ESGV ETF Analysis: ESG US Stock | BATS

Large Blend | BATS, USA | Market Cap: 13.098m USD | 12M Return: 20% | Charts, Fundamentals & Technical Analysis

ESG Stocks, US Equities, Large Cap, Mid Cap
Total Rating 58
Safety 42
Buy Signal -0.19
Large Blend
Category Rotation: -10.4
TER: 0.09%
AUM: 13.1B
Avg Turnover: 28.6M
Risk 3d forecast
Volatility14.4%
VaR 5th Pctl2.73%
VaR vs Median4.98%
Reward TTM
Sharpe Ratio1.12
Rel. Str. IBD56.3
Rel. Str. Peer Group76.3
Character TTM
Beta1.099
Beta Downside1.096
Hurst Exponent0.484
Drawdowns 3y
Max DD20.41%
CAGR/Max DD1.03
CAGR/Mean DD8.18

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 7.8 years of data

Jan -0.8% 27
Feb -3.4% 50
Mar -0.5% 0
Apr +1.0% 0
May +1.8% 28
Jun +0.8% 0
Jul +0.4% 0
Aug -0.1% 0
Sep -6.5% 67
Oct +0.1% 0
Nov +4.1% 30
Dec +0.2% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: ESGV ESG US Stock

Vanguard ESG US Stock ETF (ESGV) is a passively managed exchange-traded fund that seeks to track the performance of a market-capitalization-weighted index of U.S. large-, mid-, and small-cap stocks. The fund employs a full replication strategy, holding each constituent security in approximately the same weight as in the underlying index, rather than using a sampling approach.

Unlike most diversified funds, ESGV is classified as non-diversified under the Investment Company Act. Its index provider applies environmental, social, and governance (ESG) screens to exclude companies that do not meet specified criteria, a process independent of Vanguards portfolio management. ESG-focused funds typically exclude issuers involved in fossil fuels, tobacco, weapons, or those with poor governance records, though the specific exclusion rules are set by the index provider rather than the fund manager.

Headlines to Watch Out For
  • US large cap equities lift index-weighted returns
  • ESG investor demand drives sustained fund inflows
  • Anti-ESG regulatory backlash threatens mandate growth
What is the price of ESGV shares?

As of July 04, 2026, the stock is trading at USD 131.90 with a total of 126,100 shares traded. Over the past week, the price has changed by +1.89%, over one month by -1.07%, over three months by +15.96% and over the past year by +19.96%.

Current recommended Stop Loss: 128.90 (which is 2.3% or 1.6 ATR below the current price).

Is ESGV a buy, sell or hold?

ESG US Stock has no consensus analysts rating.