ESGNorthern Trust STOXX US ESG Select ETF
Seeks investment results that correspond generally to the price and yield performance of the STOXX USA ESG Select KPIs Index.
By Northern Trust · Launched 2016
Annual Cost
0.32%
#1,520 of 6,040 · low cost
Fund Size
$136M
#2,807 of 6,040 · mid-size
Return (1Y)
+19.1%
Track Record
10 years
#1,432 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,819+18.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Focus
ESG
Index tracked
STOXX USA ESG Select KPIs Index
Holdings
By weightConcentration
Top 10 holdings = 39.5% of funddiversified
Broadcom, Inc.
5.8%
NVIDIA Corp.
5.1%
Apple, Inc.
4.9%
Microsoft Corp.
4.7%
Amazon.com, Inc.
3.9%
JPMorgan Chase & Co.
3.8%
Eli Lilly & Co.
3.0%
Berkshire Hathaway, Inc.
2.9%
Exxon Mobil Corp.
2.9%
Walmart, Inc.
2.6%
Asset allocation
Stocks
99.3%
Cash
0.7%
By sector
Technology
34.8%
Financial Services
18.2%
Healthcare
13.8%
Consumer Defensive
9.2%
Consumer Cyclical
8.6%
Industrials
4.9%
Energy
3.7%
Basic Materials
3.0%
Other
3.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.8%Moderate
Year-on-year price swings
Max drawdown
-34.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.04Strong risk-adjusted returns
Sortino (3Y)
1.52Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks investment results that correspond generally to the price and yield performance of the STOXX USA ESG Select KPIs Index.
- Strategy
- Employs a passive indexing approach to invest in U.S. companies that score well on ESG KPIs, primarily in the Information Technology sector. The Fund uses representative sampling to manage its portfolio, aiming to reflect the Underlying Index's performance while maintaining a market cap range of $11.2 billion to $4.5 trillion.
- Inception date
- July 13, 2016
- Fund family
- Northern Trust
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Data updated on 2026-09-18