ESGVVanguard ESG U.S. Stock ETF

Grow my money8y track recordRanked #163 of 3,055 in this goal

Tracks the performance of the FTSE US All Cap Choice Index.

By Vanguard · Launched 2018

Annual Cost

0.09%

#349 of 6,040 · low cost

Fund Size

$13.5B

#228 of 6,040 · large

Return (1Y)

+16.1%

Track Record

8 years

#1,789 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,489+14.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Focus

ESG

Index tracked

FTSE US All Cap Choice Index

Holdings

By weight

Concentration

Top 10 holdings = 40.1% of fundmoderately concentrated

NVIDIA Corp

7.9%

Apple Inc

7.3%

Microsoft Corp

5.5%

Amazon.com Inc

3.8%

Alphabet Inc

3.4%

Alphabet Inc

2.8%

Broadcom Inc

2.8%

Meta Platforms Inc

2.7%

Tesla Inc

2.2%

Eli Lilly & Co

1.6%

Asset allocation

Stocks

99.7%

Cash

0.2%

Other

0.1%

By sector

Technology

41.3%

Financial Services

12.8%

Consumer Cyclical

11.5%

Communication

11.5%

Healthcare

10.4%

Industrials

4.2%

Consumer Defensive

3.8%

Real Estate

2.8%

Other

1.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.5%Moderate

Year-on-year price swings

Max drawdown

-33.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.02Strong risk-adjusted returns

Sortino (3Y)

1.49Good downside protection

Listing

Exchange: Cboe BZX

Full fund details

Objective: Tracks the performance of the FTSE US All Cap Choice Index.
Strategy: Employs an indexing investment approach to replicate the FTSE US All Cap Choice Index, which includes large-, mid-, and small-cap U.S. stocks screened for ESG criteria. Invests at least 80% of net assets in the index components.
Inception date: September 18, 2018
Fund family: Vanguard