Fossil fuel companiesare fueling the climate crisis.


US Vegan Climate ETF

Shareclass
US Vegan Climate ETF (VEGN)
Type
Exchange-traded fund
Sustainability mandate
No holdings flagged by our fossil fuel screen, but exposure to fossil finance and fossil insurance screens places the fund in the B tier.

Methodology
B
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
No direct stock holdings
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
No direct stock holdings
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
No direct stock holdings
Utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
No direct stock holdings
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
Share to spread the word.
No fossil fuel stocks found in US Vegan Climate ETF $VEGN
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Financial performance
Performance data provided byMorningstarFind more financial data on VEGN at Morningstar.com
Current fund
VEGN
US Vegan Climate ETF
Family
Beyond Advisors IC
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 3-yr returns 
-1.65% less in annualized returns
Less invested in fossil fuels 
8.65% less invested
Lower fossil finance risk score 
24 points lower
Lower fossil insurance risk score 
11 points lower
Less invested in Clean200 
5.16% less invested
Current fund
VEGN
US Vegan Climate ETF
Family
Beyond Advisors IC
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 3-yr returns 
-1.65% less in annualized returns
Less invested in fossil fuels 
8.65% less invested
Lower fossil finance risk score 
24 points lower
Lower fossil insurance risk score 
11 points lower
Less invested in Clean200 
5.16% less invested
Current fund
VEGN
US Vegan Climate ETF
Family
Beyond Advisors IC
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 3-yr returns 
-1.65% less in annualized returns
Less invested in fossil fuels 
8.65% less invested
Lower fossil finance risk score 
24 points lower
Lower fossil insurance risk score 
11 points lower
Less invested in Clean200 
5.16% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
VEGN - US Vegan Climate ETF
27%
9.31%
/
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
21%
11%
14%
13%
8.65% 
Fund compared to benchmark
 
6.61%
-1.65%
/
/
8.65%  lower
Find more financial data on VEGN at Morningstar.com
What's next?
Learn how to make a change and move your money
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