VEGN vs. ESGV
Compare and contrast key facts about US Vegan Climate ETF (VEGN) and Vanguard ESG U.S. Stock ETF (ESGV).
VEGN and ESGV 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. ESGV is a passively managed fund by Vanguard that tracks the performance of the FTSE US All Cap Choice Index. It was launched on Sep 18, 2018. Both VEGN and ESGV 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 ESGV.
Correlation
The correlation between VEGN and ESGV is 0.96, 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. ESGV - Performance Comparison
Key characteristics
VEGN:
1.46
ESGV:
1.70
VEGN:
2.01
ESGV:
2.29
VEGN:
1.26
ESGV:
1.31
VEGN:
2.28
ESGV:
2.55
VEGN:
8.30
ESGV:
10.00
VEGN:
2.88%
ESGV:
2.37%
VEGN:
16.45%
ESGV:
13.99%
VEGN:
-34.14%
ESGV:
-33.66%
VEGN:
-0.30%
ESGV:
0.00%
Returns By Period
In the year-to-date period, VEGN achieves a 3.88% return, which is significantly lower than ESGV's 4.32% return.
VEGN
3.88%
1.70%
12.63%
24.55%
14.60%
N/A
ESGV
4.32%
2.55%
11.07%
23.73%
14.26%
N/A
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VEGN vs. ESGV - Expense Ratio Comparison
VEGN has a 0.60% expense ratio, which is higher than ESGV's 0.09% expense ratio.
Risk-Adjusted Performance
VEGN vs. ESGV — Risk-Adjusted Performance Rank
VEGN
ESGV
VEGN vs. ESGV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Vegan Climate ETF (VEGN) and Vanguard ESG U.S. Stock ETF (ESGV). 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. ESGV - Dividend Comparison
VEGN's dividend yield for the trailing twelve months is around 0.49%, less than ESGV's 1.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
VEGN US Vegan Climate ETF | 0.49% | 0.51% | 0.67% | 0.81% | 0.41% | 0.71% | 0.29% | 0.00% |
ESGV Vanguard ESG U.S. Stock ETF | 1.00% | 1.05% | 1.16% | 1.42% | 0.95% | 1.11% | 1.27% | 0.28% |
Drawdowns
VEGN vs. ESGV - Drawdown Comparison
The maximum VEGN drawdown since its inception was -34.14%, roughly equal to the maximum ESGV drawdown of -33.66%. Use the drawdown chart below to compare losses from any high point for VEGN and ESGV. For additional features, visit the drawdowns tool.
Volatility
VEGN vs. ESGV - Volatility Comparison
US Vegan Climate ETF (VEGN) has a higher volatility of 4.42% compared to Vanguard ESG U.S. Stock ETF (ESGV) at 3.42%. This indicates that VEGN's price experiences larger fluctuations and is considered to be riskier than ESGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.