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How Socially Responsible ETF JUST Beats Other Large Caps

Do you have clients looking to invest with justice in mind? Younger investors, in particular, are increasingly eager to screen out companies that don’t match their ethics. While many ETFs screen out questionable companies, not all manage to deliver strong returns. However, the Goldman Sachs JUST U.S. Large Cap Equity ETF (JUST B) offers a compelling alternative.Key Takeaways: The socially responsible ETF JUST has produced strong returns for its 20 basis point fee. The strategy screens for measures such as diversity and inclusion while outperforming its ETF DB category average. JUST has returned 15.2% YTD, outperforming its category average of 11.15% JUST charges a competitive 20 basis point fee to track the JUST US Large Cap Diversified index. The index draws from the Russell 1000 and screens for firms that meet its methodology, assessing key areas like diversity, customer privacy, and greenhouse gas emissions. While other funds in the ESG mold have fallen off as the category demand has cooled, JUST continues to stand out. Rather than just focusing on penalizing perceived policy violators, the strategy prioritizes investing in companies doing good. See more: No AMZN, MSFT, AAPL? No Problem: Tech ETF GTEK Up 45% YTD Leveraging that approach, the socially responsible ETF has returned 15.2% YTD, outperforming the ETF Database Large Cap Growth Equities category average of 11.15%, as of August 7. JUST has also delivered strong long-term results, outperforming its category average across one-, three-, and five-year periods. Over the last five years, the fund has generated a 13% annualized return, beating the Large Cap Growth Equities category average. As advisors look to onboard more clients with particular views and standards, JUST offers a balanced solution of principals and performance. It allows investors to feel confident that their holdings meet their ethical standards, without sacrificing performance. For those dipping their toes into values based investing, JUST is a compelling option. For more news, information, and strategy, visit the Future ETFs Content Hub.

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