ESGG vs VOO

ESGG vs VOO

Which is better, ESGG or VOO?

Each has led over a different period.

VOO has a lower expense ratio. ESGG led over 1Y, VOO over 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricESGGVOO
Expense Ratio0.42%0.03%Best
AUM$119M$1.0T
Dividend Yield1.26%1.06%
Holdings728506
YTD Return+15.10%Best+11.54%
1Y Return+18.08%Best+12.41%
3Y Return (annualized)+22.88%+23.41%Best
5Y Return (annualized)+11.22%+12.01%Best
Volatility (annualized)18.1%15.2%Best
Max Drawdown-32.3%Best-34.3%
$10,000 over 5 years$17,018$17,631Best
Fund FamilyNorthern Trust Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 13, 2016Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 14, 2016 to Oct 30, 2026 (10.3 years).

ESGG vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 10.3 years both funds cover.

ESGG vs VOO Performance

Northern Trust STOXX Global ESG Select ETF (ESGG) is an ETF from Northern Trust Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year ESGG returned +18.08% while VOO returned +12.41%. Year to date, ESGG is up 15.10% versus a gain of 11.54% for VOO.

Over three years, ESGG compounded at +22.88% per year against +23.41% for VOO; over five years the annualized figures are +11.22% and +12.01% respectively. Across the full 10-year window we track, VOO has the edge at +13.84% annualized vs +13.51%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ESGG has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 15.2% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -32.3% for ESGG and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ESGG charges 0.42% per year while VOO charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, ESGG currently yields 1.26% against 1.06% for VOO.

Holdings Overlap

VOO already in ESGG46.0%

At least 46.0% of VOO's money is in holdings ESGG also owns.

Stated as a floor: for ESGG, our book for it covers 94.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

95 positions in common, counted across the 686 positions we hold weights for in ESGG and 504 in VOO, against full books of 728 and 506.

Top Shared Holdings

StockWeight in ESGGWeight in VOODifference
NVDANvidia Corp5.18%8.09%2.91%
AAPLApple, Inc4.91%7.04%2.13%
MSFTMicrosoft Corp5.12%5.70%0.58%
AVGOBroadcom Inc4.62%2.65%1.97%
MUMicron Technology, Inc.5.25%1.64%3.61%
JPMJpmorgan Chase4.21%1.44%2.77%
JNJJohnson & Johnson - Common3.41%0.97%2.44%
LLYEli Lilly & Co.2.78%1.38%1.40%
XOMExxonmobil Corp.2.41%1.01%1.40%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity2.00%1.40%0.60%

46.0% of VOO is already inside ESGG.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ESGGVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ESGG or VOO?

ESGG has an expense ratio of 0.42% while VOO charges 0.03%. VOO is the cheaper option, by $39 a year on a $10,000 investment.

Which performed better, ESGG or VOO?

Over the past year ESGG returned +18.08% vs +12.41% for VOO, so ESGG leads on 1-year performance. Over the longest common window we track (10 years), ESGG annualized +13.51% vs +13.84% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ESGG or VOO?

ESGG has been the more volatile fund at 18.1% annualized versus 15.2% for VOO. Worst drawdown: ESGG -32.3% vs VOO -34.3%.

Should I hold both ESGG and VOO?

ESGG and VOO have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between ESGG and VOO?

At least 46.0% of VOO's money is in holdings ESGG also owns. Our book for ESGG is partial, so the real figure is this or higher. They hold 95 positions in common, counted across the 686 positions we hold weights for in ESGG and 504 in VOO.

Which pays a higher dividend, ESGG or VOO?

ESGG yields 1.26% while VOO yields 1.06%, so ESGG currently pays the higher dividend yield.

Is VOO better than ESGG?

VOO has a lower expense ratio. ESGG led over 1Y, VOO over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.