Vanguard ESG U.S. Stock ETF (ESGV)
ESGV is a passive ETF by Vanguard tracking the investment results of the FTSE US All Cap Choice Index. ESGV launched on Sep 18, 2018 and has a 0.09% expense ratio.
ETF Info
| ISIN | US9219107334 |
|---|---|
| CUSIP | 921910733 |
| Issuer | Vanguard |
| Inception Date | Sep 18, 2018 |
| Region | North America (U.S.) |
| Category | Large Cap Blend Equities, ESG |
| Leveraged | 1x |
| Index Tracked | FTSE US All Cap Choice Index |
| Home Page | advisors.vanguard.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
ESGV has an expense ratio of 0.09%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: ESGV vs. ESGU, ESGV vs. VOO, ESGV vs. VTI, ESGV vs. VFTAX, ESGV vs. SPY, ESGV vs. SUSA, ESGV vs. OEF, ESGV vs. QQQ, ESGV vs. IVV, ESGV vs. XLK
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard ESG U.S. Stock ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Vanguard ESG U.S. Stock ETF had a return of 19.79% year-to-date (YTD) and 33.78% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.79% | 19.77% |
| 1 month | -0.15% | -0.67% |
| 6 months | 10.97% | 10.27% |
| 1 year | 33.78% | 31.07% |
| 5 years (annualized) | 14.92% | 13.22% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of ESGV, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.35% | 5.39% | 2.81% | -4.89% | 5.03% | 4.12% | 1.10% | 2.12% | 2.19% | -0.86% | 19.79% | ||
| 2023 | 7.91% | -2.17% | 3.42% | 1.05% | 1.75% | 6.55% | 3.51% | -2.00% | -5.05% | -2.61% | 10.33% | 5.64% | 30.79% |
| 2022 | -7.17% | -3.38% | 3.09% | -9.98% | -0.99% | -7.82% | 9.59% | -4.33% | -9.33% | 6.74% | 5.35% | -6.46% | -24.04% |
| 2021 | -0.54% | 2.34% | 3.48% | 5.52% | -0.08% | 3.09% | 2.33% | 3.20% | -4.94% | 7.08% | -1.08% | 3.96% | 26.55% |
| 2020 | 0.39% | -7.62% | -12.46% | 13.34% | 5.88% | 2.99% | 6.21% | 7.66% | -3.84% | -2.05% | 11.23% | 4.56% | 25.69% |
| 2019 | 8.72% | 3.34% | 1.84% | 4.32% | -6.25% | 6.95% | 2.03% | -1.76% | 1.61% | 2.37% | 4.01% | 2.77% | 33.36% |
| 2018 | -0.59% | -7.45% | 2.07% | -9.04% | -14.59% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of ESGV is 79, placing it in the top 21% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard ESG U.S. Stock ETF (ESGV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard ESG U.S. Stock ETF provided a 1.12% dividend yield over the last twelve months, with an annual payout of $1.13 per share. The fund has been increasing its distributions for 5 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
| Dividend | $1.13 | $0.99 | $0.93 | $0.83 | $0.78 | $0.72 | $0.12 |
Dividend yield | 1.12% | 1.16% | 1.42% | 0.95% | 1.11% | 1.27% | 0.28% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard ESG U.S. Stock ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.81 | |
| 2023 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.33 | $0.99 |
| 2022 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.32 | $0.93 |
| 2021 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.26 | $0.83 |
| 2020 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.24 | $0.78 |
| 2019 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.23 | $0.72 |
| 2018 | $0.12 | $0.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard ESG U.S. Stock ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vanguard ESG U.S. Stock ETF was 33.66%, occurring on Mar 23, 2020. Recovery took 84 trading sessions.
The current Vanguard ESG U.S. Stock ETF drawdown is 2.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.66% | Feb 20, 2020 | 23 | Mar 23, 2020 | 84 | Jul 22, 2020 | 107 |
| -28.81% | Dec 28, 2021 | 202 | Oct 14, 2022 | 316 | Jan 19, 2024 | 518 |
| -19.89% | Sep 21, 2018 | 65 | Dec 24, 2018 | 71 | Apr 8, 2019 | 136 |
| -9.63% | Sep 3, 2020 | 14 | Sep 23, 2020 | 35 | Nov 11, 2020 | 49 |
| -9.31% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
Volatility
Volatility Chart
The current Vanguard ESG U.S. Stock ETF volatility is 3.51%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.