CHGX vs. EQWL ETF Comparison
Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to PowerShares Russell Top 200 Equal Weight Portfolio (EQWL)
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
$38.21
Average Daily Volume
6,109
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
EQWL
PowerShares Russell Top 200 Equal Weight Portfolio
EQWL Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Top 200 Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is designed to provide equal-weighted exposure to the securities of the largest 200 companies in the U.S. equity market.Grade (RS Rating)
Last Trade
$101.93
Average Daily Volume
45,090
Number of Holdings
*
101
* may have additional holdings in another (foreign) market
Performance
| Period | CHGX | EQWL |
|---|---|---|
| 30 Days | 2.70% | 3.35% |
| 60 Days | 5.60% | 5.49% |
| 90 Days | 4.66% | 7.99% |
| 12 Months | 26.88% | 27.80% |
37 Overlapping Holdings
| Symbol | Grade | Weight in CHGX | Weight in EQWL | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 1.09% | 0.98% | 0.98% | |
| ABBV | C | 1.18% | 1.08% | 1.08% | |
| ABT | C | 1.09% | 1.05% | 1.05% | |
| ACN | C | 1.17% | 1.14% | 1.14% | |
| ADBE | F | 1.23% | 1.04% | 1.04% | |
| AMD | D | 0.82% | 0.89% | 0.82% | |
| AMGN | B | 1.02% | 1.03% | 1.02% | |
| AVGO | C | 1.06% | 0.89% | 0.89% | |
| AXP | B | 0.97% | 1.06% | 0.97% | |
| BK | B | 1.08% | 1.11% | 1.08% | |
| CAT | B | 0.94% | 0.99% | 0.94% | |
| CMCSA | D | 0.93% | 0.98% | 0.93% | |
| CRM | D | 1.0% | 1.02% | 1.0% | |
| CSCO | C | 1.0% | 1.02% | 1.0% | |
| DE | B | 0.98% | 0.96% | 0.96% | |
| DIS | D | 0.81% | 0.83% | 0.81% | |
| GOOG | D | 0.82% | 0.37% | 0.37% | |
| GOOGL | D | 0.82% | 0.45% | 0.45% | |
| IBM | B | 1.17% | 1.17% | 1.17% | |
| INTC | F | 0.59% | 0.59% | 0.59% | |
| INTU | C | 1.05% | 1.02% | 1.02% | |
| JNJ | C | 1.09% | 1.06% | 1.06% | |
| LLY | C | 1.05% | 1.0% | 1.0% | |
| MA | B | 1.04% | 1.03% | 1.03% | |
| MDT | C | 1.07% | 1.04% | 1.04% | |
| MRK | D | 0.87% | 0.83% | 0.83% | |
| NFLX | B | 1.0% | 0.96% | 0.96% | |
| NKE | D | 0.78% | 0.78% | 0.78% | |
| NVDA | D | 0.94% | 0.84% | 0.84% | |
| ORCL | C | 1.27% | 1.1% | 1.1% | |
| PYPL | B | 1.04% | 1.09% | 1.04% | |
| QCOM | D | 0.75% | 0.72% | 0.72% | |
| SCHW | D | 0.82% | 0.79% | 0.79% | |
| SPG | B | 1.03% | 1.03% | 1.03% | |
| TMO | B | 1.05% | 1.0% | 1.0% | |
| TXN | C | 0.98% | 0.94% | 0.94% | |
| V | C | 1.0% | 0.99% | 0.99% |
CHGX Overweight 62 Positions Relative to EQWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| NOW | B | 1.25% | |
| ADSK | C | 1.22% | |
| FTNT | C | 1.22% | |
| AON | B | 1.19% | |
| SPGI | B | 1.16% | |
| MCO | B | 1.16% | |
| WDAY | D | 1.15% | |
| ICE | C | 1.15% | |
| PLD | C | 1.14% | |
| IT | B | 1.13% | |
| ORLY | C | 1.12% | |
| PANW | D | 1.12% | |
| PGR | B | 1.12% | |
| MPWR | C | 1.1% | |
| CTSH | C | 1.1% | |
| REGN | C | 1.1% | |
| ADP | B | 1.09% | |
| TJX | B | 1.09% | |
| PHM | B | 1.08% | |
| AZO | D | 1.08% | |
| AWK | B | 1.08% | |
| MSCI | C | 1.08% | |
| CARR | B | 1.08% | |
| HCA | B | 1.08% | |
| LEN | B | 1.07% | |
| MMC | C | 1.06% | |
| ANET | B | 1.05% | |
| FIS | B | 1.05% | |
| CME | C | 1.03% | |
| SYY | D | 1.03% | |
| ROST | C | 1.03% | |
