ESGV

📎 Investment Objective

The Vanguard ESG U.S. Stock ETF seeks to track the performance of a benchmark index that measures the investment return of large- and mid-capitalization stocks with favorable environmental, social, and corporate governance (ESG) characteristics.

✨ Key Features

• Broad exposure to U.S. large- and mid-cap stocks with favorable ESG characteristics
• Passively managed index-tracking strategy to minimize costs
• Exclusion of companies involved in certain business activities deemed inconsistent with ESG principles
• Low expense ratio of 0.00%

⚠️ Primary Risks

• Market risk: The value of the fund's shares will fluctuate with changes in the value of the underlying securities
• ESG screening risk: The fund's ESG screening criteria may exclude certain companies, which could underperform the overall stock market
• Tracking error risk: The fund may not perfectly track its benchmark index due to factors such as fund expenses and transaction costs
• Concentration risk: The fund's performance may be more sensitive to the performance of certain sectors or industries

👤 Best For

The Vanguard ESG U.S. Stock ETF may be suitable for investors seeking broad exposure to U.S. large- and mid-cap stocks with a focus on environmental, social, and governance (ESG) considerations. It may be particularly appealing to investors who want to align their investments with their personal values while still seeking market-like returns.