CHGX vs. EUSA ETF Comparison

Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to iShares MSCI USA Index Fund (EUSA)
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

$36.44

Average Daily Volume

6,354

Number of Holdings *

99

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

iShares MSCI USA Index Fund

EUSA Description The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI USA Index (the "underlying index"). The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The underlying index is a market capitalization-weighted index designed to measure the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the United States. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$90.70

Average Daily Volume

51,634

Number of Holdings *

599

* may have additional holdings in another (foreign) market
Performance
Period CHGX EUSA
30 Days 5.00% 4.10%
60 Days 0.08% 2.74%
90 Days 2.24% 3.42%
12 Months 18.40% 17.71%
98 Overlapping Holdings
Symbol Grade Weight in CHGX Weight in EUSA Overlap
A B 1.01% 1.0% 1.0%
AAPL C 1.1% 1.0% 1.0%
ABBV B 1.16% 1.0% 1.0%
ABT A 1.06% 1.0% 1.0%
ACN A 1.15% 1.0% 1.0%
ADBE B 1.22% 1.0% 1.0%
ADI C 0.88% 1.0% 0.88%
ADP B 1.07% 1.0% 1.0%
ADSK B 1.21% 1.0% 1.0%
AMD F 0.78% 1.0% 0.78%
AMGN C 1.03% 1.0% 1.0%
AMP B 0.96% 1.0% 0.96%
ANET D 1.04% 1.0% 1.0%
AON A 1.17% 1.0% 1.0%
AVGO D 1.09% 1.0% 1.0%
AWK A 1.04% 1.0% 1.0%
AXP B 1.01% 1.0% 1.0%
AZO B 1.08% 1.0% 1.0%
BK B 1.08% 1.0% 1.0%
CARR B 1.05% 1.0% 1.0%
CAT C 0.95% 1.0% 0.95%
CDNS D 0.85% 1.0% 0.85%
CHD A 0.93% 1.0% 0.93%
CI B 1.01% 1.0% 1.0%
CMCSA C 0.94% 1.0% 0.94%
CME A 0.99% 1.0% 0.99%
CPRT D 0.96% 1.0% 0.96%
CRM D 1.0% 1.0% 1.0%
CRWD F 0.81% 1.0% 0.81%
CSCO B 1.02% 1.0% 1.0%
CSGP C 0.92% 1.0% 0.92%
CTSH B 1.1% 1.0% 1.0%
DE B 0.98% 1.0% 0.98%
DECK C 0.78% 1.0% 0.78%
DELL F 0.75% 1.0% 0.75%
DIS F 0.81% 1.0% 0.81%
EA C 1.04% 1.0% 1.0%
ECL B 1.01% 1.0% 1.0%
EL F 0.71% 1.0% 0.71%
FAST D 0.96% 1.0% 0.96%
FIS A 1.03% 1.0% 1.0%
FTNT B 1.23% 1.0% 1.0%
GOOG D 0.86% 1.0% 0.86%
GOOGL D 0.87% 1.0% 0.87%
GWW C 0.99% 1.0% 0.99%
HCA B 1.1% 1.0% 1.0%
