CHGX - ETF AI Analysis
Top Page
Stance Sustainable Beta ETF (CHGX)
CHGX, the Stance Sustainable Beta ETF, has a solid overall rating driven largely by strong, well-diversified holdings like Accenture, Intuitive Surgical, and Cadence Design, which show robust financial performance, positive earnings calls, and strategic growth in areas such as AI and advanced technology. Some positions like Atlassian and Ubiquiti add risk due to high valuations, mixed or bearish technical signals, and profitability or momentum concerns, and the fund’s tilt toward high-growth, tech-oriented names means investors should be aware of valuation and sector-related risks.
CHGX vs. SPDR S&P 500 ETF (SPY)
- AUM
- 181.38M
- Region
- North America
- Expense Ratio
- 0.49%
- Beta
- 0.93
- Issuer
- Stance
- Inception Date
- Oct 09, 2017
- Dividend Yield
- 0.55%
- Asset Class
- Equity
- Index Tracked
- Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index
CHGX Summary
CHGX, the Stance Sustainable Beta ETF, tracks the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. It invests mainly in large U.S. companies that score well on environmental, social, and governance (ESG) standards, avoiding fossil fuel businesses. The fund holds well-known names like Accenture and Amgen, along with other technology, healthcare, and consumer companies. Someone might invest in CHGX to seek long-term growth while supporting more sustainable business practices. A key risk is that it can still go up and down with the stock market and is fairly dependent on sectors like technology.
How much will it cost me?
This ETF has an expense ratio of 0.49%, which means you’ll pay about $4.90 per year for every $1,000 invested. That’s higher than the average low-cost index ETF because it uses a specialized, sustainability-focused strategy rather than plain-vanilla passive indexing.
What would affect this ETF?
This U.S.-focused ETF is heavily tilted toward technology and other growth-oriented sectors, so it could benefit if innovation, digital transformation, and strong earnings from companies like Accenture, Atlassian, and Eli Lilly continue, and if investor demand for sustainable, fossil-fuel-free strategies grows. On the downside, rising interest rates, an economic slowdown that hurts cyclical and tech stocks, or changes in ESG regulations and sentiment could weigh on performance and make its sustainability screen a drag instead of a boost.
CHGX Top 10 Holdings
This sustainable U.S. large-cap ETF leans heavily on tech, and that’s where most of the action is. Cloud and software names like Atlassian and NetApp have been rising, giving the fund a helpful tailwind, while cybersecurity player Palo Alto Networks has been strong over the longer run despite some recent wobbling. Chipmaker Texas Instruments and design tools leaders Cadence and Synopsys add more tech firepower, though their rich valuations could cap upside. On the softer side, Intuitive Surgical has been losing steam, slightly dragging on an otherwise tech-driven, U.S.-focused story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 ACN | Accenture | 1.31% | $2.38M | $152.63B | 3.61% | 79Outperform |
 CART | Maplebear | 1.19% | $2.15M | $13.07B | 54.02% | 79Outperform |
 NTAP | NetApp | 1.19% | $2.16M | $39.12B | 72.35% | 76Outperform |
 ISRG | Intuitive Surgical | 1.20% | $2.18M | $149.75B | -18.49% | 78Outperform |
 TEAM | Atlassian | 1.18% | $2.14M | $48.29B | 19.33% | 66Neutral |
 SN | SharkNinja, Inc. | 1.17% | $2.12M | $29.30B | 137.47% | 76Outperform |
 CDNS | Cadence Design | 1.15% | $2.09M | $89.97B | -2.44% | 78Outperform |
 SNPS | Synopsys | 1.16% | $2.11M | $89.61B | 5.57% | 73Outperform |
 TXN | Texas Instruments | 1.15% | $2.08M | $274.90B | 87.43% | 78Outperform |
 PANW | Palo Alto Networks | 1.12% | $2.03M | $299.56B | 67.62% | 73Outperform |
CHGX Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CHGX, the sentiment is Negative. The current price of 33.08 is below the 20-day moving average (MA) of 33.52, below the 50-day MA of 33.39, and above the 200-day MA of 31.11, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 44.00 is Neutral, neither overbought nor oversold. The STOCH value of 69.54 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CHGX.
CHGX Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CHGX | $33.08 | $36.00(8.84% Upside) | $181.38M | 0.49% | 71Outperform |
 INFO | $27.73 | $34.10(22.96% Upside) | $961.91M | 0.35% | 74Outperform |
 AFLG | $44.27 | $53.20(20.18% Upside) | $931.04M | 0.55% | 74Outperform |
 XVV | $57.72 | $71.35(23.62% Upside) | $902.08M | 0.08% | 74Outperform |
 PTL | $269.36 | $343.60(27.56% Upside) | $886.88M | 0.09% | 70Neutral |
 ROCY | $54.69 | $67.43(23.30% Upside) | $890.97M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CHGX | Stance Sustainable Beta ETF | 33.08 | 5.73 | 20.97% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.73 | 3.30 | 13.53% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.27 | 5.48 | 14.14% | |
| XVV | iShares ESG Screened S&P 500 ETF | 57.72 | 5.42 | 10.37% | |
| PTL | Inspire 500 ETF | 269.36 | 20.84 | 8.38% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.69 | 6.65 | 13.83% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.