Vanguard ESG U.S. Stock ETF ESGV is one of the cheapest and best-diversified U.S.-focused socially conscious funds around. It effectively balances diversification against its mandate to avoid stocks involved in controversial lines of business and should deliver similar performance to the broad U.S. stock market over the long term. This index strategy warrants a Morningstar Analyst Rating of Silver.
Vanguard ESG US Stock ETF ESGV
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will ESGV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ESGV’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the ESGV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of ESGV’s parent organization’s priorities and whether they’re in line with investors’ interests.
This solid, low-cost fund excludes firms involved in controversial businesses.
