CGUS vs. CHGX ETF Comparison

Comparison of Capital Group Core Equity ETF (CGUS) to Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)
CGUS

Capital Group Core Equity ETF

CGUS Description

Capital Group Core Equity ETF is an exchange traded fund launched and managed by Capital Research and Management Company. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. Capital Group Core Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$35.49

Average Daily Volume

513,340

Number of Holdings *

80

* may have additional holdings in another (foreign) market
CHGX

Change Finance U.S. Large Cap Fossil Fuel Free ETF

CHGX Description The investment seeks to track the performance, before fees and expenses, of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index. The index was developed by Change Finance, PBC, the fund's investment adviser and index provider, and uses an objective, rules-based methodology to measure the performance of an equal-weighted portfolio of approximately 100 large cap U.S.-listed companies that meet a diverse set of environmental, social, and governance (ESG) standards.

Grade (RS Rating)

Last Trade

$39.84

Average Daily Volume

5,540

Number of Holdings *

100

* may have additional holdings in another (foreign) market
Performance
Period CGUS CHGX
30 Days 2.45% 2.36%
60 Days 5.91% 5.67%
90 Days 9.06% 9.95%
12 Months 37.12% 32.63%
26 Overlapping Holdings
Symbol Grade Weight in CGUS Weight in CHGX Overlap
AAPL D 5.0% 0.96% 0.96%
ABBV D 1.7% 1.01% 1.01%
ABT B 1.02% 1.02% 1.02%
ACN C 1.8% 0.99% 0.99%
ADP A 1.41% 1.04% 1.04%
AVGO B 3.45% 1.05% 1.05%
CARR D 1.27% 1.0% 1.0%
CMCSA B 0.45% 1.06% 0.45%
CRM B 1.2% 1.16% 1.16%
FIS C 1.4% 1.03% 1.03%
GIS F 0.49% 0.93% 0.49%
GOOG B 1.64% 1.02% 1.02%
GOOGL B 2.6% 1.02% 1.02%
INTC C 0.3% 1.04% 0.3%
LLY D 1.64% 0.83% 0.83%
MA A 1.63% 1.03% 1.03%
MMC C 0.55% 0.96% 0.55%
NFLX A 0.68% 1.07% 0.68%
NOW A 0.34% 1.12% 0.34%
NVDA A 2.18% 1.15% 1.15%
ORCL A 0.55% 1.19% 0.55%
SPGI D 0.89% 0.94% 0.89%
STT B 0.32% 1.05% 0.32%
TMO F 1.02% 0.9% 0.9%
TXN B 1.39% 0.93% 0.93%
V A 0.59% 1.04% 0.59%
CGUS Overweight 54 Positions Relative to CHGX
Symbol Grade Weight
MSFT C 6.52%
META B 5.23%
AMZN B 3.81%
UNH B 3.25%
RTX C 2.05%
JPM B 1.51%
GE C 1.44%
APD B 1.36%
GEHC D 1.32%
BKR B 1.06%
WH A 1.0%
BA F 1.0%
VICI D 0.94%
PCG A 0.94%
DHR F 0.94%
VRTX B 0.93%
RVTY C 0.84%
PNC A 0.79%
EQIX C 0.79%
TSLA B 0.78%
COF B 0.76%
GD A 0.75%
RCL A 0.74%
URI B 0.74%
IR A 0.71%
PM C 0.68%
HD B 0.67%
EIX D 0.61%
HON B 0.6%
WWD B 0.6%
XOM B 0.55%
CE F 0.55%
LIN D 0.52%
CNP B 0.51%
STX D 0.5%
CVX B 0.48%
TDG B 0.47%
EMN D 0.47%
STZ D 0.46%
BRK.A C 0.46%
FCX F 0.43%
MDLZ F 0.4%
TPR B 0.4%
SRE A 0.39%
CHDN C 0.38%
CB D 0.37%
MS A 0.35%
XPO B 0.35%
WFC B 0.34%
TSM C 0.34%
UNP D 0.33%
WELL B 0.33%
AJG B 0.32%
REGN F 0.31%
CGUS Underweight 74 Positions Relative to CHGX
Symbol Grade Weight
FICO A -1.14%
ANET C -1.13%
GWW B -1.12%
MRVL B -1.12%
AMP A -1.12%
ADSK B -1.11%
STLD B -1.11%
CRWD B -1.09%
CSCO A -1.09%
BK B -1.09%
SCHW A -1.08%
SQ A -1.08%
MU C -1.08%
ORA C -1.08%
PYPL B -1.07%
CAT B -1.06%
CDNS B -1.06%
AXP B -1.05%
DIS C -1.05%
AON A -1.05%
NDAQ B -1.04%
CME B -1.03%
DE D -1.02%
SPG B -1.02%
IT A -1.02%
DECK B -1.01%
EA A -1.01%
VRSK A -1.01%
SYK A -1.01%
IBM D -1.01%
ORLY A -1.01%
MSCI B -1.0%
FTNT A -1.0%
CHD B -1.0%
SNPS B -0.99%
PANW A -0.99%
PHM D -0.99%
MDT D -0.99%
HPQ B -0.99%
CPRT B -0.98%
PGR B -0.97%
LEN D -0.96%
ECL D -0.96%
COR A -0.96%
ICE D -0.96%
ROP B -0.96%
SYY B -0.96%
INTU A -0.96%
A F -0.96%
AZO C -0.95%
PFE F -0.95%
CTSH A -0.95%
TJX B -0.95%
AMD F -0.94%
JNJ F -0.94%
AMGN F -0.94%
AWK D -0.94%
ROST F -0.93%
QCOM F -0.93%
MCO C -0.93%
NKE F -0.92%
MCK B -0.92%
ADI D -0.91%
HCA D -0.91%
MCHP F -0.9%
WDAY B -0.9%
ON D -0.89%
PLD F -0.88%
EFX D -0.86%
MRK F -0.84%
IQV F -0.83%
ADBE C -0.83%
MPWR F -0.8%
KLAC F -0.8%
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