ESGV vs SPY

ESGV vs SPY

Which is better, ESGV or SPY?

Each has led over a different period.

ESGV led over the full window, SPY over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.99. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 40.3%.

Lower Fees: TiedHigher Returns: splitLess Concentrated: SPY

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

MetricESGVSPY
Expense Ratio0.09%Tie0.09%Tie
AUM$13.4B$804.7B
Dividend Yield0.85%0.98%
Holdings1,244505
YTD Return+10.76%+11.45%Best
1Y Return+14.04%+15.87%Best
3Y Return (annualized)+20.76%+20.93%Best
5Y Return (annualized)+11.01%+12.59%Best
Volatility (annualized)17.9%16.9%Best
Max Drawdown-33.7%Best-34.1%
$10,000 over 5 years$16,858$18,093Best
Top 10 Weight40.3%37.8%Best
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 18, 2018Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Sep 20, 2018 to Sep 15, 2026 (8 years).

ESGV vs SPY 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 8 years both funds cover.

ESGV vs SPY Performance

Vanguard ESG US Stock ETF (ESGV) is an ETF from Vanguard (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year ESGV returned +14.04% while SPY returned +15.87%. Year to date, ESGV is up 10.76% versus a gain of 11.45% for SPY.

Over three years, ESGV compounded at +20.76% per year against +20.93% for SPY; over five years the annualized figures are +11.01% and +12.59% respectively. Across the full 8-year window we track, ESGV has the edge at +14.21% annualized vs +13.65%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ESGV has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 16.9% for SPY. 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 -33.7% for ESGV and -34.1% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ESGV charges 0.09% per year while SPY charges 0.09%. On a $10,000 position that is $9 vs $9 annually. On income, ESGV currently yields 0.85% against 0.98% for SPY.

Holdings Overlap

ESGV already in SPY86.8%
SPY already in ESGV78.6%

86.8% of ESGV's money is in holdings SPY also owns. 78.6% of SPY's money is in holdings ESGV also owns.

Most of ESGV is already inside SPY. Owning both mostly buys the same companies twice.

371 positions in common, counted across the 1,218 positions we hold weights for in ESGV and 504 in SPY, against full books of 1,244 and 505.

What only one of them owns

Our book lists 129 positions for SPY that do not appear in our book for ESGV (20.9% of the fund), and 555 for ESGV that do not appear in SPY (9.3%).

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 ESGVWeight in SPYDifference
NVDANvidia Corp8.54%8.01%0.53%
AAPLApple, Inc7.91%7.26%0.65%
MSFTMicrosoft Corp6.27%5.66%0.61%
AMZNAmazon.Com Inc4.16%3.79%0.37%
GOOGAlphabet Inc3.29%2.39%0.90%
AVGOBroadcom Inc2.90%2.66%0.24%
METAMeta Platforms Inc2.14%1.93%0.21%
MUMicron Technology, Inc.1.77%1.60%0.17%
TSLATesla Inc1.75%1.52%0.23%
JPMJpmorgan Chase1.60%1.45%0.15%

86.8% of ESGV is already inside SPY.

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

ESGVSPY

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Frequently Asked Questions

Which is cheaper, ESGV or SPY?

ESGV has an expense ratio of 0.09% while SPY charges 0.09%. At the precision these are quoted to, they cost the same.

Which performed better, ESGV or SPY?

Over the past year ESGV returned +14.04% vs +15.87% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (8 years), ESGV annualized +14.21% vs +13.65% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ESGV or SPY?

ESGV has been the more volatile fund at 17.9% annualized versus 16.9% for SPY. Worst drawdown: ESGV -33.7% vs SPY -34.1%.

Should I hold both ESGV and SPY?

ESGV and SPY have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between ESGV and SPY?

86.8% of ESGV's money is in holdings SPY also owns. 78.6% of SPY's is in holdings ESGV also owns. They hold 371 positions in common, counted across the 1,218 positions we hold weights for in ESGV and 504 in SPY.

Which pays a higher dividend, ESGV or SPY?

ESGV yields 0.85% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than ESGV?

ESGV led over the full window, SPY over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.99. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 40.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.