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Discover funds that reflect what matters most to you
Explore how ESG funds can play a valuable role in your portfolio.
What's ESG investing?
ESG investing, which typically assesses the factors listed below, offers a way for you to invest in funds that consider environmental, social, and governance issues. You may hear the term used interchangeably with "socially responsible investing (SRI)" and "sustainable investing."
Conservation & protection of the natural environment
- Air emissions and air quality.
- Energy use and conservation.
- Natural resources and land use.
- Waste management and water quality.
- Hazardous materials use.
Relationships with employees, suppliers, clients & communities
- Labor standards and employee relations.
- Production quality and safety.
- Local community impact.
- Equal employment opportunities.
- Health care, education, and housing services.
Standards for company leadership, risk controls & shareholder rights
- Ethical business practices.
- Board independence and diversity.
- Voting rights.
- Executive pay vs. employee pay.
- Account and tax transparency.
Discover Vanguard's ESG lineup
Our ESG funds invest in stocks and bonds with differing investment styles and objectives. They're a great way to complement your portfolio with funds that reflect your values. Most of our funds are indexed and follow an exclusionary strategy that omits companies that don't meet certain ESG criteria. We currently have one active fund with an integrated strategy that includes companies making strides toward ESG practices.
ESG investing has gone mainstream thanks to better information and an increased interest from investors seeking to align their values with their investments. It's driven by individuals who embrace the idea that their investment objectives and personal values aren't mutually exclusive.
For investors in the United States, there are more than 600 ESG funds and ETFs (exchange-traded funds) available, representing $161 billion in assets under management.*
Reliable reporting & research
Investment managers and investors now have more information on how ESG factors affect companies, allowing them to make better decisions.
More than 11,000 companies worldwide report on how they incorporate ESG principles into their business strategies, resources, and operations. In addition, 125 organizations produce research on the ESG investment landscape.
Delivering long-term value
Some investors believe ESG investing means sacrificing returns. Keep in mind that as with any investment strategy that pursues objectives beyond tracking a broad market benchmark, investors should expect periods when screened ESG investments underperform or outperform the market. Over the long term, we believe our ESG products are enduring investment options for anyone interested in aligning their values with their fund selections. Since each fund is different, always pay close attention to its strategy and approach when making investment decisions.
Our dedication to responsible investing
Vanguard has been managing ESG investment products for over 20 years, starting with our FTSE Social Index Fund, which launched in 2000. It's now the largest ESG-screened index fund in the United States.*
For more than 45 years, we've taken a stand for all investors while advocating for improved corporate governance in the market. As a signatory to the United Nations-supported Principles for Responsible Investment, we encourage companies to conduct business in a socially conscious way.
We work to ensure public companies act and operate in a way that creates long-term value for fund shareholders. Our Investment Stewardship team is a leader in global governance among asset managers.
We're committed to investing in our workplace, supporting our local communities, and developing investment products, services, and infrastructure to serve our clients' interests.
We embrace the same investing principles across all our products: clear goals, broad diversification, low costs, and a long-term view.
*Source: Morningstar Direct. Data as of July 31, 2020
All investing is subject to risk, including the possible loss of the money you invest.
ESG funds are subject to ESG investment risk, which is the chance that the stocks or bonds screened by the index sponsor for ESG criteria generally will underperform the markets as a whole or that the particular stocks or bonds selected will, in the aggregate, trail returns of other funds screened for ESG criteria.
Vanguard ESG US Stock ETF balances its ESG incorporation with the hallmark benefits of a broad, market-cap-weighted portfolio. Its reach and weighting scheme make it representative of the opportunity set within its Morningstar Category. In addition, its competitive fee gives it a durable edge over peers. These features underpin the fund’s Morningstar Analyst Rating of Silver.
The fund tracks the FTSE USA All Cap Choice index, which applies exclusionary ESG screens on the FTSE USA All Cap index to filter for eligible securities. Constituents must not be involved in controversial businesses and meet FTSE’s diversity criteria as well as the UNGC principles for corporate sustainability. As this approach does not target firms with best-in-class ESG practices, the portfolio’s active share versus its parent index is less than 20%. This means that despite its ESG-driven exclusions, the strategy retains a broad reach. The index weights stocks by market cap, which diversifies risk and mitigates turnover. The fund’s portfolio is quite similar to the FTSE USA All Cap and copies most of the contours of the category average.
The fund’s small-cap exposure can work to its benefit during periods when smaller stocks outperform. The FTSE USA All Cap index has generous buffers around its lower bound and a minimum threshold for constituent changes. This helps to minimize trading among its smallest holdings, and curbs the associated transaction costs. The FTSE USA All Cap Choice index inherits these same measures for its starting universe, alleviating market impact cost concerns.
However, while the index’s exclusionary approach only marginally diminishes its representativeness of the investable market, it exposes the fund to ESG-driven sector bets. These introduce a slight growth tilt, and may or may not be compensated. The index has been consistently underweight industrials and utilities stocks, and overweight technology names since its 2018 inception. Following the recent inclusion of a fossil fuel screen, it has reduced its energy exposure to nearly nothing. These differences in sector allocations, which tilt the portfolio towards growth, can cause distinct performance deviation from its large-blend category peers. Nonetheless, as the differences are not substantial, over the long term, we expect the portfolio to perform roughly in line with the broader market.
The fund’s low 0.12% expense ratio gives it a durable performance edge over its category peers. From its 2018 inception through February 2021, the fund outperformed the category average by 5.54 percentage points on an annualized basis. Its strong performance can be attributed to its growth bent and its low fee. However, the former might not be an asset across a full market cycle.
Esg etf vanguard
ESGVVanguard ESG U.S. Stock ETF
Copyright © 2021 FactSet Research Systems Inc. All rights reserved.
Copyright MSCI ESG Research LLC . All Rights Reserved. MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics products (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted, to nor received approval from, the US SEC or any other regulatory body. None of the information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. All Information is provided solely for your internal use, and may not be reproduced or redisseminated in any form without express prior written permission from MSCI. Neither MSCI ESG nor any of its affiliates or any third party involved in or related to creating any Information makes any express or implied warranties, representations or guarantees, and in no event will MSCI ESG or any such affiliate or third party have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) relating to any Information. More information on MSCI ESG Fund Metrics, provided by MSCI ESG Research LLC, can be found at https://www.msci.com/esg-fund-metrics.
© 2021 Market data provided is at least 15-minutes delayed and hosted by Barchart Solutions.
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