CHGX - ETF AI Analysis
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Stance Sustainable Beta Etf (CHGX)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year to date, indicating positive recent momentum.
Growth-Oriented Technology Exposure
A large portion of the fund is invested in technology companies, many of which have delivered strong year-to-date performance and can benefit from long-term innovation trends.
Broad Sector Diversification Within the U.S.
Holdings spread across technology, financials, consumer, health care, communication services, and industrials help reduce the impact if any single sector struggles.
Negative Factors
Higher-Than-Average Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.
Heavy U.S. Market Concentration
With almost all assets in U.S. stocks, the ETF offers little geographic diversification and is highly sensitive to the U.S. market and economy.
Tech Sector and Semiconductor Sensitivity
Significant exposure to technology and chip-related companies can make the fund more volatile and vulnerable if that industry faces a downturn.
CHGX vs. SPDR S&P 500 ETF (SPY)
AUM171.31M
RegionNorth America
Expense Ratio0.49%
Beta0.92
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. Volume25,284
30 Day Avg. Volume18,706
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
38.92Price 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 ETF that follows the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index, focusing on large U.S. companies that meet strict environmental, social, and governance (ESG) standards. It avoids fossil fuel firms and leans heavily toward technology and other major sectors, holding well-known names like Intel and AMD. Someone might consider investing in CHGX to seek long-term growth while aligning their money with sustainable business practices and gaining diversification across many large companies. A key risk is that it is tech-heavy and can go up or down sharply with swings in the stock 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
This ETF is leaning hard into U.S. tech, with a cluster of chip and hardware names like Micron, Western Digital, and Seagate doing much of the heavy lifting as they ride the wave of AI-driven demand. Intel and AMD are also rising, though their momentum looks a bit choppier, adding some drama to the fund’s tech-heavy script. Applied Materials and Teradyne are steady supporting actors, while Maplebear (Instacart) is more of a mixed story, occasionally tripping up performance. Overall, it’s a U.S.-centric, semiconductor-flavored bet with sustainability in the backdrop.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Palo Alto Networks | 1.29% | $2.28M | $283.67B | 65.22% | 73 Outperform | |
| Applied Materials | 1.18% | $2.08M | $478.79B | 184.37% | 77 Outperform | |
| SharkNinja, Inc. | 1.16% | $2.06M | $21.44B | 40.57% | 76 Outperform | |
| Masco | 1.14% | $2.01M | $16.70B | 21.04% | 53 Neutral | |
| AbbVie | 1.13% | $2.00M | $461.26B | 34.19% | 66 Neutral | |
| US Foods Holding | 1.13% | $1.99M | $22.97B | 30.57% | 74 Outperform | |
| SoFi | 1.12% | $1.98M | $23.40B | -3.27% | 68 Neutral | |
| Advanced Micro Devices | 1.12% | $1.97M | $844.36B | 274.48% | 73 Outperform | |
| Home Depot | 1.11% | $1.96M | $356.87B | -6.06% | 66 Neutral | |
| American Express | 1.11% | $1.96M | $240.15B | 10.28% | 80 Outperform |
CHGX Technical Analysis
Neutral
―
Price Trends
31.94
Positive
29.91
Positive
28.65
Positive
Market Momentum
0.26
Positive
51.88
Neutral
45.10
Neutral
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 32.84, equal to the 50-day MA of 31.94, and equal to the 200-day MA of 28.65, indicating a neutral trend. The MACD of 0.26 indicates Positive momentum. The RSI at 51.88 is Neutral, neither overbought nor oversold. The STOCH value of 45.10 is Neutral, 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
32.72
6.72
25.85%
SPHB
Invesco S&P 500 High Beta ETF
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QLC
FlexShares US Quality Large Cap Index Fund
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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―
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FTQI
First Trust Hedged BuyWrite Income ETF
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OMAH
VistaShares Target 15 Berkshire Select Income 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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