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

Performance History
Components Performance/Risk
Weights by Sub Category
Sub Category Performance/Risk