VESGX vs. VOO
Compare and contrast key facts about Vanguard Global ESG Select Stock Fund Admiral Shares (VESGX) and Vanguard S&P 500 ETF (VOO).
VESGX is managed by Vanguard. It was launched on Jun 5, 2019. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VESGX or VOO.
Correlation
The correlation between VESGX and VOO is 0.89, 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
VESGX vs. VOO - Performance Comparison
Key characteristics
VESGX:
0.08
VOO:
0.62
VESGX:
0.19
VOO:
0.91
VESGX:
1.02
VOO:
1.12
VESGX:
0.11
VOO:
0.86
VESGX:
0.34
VOO:
2.91
VESGX:
2.90%
VOO:
2.96%
VESGX:
11.76%
VOO:
13.88%
VESGX:
-30.52%
VOO:
-33.99%
VESGX:
-9.37%
VOO:
-9.07%
Returns By Period
In the year-to-date period, VESGX achieves a -4.08% return, which is significantly higher than VOO's -4.87% return.
VESGX
-4.08%
-6.69%
-9.13%
-0.04%
15.07%
N/A
VOO
-4.87%
-6.18%
-2.13%
7.69%
18.50%
12.46%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VESGX vs. VOO - Expense Ratio Comparison
VESGX has a 0.46% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VESGX vs. VOO — Risk-Adjusted Performance Rank
VESGX
VOO
VESGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global ESG Select Stock Fund Admiral Shares (VESGX) and Vanguard S&P 500 ETF (VOO). 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
VESGX vs. VOO - Dividend Comparison
VESGX's dividend yield for the trailing twelve months is around 1.68%, more than VOO's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VESGX Vanguard Global ESG Select Stock Fund Admiral Shares | 1.68% | 1.78% | 1.81% | 1.81% | 1.31% | 0.93% | 0.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.37% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VESGX vs. VOO - Drawdown Comparison
The maximum VESGX drawdown since its inception was -30.52%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VESGX and VOO. For additional features, visit the drawdowns tool.
Volatility
VESGX vs. VOO - Volatility Comparison
The current volatility for Vanguard Global ESG Select Stock Fund Admiral Shares (VESGX) is 5.55%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.15%. This indicates that VESGX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.