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ESG: Faith-Based, Women & Minority Empowerment

The following ETFs (exchange-traded funds) have a narrower theme than traditional ESG funds. They focus on investing in faith-based principles and empowerment of women and minorities.

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

Faith-Based

Fund Ticker Expense Holdings Inception
Global X S&P 500 Catholic Values CATH 0.29% 461 4/18/16
  Provides exposure to the companies within the S&P 500 whose business practices adhere to the Socially Responsible Investment Guidelines as outlined by the United States Conference of Catholic Bishops (USCCB) and excludes those that do not.
Global X S&P Catholic Values Developed ex-US CEFA 0.35% 481 6/22/20
  Provides exposure to large cap companies in developed markets outside of the U.S., whose business practices adhere to the Socially Responsible Investment Guidelines of the United States Conference of Catholic Bishops (USCCB).
Inspire 100 BIBL 0.35% 101 10/30/17
  Managed according to biblically responsible investing (BRI) standards seeking to create meaningful impact in the world and help investors align their large-cap US investments to support biblical values.
Inspire Global Hope BLES 0.52% 319 2/27/17
  Managed according to biblically responsible investing standards seeking to create meaningful impact in the world and help investors align their large-cap global investments to support biblical values.
Inspire International ESG WWJD 0.80% 165 9/30/19
  Holds large-cap stocks selected using biblical values and ESG metrics from developed and emerging economies outside the US.
Inspire Small/Mid Cap Impact ISMD 0.60% 302 2/27/17
  Managed according to biblically responsible investing standards seeking to create meaningful impact in the world and help investors align their small- and mid-cap investments to support biblical values.
Inspire Tactical Balanced ESG RISN 0.84% 82 7/15/20
  Applies a faith-based perspective to environmental, social and governance (ESG) and objective technical analysis signals to tactically shift allocations between varying proportions of US large cap stocks and US treasury bonds, or other defensive assets, seeking to provide capital appreciation with lower volatility than the US large cap stock market over the long term.
Timothy Plan High Dividend Stock TPHD 0.52% 103 4/30/19
  Tracks a volatility-weighted index of U.S. high dividend large-caps screened for biblical and Christian values.
Timothy Plan International TPIF 0.62% 365 12/2/19
  Tracks a volatility-weighted index of international stocks screened for biblical and Christian values.
Timothy Plan US Large/Mid Cap Core TPLC 0.52% 322 4/30/19
  Tracks a volatility-weighted index of U.S. large- and mid-cap stocks screened for biblical and Christian values.
Timothy Plan US Small Cap Core TPSC 0.52% 420 12/2/19
  Tracks a volatility-weighted index of U.S small-caps screened for biblical and Christian values.
Inspire Corporate Bond Impact IBD 0.50% 145 7/10/17
  Managed according to biblically responsible investing standards seeking to create meaningful impact in the world and help investors align their US investment-grade corporate bond investments to support biblical values.

Women & Minority Empowerment

Fund Ticker Expense Holdings Inception
Barclays Women in Leadership ETN WIL 0.45% N/A 7/9/14
  Tracks an index of US stocks issued by firms with women as CEOs or board members. The index picks a maximum of 10 such stocks from each sector.
Impact Shares NAACP Minority Empowerment NACP 0.75% 175 7/12/18
  Designed to provide broad stock market exposure to U.S. Large and Mid-Cap companies with strong racial and ethnic diversity policies in place, empowering employees irrespective of their race or nationality.
Impact Shares YWCA Women’s Empowerment WOMN 0.75% 171 8/24/18
  Designed to provide broad market exposure to U.S. Large and Mid-Cap companies worldwide with strong policies and practices in support of women’s empowerment and gender equality.
SPDR SSGA Gender Diversity Impact Shares NAACP Minority Empowerment SHE 0.20% 168 3/7/16
  Tracks a market cap-weighted index of US large-cap companies with a relatively high proportion of women in executive and director positions.

In addition to the ETFs, there are also some ESG mutual funds that focus on these themes.