How does Swell stack up to the competition?

Swell aims to offer the most accessible way to invest for impact, which we define as investing in companies deriving revenue from positive change. We do that by offering a low $50 minimum and fees that anyone can understand. Plus, we tell you why we choose the companies we do.

But, we get that we aren’t the only ones in the socially responsible investment space, and comparing options can get confusing. Here’s a look at what else is out there and how Swell stacks up.

 

 

Swell Investing

Motif Impact

Betterment SRI

SRI Approach

ESG (positive) screen[1], Impact[2] and maps to UN SDGs

Not transparent

ESG (positive) screen1 based upon ETFs allowed

Total Return[3] 

(9/30/16 to 8/31/17)

18.99%

Not transparent

15.80% if you selected SUSA as your ETF.

14.75% if you selected DSI as your ETF.

Minimum

$50

$1,000

$0

Fee

0.75%

11.94%[4]

0.75%[5]

Vehicle

Separately Managed Account (direct stock ownership)

Separately Managed Account (direct stock ownership)

Portfolio of ETFs

Tailor, i.e. exclude individual securities

Yes

Yes

No

Average Market Cap

SMID

Large

Large

In-House Impact Research Team?

Yes

No

No

Non-retirement accounts

Yes

Yes

Yes

Impact[2] IRA?

Yes

No

No

Sustainable Thematic Portfolios

Yes

No

No

 

The above information was gathered by Swell using public information available  as of August 31, 2017 and is provided for general informational purposes only. Swell cannot and does not guarantee the accuracy of the information shown regarding its competitors.

[1] ESG (positive) screen is defined as screening companies for various environment, social, and corporate governance practices.

[2]  Impact is defined as investments made into companies, organizations, and funds with the intention to generate social and environmental impact alongside a financial return.

[3]Swell’s performance shown is the actual result of an investment account held by an affiliate of Swell and assuming a 0.75% annual advisory fee. Performance figures shown are net of fees and transaction related expenses and include reinvestment of dividends greater than $1. Past performance may not be indicative of future results. Betterment’s ETFs SUSA (formerly KLD) and DSI are shown net of fees, including an assumed 0.25% for Betterment’s minimum advisory fee.

[4] $9.95 per month subscription fee annualized and divided by the minimum investment requirement of $1,000.

[5] Based on 0.25% advisory + 0.50% ETF operating expense ratio.

 

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