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.

 
Consejo de justETF: ¿Buscas un corredor rentable para establecer planes de inversión en ETF? Aprende más sobre la inversión en ETF con Scalable Capital: invierte ahora
0,10% p.a. - 0,45% p.a.
ratio de gastos totales (TER) anual de socially responsible (SRI) ETFs
en socially responsible investing (SRI), que son seguidos por ETF
en socially responsible investing (SRI)
 
Los mejores índices para socially responsible (SRI) ETFs

El mejor socially responsible (SRI) ETF por rentabilidad del fondo a un año a partir del 31/7/22

Todos los socially responsible (SRI) ETFs clasificados por la rentabilidad del fondo

 

El mayor socially responsible (SRI) ETF por patrimonio del fondo en euros

Todos los socially responsible (SRI) ETFs clasificados por patrimonio del fondo

 

El socially responsible (SRI) ETF más barato por gastos corrientes totales

Todos los socially responsible (SRI) ETFs clasificados por gastos corrientes totales

 
 

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 European SRI indices in comparison

Source: justETF Research; As of: 15/8/22

 

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

  • 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
 

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 FactsheetMethodology

  • 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 FactsheetMethodology

  • 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

  • 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
 

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 FactsheetMethodology

  • 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 FactsheetMethodology

  • 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 FactsheetMethodology

  • 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 FactsheetMethodology

  • 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 FactsheetMethodology

  • 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 en comparación

Los factores más importantes de un vistazo

A la hora de elegir el a socially responsible (SRI) ETF hay que tener en cuenta otros factores además de la metodología del índice subyacente y el rendimiento de un ETF. Para una mejor comparación, encontrarás una lista de todos los socially responsible (SRI) ETFs con detalles sobre el patrimonio, el coste, la edad, los ingresos, el domicilio y el método de replicación clasificados por patrimonio del fondo.

Compara todos los socially responsible (SRI) ETFs en detalle
Compara todos los socially responsible (SRI) ETFs en un gráfico