| ECL | B | 1.03% | |
| EA | D | 1.03% | |
| VRSK | D | 1.03% | |
| SYK | C | 1.02% | |
| A | C | 1.01% | |
| GWW | B | 1.01% | |
| ROP | C | 0.99% | |
| CI | C | 0.99% | |
| MRVL | C | 0.99% | |
| FAST | C | 0.99% | |
| CSGP | D | 0.96% | |
| AMP | A | 0.95% | |
| CHD | D | 0.94% | |
| ORA | C | 0.92% | |
| SQ | D | 0.91% | |
| PPG | D | 0.91% | |
| ADI | C | 0.89% | |
| CPRT | D | 0.89% | |
| KLAC | D | 0.89% | |
| HPQ | D | 0.87% | |
| MCK | F | 0.85% | |
| CDNS | D | 0.85% | |
| TROW | D | 0.84% | |
| SNPS | F | 0.79% | |
| DECK | C | 0.78% | |
| STLD | F | 0.77% | |
| CRWD | D | 0.75% | |
| MCHP | F | 0.74% | |
| DELL | D | 0.73% | |
| EL | F | 0.66% | |
| MU | F | 0.66% |
CHGX Underweight 64 Positions Relative to EQWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| MMM | B | -1.23% | |
| TSLA | C | -1.21% | |
| GILD | B | -1.2% | |
| SBUX | C | -1.17% | |
| LMT | C | -1.16% | |
| CHTR | D | -1.15% | |
| T | C | -1.15% | |
| PM | C | -1.14% | |
| AMT | C | -1.13% | |
| WMT | C | -1.12% | |
| UNH | C | -1.11% | |
| MO | C | -1.11% | |
| BMY | C | -1.1% | |
| BLK | B | -1.08% | |
| MCD | B | -1.08% | |
| RTX | C | -1.08% | |
| FDX | C | -1.08% | |
| KO | C | -1.07% | |
| NEE | C | -1.07% | |
| TMUS | C | -1.07% | |
| CL | D | -1.06% | |
| SO | B | -1.06% | |
| USB | B | -1.06% | |
| MDLZ | B | -1.06% | |
| DUK | C | -1.06% | |
| UNP | C | -1.05% | |
| LOW | B | -1.05% | |
| BRK.A | C | -1.04% | |
| MET | B | -1.03% | |
| VZ | B | -1.03% | |
| GE | B | -1.02% | |
| KHC | C | -1.02% | |
| HD | B | -1.01% | |
| PEP | C | -1.01% | |
| DHR | B | -1.0% | |
| LIN | B | -1.0% | |
| JPM | D | -1.0% | |
| COST | B | -1.0% | |
| TGT | C | -0.99% | |
| GS | C | -0.99% | |
| PFE | C | -0.99% | |
| META | B | -0.98% | |
| PG | C | -0.97% | |
| COF | B | -0.96% | |
| GD | B | -0.96% | |
| MS | D | -0.95% | |
| AMZN | C | -0.95% | |
| XOM | C | -0.95% | |
| BKNG | C | -0.94% | |
| AIG | D | -0.93% | |
| HON | D | -0.92% | |
| GM | C | -0.92% | |
| BAC | D | -0.92% | |
| MSFT | C | -0.9% | |
| C | D | -0.9% | |
| CVS | D | -0.89% | |
| EMR | D | -0.89% | |
| COP | D | -0.88% | |
| UPS | D | -0.88% | |
| BA | F | -0.86% | |
| F | F | -0.85% | |
| CVX | D | -0.85% | |
| DOW | D | -0.85% | |
| WFC | D | -0.84% |
CHGX: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Drug Manufacturers - Major
Capital Markets
Credit Services
Information Technology Services
Asset Management
Business Services
Computer Systems
Medical Devices
Apparel Stores
Diagnostics & Research
Farm & Construction Equipment
Financial Data & Stock Exchanges
Footwear & Accessories
Household & Personal Products
Industrial Distribution
Insurance Brokers
Internet Content & Information
Media - Diversified
EQWL: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Semiconductors
Credit Services
Aerospace & Defense
Banks - Global
Telecom Services
Auto Manufacturers
Capital Markets
Discount Stores
Diversified Industrials
Internet Content & Information
Software - Application
Utilities - Regulated Electric
Asset Management
Beverages - Soft Drinks
Diagnostics & Research
Farm & Construction Equipment
Health Care Plans
Home Improvement Stores
Household & Personal Products
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