ESGV vs VOO
Vanguard ESG US Stock ETF vs Vanguard S&P 500 ETF
Which is better, ESGV or VOO?
Nearly the same fund. VOO costs less.
VOO has a lower expense ratio. ESGV led over the full window, VOO over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.99. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 39.9%.
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
| Metric | ESGV | VOO |
|---|---|---|
| Expense Ratio | 0.09% | 0.03%Best |
| AUM | $13.2B | $997.4B |
| Dividend Yield | 0.88% | 1.08% |
| Holdings | 1,244 | 509 |
| YTD Return | +12.90% | +13.37%Best |
| 1Y Return | +18.64% | +20.08%Best |
| 3Y Return (annualized) | +20.92% | +21.29%Best |
| 5Y Return (annualized) | +11.22% | +12.89%Best |
| Volatility (annualized) | 17.8% | 16.8%Best |
| Max Drawdown | -33.7%Best | -34.3% |
| $10,000 over 5 years | $17,018 | $18,335Best |
| Top 10 Weight | 39.9% | 36.4%Best |
| Fund Family | Vanguard (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 18, 2018 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Sep 20, 2018 to Sep 4, 2026 (8 years).
ESGV 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 8 years both funds cover.
ESGV vs VOO Performance
Vanguard ESG US Stock ETF (ESGV) is an ETF from Vanguard (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year ESGV returned +18.64% while VOO returned +20.08%. Year to date, ESGV is up 12.90% versus a gain of 13.37% for VOO.
Over three years, ESGV compounded at +20.92% per year against +21.29% for VOO; over five years the annualized figures are +11.22% and +12.89% respectively. Across the full 8-year window we track, ESGV has the edge at +14.55% annualized vs +14.00%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ESGV has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 16.8% 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 -33.7% for ESGV 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 0.99. 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 VOO charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, ESGV currently yields 0.88% against 1.08% for VOO.
Holdings Overlap
87.1% of ESGV's money is in holdings VOO also owns. 78.7% of VOO's money is in holdings ESGV also owns.
Most of ESGV is already inside VOO. Owning both mostly buys the same companies twice.
376 positions in common, counted across the 1,225 positions we hold weights for in ESGV and 505 in VOO, against full books of 1,244 and 509.
What only one of them owns
Our book lists 127 positions for VOO that do not appear in our book for ESGV (21.1% of the fund), and 571 for ESGV that do not appear in VOO (9.2%).
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
| Stock | Weight in ESGV | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 8.49% | 7.51% | 0.98% |
| AAPLApple, Inc | 8.08% | 6.59% | 1.49% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 4.98% | 4.30% | 0.68% |
| AMZNAmazon.Com Inc | 4.08% | 3.62% | 0.46% |
| GOOGAlphabet Inc. C | 3.42% | 2.59% | 0.83% |
| AVGOBroadcom Inc | 3.17% | 2.77% | 0.40% |
| METAMeta Platform Inc | 2.37% | 1.92% | 0.45% |
| MUMicron Technology, Inc. | 1.86% | 2.02% | 0.16% |
| TSLATesla Motors Inc | 1.87% | 1.84% | 0.03% |
| LLYEli Lilly & Co. | 1.59% | 1.47% | 0.12% |
87.1% of ESGV 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ESGV or VOO?
ESGV has an expense ratio of 0.09% while VOO charges 0.03%. VOO is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, ESGV or VOO?
Over the past year ESGV returned +18.64% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), ESGV annualized +14.55% vs +14.00% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ESGV or VOO?
ESGV has been the more volatile fund at 17.8% annualized versus 16.8% for VOO. Worst drawdown: ESGV -33.7% vs VOO -34.3%.
Should I hold both ESGV and VOO?
ESGV and VOO 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 VOO?
87.1% of ESGV's money is in holdings VOO also owns. 78.7% of VOO's is in holdings ESGV also owns. They hold 376 positions in common, counted across the 1,225 positions we hold weights for in ESGV and 505 in VOO.
Which pays a higher dividend, ESGV or VOO?
ESGV yields 0.88% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
Is VOO better than ESGV?
VOO has a lower expense ratio. ESGV led over the full window, VOO over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.99. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 39.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.