ESGV vs SNPE

ESGVAVanguard ESG U.S. Stock ETF

SNPEAXtrackers S&P 500 Scored & Screened ETF

In short

ESGV Most screened U.S. funds start with the S&P 500 and stop there. ESGV screens the whole market instead, holding roughly 1,300 large, mid and small caps at a 0.09% expense ratio.

SNPE The S&P 500 with roughly 200 names screened out, for 0.10% a year. SNPE keeps the plumbing of a plain core index fund and lets S&P's rules, not a stock picker, decide who stays in the basket.

Stated mandate

ESGV The Fund passively tracks a broad U.S. equity index covering large-, mid-, and small-capitalization companies that are screened using environmental, social, and corporate governance criteria.

SNPE The fund seeks investment results that generally correspond, before fees and expenses, to the performance of its underlying index.

Why people hold it

• ESGV Costs 0.09% a year, against a typical fund in its screened-U.S. peer group at 0.25%. It also sits under SNPE and EFIV (0.10%) and ESGU (0.15%).
• All-cap by design: large, mid and small companies, roughly 1,300 names. Most rivals here are screened versions of the S&P 500, so small caps never make the cut.
• Passive and literal: it follows the FTSE US All Cap Choice Index with very little drift, and is one of the cleaner implementations in a 35-fund peer group.
• A multi-billion-dollar Vanguard fund running since 2018, paying distributions quarterly. Long enough on the tape to have a real operating history.

• SNPE A 0.10% expense ratio puts it in the cheap seats of the screened-index crowd, alongside XVV (0.08%) and ESGV (0.09%) and well under the group's typical fee.
• Plain index plumbing: it aims to match the S&P 500 Scored & Screened Index before fees, and it has hugged that mandate closely.
• Roughly 300 stocks, so the screen actually bites. Around 200 S&P 500 members are cut outright rather than quietly trimmed.
• A multi-billion-dollar Xtrackers fund running since 2019 with steady daily volume and quarterly payouts. Not a thin, untested launch.

Worth knowing

• ESGV The screens strip out companies a plain total-market fund keeps, so the sector mix differs and results can run ahead of or behind the unscreened market in any stretch.
• All stocks, all U.S. No bonds, no foreign listings, so full equity market swings come straight through.
• The values test is FTSE's rulebook, not yours. Worth reading what the index actually excludes before assuming it matches your own list.

• SNPE Cutting ~200 names concentrates what's left. The megacap leaders of the parent index end up carrying even more weight here.
• The screens are S&P's, not yours. They are rules-based and reapplied at each rebalance, so the roster can shift without warning.
• Not the outright cheapest option in the group: XVV and ESGV shave a basis point or two off the fee.

Full ESGV profile⁠

Full SNPE profile⁠