US Vegan Climate ETF

US Vegan Climate ETF (VEGN), from Beyond Investing, tracks an index of large US companies. The index screens out businesses tied to animal products and testing, fossil fuels, weapons, tobacco and human rights concerns. Those screens leave it heavily tilted toward technology: Micron, Apple, AMD and Broadcom were its largest holdings as of July 31, 2026. Its 0.60% expense ratio is well above the 0.23% average of similar funds.

• Over the year to Oct 27, 2026, VEGN returned +24.3%, 1st of 9 among similar funds.
• Its 5-year annualized return was +13.4%.
• Its worst full calendar year was 2022 (-26.9%); its best was 2023 (+38.1%).
• The deepest fall in its price history was 33.4% (Nov 8, 2021 to Oct 14, 2022), recovered by Jan 19, 2024.

As of Jul 31, 2026, the fund held 261 securities; the ten largest made up 37.93% of assets.

By sector

• Over the three months to Jul 31, 2026, investors added a net $4.1M (creations minus redemptions, per the N-PORT report).
• Monthly total returns reported for that quarter: +17.03%, +5.26%, -8.96%.

VEGN is an index fund that tracks the Beyond Investing US Vegan Climate Index, before fees. Beyond Advisors Ltd, parent of the fund's adviser, Beyond Investing LLC, built the index in 2018. It starts with the Solactive US Large Cap Index, about 500 of the largest US-listed companies. It generally drops any company earning more than 2% of revenue from banned activities, such as animal testing, animal farming, fossil fuel extraction or burning, tobacco, weapons and human rights abuses. Service firms that rely heavily on excluded companies are dropped too.

The remaining stocks are weighted by company size (market capitalization), but no company may exceed 5% at each reset; excess weight shifts to companies weighing between 1.5% and 5%. If an industry group falls more than 2% below its weight in the starting index, the index adds the next largest eligible companies from the Solactive US Large & Mid Cap Index until the gap is within 0.5%. Resets happen twice a year, on the first Wednesday of June and December.

The fund generally owns every index stock in about the same proportions, but may hold a representative sample when owning all of them is impractical or costly. It uses no leverage or options; as of July 31, 2026, it held 261 holdings and no derivatives.

• VEGN charges 0.6% a year, versus an average of 0.23% for the similar funds below (8th of 9, cheapest first).
• Using the prospectus's standard example, $10,000 invested would cost about $61 in the first year and $750 over 10 years (assuming a 5% annual return).

Its values-based screens leave a concentrated, tech-heavy portfolio that has moved more sharply than the overall market, so it fits better as a smaller slice than as a foundation.

VEGN can bring values-screened US stock exposure to a portfolio, but it behaves like a tech-heavy growth fund. Its one-year beta was 1.44 as of October 27, 2026. That means it tended to move about 44% more than the market. It has no record from 2008, and its price history starts after the 2020 crash. In the 2022 bear market it fell 32.3% and took 14.5 months after the low to recover. Its deepest drop was 33.4%, from November 2021 to October 2022, and it didn't fully recover until January 2024. Its worst calendar year was 2022, at -26.78%. A retiree who needed cash in a year like that would have had to cash out shares at low prices. Income is small: a 0.58% trailing yield, paid quarterly. In the SEC's standard $10,000 example, costs come to $61 after one year and $750 after ten. Past results don't predict the future, and a plan should look at the whole portfolio, not one fund.

Matched by holdings overlap from the latest N-PORT reports.