(ESGV) ESG US Stock - Overview

ETF Category: Large Blend | Exchange: BATS (USA) | Market Cap: 13.349m USD | Total Return: 25.1% in 12m

Equity Funds, Index Funds, Sustainable Investments
Total Rating 53
Safety 28
Buy Signal -0.73
Large Blend
Category Rotation: -5.3
TER: 0.09%
AUM: 13.3B
Avg Turnover: 22.5M
Risk 3d forecast
Volatility24.0%
VaR 5th Pctl4.52%
VaR vs Median4.90%
Reward TTM
Sharpe Ratio1.40
Rel. Str. IBD60.2
Rel. Str. Peer Group67.1
Character TTM
Beta1.099
Beta Downside1.097
Hurst Exponent0.538
Drawdowns 3y
Max DD20.41%
CAGR/Max DD1.05
CAGR/Mean DD8.49

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: ESGV ESG US Stock

The Vanguard ESG US Stock ETF (ESGV) employs a full-replication strategy to track a market capitalization-weighted index of U.S. equities across large-, mid-, and small-cap segments. The fund utilizes an exclusion-based screening process managed by an independent index provider to filter companies based on specific environmental, social, and corporate governance (ESG) criteria. As a non-diversified fund, it may maintain higher concentrations in specific issuers compared to broader market indices.

The ETF’s business model relies on passive management to minimize tracking error relative to its benchmark while providing broad exposure to the domestic equity market. ESG-focused funds typically exclude sectors such as fossil fuels, tobacco, and weapons manufacturing, often resulting in a structural overweighting toward the Technology and Healthcare sectors. Investors can analyze how these sector tilts impact fundamental metrics by reviewing detailed stock data on ValueRay. This strategy allows investors to align capital with specific values without sacrificing exposure to the diverse size spectrum of the U.S. stock market.

Headlines to Watch Out For
  • Tech sector concentration exposes the fund to high-growth valuation volatility
  • Federal Reserve interest rate policy dictates broad equity market pricing
  • Exclusion of fossil fuel stocks creates performance tracking error vs S&P 500
  • Regulatory shifts in ESG reporting standards impact underlying constituent weightings
  • Consumer spending trends drive revenue for large-cap growth and discretionary holdings
What is the price of ESGV shares?

As of June 06, 2026, the stock is trading at USD 130.10 with a total of 291,902 shares traded.
Over the past week, the price has changed by -2.95%, over one month by +2.33%, over three months by +10.14% and over the past year by +25.05%.

Is ESGV a buy, sell or hold?

ESG US Stock has no consensus analysts rating.