HPQ D 0.92% 1.0% 0.92%
IBM A 1.14% 1.0% 1.0%
ICE A 1.14% 1.0% 1.0%
INTC F 0.62% 1.0% 0.62%
INTU D 1.03% 1.0% 1.0%
IT B 1.09% 1.0% 1.0%
JNJ B 1.08% 1.0% 1.0%
KLAC D 0.93% 1.0% 0.93%
LEN B 1.06% 1.0% 1.0%
LLY B 1.11% 1.0% 1.0%
MA B 1.02% 1.0% 1.0%
MCHP D 0.75% 1.0% 0.75%
MCK D 0.96% 1.0% 0.96%
MCO B 1.15% 1.0% 1.0%
MDT A 1.04% 1.0% 1.0%
MMC A 1.05% 1.0% 1.0%
MPWR C 1.08% 1.0% 1.0%
MRK D 0.88% 1.0% 0.88%
MRVL D 0.97% 1.0% 0.97%
MSCI B 1.1% 1.0% 1.0%
MU F 0.67% 1.0% 0.67%
NFLX B 1.0% 1.0% 1.0%
NKE C 0.81% 1.0% 0.81%
NOW B 1.21% 1.0% 1.0%
NVDA D 0.93% 1.0% 0.93%
ORCL A 1.13% 1.0% 1.0%
ORLY B 1.12% 1.0% 1.0%
PANW B 1.14% 1.0% 1.0%
PGR A 1.13% 1.0% 1.0%
PHM B 1.04% 1.0% 1.0%
PLD B 1.1% 1.0% 1.0%
PPG D 0.92% 1.0% 0.92%
PYPL B 1.08% 1.0% 1.0%
QCOM F 0.76% 1.0% 0.76%
REGN B 1.13% 1.0% 1.0%
ROP C 0.98% 1.0% 0.98%
ROST B 1.03% 1.0% 1.0%
SCHW D 0.84% 1.0% 0.84%
SNPS D 0.81% 1.0% 0.81%
SPG B 1.03% 1.0% 1.0%
SPGI A 1.13% 1.0% 1.0%
SQ D 0.95% 1.0% 0.95%
STLD D 0.81% 1.0% 0.81%
SYK A 1.0% 1.0% 1.0%
SYY A 1.02% 1.0% 1.0%
TJX B 1.08% 1.0% 1.0%
TMO A 1.01% 1.0% 1.0%
TROW D 0.84% 1.0% 0.84%
TXN C 0.98% 1.0% 0.98%
V A 0.97% 1.0% 0.97%
VRSK C 1.03% 1.0% 1.0%
WDAY C 1.17% 1.0% 1.0%
CHGX Overweight 1 Positions Relative to EUSA
Symbol Grade Weight
ORA C 0.91%
CHGX Underweight 501 Positions Relative to EUSA
Symbol Grade Weight
CELH F -1.0%
FOX B -1.0%
SMCI F -1.0%
HEI B -1.0%
DXCM F -1.0%
MRNA F -1.0%
WBA F -1.0%
DG F -1.0%
SNAP F -1.0%
BBWI F -1.0%
LSCC F -1.0%
PATH D -1.0%
HEI B -1.0%
CFLT F -1.0%
MDB C -1.0%
LW D -1.0%
SNOW F -1.0%
ALB F -1.0%
DLTR F -1.0%
PINS F -1.0%
CLF F -1.0%
EW F -1.0%
WYNN D -1.0%
DKNG D -1.0%
OKTA F -1.0%
DAL D -1.0%
LULU F -1.0%
DPZ D -1.0%
MSTR F -1.0%
ABNB F -1.0%
U D -1.0%
EQT D -1.0%
FCX D -1.0%
VRT F -1.0%
FOXA B -1.0%
AES D -1.0%
CHK F -1.0%
HUBS F -1.0%
LPLA D -1.0%
DINO F -1.0%
CHRD F -1.0%
LRCX F -1.0%
LVS D -1.0%
COIN F -1.0%
BEN F -1.0%
PSTG F -1.0%
CE F -1.0%
HAL F -1.0%
WSM D -1.0%
WDC D -1.0%
ETSY F -1.0%
APTV D -1.0%
ENTG D -1.0%
PARA F -1.0%
NUE F -1.0%
UPS F -1.0%
CMG D -1.0%
CEG D -1.0%
VLO D -1.0%
MNST D -1.0%
