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VEGNUS Vegan Climate ETF

Grow my money6y track recordRanked #1,644 of 2,998 in this goal

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

By Beyond Advisors IC · Launched 2019

Annual Cost

0.60%

#3,235 of 5,861 · average

Fund Size

$191M

#2,394 of 5,861 · mid-size

Return (1Y)Goal

+33.0%

Track Record

6 years

#1,913 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,488+34.9%

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

What it actually holds

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
99.7%
Cash
0.4%

By sector

Technology
65.8%
Financial Services
11.9%
Communication
8.0%
Industrials
4.9%
Healthcare
3.7%
Real Estate
3.6%
Consumer Cyclical
1.9%
Basic Materials
0.2%
Other
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
20.4%High

Year-on-year price swings

Max drawdown
-34.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.02Strong risk-adjusted returns
Sortino (3Y)
1.49Good 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

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Data updated on 2026-08-04