Summary
ESGV: Still Ahead Of The Benchmark, But Some Peers Are More Compelling
Vanguard ESG U.S. Stock ETF offers broad ESG-screened exposure, heavily weighted toward technology and large caps. ESGV has outperformed VTI since inception, demonstrating ESG criteria do not inherently hinder performance, though recent 12-month returns slightly lag the benchmark. The ETF boasts the lowest expense ratio among major ESG peers, but its total return and Sharpe ratio since 2020 trail several competitors.
XVV: A Strong ESG-Focused Investment With Potential For Long-Term Growth
XVV: A Strong ESG-Focused Investment With Potential For Long-Term Growth
For ESGV, Ethics Is Not A Drag
Vanguard ESG U.S. Stock ETF (ESGV) excludes companies involved in vice products, non-renewable energy, weapons, and controversial practices. ESGV is heavily concentrated in technology and large caps, and its fundamentals are below average. However, ESGV has outperformed the Vanguard Total Stock Market Index since inception, challenging the notion that ethical investing hampers performance.
Vanguard ESG U.S. Stock ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 23 | $2,128 | $3,075.67 | $947.67 | 44.53% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 960 | $115,339.28 | $128,640 | $13,300.72 | 11.53% |
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 212,729 | $24.84M | $28.45M | $3.61M | 14.55% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 36,783 | $3.61M | $4.91M | $1.3M | 36.02% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 9,457 | $814,436.03 | $1.26M | $450,201.29 | 55.28% |
Vanguard ESG U.S. Stock ETF (ESGV) FAQ
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Does it pay dividends? What is the current yield?
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Has Vanguard ESG U.S. Stock ETF ever had a stock split?
Vanguard ESG U.S. Stock ETF Profile
| BATS Exchange | US Country |
Overview
The provided company description outlines an investment strategy focused on replicating a target index by investing in a mix of large-, mid-, and small-cap stocks from U.S. companies that meet specific Environmental, Social, and Governance (ESG) criteria. The index is market capitalization-weighted and managed by an independent index provider not affiliated with Vanguard. The investment approach emphasizes holding stocks in nearly the exact proportions as their weightings in the index, and it operates under a non-diversified status, meaning it may invest more heavily in fewer sectors or companies compared to diversified funds.
Products and Services
- ESG Index Replication
This service involves replicating the performance of a specified ESG-focused index by investing in the stocks that comprise the index, maintaining similar weightings to achieve near-identical performance characteristics. This investment strategy targets investors interested in aligning their portfolios with their environmental and social values, without sacrificing the goal of achieving market-rate returns.
- Market Capitalization-Weighted Investments
The approach taken by the adviser involves creating a portfolio where investments are weighted according to the market capitalization of the companies in the index. This method aims to reflect the market size and influence of each company within the investment portfolio, providing a strategy that mirrors the overall market composition and trends of large-, mid-, and small-cap U.S. stocks screened for ESG criteria.
- Non-Diversified Fund Management
Operating as a non-diversified fund, this service offers investments that may concentrate in specific sectors, industries, or companies, diverging from the diversified fund approach that spreads investments across a wider array of assets. This strategy may appeal to investors looking for targeted exposure to certain market segments or companies that meet the stringent ESG standards set by the independent index provider.
