CHGX - ETF AI Analysis
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Stance Sustainable Beta Etf (CHGX)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has worked well in the recent market environment.
Leading Technology Exposure
A large portion of the fund is invested in technology companies, including several strong-performing names, which has helped drive overall returns.
Broad Sector Diversification
Holdings spread across financials, consumer sectors, health care, industrials, and other industries help reduce the impact if any single sector weakens.
Negative Factors
High U.S. Market Concentration
Almost all assets are invested in U.S. companies, which means the fund is heavily exposed to the ups and downs of the U.S. market alone.
Mixed Performance Among Top Holdings
While several top positions have performed strongly, a few key holdings have shown weak or negative performance, which can drag on future returns.
Moderate Expense Ratio
The fund’s fees are not extremely high but are also not among the lowest, which slightly reduces the net return investors keep over time.
CHGX vs. SPDR S&P 500 ETF (SPY)
AUM176.34M
RegionNorth America
Expense Ratio0.49%
Beta0.93
IssuerStance
Inception DateOct 09, 2017
Dividend Yield0.69%
Asset ClassEquity
Index TrackedChange Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,428
30 Day Avg. Volume17,373
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
40.38Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering100
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CHGX Summary
CHGX is an exchange-traded fund (ETF) that follows the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. It invests in large U.S. companies that meet certain environmental, social, and governance (ESG) standards and avoids fossil fuel firms. The fund holds well-known names like Apple and American Express, along with many other big businesses across technology, finance, health care, and more. Someone might invest in CHGX to seek long-term growth while supporting more sustainable companies. A key risk is that it is heavily tilted toward U.S. large-cap and tech-related stocks, so its price can rise and fall sharply with that part of the market.
How much will it cost me?The Stance Sustainable Beta ETF (Ticker: CHGX) has an expense ratio of 0.49%, meaning you’ll pay $4.90 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to focus on sustainability and ESG criteria, which requires more research and oversight compared to passively managed funds.
What would affect this ETF?The Stance Sustainable Beta ETF (CHGX) could benefit from growing interest in ESG investing and the strong performance of large-cap technology companies, which make up a significant portion of its holdings. However, it may face challenges from potential regulatory changes affecting ESG-focused funds or economic downturns that impact consumer spending and financial sectors. Its U.S.-centric exposure also makes it sensitive to domestic economic conditions and interest rate fluctuations.
CHGX Top 10 Holdings
CHGX leans heavily into U.S. large-cap tech and health care, with Palo Alto Networks, Cloudflare, and Arista Networks acting as the fund’s growth engines thanks to their rising, AI- and cloud-driven stories. SharkNinja adds a consumer twist with strong recent momentum, while stalwarts like Merck and Amgen provide a steadier, defensive backbone from the health care side. The main drag comes from Intuit and Abbott, where performance has been more mixed and momentum is lagging, slightly dulling the shine of this otherwise tech-tilted, sustainability-focused portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Salesforce | 1.47% | $2.62M | $213.35B | 2.84% | 80 Outperform | |
| Dell Technologies | 1.36% | $2.42M | $339.79B | 340.17% | 65 Neutral | |
| SharkNinja, Inc. | 1.31% | $2.34M | $24.42B | 50.40% | 76 Outperform | |
| ServiceNow | 1.31% | $2.33M | $146.06B | -24.35% | 75 Outperform | |
| Amgen | 1.27% | $2.27M | $236.38B | 56.17% | 77 Outperform | |
| Willis Towers Watson | 1.26% | $2.24M | $31.09B | 0.76% | 75 Outperform | |
| Cloudflare | 1.26% | $2.24M | $99.32B | 30.08% | 61 Neutral | |
| Thermo Fisher | 1.24% | $2.22M | $226.94B | 27.23% | 72 Outperform | |
| Merck & Company | 1.23% | $2.20M | $370.89B | 77.67% | 80 Outperform | |
| Arista Networks | 1.22% | $2.18M | $244.40B | 37.38% | 83 Outperform |
CHGX Technical Analysis
Neutral
―
Price Trends
33.16
Negative
32.38
Positive
29.99
Positive
Market Momentum
0.02
Positive
41.35
Neutral
14.06
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CHGX, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 33.73, equal to the 50-day MA of 33.16, and equal to the 200-day MA of 29.99, indicating a neutral trend. The MACD of 0.02 indicates Positive momentum. The RSI at 41.35 is Neutral, neither overbought nor oversold. The STOCH value of 14.06 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CHGX.
CHGX Peer Comparison
Comparison Results
Performance Comparison
CHGX
Stance Sustainable Beta Etf
32.94
5.95
22.05%
IUS
Invesco RAFI Strategic US ETF
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CVLC
Calvert US Large-Cap Core Responsible Index ETF
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FTQI
First Trust Hedged BuyWrite Income ETF
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SPHB
Invesco S&P 500 High Beta ETF
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PTL
Inspire 500 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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