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ESGV - AI Analysis
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Vanguard ESG U.S. Stock ETF (ESGV)
Rating:75Outperform
Price Target:
$134.00
Positive Factors
Strong Top Holdings
Several of the ETF’s largest positions, including Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, driving overall returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective compared to many other funds.
Sector Diversification
The ETF is spread across multiple sectors, with significant exposure to technology, financials, and consumer cyclical industries, reducing reliance on any single sector.
Negative Factors
High Technology Concentration
Nearly 40% of the ETF is allocated to the technology sector, making it vulnerable to downturns in tech stocks.
Limited Geographic Exposure
With over 99% of its holdings in U.S. companies, the ETF lacks meaningful international diversification.
Underperforming Holdings
Some top holdings, such as Amazon and Apple, have shown weaker year-to-date performance compared to others in the portfolio.
ESGV vs. SPDR S&P 500 ETF (SPY)
AUM11.78B
RegionNorth America
Expense Ratio0.09%
Beta1.07
IssuerVanguard
Inception DateSep 18, 2018
Dividend Yield0.9%
Asset ClassEquity
Index TrackedFTSE USA All Cap Choice Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume183,177
30 Day Avg. Volume196,182
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
138.61Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1275
ESGV Summary
The Vanguard ESG U.S. Stock ETF (ESGV) is an investment fund that focuses on companies in the U.S. stock market with strong environmental, social, and governance (ESG) practices. It tracks the FTSE US All Cap Choice Index, which includes large, mid, and small-cap companies while excluding businesses involved in non-renewable energy, vice products, or controversial weapons. Some of its top holdings include well-known companies like Microsoft and Nvidia, making it a great option for investors seeking growth and ethical investing. However, since ESGV is heavily weighted in technology stocks, its performance may fluctuate significantly with changes in the tech sector.
How much will it cost me?The Vanguard ESG U.S. Stock ETF (ESGV) has an expense ratio of 0.09%, meaning you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, which typically keeps costs down.
What would affect this ETF?The Vanguard ESG U.S. Stock ETF (ESGV) could benefit from growing interest in sustainable investing and the strong performance of its top holdings in the technology sector, such as Nvidia and Microsoft. However, it may face challenges if regulatory changes impact ESG criteria or if economic conditions negatively affect high-growth sectors like technology and consumer cyclical industries. Additionally, its focus on U.S. stocks means it is sensitive to domestic economic trends and interest rate changes.
ESGV Top 10 Holdings
The Vanguard ESG U.S. Stock ETF (ESGV) leans heavily into technology, with nearly 40% of its portfolio tied to tech giants like Nvidia, Microsoft, and Apple. Nvidia has been a star performer, riding the AI wave to impressive gains, while Microsoft’s steady growth in cloud and AI services has also bolstered the fund. Apple, though profitable, has seen mixed momentum recently, and Amazon’s struggles with AWS margins have weighed on performance. With its U.S.-focused holdings and ESG criteria, ESGV offers a tech-heavy but socially conscious investment option for growth-oriented investors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.90% | $1.06B | $4.92T | 49.55% | 85 Outperform | |
| Microsoft | 7.38% | $878.49M | $3.85T | 26.18% | 82 Outperform | |
| Apple | 7.22% | $860.00M | $4.01T | 21.29% | 80 Outperform | |
| Amazon | 4.06% | $483.20M | $2.60T | 23.39% | 76 Outperform | |
| Broadcom | 3.27% | $389.89M | $1.75T | 118.82% | 76 Outperform | |
| Meta Platforms | 3.01% | $358.97M | $1.63T | 14.32% | 71 Outperform | |
| Alphabet Class A | 2.91% | $346.47M | $3.40T | 64.16% | 80 Outperform | |
| Alphabet Class C | 2.41% | $287.48M | $3.40T | 63.23% | 80 Outperform | |
| Tesla | 2.38% | $283.93M | $1.52T | 83.37% | 73 Outperform | |
| JPMorgan Chase | 1.56% | $185.59M | $855.50B | 39.55% | 70 Outperform |
ESGV Technical Analysis
Positive
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Price Trends
117.71
Positive
114.01
Positive
107.64
Positive
Market Momentum
1.13
Negative
60.63
Neutral
74.48
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ESGV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 119.43, equal to the 50-day MA of 117.71, and equal to the 200-day MA of 107.64, indicating a bullish trend. The MACD of 1.13 indicates Negative momentum. The RSI at 60.63 is Neutral, neither overbought nor oversold. The STOCH value of 74.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ESGV.
ESGV Peer Comparison
Comparison Results
Performance Comparison
ESGV
Vanguard ESG U.S. Stock ETF
121.38
21.36
21.36%
VTI
Vanguard Total Stock Market ETF
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VIG
Vanguard Dividend Appreciation ETF
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ITOT
iShares Core S&P Total U.S. Stock Market ETF
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QUAL
iShares MSCI USA Quality Factor ETF
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DFAC
Dimensional U.S. Core Equity 2 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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