The AI (ChatGPT) ESG Stock Investing Guide: Vanguard ESG U.S. Stock ETF (ESGV)

Here is the response from ChatGPT for the prompt Vanguard ESG U.S. Stock ETF (ESGV) 500 words entered on April 30, 2023, 2023


Vanguard ESG U.S. Stock ETF (ESGV) is a socially responsible exchange-traded fund that invests in U.S. stocks. The fund seeks to provide investors with exposure to companies that have strong environmental, social, and governance (ESG) practices. Vanguard is known for offering low-cost index funds and ETFs, and ESGV is no exception.

ESGV tracks the FTSE US All Cap Choice Index, which is designed to include companies that meet certain ESG criteria. The index uses a screening process to exclude companies that are involved in industries such as tobacco, controversial weapons, and fossil fuels. The remaining companies are evaluated based on ESG factors such as carbon emissions, labor standards, and board diversity. The index then weights the included companies based on their ESG scores, with higher-scoring companies receiving a higher weight.

As of April 2023, ESGV has approximately $20 billion in assets under management and a net expense ratio of 0.12%, which is extremely low compared to the industry average. This makes ESGV an attractive option for investors looking for exposure to socially responsible companies without paying high fees.

ESGV's top holdings include companies like Microsoft, Apple, Amazon, and Alphabet (Google), which are well-known for their commitment to sustainability and ESG practices. The fund is also diversified across various sectors, with the technology, healthcare, and consumer discretionary sectors making up the largest holdings.

One potential downside of ESGV is that its focus on ESG factors may limit its exposure to certain industries or companies that are not considered socially responsible. This could potentially lead to underperformance compared to funds that do not use ESG criteria in their selection process. However, studies have shown that companies with strong ESG practices tend to outperform their peers over the long term, so this may not necessarily be a major concern for investors.

Overall, Vanguard ESG U.S. Stock ETF (ESGV) is a solid choice for investors who want exposure to socially responsible companies in the U.S. at a low cost. The fund's focus on ESG factors and its use of a screening process to exclude certain industries make it a good option for those who want to align their investments with their values. As with any investment, investors should carefully consider their investment goals, risk tolerance, and other factors before investing in ESGV or any other ETF.

Table and Chart of ESGV Performance (From buyupside.com. Not from chatGPT.)

See what a $1,000 investment in Vanguard ESG U.S. Stock ETF (ESGV) is worth today.

Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.

ESGV Returns
Start DateOct-31-2018
Start Price$43.36
End DateMar-28-2024
End Price$93.19
# Prices66
Min DateDec-31-2018
Min Price$40.26
Max DateMar-28-2024
Max Price$93.19
Total Return114.91%
Annualized Return14.92%
Current Value of $1,000 Purchase$2,149
Number Returns2,145
Average Return28.31%
Number Profitable Returns1,800
Percent Profitable Returns83.92%
Number Unprofitable Returns345
Percent Unprofitable Returns16.08%
Profitable to Unprofitable Returns Ratio5.22
Dividend Chart





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