ETF Rebalancing Calculator

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ESG

ESGV

Vanguard ESG U.S. Stock ETF

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Vanguard ESG U.S. Stock ETF (ESGV) is an exchange-traded fund that provides investors with exposure to environmentally and socially responsible investments. It carries an expense ratio of 0.09%. The fund offers a dividend yield of approximately 1.41%. The portfolio holds 1466 securities.

Category

ESG

Dividend Yield

1.41%

Expense Ratio

0.09%

Holdings

1466

Dividend History

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Top Holdings

1Microsoft
2Apple
3Amazon
4Alphabet
5Tesla

Key Features

  • ESG screening
  • Low cost
  • Broad diversification
  • Responsible investing

Advantages

  • Ultra-low cost
  • ESG integration
  • Market representativeness
  • Vanguard quality

Risks

  • Limited selection
  • Performance divergence
  • ESG criteria
  • Tracking error

Rebalancing Strategy

Core ESG asset; long-term investing

ESGV Investment Analysis

ESGV (Vanguard ESG U.S. Stock ETF) is a ESG ETF comprising 1466 holdings. It has an expense ratio of 0.09% and a dividend yield of 1.41%. Its very low expense ratio makes it well-suited for long-term investing.

A 1.41% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.

ESGV can play an important role in your portfolio. Its broad range of holdings provides strong diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

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