Find Comparable ETFs for Vanguard ESG U.S. Stock ETF
Vanguard ESG U.S. Stock ETF
ESGV - BTSiShares MSCI USA ESG Select ETF
SUSA - PCXThe iShares MSCI USA ESG Select ETF also focuses on U.S. equities with strong ESG ratings, making it a direct competitor to ESGV in the socially responsible investment space.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 97%
R-squared: 93%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 7
- ESGV in SUSA's comparables: No
- SUSA in ESGV's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 21.00 vs 21.87
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- ESGV Beta: 1.03 (Average)
- SUSA Beta: 1.02 (Average)
- ESGV 200-day Volatility: 12.89%
- SUSA 200-day Volatility: 11.95%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- ESGV Price vs 200-day MA: 102%
- SUSA Price vs 200-day MA: 103%
Performance Comparison:
| Period | ESGV | SUSA |
|---|---|---|
| Year_1 | 20% | 19% |
| Year_3 | 6% | 6% |
| Year_5 | 14% | 14% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: BTS vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- ESGV Dividend Yield: 1%
- SUSA Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
SPDR Portfolio S&P 500 Growth ETF
SPYG - PCXThe SPDR Portfolio S&P 500 Growth ETF targets large-cap growth stocks like ESGV, aligning with similar investment themes and performance objectives.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 95%
R-squared: 91%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 3
- ESGV in SPYG's comparables: No
- SPYG in ESGV's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 21.00 vs 19.67
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- ESGV Beta: 1.03 (Average)
- SPYG Beta: 1.05 (Average)
- ESGV 200-day Volatility: 12.89%
- SPYG 200-day Volatility: 17.47%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- ESGV Price vs 200-day MA: 102%
- SPYG Price vs 200-day MA: 105%
Performance Comparison:
| Period | ESGV | SPYG |
|---|---|---|
| Year_1 | 20% | 24% |
| Year_3 | 6% | 6% |
| Year_5 | 14% | 15% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: BTS vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- ESGV Dividend Yield: 1%
- SPYG Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Nuveen ESG Large-Cap Growth ETF
NULG - BTSThe Nuveen ESG Large-Cap Growth ETF invests in large-cap growth stocks with an emphasis on ESG factors, making it a suitable alternative for ESGV investors.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 94%
R-squared: 88%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 6
- ESGV in NULG's comparables: No
- NULG in ESGV's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 21.00 vs 33.94
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- ESGV Beta: 1.03 (Average)
- NULG Beta: 1.12 (Average)
- ESGV 200-day Volatility: 12.89%
- NULG 200-day Volatility: 16.62%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- ESGV Price vs 200-day MA: 102%
- NULG Price vs 200-day MA: 100%
Performance Comparison:
| Period | ESGV | NULG |
|---|---|---|
| Year_1 | 20% | 22% |
| Year_3 | 6% | 7% |
| Year_5 | 14% | 17% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: BTS vs BTS
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- ESGV Dividend Yield: 1%
- NULG Dividend Yield: 0%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Vanguard International Dividend Appreciation Index Fund ETF Shares
VIGI - NGMThe Vanguard International Dividend Appreciation ETF offers a global perspective on ESG investing while still focusing on growth-oriented equities, appealing to investors seeking diversification.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 53%
R-squared: 28%
This indicates a moderate positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 0
- ESGV in VIGI's comparables: No
- VIGI in ESGV's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 21.00 vs 20.60
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- ESGV Beta: 1.03 (Average)
- VIGI Beta: 0.77 (Low)
- ESGV 200-day Volatility: 12.89%
- VIGI 200-day Volatility: 11.10%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- ESGV Price vs 200-day MA: 102%
- VIGI Price vs 200-day MA: 102%
Performance Comparison:
| Period | ESGV | VIGI |
|---|---|---|
| Year_1 | 20% | 12% |
| Year_3 | 6% | 1% |
| Year_5 | 14% | 7% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: BTS vs NGM
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- ESGV Dividend Yield: 1%
- VIGI Dividend Yield: 2%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
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