VEGN vs. ESGU
Compare and contrast key facts about US Vegan Climate ETF (VEGN) and iShares ESG MSCI USA ETF (ESGU).
VEGN and ESGU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VEGN is a passively managed fund by Beyond Investing that tracks the performance of the US Vegan Climate Index. It was launched on Sep 9, 2019. ESGU is a passively managed fund by iShares that tracks the performance of the MSCI USA ESG Focus Index. It was launched on Dec 1, 2016. Both VEGN and ESGU are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEGN or ESGU.
Correlation
The correlation between VEGN and ESGU is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VEGN vs. ESGU - Performance Comparison
Key characteristics
VEGN:
0.52
ESGU:
0.48
VEGN:
0.87
ESGU:
0.80
VEGN:
1.12
ESGU:
1.12
VEGN:
0.56
ESGU:
0.49
VEGN:
2.07
ESGU:
1.98
VEGN:
5.63%
ESGU:
4.75%
VEGN:
22.56%
ESGU:
19.79%
VEGN:
-34.14%
ESGU:
-33.87%
VEGN:
-12.46%
ESGU:
-10.42%
Returns By Period
In the year-to-date period, VEGN achieves a -8.79% return, which is significantly lower than ESGU's -6.61% return.
VEGN
-8.79%
-3.64%
-5.67%
11.05%
15.81%
N/A
ESGU
-6.61%
-3.41%
-5.03%
9.84%
15.21%
N/A
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VEGN vs. ESGU - Expense Ratio Comparison
VEGN has a 0.60% expense ratio, which is higher than ESGU's 0.15% expense ratio.
Risk-Adjusted Performance
VEGN vs. ESGU — Risk-Adjusted Performance Rank
VEGN
ESGU
VEGN vs. ESGU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Vegan Climate ETF (VEGN) and iShares ESG MSCI USA ETF (ESGU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VEGN vs. ESGU - Dividend Comparison
VEGN's dividend yield for the trailing twelve months is around 0.60%, less than ESGU's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
VEGN US Vegan Climate ETF | 0.60% | 0.51% | 0.67% | 0.81% | 0.41% | 0.71% | 0.29% | 0.00% | 0.00% |
ESGU iShares ESG MSCI USA ETF | 1.22% | 1.18% | 1.43% | 1.58% | 1.06% | 1.27% | 1.32% | 1.81% | 1.82% |
Drawdowns
VEGN vs. ESGU - Drawdown Comparison
The maximum VEGN drawdown since its inception was -34.14%, roughly equal to the maximum ESGU drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for VEGN and ESGU. For additional features, visit the drawdowns tool.
Volatility
VEGN vs. ESGU - Volatility Comparison
US Vegan Climate ETF (VEGN) and iShares ESG MSCI USA ETF (ESGU) have volatilities of 15.06% and 14.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.