ETF Evaluator:
International Vegan Climate ETF (VEGX)
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Best Performing in Foreign Large Blend Over the Last Year
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ETF Details
International Vegan Climate ETF Overview
International Vegan Climate ETF (VEGX) is a passively managed International Equity Foreign Large Blend exchange-traded fund (ETF). Beyond Investing LLC launched the ETF in 2026.
The investment seeks to track the performance, before fees and expenses, of the Beyond Investing International Vegan Climate index.
Under normal circumstances, at least 80% of the fund’s net assets, plus borrowings for investment purposes, will be invested in securities of companies that comprise the index.
About International Vegan Climate ETF (VEGX)
There are 3 members of the management team with an average tenure of 0.06 years: Dustin Lewellyn (2026), Ernesto Tong (2026) and Christine Johanson (2026). Management tenure is more important for actively managed ETFs than passive index ETFs.
The ETF has 1 primary benchmark: Beyond Investing Interntinl Vgn Clmt USD index with a weighting of 100%. International Vegan Climate ETF has 132 securities in its portfolio. The top 10 holdings constitute 30.6% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a diversified fund. The ETF is considered to have an ESG focus with its investment selection and management.
International Vegan Climate ETF is part of the Equity global asset class and is within the International Equity ETF group. International Vegan Climate ETF has 98.9% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 0.3% There is 98.9% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). International Vegan Climate ETF has 0.7% of the portfolio in cash.
Assets Under Management
The fund has $1 million in total assets, which is below the $9 billion average for the Foreign Large Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
VEGX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The International Vegan Climate ETF expense ratio is above average compared to funds in the Foreign Large Blend category. International Vegan Climate ETF has an expense ratio of 0.75%, which is 87% higher than its category average, making the fund expense ratio grade a F. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. International Vegan Climate ETF has a portfolio turnover rate of 0%, which indicates that it holds its assets around /years. By way of comparison, the average portfolio turnover is 37% for the Foreign Large Blend category.
Recently, in the month of September 2026, International Vegan Climate ETF returned 0.0%, which earned it a grade of NA, as the Foreign Large Blend category had an average return of -2.9%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
International Vegan Climate ETF has a trailing yield of 0.00%, which is below the 2.60% category average.
The fund normally distributes its income quarterly and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
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VEGX Trailing NAV Total Returns Data as of 9/30/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| VEGX Return (NAV) | na | na | na | na | na | na |
| VEGX Return (Price) | na | na | na | na | na | na |
| NAV +/- Price Return | na | na | na | na | na | na |
| Foreign Large Blend Avg | -2.9% | 0.4% | 16.4% | 18.9% | 9.4% | 9.2% |
| VEGX Grade (NAV) | na | na | na | na | na | na |
| +/- Category (NAV) | na | na | na | na | na | na |
| VEGX Tax-Cost Ratio | na | na | na | na | na | na |
VEGX Annual NAV Total ReturnsData as of 9/30/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| VEGX Return (NAV) | na | na | na | na | na | na | na | na | na | na | na |
| VEGX Return (Price) | na | na | na | na | na | na | na | na | na | na | na |
| NAV +/- Price Ret | na | na | na | na | na | na | na | na | na | na | na |
| Foreign Large Blend Avg | 11.4% | 31.2% | 5.2% | 16.9% | -14.7% | 10.3% | 8.8% | 22.0% | -13.2% | 24.6% | 1.9% |
| VEGX Grade (NAV) | na | na | na | na | na | na | na | na | na | na | na |
| +/- Category | na | na | na | na | na | na | na | na | na | na | na |
| Risk Measures | |
| Beta: | na |
| R-Squared: | na |
| Standard Deviation: | na |
| Category Risk Index: | na |
| Category Risk Rating: | |
| Total Risk Index: | na |
| Total Risk Rating: | |
| Portfolio Characteristics | |
| Yield: | -- |
| Total Assets: | $ 1 Mil |
| Share Class Assets: | $ 1 Mil |
| Turnover: | na |
| Expense Ratio: | 0.75% |
| Index Fund: | Yes |
| Index Tracked: | Beyond Investing Interntinl Vgn Clmt USD |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | Yes |
| Capital Gains Distribution Frequency: | Annually |
| Income Distribution Frequency: | Quarterly |
Management Team
| Number of Managers: 3 | |||
| Longest Tenure: 0.1 years | |||
| Average Tenure: 0.1 years | |||
| Managers (Year): Lewellyn Dustin (2026), Tong Ernesto (2026), Johanson Christine (2026) | |||
Portfolio Composition (as of 9/30/26)
| # of Holdings: | 132 |
| % in Top 10 Holdings: | 30.6% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 98.9% |
Portfolio Allocation |
|
| Domestic Stock: | 0.3% |
| Foreign Stock: | 98.9% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.2% |
| Cash: | 0.7% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | Beyond Investing LLC |
| Phone Number: | 800-617-0004 |
| Website: | |
| Inception Date: | September 9, 2026 |
Expenses and Fees
| Expense Ratio (%): | 0.75% (Rating: Above Avg) |
| Category Average Expense Ratio (%): | 0.40% |
