ESGV - ETF AI Analysis
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Vanguard ESG U.S. Stock ETF (ESGV)
Rating:73Outperform
Price Target:―
Positive Factors
Large, Established Fund
The ETF manages a sizable pool of assets, suggesting it is widely used and offers good liquidity for everyday investors.
Low Expense Ratio
The fund charges relatively low fees, which helps investors keep more of their returns over time.
Strong Recent Performance from Key Tech Names
Several major technology holdings, such as Nvidia, Amazon, Alphabet, and Broadcom, have shown strong gains this year, supporting the fund’s recent results.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the portfolio is invested in technology stocks, which can make the fund more sensitive to swings in that sector.
High Concentration in a Few Mega-Cap Stocks
A small group of large companies makes up a significant share of the fund, increasing the impact if any of these stocks perform poorly.
Limited International Diversification
The ETF is overwhelmingly focused on U.S. companies, offering very little exposure to markets outside the United States.
ESGV vs. SPDR S&P 500 ETF (SPY)
AUM12.51B
RegionNorth America
Expense Ratio0.09%
Beta1.08
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. Volume197,423
30 Day Avg. Volume245,020
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
146.57Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering1235
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ESGV Summary
Vanguard ESG U.S. Stock ETF (ESGV) is a fund that follows the FTSE USA All Cap Choice Index, which covers a wide range of U.S. companies that meet certain environmental, social, and governance (ESG) standards. It owns many well-known names like Apple and Microsoft, along with hundreds of other U.S. stocks, giving investors broad diversification while avoiding businesses involved in things like controversial weapons or certain non-renewable energy activities. Someone might invest in ESGV to seek long-term growth while aligning their money with their values. A key risk is that it is heavily invested in U.S. stocks and tech companies, so its price can rise and fall sharply with that part of the market.
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
ESGV’s story is all about U.S. mega-cap tech and growth names setting the tone. Nvidia and Broadcom are powering ahead, giving the fund a strong tailwind from the AI and semiconductor boom. Amazon and Alphabet are also rising steadily, adding more fuel from e-commerce, cloud, and digital ads. Apple looks more mixed, regaining some momentum after a softer stretch, while Microsoft’s recent wobble and Tesla’s lagging share price act as mild brakes. With a heavy tilt toward U.S. technology and communication services, the fund is firmly anchored in the domestic growth engine.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.32% | $1.04B | $4.82T | 74.38% | 76 Outperform | |
| Apple | 7.23% | $904.58M | $4.06T | 39.19% | 79 Outperform | |
| Microsoft | 5.51% | $688.91M | $3.07T | -5.17% | 79 Outperform | |
| Amazon | 4.61% | $576.77M | $2.93T | 45.99% | 71 Outperform | |
| Alphabet Class A | 4.02% | $502.51M | $4.62T | 133.39% | 85 Outperform | |
| Broadcom | 3.49% | $436.08M | $1.97T | 107.50% | 76 Outperform | |
| Alphabet Class C | 3.25% | $406.52M | $4.62T | 131.12% | 82 Outperform | |
| Meta Platforms | 2.38% | $297.91M | $1.55T | 1.86% | 76 Outperform | |
| Tesla | 1.98% | $247.16M | $1.47T | 40.05% | 73 Outperform | |
| JPMorgan Chase | 1.43% | $179.44M | $824.35B | 21.81% | 72 Outperform |
ESGV Technical Analysis
Positive
―
Price Trends
118.42
Positive
119.61
Positive
117.99
Positive
Market Momentum
2.58
Negative
71.28
Negative
83.55
Negative
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 123.29, equal to the 50-day MA of 118.42, and equal to the 200-day MA of 117.99, indicating a bullish trend. The MACD of 2.58 indicates Negative momentum. The RSI at 71.28 is Negative, neither overbought nor oversold. The STOCH value of 83.55 is Negative, 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
127.14
28.50
28.89%
VTI
Vanguard Total Stock Market ETF
―
―
―
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.
DisclaimerThis 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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