ESGG vs VOO

ESGG vs VOO
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Quick Verdict

VOO has a lower expense ratio. ESGG delivered stronger 1-year returns. ESGG offers more diversification with 729 holdings.

Lower Fees: VOOHigher Returns: ESGGMore Diversified: ESGG

Side-by-Side Comparison

MetricESGGVOOWinner
Expense Ratio0.42%0.03%
AUM$116M$997.4B
Dividend Yield1.29%1.08%
Holdings729509
YTD Return+16.72%+12.95%
1Y Return+24.67%+20.69%
3Y Return (annualized)+21.87%+22.09%
5Y Return (annualized)+12.54%+13.40%
Volatility (annualized)18.2%14.1%
Max Drawdown-32.3%-34.3%
Fund FamilyFlexshares TrustVanguard (US)
CategoryEquityEquity
InceptionJul 13, 2016Sep 7, 2010

ESGG vs VOO Performance

FlexShares STOXX Global ESG Select Index Fund (ESGG) is a ETF from Flexshares Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ESGG returned +24.67% while VOO returned +20.69%. Year to date, ESGG is up 16.72% versus a gain of 12.95% for VOO.

Over three years, ESGG compounded at +21.87% per year against +22.09% for VOO; over five years the annualized figures are +12.54% and +13.40% respectively. Across the full 10-year window we track, ESGG has the edge at +13.95% annualized vs +13.50%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ESGG has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 14.1% 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 worth weighing if you expect to sell during market stress rather than ride it out.

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 1.29% against 1.08% for VOO.

Holdings Overlap

39.9%overlap

ESGG and VOO share 104 holdings out of 1077 unique holdings combined, representing a 39.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ESGGWeight in VOODifference
NVDA4.56%7.51%2.95%
AAPL5.01%6.59%1.58%
MSFT4.75%4.30%0.45%
AVGOProProPro
MUProProPro
JPMProProPro
LLYProProPro
JNJProProPro
XOMProProPro
BRK.BProProPro
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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. On a $10,000 investment, that is $39 per year of difference.

Which performed better, ESGG or VOO?

Over the past year ESGG returned +24.67% vs +20.69% for VOO, so ESGG leads on 1-year performance. Over the longest common window we track (10 years), ESGG annualized +13.95% vs +13.50% for VOO. Past performance does not guarantee future results.

Which is riskier, ESGG or VOO?

ESGG has been the more volatile fund at 18.2% annualized versus 14.1% 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 combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ESGG and VOO?

ESGG and VOO share 104 common holdings with a 39.9% weight overlap. Combined, they hold 1077 unique securities.

Which pays a higher dividend, ESGG or VOO?

ESGG yields 1.29% while VOO yields 1.08%, so ESGG currently pays the higher dividend yield.

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