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Vanguard ESG U.S. Stock ETF

ESGV
ETF · Currency in USD
ISIN
US9219107334
CUSIP
921910733
Issuer
Vanguard
Inception Date
Sep 20, 2018
Region
North America (U.S.)
Category
Large Cap Blend Equities
Expense Ratio
0.12%
Index Tracked
FTSE US All Cap Choice Index
ETF Home Page
investor.vanguard.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

ESGVPrice Chart


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ESGVPerformance

The chart shows the growth of $10,000 invested in Vanguard ESG U.S. Stock ETF on Sep 21, 2018 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,369 for a total return of roughly 73.69%. All prices are adjusted for splits and dividends.


ESGV (Vanguard ESG U.S. Stock ETF)
Benchmark (S&P 500)

ESGVReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M3.94%
6M10.25%
YTD21.31%
1Y34.39%
5Y19.58%
10Y19.58%

ESGVMonthly Returns Heatmap


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ESGVSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Vanguard ESG U.S. Stock ETF Sharpe ratio is 2.42. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


ESGV (Vanguard ESG U.S. Stock ETF)
Benchmark (S&P 500)

ESGVDividends

Vanguard ESG U.S. Stock ETF granted a 0.96% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $0.81 per share.


PeriodTTM202020192018
Dividend$0.81$0.78$0.72$0.12

Dividend yield

0.96%1.11%1.27%0.28%

ESGVDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


ESGV (Vanguard ESG U.S. Stock ETF)
Benchmark (S&P 500)

ESGVWorst Drawdowns

The table below shows the maximum drawdowns of the Vanguard ESG U.S. Stock ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Vanguard ESG U.S. Stock ETF is 33.66%, recorded on Mar 23, 2020. It took 84 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.66%Feb 20, 202023Mar 23, 202084Jul 22, 2020107
-20.12%Sep 21, 201865Dec 24, 201871Apr 8, 2019136
-9.63%Sep 3, 202014Sep 23, 202035Nov 11, 202049
-7.03%May 6, 201920Jun 3, 201913Jun 20, 201933
-6.26%Jul 29, 201920Aug 23, 201944Oct 25, 201964
-5.84%Sep 7, 202120Oct 4, 202113Oct 21, 202133
-5.79%Feb 16, 202113Mar 4, 202120Apr 1, 202133
-4.59%Apr 30, 20219May 12, 202120Jun 10, 202129
-3.7%Jan 26, 20214Jan 29, 20214Feb 4, 20218
-3.04%Jan 24, 20206Jan 31, 20203Feb 5, 20209

ESGVVolatility Chart

Current Vanguard ESG U.S. Stock ETF volatility is 8.66%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


ESGV (Vanguard ESG U.S. Stock ETF)
Benchmark (S&P 500)

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