ESG ETF Outperforming S&P 500

In this chapter, they discuss the X-Shrek or S&P 500 ESG ETF, which aims to have a similar risk return profile as the S&P 500 while excluding companies that go against ESG practices. The ETF evaluates different sectors and removes the worst performers based on ESG criteria specific to each sector. The X-Shrek ETF has outperformed the S&P 500 by over 35% since its creation and has beaten the SPY ETF by 11% since its launch in 2019. They highlight its low 10 basis point fee and minimal tracking error as attractive factors for advisors.

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