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:
1.52
VOO:
2.04
VESGX:
2.10
VOO:
2.72
VESGX:
1.27
VOO:
1.38
VESGX:
2.67
VOO:
3.02
VESGX:
8.26
VOO:
13.60
VESGX:
1.95%
VOO:
1.88%
VESGX:
10.59%
VOO:
12.52%
VESGX:
-30.52%
VOO:
-33.99%
VESGX:
-4.54%
VOO:
-3.52%
Returns By Period
In the year-to-date period, VESGX achieves a 13.81% return, which is significantly lower than VOO's 24.65% return.
VESGX
13.81%
-0.92%
4.17%
15.26%
12.16%
N/A
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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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 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 0.16%, less than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VESGX Vanguard Global ESG Select Stock Fund Admiral Shares | 0.16% | 1.81% | 1.81% | 1.31% | 0.93% | 0.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 3.33%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.58%. 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.