Interactive Advisors · investment strategy
by Interactive Advisors
The ESG Dividend portfolio pairs responsible investing with income generation by focusing on U.S. large and mid-cap stocks that demonstrate strong Environmental, Social, and Governance (ESG) credentials. A systematic, factor-driven process identifies companies that uphold high sustainability standards while also delivering above-average dividend yields, which represent the annual income a stock pays relative to its price. This gives investors the potential to earn regular dividend income from a broadly diversified collection of holdings. By integrating ESG considerations into every step of security selection, the portfolio aims to align financial objectives with values-based investing.
Description from Interactive Advisors
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“The investment team draws on detailed third-party ESG data to screen and construct the portfolio”
“Positions in stocks undergoing corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the normal rebalance cycle.”
“that carry strong ESG ratings compared with their industry peers”
“giving preference to stocks that offer higher dividend yields”
“the portfolio rebalances each quarter”
“applies a penalty to stocks exhibiting elevated price volatility”
“caps exposure to any single sector”
“The investable universe starts with the largest companies trading on U.S. stock exchanges”
“Stocks offering more attractive dividend yields receive larger allocations”
No published holdings for this strategy.
Fitted to 252 returns (live) from 2025-10-30 to 2026-10-16. An estimate, not holdings: it can't name stocks.
· : 0.82 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.67 (90%: 0.57 to 0.79)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its ESG / SRI label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
SoFi Wealth · SoFi
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
2 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
ESG Broad Market launched May 2019; the other four launched July 2019.
The ESG Dividend portfolio pairs responsible investing with income generation by focusing on U.S. large and mid-cap stocks that demonstrate strong Environmental, Social, and Governance (ESG) credentials. A systematic, factor-driven process identifies companies that uphold high sustainability standards while also delivering above-average dividend yields, which represent the annual income a stock pays relative to its price. This gives investors the potential to earn regular dividend income from a broadly diversified collection of holdings. By integrating ESG considerations into every step of security selection, the portfolio aims to align financial objectives with values-based investing.
Interactive Advisors is an established name in the field of online investing, with a history of path-breaking work. The platform offers a variety of portfolios, including the Socially Responsible Investing (SRI) portfolios, which are managed by Interactive Advisors's Chief Investment Officer and Investment Management team. The “Socially Responsible Investing” approach to portfolio construction is designed to invest in companies that operate businesses keeping in mind not only financial goals and profits, but also ethical and environmental concerns. The incorporation of Environmental, Social and Governance (ESG) factors into investment decision-making is aimed at incentivizing better practices from the companies. The sustainability practices foster long-term value creation while giving investors an opportunity to align their investments with personal values.
Capital growth with a similar risk profile to broad equity markets. Investing in equities and prepared to accept fluctuation in portfolio value.
Income-seeking investors: Designed for those who want a steady stream of dividend payments, this portfolio prioritizes stocks with attractive yields so investors can benefit from regular income alongside potential price appreciation. Socially conscious investors: Ideal for anyone looking to put their money to work in companies that meet high ESG standards, aligning investment dollars with personal values around environmental stewardship, social responsibility, and strong corporate governance. Process-driven investors: Built on a disciplined, rules-based methodology, this portfolio removes emotion from investment decisions and suits investors who value a structured, repeatable process over active stock picking.
Research: The investment team draws on detailed third-party ESG data to screen and construct the portfolio. This data evaluates company disclosures from annual reports, regulatory filings, and corporate websites. Approach: The portfolio uses a quantitative, rules-based framework to determine which stocks to include and how to weight them. The investable universe starts with the largest companies trading on U.S. stock exchanges that carry strong ESG ratings compared with their industry peers. Third-party ESG data informs the screening and construction process, and the portfolio rebalances each quarter, giving preference to stocks that offer higher dividend yields. Allocation discipline: The portfolio targets U.S. large and mid-cap companies with favorable ESG profiles relative to industry benchmarks. Stocks offering more attractive dividend yields receive larger allocations, giving investors access to a meaningful stream of income alongside the potential for longer-term growth. As a risk control measure, the construction process applies a penalty to stocks exhibiting elevated price volatility and caps exposure to any single sector. Sell discipline: Sell decisions follow the quarterly rebalance schedule. During each rebalance, the portfolio replaces holdings that no longer meet the selection criteria with stocks that offer more compelling dividend yields. Exceptions: Positions in stocks undergoing corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the normal rebalance cycle.
Values-aligned income: This portfolio targets companies with above-average Environmental, Social, and Governance (ESG) scores that also pay attractive dividends, giving investors a way to earn regular income without compromising on their principles. Built-in risk management: The portfolio is designed to reduce exposure to highly volatile stocks and maintain balanced representation across market sectors, helping cushion the impact of sharp market swings. Broad, diversified ownership: By targeting U.S. large and mid-cap companies that meet both ESG and dividend criteria, the portfolio spreads risk widely while offering investors direct ownership of every individual stock in the lineup.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equities | 2026-10-09 | |
| Composition (ETFs / Stocks / Mixed) | STOCKS | 2026-10-09 | |
| Curated collections (Interactive Advisors) | Income generating portfolios | 2026-10-09 | |
| ESG / responsible flag | Yes | 2026-10-09 | |
| Smart beta flag | Yes | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Dividend yields, ESG focus, Large-cap, Mid-cap | 2026-10-09 |
| Rebalancing (methodology text) | Quarterly (Smart Beta line) |
| Management / advisory fee | 0.20% | 2026-10-09 | |
| Minimum investment | $100 | 2026-10-09 |
| Metrics calculated through | 2026-10-09 | 2026-10-09 |
| Program in the firm's Form ADV brochure | url: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024287 · name: Interactive Advisors ESG Smart Beta Factor Portfolios · covers: 5 · source_key: interactive_advisors|3 · original_name: ESG Smart Beta: ESG Broad Market, ESG Growth, ESG Value, ESG Quality, ESG Dividend |
| Benchmark (methodology text) | Broad market investable ETF benchmark without an ESG focus |
| Annualized return since inception (Lighthorse, daily, live) | 7.25% | 2026-10-16 | |
| Calendar-year returns (live account) | 2020: 1.1% · 2021: 22.8% · 2022: -8.5% · 2023: 13.1% · 2024: 6.0% · 2025: 1.3% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 6.90% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 62.10% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | -9.03% | 2026-10-16 | |
| Return, last 30 days (live account) | -4.20% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 11.79% | 2026-10-16 | |
| Return, last 365 days (live account) | 8.10% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 30.20% | 2026-10-09 | |
| Return, last 90 days (live account) | 0.30% | 2026-10-09 | |
| Return, year to date (live account) | 9.50% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.99 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -39.74% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -11.98% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -12.00% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.30 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.57 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.37 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 0.87 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 0.63 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.40% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 20.25% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 14.21% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 14.70% | 2026-10-09 |
| Risk label (Interactive Advisors) | Growth | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 2 | 2026-10-09 | |
| Risk score description | Capital growth with a similar risk profile to broad equity markets. Investing in equities and prepared to accept fluctuation in portfolio value. | 2026-10-09 |
Interactive Advisors
Interactive Advisors
