facebookThoughts on the new Vanguard ESG Global All Cap UCITS ETF (V3AA)? - Seedly

Anonymous

28 Apr 2021

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General Investing

Thoughts on the new Vanguard ESG Global All Cap UCITS ETF (V3AA)?

Thoughts on the new Vanguard ESG Global All Cap UCITS ETF (V3AA)? It includes small-cap unlike VWRA (correct me if I am wrong). Is it a good buy?

https://global.vanguard.com/portal/site/loadPDF

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Tan Choong Hwee

28 Apr 2021

Solutions Specialist at Providend

V3AA is very new, inception date 23 Mar 2021. Its factsheet doesn't even have performance data.

VWRA factsheet:

https://api.vanguard.com/rs/gre/gls/1.3.0/docum...

From the 2 factsheets, indeed V3AA is all cap ETF that composed of large-, mid- and small-cap stocks, whereas VWRA only large- and mid-cap.

To compare their performance, we can look at the indices the 2 ETFs are tracking.

V3AA tracks FTSE Global All Cap Choice Index:

https://research.ftserussell.com/Analytics/Fact...

Performance data:

VWRA tracks FTSE All-World Index:

https://research.ftserussell.com/Analytics/Fact...

Performance data:

I highlighted the 5-year performance which is the longest term performance data both indices have.

FTSE Global All Cap Choice Index seems to have higher Return/Risk Ratio.​​​

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