US Vegan Climate ETF

Shareclass
US Vegan Climate ETF (VEGN)
Type
Exchange-traded fund
Sustainability mandate
Prison industrial complex grade: One or more holdings were flagged by our prison industrial complex screen, but there were no higher risk companies in the portfolio. Assigned a grade of B.
B
$11.8 MILLION
Prison industrial complex
15
flagged holdings
14%
of assets flagged
Data as of 31 Jan 2024
Flagged investments:
$11.8 MILLION, 14% of assets
Higher risk:
$0, 0% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
6
holdings
$1.03M
invested
1.19%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
14
holdings
$11.28M
invested
13%
of portfolio
All flagged holdings
15 holdings
15 holdings
  • 1.  Salesforce Inc
    Border industry
    $2.68M
    3.11%
  • 2.  Accenture PLC Class A
    Border industry
    $2.42M
    2.8%
  • 3.  Alphabet Inc Class C
    Border industry
    $1.84M
    2.13%
  • 4.  Alphabet Inc Class A
    Border industry
    $1.84M
    2.13%
  • 5.  International Business Machines Corp
    Border industry
    $752,455
    0.87%
Higher risk
Private prison operator
See all
US Vegan Climate ETF $VEGN is 14% ($11.8 MILLION) invested in companies with prison involvement
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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
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.17% less invested
Less invested in higher risk companies, border industry 
1.25% less invested
Less invested in higher risk companies 
1.25% less invested
Less invested in all screened prison industry companies 
16.28% less invested
Less invested in all screened border industry companies 
8.54% less invested
Less invested in all screened companies 
11.46% 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
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.17% less invested
Less invested in higher risk companies, border industry 
1.25% less invested
Less invested in higher risk companies 
1.25% less invested
Less invested in all screened prison industry companies 
16.28% less invested
Less invested in all screened border industry companies 
8.54% less invested
Less invested in all screened companies 
11.46% 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
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.17% less invested
Less invested in higher risk companies, border industry 
1.25% less invested
Less invested in higher risk companies 
1.25% less invested
Less invested in all screened prison industry companies 
16.28% less invested
Less invested in all screened border industry companies 
8.54% less invested
Less invested in all screened companies 
11.46% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
VEGN - US Vegan Climate ETF
27%
9.31%
/
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
21%
11%
14%
13%
0% 
Fund compared to benchmark
 
6.61%
-1.65%
/
/
Same
Find more financial data on VEGN at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
More from Invest Your Values
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