ETF
ISIN
  Patrimonio
en m EUR
Gastos corrientes
en %
Uso del beneficio Domicilio del fondo Método de replica
iShares MSCI World SRI UCITS ETF EUR (Acc)IE00BYX2JD69 4.463 0,20% p.a. Acumulación Irlanda Optimizada muestreo
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-disLU0629459743 3.279 0,22% p.a. Distribución Luxemburgo Replicación física perfecta
iShares MSCI World ESG Enhanced UCITS ETF USD (Acc)IE00BHZPJ569 2.889 0,20% p.a. Acumulación Irlanda Optimizada muestreo
Amundi Index MSCI World SRI PAB UCITS ETF DR (C)LU1861134382 2.279 0,18% p.a. Acumulación Luxemburgo Replicación física perfecta
Xtrackers MSCI World ESG UCITS ETF 1CIE00BZ02LR44 2.278 0,20% p.a. Acumulación Irlanda Replicación física perfecta
iShares MSCI World ESG Screened UCITS ETF USD (Acc)IE00BFNM3J75 1.469 0,20% p.a. Acumulación Irlanda Optimizada muestreo
Xtrackers MSCI AC World ESG Screened UCITS ETF 1CIE00BGHQ0G80 1.440 0,25% p.a. Acumulación Irlanda Optimizada muestreo
iShares MSCI World SRI UCITS ETF USD (Dist)IE00BDZZTM54 1.383 0,20% p.a. Distribución Irlanda Optimizada muestreo
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-accLU0950674332 872 0,22% p.a. Acumulación Luxemburgo Replicación física perfecta
iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc)IE00BKVL7778 797 0,30% p.a. Acumulación Irlanda Optimizada muestreo
iShares MSCI World Quality Dividend ESG UCITS ETF USD (Dist)IE00BYYHSQ67 733 0,38% p.a. Distribución Irlanda Replicación física perfecta
CSIF (IE) MSCI World ESG Leaders Blue UCITS ETF B USDIE00BJBYDQ02 629 0,15% p.a. Acumulación Irlanda Replicación física perfecta
Lyxor MSCI World ESG Leaders Extra (DR) UCITS ETF - AccLU1792117779 583 0,18% p.a. Acumulación Luxemburgo Replicación física perfecta
VanEck Sustainable World Equal Weight UCITS ETFNL0010408704 498 0,20% p.a. Distribución Países Bajos Replicación física perfecta
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-accIE00BK72HJ67 469 0,22% p.a. Acumulación Irlanda Replicación física perfecta
BNP Paribas Easy ECPI Circular Economy Leaders UCITS ETFLU1953136527 402 0,30% p.a. Acumulación Luxemburgo Replicación física perfecta
iShares MSCI World ESG Screened UCITS ETF USD (Dist)IE00BFNM3K80 348 0,20% p.a. Distribución Irlanda Optimizada muestreo
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) A-accIE00BDR55471 306 0,28% p.a. Acumulación Irlanda Replicación física perfecta
CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USDIE00BMDX0M10 296 0,25% p.a. Acumulación Irlanda Replicación física perfecta
Amundi MSCI World ESG Leaders Select UCITS ETF DR (C)LU2109787122 267 0,18% p.a. Acumulación Luxemburgo Replicación física perfecta
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-disIE00BK72HH44 244 0,22% p.a. Distribución Irlanda Replicación física perfecta
iShares MSCI World ESG Enhanced UCITS ETF USD (Dist)IE00BG11HV38 241 0,20% p.a. Distribución Irlanda Optimizada muestreo
BNP Paribas Easy ECPI Global ESG Blue Economy UCITS ETFLU2194447293 239 0,30% p.a. Acumulación Luxemburgo Replicación física perfecta
Vanguard ESG Global All Cap UCITS ETF (USD) DistributingIE00BNG8L385 203 0,24% p.a. Distribución Irlanda Optimizada muestreo
UBS ETF (IE) S&P Dividend Aristocrats ESG UCITS ETF (USD) A-disIE00BMP3HG27 188 0,30% p.a. Distribución Irlanda Replicación física perfecta
iShares MSCI World Quality Dividend ESG UCITS ETF USD (Acc)IE00BKPSFC54 187 0,38% p.a. Acumulación Irlanda Replicación física perfecta
Invesco MSCI World ESG Universal Screened UCITS ETF AccIE00BJQRDK83 178 0,19% p.a. Acumulación Irlanda Optimizada muestreo
Vanguard ESG Global All Cap UCITS ETF (USD) AccumulatingIE00BNG8L278 157 0,24% p.a. Acumulación Irlanda Optimizada muestreo
Lyxor MSCI World Catholic Principles ESG (DR) UCITS ETF - AccLU2216829809 136 0,30% p.a. Acumulación Luxemburgo Replicación física perfecta
iShares MSCI World Value Factor ESG UCITS ETF USD (Acc)IE000H1H16W5 135 0,30% p.a. Acumulación Irlanda Replicación física perfecta
HSBC Developed World Sustainable Equity UCITS ETF USDIE00BKY59K37 125 0,18% p.a. Acumulación Irlanda Replicación física perfecta
iShares MSCI World Momentum Factor ESG UCITS ETF USD (Acc)IE000L5NW549 74 0,30% p.a. Acumulación Irlanda Replicación física perfecta
Xtrackers MSCI World ESG Screened UCITS ETF 1DIE00BCHWNQ94 71 0,19% p.a. Distribución Irlanda Replicación física perfecta
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)IE00BD0B9B76 68 0,25% p.a. Acumulación Irlanda Optimizada muestreo
L&G Global Equity UCITS ETFIE00BFXR5S54 62 0,10% p.a. Acumulación Irlanda Optimizada muestreo
UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-accIE00BKSCBX74 57 0,23% p.a. Acumulación Irlanda Replicación física perfecta
Franklin LibertyQ Global Equity SRI UCITS ETFIE00BF2B0N83 26 0,40% p.a. Acumulación Irlanda Replicación física perfecta
UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-disIE00BKSCBW67 14 0,23% p.a. Distribución Irlanda Replicación física perfecta
SPDR S&P Global Dividend Aristocrats ESG UCITS ETF (Dist)IE00BYTH5S21 9 0,45% p.a. Distribución Irlanda Replicación física perfecta
iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)IE000T9EOCL3 9 0,35% p.a. Acumulación Irlanda Optimizada muestreo
Amundi MSCI World ESG Universal Select UCITS ETF DR (C)LU2109786587 3 0,18% p.a. Acumulación Luxemburgo Replicación física perfecta

Fuente: justETF.com; A partir de 15/8/22

 

Comparación del rendimiento de todos los socially responsible (SRI) ETFs

La tabla muestra los rendimientos de todos los socially responsible (SRI) ETFs en comparación. Todas las cifras de rentabilidad incluyen los dividendos a final de mes. Además de la rentabilidad es importante la fecha de referencia en la que se realiza la comparación. Para encontrar el mejor ETF, también puedes realizar una comparación gráfica.

