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ESG: Bonds

The following ETFs (exchange-traded funds) offer a variety of ESG styles and approaches in the bond market. They include US investment grade bonds, high yield bonds, and international bonds.

Note: These are not recommendations, just investment ideas for further research.

US Investment Grade Bonds

Fund Ticker Expense Holdings Inception
iShares ESG 1-5 Year USD Corporate Bond SUSB 0.12% 841 7/11/17
  Tracks an index of USD-denominated, investment-grade, short-term corporate debt, selected based on each issuer’s environmental, social, and governance practices.
iShares ESG Advanced Total USD Bond Market EUSB 0.12% 518 6/23/20
  Obtain exposure to a variety of investment grade bonds and some high-yield bonds from issuers with leading environmental, social and governance (ESG) practices.
iShares ESG US Aggregate Bond AGG 0.10% 2469 10/18/18
  Applies an ESG filter to the aggregate bond market. Gain exposure to a spectrum of investment grade bonds from issuers with favorable environmental, social and governance (ESG) practices.
iShares ESG USD Corporate Bond SUSC 0.18% 3523 7/11/17
  Offers exposure to a broad range of U.S. dollar-denominated, investment grade corporate bonds from issuers with favorable environmental, social and governance (ESG) practices.
Nuveen ESG US Aggregate Bond NUBD 0.20% 342 9/29/17
  Invests in a diversified portfolio of U.S. investment grade bonds that satisfy certain environmental, social and governance (“ESG”) criteria.
PIMCO Enhanced Short Maturity Active ESG EMNT 0.27% 144 12/10/19
  Seeks maximum current income, consistent with preservation of capital and daily liquidity, while incorporating PIMCO's ESG investment strategy.
Sage ESG Intermediate Credit GUDB 0.35% 94 10/30/17
  Seeks to provide investors access to a diversified portfolio of investment grade corporate bonds issued by companies with best-in-class ESG characteristics, strong fundamentals, and a high degree of liquidity.
Vanguard ESG US Corporate BondVCEB0.12%2559/22/20

Tracks U.S. investment grade corporate bonds with over a year left to their maturity dates and screens its issuers along various ESG criteria.
Xtrackers BBG US Investment Grade Corporate ESG ESCR 0.24% 511 3/3/15
  Tracks an index of US investment-grade corporate bonds that are screened for ESG aspects.

US High Yield Bonds

Fund Ticker Expense Holdings Inception
Nuveen ESG High Yield Corporate Bond NUHY 0.35% 203 9/25/19
  Invests in a diversified portfolio of U.S. dollar-denominated, high yield, fixed-rate corporate bonds that satisfy certain environmental, social and governance (“ESG”) criteria.
Xtrackers JPMorgan ESG USD High Yield Corporate Bond ESHY 0.19% 277 3/3/15
  Tracks an index of US Dollar-denominated high-yield corporate bonds in the developed markets that are screened by ESG factor.

Global / International Bonds

Fund Ticker Expense Holdings Inception
iShares Global Green Bond BGRN 0.20% 463 11/13/18
  Provides exposure to investment grade global green bonds where the use of proceeds are directly tied to promote climate or other environmental sustainability purposes through independent evaluation.
VanEck Vectors Green Bond GRNB 0.23% 162 3/3/17
  An ESG-focused global fund that invests in bonds issued to finance “green” projects—primarily solar, wind, and low-carbon construction.
Xtrackers JPMorgan ESG Emerging Markets Sovereign ESEB 0.44% 120 3/3/15
  Invests in US-Dollar denominated emerging markets sovereign bonds based on ESG principles. Bonds include both investment-grade and high yield fixed, floating rate, and capitalizing/amortizing bonds.

In addition to the ETFs, there are also numerous ESG bond mutual funds.