc) 3.84% 11.34% - - -
SPDR S&P Global Dividend Aristocrats ESG UCITS ETF (Dist) 3.75% 4.77% 3.92% - -
UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-acc 3.19% 11.70% -12.96% - -
UBS ETF (IE) S&P Dividend Aristocrats ESG UCITS ETF (USD) A-dis 0.97% 8.25% -5.48% 27.90% -12.05%
Xtrackers MSCI Global SDGs UCITS ETF 1C -2.80% - - - -
Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc - - - - -
Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Dist - - - - -
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR C - - - - -
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C - - - - -
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation - - - - -
iShares World Equity High Income UCITS ETF USD (Dist) - - - - -
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc - - - - -
Xtrackers MSCI Global SDGs Social Fairness Contributors UCITS ETF 1C - - - - -

Source: justETF.com; As of 30.06.24; Calculations in EUR including dividends