The ever-growing ETF ecosystem includes everything from arms-industry funds to charity-focused thematic funds. For those investors looking to meet both personal and financial goals in portfolios, options abound. One fund that balances both priorities, the (FTHF ), is approaching a major milestone.
FTHF is tracking for its important three-year ETF milestone this October.
The strategy has returned 34% YTD per ETF Database data, a sizable return.
The fund looks to emphasize human flourishing by screening for some items of concern.
FTHF charges a 75 basis point fee to track the Emerging Markets Human Flourishing Index. The market cap-weighted index includes large- and mid-cap firms. The index screens for human rights considerations as well as fundamentals.
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The emerging markets ETF invests in companies that the index finds to promote human flourishing. IT screens and derives its investments from the Bloomberg Emerging Markets Large & Mid Cap universe. Specifically, it applies a “Human Dignity Score” based on freedom of expression and belief as well as freedom from religious persecution.
Furthermore, the index removes companies associated with seven specific controversial practices. Then, the remaining securities are weighted by market cap, removing the largest 150 stocks. The 100 securities with the highest quality scores are then selected for inclusion and weighted by market cap.
Together, that has helped the emerging markets ETF return 34% year to date, according to ETF Database data. The fund is poised to hit its important three-year ETF milestone this October, potentially bringing fresh attention to its strategy. Reaching the three-year mark often opens the door to major brokerage platforms, putting funds like FTHF in front of a much wider audience of investors.
Taken together, the strategy can provide some helpful diversification away from U.S. concentration risk. As overexposure to the big AI hyperscalers heightens portfolios risk, investors may want to look beyond domestic markets. By combining an ex-U.S. focus and values-conscious screening, FTHF can play a useful and meaningful portfolio role.
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