ESGG - ETF AI Analysis
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Northern Trust STOXX Global ESG Select ETF (ESGG)
ESGG, the Northern Trust Stoxx Global ESG Select ETF, earns a solid overall rating driven mainly by high‑quality leaders like Microsoft and Apple, which combine strong financial performance with growth in areas such as cloud, AI, and services. Additional support comes from other well-positioned names like Micron, Nvidia, and Broadcom, whose AI and data center exposure add long-term growth potential, though often at rich valuations. The main risks are the fund’s reliance on a concentrated group of large tech and AI-related holdings and a few weaker spots like Berkshire Hathaway, where bearish technical trends and lack of dividend appeal slightly weigh on the overall profile.
ESGG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 120.78M
- Region
- Developed Markets
- Expense Ratio
- 0.42%
- Beta
- 0.87
- Issuer
- Northern Trust
- Inception Date
- Jul 13, 2016
- Dividend Yield
- 1.27%
- Asset Class
- Equity
- Index Tracked
- STOXX Global ESG Select KPIs Index
ESGG Summary
ESGG is an exchange-traded fund that follows the STOXX Global ESG Select KPIs Index, focusing on companies around the world that score well on environmental, social, and governance (ESG) practices. It holds many large, familiar names like Microsoft and Apple, along with firms from sectors such as technology, health care, and finance, giving investors broad global diversification with an ESG tilt. Someone might invest in ESGG to seek long-term growth while supporting companies with more responsible business practices. A key risk is that the fund’s value can go up or down with global stock markets, and ESG-focused companies may underperform at times.
How much will it cost me?
This ETF has an expense ratio of 0.42%, which means you’ll pay about $4.20 per year for every $1,000 you invest. That’s a bit higher than the average low-cost index ETF because it follows a specialized ESG-focused index rather than a plain broad market index.
What would affect this ETF?
This global ESG ETF could benefit if large developed-market companies like Microsoft, Apple, and other tech and healthcare leaders keep growing and if demand for responsible, sustainability-focused investing continues to rise. On the other hand, it could face challenges if interest rates stay high and weigh on growth and financial stocks, if stricter ESG rules force index changes, or if energy holdings like Exxon and Chevron are hurt by shifts away from fossil fuels.
ESGG Top 10 Holdings
ESGG leans heavily on Big Tech, with Microsoft and Apple doing much of the heavy lifting as their shares keep rising and set the tone for the fund. Meta is another bright spot, adding momentum as its business pivots toward AI. Amazon and Alphabet are more mixed lately, occasionally losing steam and trimming some of that tech-driven strength. Outside tech, Exxon and Chevron have been strong energy anchors, while JPMorgan and Johnson & Johnson provide steadier ballast. Overall, it’s a developed-markets, U.S‑tilted story powered by a handful of global giants.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 5.38% | $6.34M | $3.88T | -0.73% | 79Outperform |
 AAPL | Apple | 5.35% | $6.30M | $5.03T | 26.98% | 79Outperform |
 NVDA | Nvidia | 4.89% | $5.77M | $4.93T | 0.86% | 76Outperform |
 MU | Micron | 4.74% | $5.59M | $1.00T | 294.96% | 79Outperform |
 JPM | JPMorgan Chase | 4.61% | $5.44M | $895.92B | 8.92% | 72Outperform |
 AVGO | Broadcom | 4.45% | $5.24M | $1.56T | -13.38% | 76Outperform |
 JNJ | Johnson & Johnson | 3.82% | $4.50M | $657.68B | 44.51% | 78Outperform |
 LLY | Eli Lilly & Co | 3.38% | $3.98M | $1.33T | 67.86% | 72Outperform |
 XOM | Exxon Mobil | 2.82% | $3.33M | $769.96B | 63.27% | 74Outperform |
 BRK.B | Berkshire Hathaway B | 2.24% | $2.64M | $1.16T | 13.37% | 66Neutral |
ESGG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ESGG, the sentiment is Negative. The current price of 237.25 is below the 20-day moving average (MA) of 238.68, below the 50-day MA of 238.78, and above the 200-day MA of 223.88, indicating a neutral trend. The MACD of 0.12 indicates Negative momentum. The RSI at 46.51 is Neutral, neither overbought nor oversold. The STOCH value of 77.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ESGG.
ESGG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| ESGG | $237.25 | $264.00(11.28% Upside) | $120.78M | 0.42% | 72Outperform |
 WSML | $34.06 | $41.59(22.10% Upside) | $668.76M | 0.30% | 63Neutral |
 IQSI | $37.89 | $45.69(20.58% Upside) | $253.61M | 0.15% | 66Neutral |
 GDIV | $18.54 | $21.19(14.28% Upside) | $238.59M | 0.50% | 73Outperform |
 QWLD | $158.11 | $185.56(17.36% Upside) | $178.74M | 0.30% | 71Outperform |
 WLDR | $44.88 | $56.54(25.98% Upside) | $146.24M | 0.67% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ESGG | Northern Trust STOXX Global ESG Select ETF | 237.25 | 38.46 | 19.35% | |
| WSML | iShares MSCI World Small-Cap ETF | 34.06 | 4.68 | 15.91% | |
| IQSI | IQ Candriam ESG International Equity ETF | 37.89 | 4.56 | 13.70% | |
| GDIV | Harbor Dividend Growth Leaders ETF | 18.54 | 2.64 | 16.61% | |
| QWLD | SPDR MSCI World StrategicFactors ETF | 158.11 | 20.08 | 14.54% | |
| WLDR | Affinity World Leaders Equity ETF | 44.88 | 11.26 | 33.48% |
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