Highest ESG Score ETFs Index Is Outperforming The S&P In October

50 of the 126 ETFs in the Environmental, Social, and Governance (ESG) category are rated as to their ESG Risk by Morningstar. 29 have ESG scores of 7.2 (AA or AAA) or more and 10 of those consistently outperform their peers and make up the constituents in munKNEE's  Highest ESG Score ETFs Index.

Below are how the constituents in the index performed in October* (as of October 26th), in descending order along with their ESG scores and other pertinent information:

  1. S&P Health Care ETF (RYH): UP 10.5% in October*
    • ESG Score: 7.2
    • # Holdings: 247
    • Highest Concentration of Holdings: Financials (47.2%), Consumer Cyclical (13.9%), Industrials (11.9%), Other (27.0%)
    • Dividend % Yield (2.49%) less Management Expense Ratio (.20%): Net 2.29%
    • Assets Under Management (AUM): $122.7M
  2. Invesco Russell Top 200 ETF (EQWL): UP 10.1% in October*
    • ESG Score: 7.5
    • # Holdings: 102
    • Highest Concentration of Holdings: Financials (18.4%), Health (14.6%), Technology (12.7%), Industrials (12.1%), Consumer Defensive (11.2%), Consumer Cyclical (10.7%), Other (20.3%)
    • Dividend % Yield (2.17%) less Management Expense Ratio (.25%): Net 1.92%
    • Assets Under Management (AUM): $128.0M
  3. Vanguard Value ETF (VTV): UP 9.9% in October*
    • ESG Score:7.2
    • # Holdings: 347
    • Highest Concentration of Holdings: Health (21.9%), Financials (19.6%), Industrials (12.3%), Consumer Defensive (11.3%), Other (34.9%)
    • Dividend % Yield (2.47%) less Management Expense Ratio (.04%): Net 2.43%
    • Assets Under Management (AUM): $143.4B
  4. Vanguard S&P 500 Value ETF (VOOV): UP 9.6% in October*
    • ESG Score: 7.4
    • # Holdings: 748
    • Highest Concentration of Holdings: Financial (17.0%), Health (16.2%), Industrials (13.1%), Consumer Defensive (11.7%), Other (42.0%)
    • Dividend % Yield (2.16%) less Management Expense Ratio (.04%): Net 2.12%
    • Assets Under Management (AUM): $11.7B
  5. SPDR S&P 500 Value ETF (SPYV): UP 9.6% in October*
    • ESG Score: 7.5
    • # Holdings: 450
    • Highest Concentration of Holdings: Health (17.0%), Financials (16.9%), Industrials (12.8%), Consumer Defensive (11.9%), Other (41.4%)
    • Dividend % Yield (2.15%) less Management Expense Ratio (.10%): Net 2.05%
    • Assets Under Management (AUM): $3.0B
  6. iShares Core U.S. Value ETF (IUSV): UP 9.5% in October*
    • ESG Score: 7.7
    • # Holdings: 448
    • Highest Concentration of Holdings: Financials (16.9%), Health (16.8%), Industrials (12.8%), Consumer Defensive (12.0%), Other (41.5%)
    • Dividend % Yield (2.23%) less Management Expense Ratio (.04%): Net 2.19%
    • Assets Under Management (AUM): $12.8B
  7. JPMorgan U.S. Value Factor ETF (JVAL): UP 9.4% in October*
    • ESG Score: 8.4
    • # Holdings: 65
    • Highest Concentration of Holdings: Health (100.0%)
    • Dividend % Yield (.68%) less Management Expense Ratio (.40%): Net .28%
    • Assets Under Management (AUM): $891.7M
  8. JPMorgan Diversified Return ETF (JPUS): UP 8.9% in October*
    • ESG Score: 7.9
    • # Holdings: 369
    • Highest Concentration of Holdings: Consumer Defensive (13.4%), Health (13.1%), Utilities (11.4%), Technology (11.1%), Other (51.0%)
    • Dividend % Yield (2.09%) less Management Expense Ratio (.18%): Net 1.91%
    • Assets Under Management (AUM): $514.4M
  9. Vanguard Russell 1000 Value ETF (VONV): UP 8.7% in October*
    • ESG Score: 7.4
    • # Holdings: 861
    • Highest Concentration of Holdings: Financials (19.8%), Health (16.8%), Industrials (10.1&), Other (53.3%)
    • Dividend % Yield (2.09%) less Management Expense Ratio (.08%): Net 2.01%
    • Assets Under Management (AUM): $7.6B
  10. Vanguard Health Care ETF (VHT): UP 8.0% in October*
    • ESG Score: 7.5
    • # Holdings: 410
    • Highest Concentration of Holdings: Health (99.4%)
    • Dividend % Yield (1.36%) less Management Expense Ratio (.10%): Net 1.26%
    • Assets Under Management (AUM): $18.6B

The above 10 ESG ETFs were UP 9.4%, on average, in October*, compared to the S&P 500 which was only UP 6.9 %) and have an average ESG score of 7.45.


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