Key stats
About US Vegan Climate ETF
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Inception date
Sep 9, 2019
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Beyond Investing LLC
Distributor
Quasar Distributors LLC
ISIN
US26922A2978
VEGN is passively managed to hold US large-cap stocks, screened according to vegan and environmental principles. The fund looks to exclude stocks of companies whose business activities directly contribute to animal suffering, destruction of the natural environment, and climate change. This is the first ETF to launch in the ESG space with such focus. The index screens 500 of the largest US-listed companies to exclude companies that derive more than 2% of their revenues from products or services directly related to prohibited activities: animal testing or animals in sport and entertainment, extraction or refining of fossil fuels or high carbon intensity, and tobacco products or armaments specifically designed for military and defense uses. Remaining companies are initially market-cap-weighted, and then weights are adjusted to match the same industry group weights in the Solactive US Large Cap Index.The index is reconstituted semi-annually in June and December.
Related funds
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stock breakdown by region
Top 10 holdings
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Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
VEGN assets under management is 125.18 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
VEGN invests in stocks. See more details in our Analysis section.
VEGN expense ratio is 0.60%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, VEGN isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, VEGN pays dividends to its holders with the dividend yield of 0.46%.
VEGN shares are issued by Beyond Investing LLC
VEGN follows the US Vegan Climate Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Sep 9, 2019.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.