Average Daily Volume
292.4K
Fund Overview
The Vanguard ESG U.S. Stock ETF (ESGV) is an exchange-traded fund that seeks to track the performance of the FTSE US All Cap Choice Index, a market-cap-weighted index of U.S. stocks that excludes companies involved in certain industries such as adult entertainment, alcohol, tobacco, weapons, fossil fuels, and gambling. ESGV focuses on environmental, social, and governance (ESG) criteria, offering investors exposure to companies with strong ESG practices. The fund provides broad diversification across large-, mid-, and small-cap U.S. equities while aligning with sustainable investing principles. With a low expense ratio, ESGV is a cost-effective option for investors seeking ESG-compliant exposure to the U.S. stock market.
- Asset Class
-
Equity
- Industry
-
Sustainable & ESG Investing
- Annual Dividend Rate
-
- Smart Beta
-
No
- Leveraged / Inverse
-
N/A / No
- Dividend Quality - Yield
-
- 0.99 %
- Currency Hedged
-
No
- Portfolio Turnover
-
2 %
- Dividend Date
-
Why Invest in the ESGV ETF?
Potential Benefits
- Provides exposure to U.S. companies with strong ESG practices, aligning with sustainable investing goals.
- Offers broad diversification across large-, mid-, and small-cap U.S. equities.
- Low expense ratio makes it a cost-effective choice for ESG-focused investors.
- Excludes companies involved in controversial industries like fossil fuels, tobacco, and weapons.
- Passively managed, reducing the risk of underperformance due to active management decisions.
Potential Risks
- ESG screening may limit diversification and exclude some high-performing companies.
- Performance may deviate from traditional broad-market indices due to exclusionary criteria.
- Subject to market risk, including volatility and economic downturns.
- ESG criteria are subjective and may change over time, affecting fund composition.
- Smaller-cap holdings may be more volatile than large-cap stocks.
RSI data unavailable or insufficient history.
Monthly Returns (%)
| Year |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
| 2026 |
+0.3%
|
-1.9%
|
-9.2%
|
+14.8%
|
+7.2%
|
-1.6%
|
-0.1%
|
+4.1%
|
-0.4%
|
0.0%
|
-
|
-
|
| 2025 |
+2.8%
|
-4.3%
|
-5.7%
|
0.0%
|
+7.0%
|
+4.7%
|
+3.2%
|
+2.6%
|
+2.6%
|
+2.4%
|
-0.3%
|
+1.4%
|
| 2024 |
+2.8%
|
+3.1%
|
+3.2%
|
-3.3%
|
+2.7%
|
+5.2%
|
-0.9%
|
+2.7%
|
+2.8%
|
+1.7%
|
+3.7%
|
-1.1%
|
| 2023 |
+5.9%
|
-0.3%
|
+1.6%
|
+1.8%
|
+3.0%
|
+4.9%
|
+4.5%
|
-1.7%
|
-5.0%
|
-3.3%
|
+10.7%
|
+6.4%
|
| 2022 |
-9.6%
|
-0.8%
|
+4.4%
|
-7.8%
|
-4.2%
|
-7.5%
|
+7.2%
|
-2.4%
|
-8.7%
|
+6.1%
|
+1.0%
|
-2.9%
|
| 2021 |
+1.7%
|
+0.8%
|
+2.4%
|
+7.0%
|
-0.9%
|
+3.3%
|
+2.8%
|
+2.8%
|
-4.1%
|
+5.7%
|
+1.2%
|
+2.2%
|
| 2020 |
+2.5%
|
-8.7%
|
-11.8%
|
+12.9%
|
+4.1%
|
+1.7%
|
+7.6%
|
+8.4%
|
-4.6%
|
0.0%
|
+10.3%
|
+3.7%
|
| 2019 |
+8.5%
|
+4.6%
|
+0.9%
|
+5.1%
|
-5.1%
|
+5.0%
|
+3.7%
|
-2.9%
|
+1.0%
|
+3.5%
|
+4.0%
|
+2.1%
|
| 2018 |
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
-0.6%
|
-8.6%
|
+2.4%
|
-8.9%
|
| 2017 |
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
< -5%
-5% to -2%
-2% to 0%
0%
0% to +2%
+2% to +5%
> +5%
Top Holdings (by weight)
| Symbol |
Company Name |
Weight |
|
AAPL
|
APPLE INC |
7.3 % |
|
MSFT
|
MICROSOFT CORP |
6.2 % |
|
NVDA
|
NVIDIA CORP |
6.2 % |
|
AMZN
|
AMAZON.COM INC |
4.2 % |
|
META
|
META PLATFORMS INC CLASS A |
3.1 % |
|
GOOGL
|
ALPHABET INC CLASS A |
2.0 % |
|
AVGO
|
BROADCOM INC |
1.9 % |
|
GOOG
|
ALPHABET INC CLASS C |
1.8 % |
|
TSLA
|
TESLA INC |
1.7 % |
|
JPM
|
JPMORGAN CHASE & CO |
1.6 % |
Top 10 holdings shown, out of 1 total holdings.
