ESGV: Strong Performance, Low Cost, But Not A Differentiated ESG Play

I rate ESGV a hold; it's essentially a closet S&P 500 index fund with minimal differentiation despite its ESG branding. ESGV's performance, risk profile, and sector allocation closely mirror the S&P 500, offering little unique value beyond ESG screens. The fund boasts strong momentum, high liquidity, and a low expense ratio, but trades at a premium valuation with no clear bargain.

Seeking Alpha • Aug 28, 2025

Here Are 6 ETFs Bill Gates Might Endorse for Everyday Investors

Key Points in This Article: Bill Gates' investing philosophy emphasizes stability, quality, and long-term value, drawing from the investment approach of his major charitable trust, the Bill & Melinda Gates Foundation Trust.

24/7 Wall Street • Jul 30, 2025

XVV: A Strong ESG-Focused Investment With Potential For Long-Term Growth

XVV: A Strong ESG-Focused Investment With Potential For Long-Term Growth

Seeking Alpha • Jan 4, 2025

For ESGV, Ethics Is Not A Drag

Vanguard ESG U.S. Stock ETF (ESGV) excludes companies involved in vice products, non-renewable energy, weapons, and controversial practices. ESGV is heavily concentrated in technology and large caps, and its fundamentals are below average. However, ESGV has outperformed the Vanguard Total Stock Market Index since inception, challenging the notion that ethical investing hampers performance.

Seeking Alpha • Dec 10, 2024

ESGV: Diversification Is Key For ESG Investors

ESGV is a total market ETF that excludes companies operating in the fossil fuels, vice products, and weapons industries. Additional conduct screens eliminate other "controversial" stocks like Johnson & Johnson. These screens may not be comprehensive enough for some investors, and the subjective conduct screen means it may not be consistently applied. Still, it's a step in the right direction. Historical performance is solid but not exceptional, as other ETFs, particularly SUSL, have proved better over the last five years. However, I expect ESGV will catch up shortly.

Seeking Alpha • Jul 29, 2024

Six Months Into 2024, This Vanguard ESG Fund Trailed the S&P 500. But Don't Panic If You Own It.

The S&P 500 Index outperformed the Vanguard ESG U.S. Stock ETF in the first half of 2024. This Vanguard ETF is a good option for investors looking to replace the S&P with a fund more tightly focused on socially responsible companies.

The Motley Fool • Jul 8, 2024

Can Vanguard ESG U.S. Stock ETF Be Your Only Stock Holding?

Vanguard ESG U.S. Stock ETF avoids investing in companies that might run afoul of environmental, social, and governance concerns. The exchange-traded fund has performed fairly well compared to the S&P 500 Index.

The Motley Fool • Jun 2, 2024

ESGV: Slightly Better Growth Profile Than The Broader Market

Vanguard ESG U.S. Stock is a low-cost ETF that focuses on companies that perform well on ESG criteria. ESGV has delivered comparable returns to the S&P 500 index since its inception in 2018. The Fund's exposure to small-cap stocks and its tilt towards growth may result in slightly higher volatility and potentially higher returns in the long run.

Seeking Alpha • May 2, 2024

ETFs Which Have The Best Chance Of Outperforming For The Rest Of 2024

With one quarter of 2024 now over, we can now speculate as to which ETFs will end the remainder of this year as your best choices.

Seeking Alpha • Apr 5, 2024

Want to Own All the "Magnificent Seven" Stocks? Buy One of These Vanguard ETFs.

Eight Vanguard ETFs own positions in each of the "Magnificent Seven" stocks. These Vanguard ETFs match closely on cost, risk, and five-year performance.

The Motley Fool • Mar 31, 2024