Vanguard ESG U.S. Stock ETF ESGV

Zacks Investment Research 12 nov

USNZ is a smart beta ETF launched in June 2022 with $291.6 million in assets, offering exposure to large and mid-cap US companies meeting ESG criteria. With a low 0.10% expense ratio, it has returned 11.61% year-to-date and holds major positions in Nvidia (10.1%), Apple, and Microsoft. The fund has a beta of 1.03 and 299 holdings for diversification.

Zacks Investment Research 10 nov

Nuveen ESG Emerging Markets Equity ETF (NUEM) is reviewed as not suitable for investors seeking to outperform the Broad Emerging Market ETFs segment. With $445.09 million in assets, a 0.36% expense ratio, and 7.66% YTD returns, the article suggests investors consider alternative ESG-focused ETFs or traditional market cap weighted options for potentially better risk-adjusted returns.

Zacks Investment Research 27 oct

QQMG is a smart beta ETF launched in October 2021 that tracks the NASDAQ-100 ESG Index with $213.45 million in assets. The fund has a 0.20% expense ratio and is heavily concentrated in Information Technology (64%), with top holdings including Nvidia, Apple, and Microsoft. Year-to-date performance is 17.35%, with a beta of 1.24 indicating higher volatility than the market. Alternatives like ESGV and ESGU offer lower expense ratios and assets.

Zacks Investment Research 27 oct

NUMG is a smart beta ETF launched in 2016 that tracks the TIAA ESG USA Mid-Cap Growth Index with $344.05 million in assets. The fund has an expense ratio of 0.31% and is heavily weighted toward Information Technology (28.8%). Year-to-date performance shows a decline of -4.39%, with a beta of 1.16 indicating higher volatility than the market. The article compares it to alternative ESG ETFs like ESGV and ESGU, which offer lower expense ratios and larger asset bases.

Zacks Investment Research 26 oct

The Inspire International ETF (WWJD) is a smart beta fund offering exposure to large-cap foreign and emerging market companies with positive Inspire Impact Scores. With $563.81 million in assets, a 0.61% expense ratio, and 228 holdings, it has delivered 9.99% year-to-date returns and 12.5% one-year returns as of October 2026. However, the article suggests it may not be suitable for investors seeking to outperform the World ETFs segment, recommending traditional market cap-weighted alternatives instead.