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. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 41.2%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: VOO

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$114M$997.4B
Dividend Yield1.25%1.04%
Holdings728509
YTD Return+15.01%Best+11.55%
1Y Return+22.57%Best+17.54%
3Y Return (annualized)+20.45%+20.71%Best
5Y Return (annualized)+11.77%+12.80%Best
Volatility (annualized)18.1%15.3%Best
Max Drawdown-32.3%Best-34.3%
$10,000 over 5 years$17,443$18,262Best
Top 10 Weight41.2%36.4%Best
Fund FamilyNorthern Trust Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 13, 2016Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Jul 14, 2016 to Sep 10, 2026 (10.2 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 10.2 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 +22.57% while VOO returned +17.54%. Year to date, ESGG is up 15.01% versus a gain of 11.55% for VOO.

Over three years, ESGG compounded at +20.45% per year against +20.71% for VOO; over five years the annualized figures are +11.77% and +12.80% respectively. Across the full 10-year window we track, VOO has the edge at +14.04% annualized vs +13.69%.

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 15.3% 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 1.25% against 1.04% for VOO.

Holdings Overlap

ESGG already in VOO66.4%
VOO already in ESGG44.7%

66.4% of ESGG's money is in holdings VOO also owns. 44.7% of VOO's money is in holdings ESGG also owns.

The two portfolios partly overlap.

104 positions in common, counted across the 676 positions we hold weights for in ESGG and 505 in VOO, against full books of 728 and 509.

What only one of them owns

Our book lists 395 positions for VOO that do not appear in our book for ESGG (54.8% of the fund), and 11 for ESGG that do not appear in VOO (1.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ESGGWeight in VOODifference
NVDANvidia Corp.4.97%7.51%2.54%
AAPLApple, Inc4.67%6.59%1.92%
MSFTMicrosoft Corp 4.100 Feb 06 375.76%4.30%1.46%
AVGOBroadcom Inc4.92%2.77%2.15%
JPMJpmorgan Chase & Co.5.12%1.26%3.86%
MUMicron Technology, Inc.4.17%2.02%2.15%
LLYEli Lilly & Co.3.60%1.47%2.13%
JNJJohnson & Johnson3.27%0.95%2.32%
XOMExxon Mobil Corp.2.88%0.88%2.00%
BRK.BBerkshire Hathaway B1.87%1.42%0.45%

66.4% of ESGG is already inside VOO.

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

ESGGVOO

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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 +22.57% vs +17.54% for VOO, so ESGG leads on 1-year performance. Over the longest common window we track (10 years), ESGG annualized +13.69% vs +14.04% 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 15.3% 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?

66.4% of ESGG's money is in holdings VOO also owns. 44.7% of VOO's is in holdings ESGG also owns. They hold 104 positions in common, counted across the 676 positions we hold weights for in ESGG and 505 in VOO.

Which pays a higher dividend, ESGG or VOO?

ESGG yields 1.25% while VOO yields 1.04%, 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. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 41.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.