1.Vanguard ESG U.S. Stock ETF
ESGV (CBOE)
The Vanguard ESG U.S. Stock ETF (ESGV) stands out as a low-cost investment option focused on U.S. stocks that adhere to sustainability practices, intentionally excluding controversial sectors such as tobacco and weapons. With a solid one-year return of 18.54% and a five-year return of 72.55%, this ETF appeals to investors seeking both ethical investments and strong performance. Additionally, it offers a dividend yield of 0.91%, making it an attractive choice for those looking to balance growth with income.
Pros:
- Low-cost broad ESG fund
- Strong historical returns
Cons:
- Excludes controversial sectors
- Market volatility risk
2.Costco Wholesale
COST (NASDAQ)
Costco Wholesale (COST) stands out as a retail leader with a commitment to diversity, equity, and inclusion, earning recognition for its social responsibility and robust financial performance. With a current dividend yield of 0.56% and impressive long-term growth, reflected in a 5-year return of 158.95%, it appeals to investors looking for stability and growth.
Pros:
- Strong financial performance
- Positive stock signals
Cons:
- Recent stock price fluctuations
- Market competition
3.Levi Strauss
LEVI (NYSE)
Levi Strauss (LEVI) stands out for its commitment to sustainability, particularly in greenhouse gas emissions reduction and effective water management. With a dividend yield of 2.63%, the company is positioned for growth, expecting a 3% sales increase in the coming year, surpassing previous forecasts. Analysts maintain a "Moderate Buy" consensus rating, with a median price target of $27.00, reflecting confidence in its strong revenue trajectory.
Pros:
- Strong revenue growth
- Analyst Buy ratings
Cons:
- Recent stock price drop
- Market volatility risk
Final Words
As you consider socially responsible investment options this January 2026, remember that funds like the Vanguard ESG U.S. Stock ETF and companies such as Levi Strauss offer promising avenues. Take time to compare these options and conduct your own research to make informed decisions that align with your values.
Frequently Asked Questions
The Vanguard ESG U.S. Stock ETF (ESGV) is a low-cost fund that tracks U.S. stocks screened for sustainability criteria, excluding sectors like tobacco and weapons. It aims to replicate the performance of its target index by investing in a broad range of large-, mid-, and small-cap stocks.
As of January 2026, the Vanguard ESG U.S. Stock ETF has shown a 1-Year Return of 18.54% and a 3-Year Return of 79.26%. It has a dividend yield of 0.91% and distributes dividends quarterly.
The Vanguard ESG U.S. Stock ETF manages risk by investing in a diversified portfolio of U.S. stocks that meet specific environmental, social, and corporate governance (ESG) criteria. This approach helps mitigate risks associated with controversial sectors.
Investing in socially responsible stocks allows investors to align their portfolios with their personal values while potentially benefiting from companies focused on sustainability and ethical practices. These investments often appeal to those looking to make a positive impact alongside financial returns.
When comparing ESG investments, consider factors such as the fund's expense ratio, historical performance, and the specific ESG criteria it utilizes. Additionally, look at the sectors and companies included in the portfolio to ensure they align with your investment values.
Levi Strauss (LEVI) currently has a dividend yield of approximately 2.63%, with dividends distributed quarterly. The next dividend payment is scheduled for $0.14.
