The Best ESG Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of ESG mutual funds.
- Number of Funds
- 11
- Avg. Expense Ratio
- 0.60%
- Avg. Yield
- 6.64%
- Avg. 1 Year Return
- 17.86%
- Median Risk/Return Score
- 34 / 100
The Best ESG Mutual Funds
11 results
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best ESG Mutual funds by Risk/Return Score
The top ESG Mutual funds by PortfoliosLab Risk/Return Score are FITLX (49) and PXWIX (46).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Fidelity U.S. Sustainability Index Fund | 49 | — | May 2017 | |
| Pax Ellevate Global Women’s Leadership Fund Instit... | 46 | — | — | |
| Vanguard FTSE Social Index Fund Institutional Shar... | 37 | 28.00B | Jan 2003 | |
| Vanguard FTSE Social Index Fund Admiral Shares | 37 | 28.00B | Feb 2019 | |
| Vanguard Global Environmental Opportunities Stock ... | 35 | 125.00M | Nov 2022 |
Best-Performing ESG Mutual funds Over 5 Years
The top ESG Mutual funds is FITLX (12.96%).
Across the lineup, ESG Mutual funds show an average 1-year return of 17.86% and an average 5-year return of 10.27%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Fidelity U.S. Sustainability Index Fund | 12.96% | — | May 2017 | |
| Vanguard FTSE Social Index Fund Institutional Shar... | 12.13% | 28.00B | Jan 2003 | |
| Vanguard FTSE Social Index Fund Admiral Shares | 12.09% | 28.00B | Feb 2019 | |
| Vanguard Global ESG Select Stock Fund Admiral Shar... | 11.54% | 1.50B | Jun 2019 | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | 11.17% | — | May 2009 |
Lowest-Cost ESG Mutual funds
The top ESG Mutual funds is VFTNX (0.03%).
With an average expense ratio of 0.60%, ESG Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vanguard FTSE Social Index Fund Institutional Shar... | 0.03% | 28.00B | Jan 2003 | |
| Fidelity U.S. Sustainability Index Fund | 0.11% | — | May 2017 | |
| Vanguard FTSE Social Index Fund Admiral Shares | 0.14% | 28.00B | Feb 2019 | |
| Vanguard Global ESG Select Stock Fund Admiral Shar... | 0.46% | 1.50B | Jun 2019 | |
| Pax International Sustainable Economy Fund Institu... | 0.47% | — | — |
Highest-Yield ESG Mutual funds
The top ESG Mutual funds is ECAT (22.00%).
Across the lineup, ESG Mutual funds show an average dividend yield of 6.64%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | 22.00% | — | Sep 2021 | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | 21.52% | — | May 2009 | |
| Pax Ellevate Global Women’s Leadership Fund Instit... | 9.23% | — | — | |
| Pax International Sustainable Economy Fund Institu... | 6.89% | — | — | |
| Vanguard Global ESG Select Stock Fund Admiral Shar... | 3.91% | 1.50B | Jun 2019 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 558 Mutual fundsMunicipal Bonds · 504 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 429 Mutual fundsLarge Cap Blend Equities · 415 Mutual fundsLarge Cap Value Equities · 333 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsEmerging Markets Diversified · 173 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 140 Mutual fundsIntermediate Core-Plus Bond · 135 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 110 Mutual fundsMultisector Bonds · 104 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsTotal Bond Market · 97 Mutual fundsEnergy Equities · 89 Mutual fundsGlobal Allocation · 87 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 82 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
VFTAX vs. VOOVFTAX vs. ESGVVFTAX vs. VTSAXVFTAX vs. VFIAXVFTAX vs. VTIFITLX vs. FXAIXFITLX vs. VOOFITLX vs. SPYFITLX vs. FNIDXFITLX vs. PRCOXVFTNX vs. VIIIXVFTNX vs. VOOGVFTNX vs. VTIVFTNX vs. VFIAXVFTNX vs. VWUAXECAT vs. BCATECAT vs. BGTECAT vs. JQCECAT vs. QQQECAT vs. CIIVESGX vs. ESGVVESGX vs. VASGXVESGX vs. VXUSVESGX vs. VWENXVESGX vs. VOOVEIGX vs. VIAAXVEIGX vs. VOOVEIGX vs. VFIAXVEIGX vs. IRBOVEIGX vs. SPYNVLIX vs. ESGVNVLIX vs. SPYNVLIX vs. FDGRXNVLIX vs. AMAGXNVLIX vs. PRSCXGSIFX vs. FMIJXGSIFX vs. QQQGSIFX vs. VWILXGSIFX vs. ^GSPCGSIFX vs. QQQMPXNIX vs. PTYPXNIX vs. SPYPXNIX vs. POGSXPXNIX vs. VSTSXPXNIX vs. FSKAXPXWIX vs. VICEXPXWIX vs. VICEPXWIX vs. SPYPXWIX vs. FTECPXWIX vs. VEOIX