ESGV vs JCPB
Comparison between VANGUARD ESG U.S. STOCK ETF ETF SHARES (ESGV, ETF) and JPMorgan Core Plus Bond ETF (JCPB, ETF).
5-Year PerformanceESGV has outperformed JCPB, delivering a return of +12.0% compared to +1.2%
ESGV vs JCPB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ESGV
$11B
JCPB
$11B
Expense Ratio
Winner
ESGV
0.09%
JCPB
0.38%
Max Drawdown
ESGV
33.86%
Winner
JCPB
22.96%
Sharpe Ratio
Winner
ESGV
1.87
JCPB
0.61
5Y Beta
ESGV
1.05
Winner
JCPB
0.04
P/E Ratio
ESGV
27.59
JCPB
N/A
Forward P/E
ESGV
20.68
JCPB
N/A
5Y Dividends CAGR
Winner
ESGV
12.06%
JCPB
9.35%
5Y EPS CAGR
ESGV
25.82%
JCPB
N/A
Debt to Equity
ESGV
12.22%
JCPB
N/A
P/S Ratio
ESGV
3.30
JCPB
N/A
P/B Ratio
ESGV
5.11
JCPB
N/A
ESGV vs JCPB - Holdings Comparison
ESGV and JCPB have 1 common holdings. Overlap is -0.10%
ESGV's top 25 holdings weight is 53.72%. JCPB's top 25 holdings weight is 40.80%.
| Rank | ESGV | JCPB |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.68% | n/a (n/a) - 7.61% |
| #2 | APPLE INC (AAPL) - 7.53% | n/a (n/a) - 4.59% |
| #3 | MICROSOFT CORP (MSFT) - 6.76% | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% |
| #4 | AMAZON.COM INC (AMZN) - 4.15% | n/a (n/a) - 2.95% |
| #5 | BROADCOM INC (AVGO) - 3.45% | n/a (n/a) - 2.90% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.42% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.83% | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.62% | n/a (n/a) - 1.80% |
| #9 | TESLA INC (TSLA) - 2.24% | n/a (n/a) - 1.35% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.61% | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% |
| #11 | ELI LILLY AND CO (LLY) - 1.60% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% |
| #12 | VISA INC CLASS A (V) - 1.06% | n/a (n/a) - 1.09% |
| #13 | NETFLIX INC (NFLX) - 0.85% | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% |
| #14 | MASTERCARD INC CLASS A (MA) - 0.83% | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% |
| #15 | ABBVIE INC (ABBV) - 0.75% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% |
| #16 | COSTCO WHOLESALE CORP (COST) - 0.75% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% |
| #17 | n/a (PLTR) - 0.68% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% |
| #18 | BANK OF AMERICA CORP (BAC) - 0.67% | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% |
| #19 | THE HOME DEPOT INC (HD) - 0.66% | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% |
| #20 | PROCTER & GAMBLE CO (PG) - 0.65% | n/a (n/a) - 0.67% |
| #21 | ADVANCED MICRO DEVICES INC (AMD) - 0.65% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% |
| #22 | ORACLE CORP (ORCL) - 0.62% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% |
| #23 | CISCO SYSTEMS INC (CSCO) - 0.57% | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% |
| #24 | UNITEDHEALTH GROUP INC (UNH) - 0.56% | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% |
| #25 | COCA-COLA CO (KO) - 0.53% | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% |
| Total Holdings | 1273 | 1670 |
ESGV vs JCPB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESGV
+11.04%
JCPB
+0.09%
3M
Winner
ESGV
+7.57%
JCPB
+0.12%
6M
Winner
ESGV
+10.00%
JCPB
+1.38%
1Y
Winner
ESGV
+32.00%
JCPB
+6.59%
5Y(CAGR)
Winner
ESGV
+12.04%
JCPB
+1.18%
Max(CAGR)
Winner
ESGV
+14.56%
JCPB
+2.82%
ESGV vs JCPB - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | ESGV | JCPB |
|---|---|---|
| 2026 | +7.85% | +0.90% |
| 2025 | +16.78% | +7.95% |
| 2024 | +25.78% | +3.38% |
| 2023 | +31.30% | +6.57% |
| 2022 | -24.39% | -12.45% |
| 2021 | +28.15% | -0.46% |
| 2020 | +24.59% | +8.93% |
| 2019 | +33.24% | +7.76% |
| 2018 | -14.58% | N/A |
ESGV vs JCPB Drawdown Comparison
The maximum drawdown for ESGV was -33.67%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The current JCPB drawdown is -1.22%.
| Rank | ESGV | JCPB |
|---|---|---|
| #1 | -33.67% Feb 19, 2020 - Jul 22, 2020 | -16.68% Sep 14, 2021 - Aug 1, 2025 |
| #2 | -28.81% Dec 27, 2021 - Jan 19, 2024 | -6.03% Mar 6, 2020 - Jun 23, 2020 |
| #3 | -20.41% Feb 19, 2025 - Jun 27, 2025 | -3.48% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -19.89% Sep 20, 2018 - Apr 8, 2019 | -2.63% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -11.60% Jan 12, 2026 - Apr 17, 2026 | -2.12% Sep 5, 2019 - Oct 3, 2019 |
| #6 | -9.63% Sep 2, 2020 - Nov 11, 2020 | -1.97% Oct 7, 2019 - Jan 24, 2020 |
| #7 | -9.31% Jul 16, 2024 - Sep 19, 2024 | -1.49% Aug 4, 2020 - Nov 30, 2020 |
| #8 | -7.03% May 3, 2019 - Jun 20, 2019 | -1.05% Oct 28, 2025 - Nov 25, 2025 |
| #9 | -6.38% Mar 28, 2024 - May 15, 2024 | -0.88% Aug 3, 2021 - Sep 14, 2021 |
| #10 | -6.26% Jul 26, 2019 - Oct 25, 2019 | -0.83% Nov 26, 2025 - Jan 13, 2026 |
| #11 | -5.94% Oct 28, 2025 - Dec 23, 2025 | -0.71% Jul 5, 2019 - Aug 2, 2019 |
| #12 | -5.83% Sep 3, 2021 - Oct 21, 2021 | -0.68% Sep 16, 2025 - Oct 13, 2025 |
| #13 | -5.79% Feb 12, 2021 - Apr 1, 2021 | -0.65% Jan 14, 2026 - Feb 5, 2026 |
| #14 | -4.82% Nov 16, 2021 - Dec 27, 2021 | -0.56% Apr 1, 2019 - May 7, 2019 |
| #15 | -4.59% Apr 29, 2021 - Jun 10, 2021 | -0.53% Jan 31, 2020 - Feb 10, 2020 |
Correlation
Correlation between ESGV and JCPB is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2018 - 2026)
ESGV vs JCPB dividend yield comparison.
| Year | ESGV | JCPB |
|---|---|---|
| 2026 | 0.23% | 1.62% |
| 2025 | 0.91% | 4.90% |
| 2024 | 1.04% | 5.16% |
| 2023 | 1.16% | 4.32% |
| 2022 | 1.42% | 3.01% |
| 2021 | 0.95% | 2.19% |
| 2020 | 1.11% | 2.97% |
| 2019 | 1.27% | 3.01% |
| 2018 | 0.28% | 0.00% |
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