Related ETFs: ESGV vs Peers
Comparison highlights key differences on cost, coverage, and focus within sector ETFs.
Investment Strategy
ESGV tracks the FTSE US All Cap Choice Index, a market-cap-weighted index that excludes companies involved in industries such as fossil fuels, tobacco, and weapons. The fund employs a passive management strategy, aiming to replicate the index's performance rather than actively selecting stocks. It holds a diversified portfolio of U.S. equities across large-, mid-, and small-cap segments, rebalanced periodically to maintain alignment with the index. The exclusionary ESG criteria are applied consistently, ensuring the fund remains true to its sustainable investing objectives.
Frequently Asked Questions
What types of companies does ESGV exclude?
ESGV excludes companies involved in adult entertainment, alcohol, tobacco, weapons, fossil fuels, and gambling, among other controversial industries.
How does ESGV differ from Vanguard's traditional U.S. stock ETFs?
ESGV applies ESG exclusionary screens, whereas traditional Vanguard U.S. stock ETFs like VTI include all sectors without such restrictions.
Is ESGV actively managed?
No, ESGV is passively managed and seeks to track the performance of the FTSE US All Cap Choice Index.
What is the expense ratio of ESGV?
ESGV has a low expense ratio of 0.09%, making it one of the most cost-effective ESG ETFs available.
Does ESGV pay dividends?
Yes, ESGV pays dividends quarterly, as it holds dividend-paying stocks within its ESG-compliant portfolio.
Industry Overview
The Vanguard ESG U.S. Stock ETF (ESGV) is part of the growing ESG investing theme, which focuses on environmental, social, and governance factors to identify sustainable and responsible companies. ESG investing has gained significant traction as investors increasingly prioritize ethical and long-term sustainability considerations alongside financial returns. ESGV provides a way to invest in U.S. equities while adhering to ESG principles, excluding industries that conflict with these values. The fund is well-suited for investors seeking to align their portfolios with their values without sacrificing broad market exposure.
Alternative Comparison
Compared to peers like SUSA and DSI, ESGV stands out for its broad diversification and low expense ratio. While SUSA focuses on large-cap ESG leaders and DSI uses a broader ESG screening approach, ESGV provides exposure across all market caps, making it a more comprehensive option. Unlike some actively managed ESG funds, ESGV's passive approach minimizes costs and tracking error, appealing to cost-conscious investors. Additionally, ESGV's exclusionary criteria are more stringent than some competitors, ensuring a stricter adherence to ESG principles.
Issuer Overview
Vanguard is one of the world's largest investment management companies, known for its low-cost index funds and ETFs. With a reputation for investor-friendly practices and a focus on long-term performance, Vanguard has been a leader in passive investing. The company's ESG offerings, including ESGV, reflect its commitment to providing accessible, cost-effective investment options that align with sustainable investing principles.
Conclusion
The Vanguard ESG U.S. Stock ETF (ESGV) is a compelling choice for investors seeking broad U.S. equity exposure with a strong ESG focus. Its low cost, passive management, and rigorous exclusionary criteria make it a standout in the ESG ETF space. While it may underperform traditional indices during certain market conditions, its alignment with sustainable investing principles offers long-term value for ethically minded investors.
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