ESG - Investing by Market Cap

Period Return
17.7%
Return Rank
Below Average
Risk Exposure
Low Risk

Referencing constituents of familiar indices such as MSCI USA, Nasdaq 100 or S&P 500 also meeting ESG criteria, the funds are invested selectively by asset market cap, small - medium or high

With additional qualitative criteria,  such as Growth or 'Leadership' in their market segment, the investment strategies favor large cap selections such as Nuveen Winslow Large-Cap Growth ESG ETF  or Invesco ESG NASDAQ 100 ETF 

However, overweight technology drivers - such as semiconductors, often a strong presence in ESG selections - will probably dominate the fund selections, and their performance accordingly

Covered calls, XYLE and QYLE, introduced by Global X, favor regular income by sale of calls on the index and dampen fund volatility but may potentially limit the upside of equity investments 

 

The VanEck HIP Sustainable Muni ETF Invalid tag asset, with distinctive bond features, has not been included in this equity-focused theme

Theme Components
Name
Ticker
Category
SubCategory
Cur. Price
Performance
Momentum
Risk Rank
Risk Contrib
 
Nuveen ESG Mid-Cap Growth ETF NUMG US EquitySustainability Commitments46.91-4.4% Neutral Above Average
Nuveen ESG Mid-Cap Value ETF NUMV US EquitySustainability Commitments44.0921.7% Weak Up Below Average
Nuveen ESG Small-Cap ETF NUSC US EquitySustainability Commitments51.3823.4% Weak Up Average Risk
Nuveen ESG Large-Cap Growth ETF NULG US EquitySustainability Commitments114.1920.7% Strong Up Average Risk
Nuveen ESG Large-Cap Value ETF NULV US EquitySustainability Commitments50.7321.5% Neutral Low Risk
iShares MSCI USA ESG Select ETF SUSA US EquitySustainability Commitments153.8322.2% Neutral Below Average
iShares MSCI USA ESG Optimized ETF ESGU US EquitySustainability Commitments163.4022.0% Neutral Below Average
Xtrackers MSCI USA ESG Leaders Equity ETF USSG US EquitySustainability Commitments69.2021.9% Neutral Below Average
iShares ESG MSCI USA Leaders ETF SUSL US EquitySustainability Commitments132.2523.2% Neutral Below Average
iShares ESG Screened S&P 500 ETF XVV US EquitySustainability Commitments56.7318.6% Neutral Below Average
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