Principles-based ETFs

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What ESG Funds and Anti-Woke Funds Have in Common
The Wall Street Journalยท 2025-07-14 15:05
Fund Performance & Comparison - Anti-woke funds, like ESG funds, may sacrifice returns for ideological purity [1] - American Conservative Values ETF's top holdings largely overlap with the S&P 500 [2] - PointBridge America First ETF (MAGA) has underperformed the S&P 500 by over 20 percentage points in the past 3 years [3] - Most principles-based ETFs have underperformed the market in the past year [4] Fees & Costs - Anti-woke funds may have higher fees that negatively impact returns [1][2] - Investing based on principles can come at a steep cost [4] Fund Characteristics - American Conservative Values ETF holds around 370 stocks [2] - Principles-based ETFs aim to align investments with political, religious, or social beliefs [3][4] - Examples of principles-based ETFs include women's empowerment ETFs and funds based on Islamic principles [4]