VOO vs ESGV

VOO is an ETF, whereas ESGV is a mutual fund. VOO has a lower expense ratio than ESGV (0.03% vs 0.12%). Below is the comparison between VOO and ESGV.

VOO ESGV
Security Type ETF Mutual fund
Segment Equity: U.S. - Large Cap N/A
Issuer Vanguard N/A
Net Assets $127.99B $2.09B
Expense Ratio 0.03% 0.12%
Management Style passive (index-based) passive
Dividend Yield 1.98% 1.13%
Minimum Investment N/A N/A
YTD Return 14.54% 20.19%
1-Year Return 17.49% 23.51%
3-Year Return 14.00% N/A
5-Year Return 13.94% N/A
10-Year Return 14.12% N/A

VOO description

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

VOO performance & returns

YTD Return 14.54%
1-Month Return 7.52%
3-Month Return 4.84%
1-Year Return 17.49%
3-Year Return 14.00%
5-Year Return 13.94%
10-Year Return 14.12%
VOO expense ratio is 0.03%.

VOO holdings

Top 10 Holdings (27.95% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.46%
Microsoft Corp MSFT 5.65%
Amazon.com Inc AMZN 4.77%
Facebook Inc A FB 2.33%
Alphabet Inc A GOOGL 1.79%
Alphabet Inc Class C GOOG 1.76%
Berkshire Hathaway Inc Class B BRK.B 1.46%
Johnson & Johnson JNJ 1.33%
Procter & Gamble Co PG 1.26%
NVIDIA Corp NVDA 1.14%

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ESGV description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-, mid-, and small-capitalization stocks of US companies and screened for certain environmental, social and corporate governance criteria. The Fund invests all, or substantially all. of its assets in the Index.

ESGV performance & returns

YTD Return 20.19%
1-Month Return 11.23%
3-Month Return 4.77%
1-Year Return 23.51%
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
ESGV expense ratio is 0.12%.

ESGV holdings

Top 10 Holdings (28.59% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.25%
Microsoft Corp MSFT 5.80%
Amazon.com Inc AMZN 5.03%
Facebook Inc A FB 2.42%
Alphabet Inc Class C GOOG 1.81%
Alphabet Inc A GOOGL 1.53%
Tesla Inc TSLA 1.27%
Visa Inc Class A V 1.23%
Procter & Gamble Co PG 1.16%
Mastercard Inc A MA 1.09%

Other relevant ESGV comparisons

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