U.S. large-cap equity exposure forms a fundamental building block in nearly every client portfolio. Therefore, for investors seeking to align potential financial growth with their personal values, a compelling new option has emerged: the JLens 500 Jewish Advocacy U.S. Index ETF (TOV ).
TOV offers a unique opportunity for clients who prioritize Jewish values to integrate these concerns directly into their investment strategy, Ari Hoffnung, managing director at JLens, said during a webcast on June 23.
“If you’re speaking to somebody who cares about combating antisemitism and hate, cares about supporting Israel,” Hoffnung explained, “this is a very affordable way of doing it — through the TOV ETF.”
Charging 18 basis points, TOV seeks to deliver a risk and return profile consistent with other major large-cap equity indexes. Those include the SPDR S&P 500 ETF Trust (SPY ) and the Vanguard S&P 500 ETF (VOO ). This means investors needn’t choose between values and portfolio performance. They can pursue both simultaneously.
TOV Aligns Jewish Values With U.S. Large-Cap Exposure
What truly differentiates TOV from its conventional counterparts is its robust shareholder advocacy. A key feature of the TOV ETF is shareholder advocacy — something absent from fund giants like SPY or VOO.
TOV actively votes client proxies in a manner that aligns with Jewish values. That ensures the voice and concerns of the American Jewish community are amplified within the corporate landscape, according to Hoffnung.
The fund directly engages with the largest companies in the world. This includes tech giants like Meta and Alphabet. The ETF holds them accountable on issues important to the Jewish community. This engagement can range from advocating for policies that combat online hate speech to promoting corporate support for initiatives countering antisemitism and bolstering relationships with Israel.
This proactive approach means investments through TOV are not merely passive holdings. They are potentially powerful tools for change. “Our pitch is you can do good and you can still realize a similar risk and return profile to other large-cap equity indexes,” Hoffnung noted.
Therefore, for clients seeking to ensure their investment portfolio aligns with their values, TOV provides a tangible and impactful pathway to integrate values and financial goals.
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VettaFi.com is owned by VettaFi LLC (“VettaFi”). VettaFi is the index provider for TOV, for which it receives an index licensing fee. However, TOV is not issued, sponsored, endorsed, or sold by VettaFi. FundFund has no obligation or liability in connection with the issuance, administration, marketing, or trading of TOV.