ETF   1 mes
en %
3 meses
en %
6 meses
en %
1 año
en %
3 años
en %
SPDR S&P Global Dividend Aristocrats ESG UCITS ETF (Dist) 5,07% 2,72% 7,30% 19,35% -
BNP Paribas Easy ECPI Global ESG Blue Economy UCITS ETF 13,72% 5,01% 10,32% 13,64% -
iShares MSCI World Quality Dividend ESG UCITS ETF USD (Acc) 6,35% 0,00% 3,16% 13,17% -
iShares MSCI World Quality Dividend ESG UCITS ETF USD (Dist) 6,18% -0,12% 3,10% 13,04% 29,23%
iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) 5,58% 1,21% 3,35% 8,91% -
CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD 5,77% 1,35% 4,18% 8,71% -
UBS ETF (IE) S&P Dividend Aristocrats ESG UCITS ETF (USD) A-dis 4,47% -0,42% 1,18% 8,45% 27,87%
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc) 6,76% 0,00% -0,78% 7,30% 38,60%
iShares MSCI World SRI UCITS ETF EUR (Acc) 10,65% 1,54% -1,49% 6,94% 51,39%
iShares MSCI World SRI UCITS ETF USD (Dist) 10,57% 1,53% -1,56% 6,91% 51,63%
HSBC Developed World Sustainable Equity UCITS ETF USD 8,72% 1,19% -2,03% 6,52% -
CSIF (IE) MSCI World ESG Leaders Blue UCITS ETF B USD 9,34% 1,58% -1,34% 6,20% -
Amundi Index MSCI World SRI PAB UCITS ETF DR (C) 10,76% 1,51% -1,81% 6,14% 47,71%
L&G Global Equity UCITS ETF 9,97% 2,10% -0,84% 6,01% 44,38%
Amundi MSCI World ESG Universal Select UCITS ETF DR (C) 9,93% 2,24% -0,96% 5,77% -
iShares MSCI World ESG Screened UCITS ETF USD (Acc) 10,14% 2,36% -1,14% 5,46% 45,70%
iShares MSCI World ESG Screened UCITS ETF USD (Dist) 10,25% 2,25% -1,25% 5,43% 45,70%
Xtrackers MSCI World ESG UCITS ETF 1C 9,57% 2,06% -1,85% 5,33% 48,15%
Amundi MSCI World ESG Leaders Select UCITS ETF DR (C) 9,57% 1,71% -1,85% 5,20% -
Lyxor MSCI World ESG Leaders Extra (DR) UCITS ETF - Acc 9,70% 1,91% -1,84% 5,01% 44,95%
iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) 10,25% 1,87% -1,90% 4,41% 44,84%
iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) 10,15% 1,85% -2,07% 4,25% 44,86%
Invesco MSCI World ESG Universal Screened UCITS ETF Acc 9,99% 1,85% -1,87% 4,21% 46,22%
Franklin LibertyQ Global Equity SRI UCITS ETF 7,77% 0,28% -1,68% 3,48% 29,17%
Xtrackers MSCI AC World ESG Screened UCITS ETF 1C 9,88% 1,67% -1,75% 3,29% 38,20%
BNP Paribas Easy ECPI Circular Economy Leaders UCITS ETF 10,91% 1,25% -2,23% 3,23% 51,68%
VanEck Sustainable World Equal Weight UCITS ETF 8,98% 1,54% -1,33% 2,90% 38,54%
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) A-acc 10,20% 1,22% -3,37% 2,87% -
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-dis 11,24% 1,52% -3,56% 2,86% -
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-acc 11,22% 1,49% -3,51% 2,82% -
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis 11,24% 1,48% -3,60% 2,71% 43,62%
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-acc 11,20% 1,48% -3,59% 2,68% 43,63%
Xtrackers MSCI World ESG Screened UCITS ETF 1D 10,09% 2,09% -1,43% 1,80% 16,53%
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 9,42% 1,18% -3,30% 0,90% -
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 9,48% 1,32% -3,35% 0,87% -
Lyxor MSCI World Catholic Principles ESG (DR) UCITS ETF - Acc 10,25% 1,24% -4,38% -0,26% -
iShares MSCI World Momentum Factor ESG UCITS ETF USD (Acc) 7,76% 0,78% -3,23% - -
iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) 11,02% 0,95% -1,17% - -
iShares MSCI World Value Factor ESG UCITS ETF USD (Acc) 7,36% 1,12% -1,09% - -
UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-acc 11,27% 0,84% -1,41% - -
UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-dis 11,20% 0,85% -1,48% - -
ETF   2022
en %
2021
en %
2020
en %
2019
en %
2018
en %
SPDR S&P Global Dividend Aristocrats ESG UCITS ETF (Dist) 9,60% - - - -
BNP Paribas Easy ECPI Global ESG Blue Economy UCITS ETF 4,66% 26,58% - - -
iShares MSCI World Quality Dividend ESG UCITS ETF USD (Dist) 4,04% 25,27% -8,32% 25,60% -3,13%
iShares MSCI World Quality Dividend ESG UCITS ETF USD (Acc) 3,98% 25,35% - - -
UBS ETF (IE) S&P Dividend Aristocrats ESG UCITS ETF (USD) A-dis 2,24% 27,93% -12,17% 23,00% -8,41%
CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD -0,01% 22,69% - - -
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc) -0,47% 27,25% 1,01% 23,81% -
iShares MSCI World Value Factor ESG UCITS ETF USD (Acc) -0,88% - - - -
iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) -1,18% 25,58% - - -
L&G Global Equity UCITS ETF -4,66% 32,00% 6,35% 30,57% -
HSBC Developed World Sustainable Equity UCITS ETF USD -4,71% 32,25% - - -
Amundi MSCI World ESG Universal Select UCITS ETF DR (C) -5,10% 32,83% - - -
iShares MSCI World ESG Screened UCITS ETF USD (Acc) -5,31% 32,25% 7,56% 30,63% -
iShares MSCI World ESG Screened UCITS ETF USD (Dist) -5,34% 32,53% 7,51% 30,61% -
Xtrackers MSCI AC World ESG Screened UCITS ETF 1C -5,60% 27,85% 6,33% 29,70% -6,33%
Xtrackers MSCI World ESG Screened UCITS ETF 1D -5,65% 24,47% -8,28% 26,38% -
CSIF (IE) MSCI World ESG Leaders Blue UCITS ETF B USD -5,83% 35,14% - - -
Franklin LibertyQ Global Equity SRI UCITS ETF -5,95% 26,83% -0,11% 27,54% -5,07%
VanEck Sustainable World Equal Weight UCITS ETF -5,99% 27,86% 5,93% 27,13% -5,20%
iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) -6,33% 32,66% 7,73% - -
iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) -6,36% 32,65% 7,68% - -
Amundi MSCI World ESG Leaders Select UCITS ETF DR (C) -6,61% 35,07% - - -
Xtrackers MSCI World ESG UCITS ETF 1C -6,64% 35,94% 7,20% 32,85% -
Invesco MSCI World ESG Universal Screened UCITS ETF Acc -6,71% 32,89% 8,70% - -
iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) -7,03% - - - -
UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-acc -7,09% - - - -
Lyxor MSCI World ESG Leaders Extra (DR) UCITS ETF - Acc -7,13% 36,24% 6,48% 30,53% -
UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-dis -7,15% - - - -
BNP Paribas Easy ECPI Circular Economy Leaders UCITS ETF -7,31% 35,85% 9,62% - -
iShares MSCI World SRI UCITS ETF USD (Dist) -7,44% 35,33% 11,09% 32,31% -2,41%
iShares MSCI World SRI UCITS ETF EUR (Acc) -7,50% 35,14% 11,11% 32,41% -2,14%
Amundi Index MSCI World SRI PAB UCITS ETF DR (C) -7,73% 34,96% 8,99% 32,78% -
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating -7,97% - - - -
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing -7,97% - - - -
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) A-acc -9,11% 31,84% - - -
Lyxor MSCI World Catholic Principles ESG (DR) UCITS ETF - Acc -9,77% 31,76% - - -
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-acc -10,00% 35,20% - - -
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-dis -10,03% 35,21% - - -
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-acc -10,09% 35,07% 8,71% 31,16% -
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis -10,09% 35,08% 8,71% 31,12% -2,99%
iShares MSCI World Momentum Factor ESG UCITS ETF USD (Acc) -11,19% - - - -

Fuente: justETF.com; A partir de 31/7/22; Cálculos en EUR, incluidos los dividendos