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VEGNUS Vegan Climate ETF

Grow my money7y track recordRanked #1,665 of 3,055 in this goal

Tracks the performance of the Beyond Investing US Vegan Climate Index.

By Beyond Advisors IC · Launched 2019

Annual Cost

0.60%

#3,337 of 6,040 · average

Fund Size

$184M

#2,524 of 6,040 · mid-size

Return (1Y)

+31.5%

Track Record

7 years

#1,927 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,017+30.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Focus

ESG

Index tracked

Beyond Investing US Vegan Climate Index

Holdings

By weight

Concentration

Top 10 holdings = 48.5% of fundmoderately concentrated

Micron Technology Inc
7.5%
Advanced Micro Devices Inc
6.1%
Alphabet Inc
5.3%
Broadcom Inc
4.8%
Cisco Systems Inc
4.4%
NVIDIA Corp
4.3%
UnitedHealth Group Inc
4.2%
Visa Inc
4.0%
Apple Inc
4.0%
Mastercard Inc
3.7%

Asset allocation

Stocks
99.4%
Cash
0.6%

By sector

Technology
62.4%
Financial Services
13.8%
Communication
8.5%
Industrials
5.0%
Healthcare
4.0%
Real Estate
3.9%
Consumer Cyclical
2.1%
Basic Materials
0.2%
Other
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
20.9%High

Year-on-year price swings

Max drawdown
-34.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.07Strong risk-adjusted returns
Sortino (3Y)
1.57Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the performance of the Beyond Investing US Vegan Climate Index.
Strategy
Uses a passive management approach to track the performance of the Beyond Investing US Vegan Climate Index. Generally invests in all component securities of the Index using a replication strategy, with at least 80% of net assets in U.S.-traded securities.
Inception date
September 9, 2019
Fund family
Beyond Advisors IC

Next steps

Save VEGN to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18