AMAT F -1.0%
CTRA F -1.0%
HRL A -1.0%
HES F -1.0%
CNP D -1.0%
BALL A -1.0%
ALGN F -1.0%
SW D -1.0%
OVV F -1.0%
ETN D -1.0%
PCAR D -1.0%
CRL F -1.0%
BIIB D -1.0%
TECH D -1.0%
RGEN C -1.0%
MLM D -1.0%
DVN F -1.0%
VST C -1.0%
BSY D -1.0%
PAYC D -1.0%
OXY F -1.0%
NXPI D -1.0%
CG D -1.0%
WLK D -1.0%
JBL F -1.0%
MGM F -1.0%
SLB F -1.0%
NBIX D -1.0%
VMC D -1.0%
EMR D -1.0%
DOW D -1.0%
CVX F -1.0%
RS D -1.0%
F D -1.0%
CNH C -1.0%
HSY A -1.0%
AMZN D -1.0%
FDS C -1.0%
MOS F -1.0%
WST D -1.0%
XYL D -1.0%
BA F -1.0%
LKQ D -1.0%
WFC D -1.0%
PEP A -1.0%
GPC D -1.0%
TEAM F -1.0%
TOST D -1.0%
MTD C -1.0%
DDOG D -1.0%
IDXX D -1.0%
OC D -1.0%
PCTY C -1.0%
POOL C -1.0%
IEX D -1.0%
STZ B -1.0%
PSX D -1.0%
COP D -1.0%
AOS D -1.0%
APA F -1.0%
WSO D -1.0%
DAY C -1.0%
LYV D -1.0%
AVY B -1.0%
OTIS D -1.0%
IR D -1.0%
RJF D -1.0%
ULTA D -1.0%
TER D -1.0%
ARE D -1.0%
FTV D -1.0%
MSFT D -1.0%
HOOD D -1.0%
HST D -1.0%
TSCO B -1.0%
C D -1.0%
HSIC C -1.0%
ZBH D -1.0%
PFG D -1.0%
CDW D -1.0%
FERG D -1.0%
JCI C -1.0%
YUM B -1.0%
MPC D -1.0%
MAR D -1.0%
WAT B -1.0%
WTRG D -1.0%
GGG D -1.0%
TAP C -1.0%
ANSS D -1.0%
PTC D -1.0%
ROK D -1.0%
MKL C -1.0%
DOCU A -1.0%
CSL C -1.0%
WY C -1.0%
HUBB C -1.0%
EXC A -1.0%
WBD D -1.0%
DOV C -1.0%
KHC A -1.0%
TRMB D -1.0%
KR C -1.0%
BG D -1.0%
WPC A -1.0%
SEIC D -1.0%
TGT B -1.0%
HUM D -1.0%
MDLZ A -1.0%
WAB B -1.0%
H C -1.0%
AME D -1.0%
CVS F -1.0%
LYB D -1.0%
TEL C -1.0%
IOT A -1.0%
ADM D -1.0%
ACI D -1.0%
PWR C -1.0%
EME C -1.0%
DHR B -1.0%
XOM C -1.0%
CNC D -1.0%
APH D -1.0%
EG B -1.0%
GIS A -1.0%
WM D -1.0%
ITW C -1.0%
AIG D -1.0%
PFE D -1.0%
PG A -1.0%
NRG C -1.0%
EOG D -1.0%
FANG D -1.0%
MS C -1.0%
GD B -1.0%
CTVA B -1.0%
SJM A -1.0%
CAG A -1.0%
BAC D -1.0%
SNA D -1.0%
NLY A -1.0%
ARES C -1.0%
HON D -1.0%
EMN C -1.0%
CSX D -1.0%
BAH B -1.0%
BKNG C -1.0%
INVH B -1.0%
TXT D -1.0%
RPM A -1.0%
CCL D -1.0%
BDX D -1.0%
TWLO D -1.0%
ELV B -1.0%
SOLV B -1.0%
AFG A -1.0%
GEHC B -1.0%
BLDR C -1.0%
PAYX B -1.0%
EQH C -1.0%
MOH C -1.0%
IPG B -1.0%
EQIX B -1.0%
LUV A -1.0%
CCK A -1.0%
DLR D -1.0%
DT A -1.0%
LHX C -1.0%
STE A -1.0%
D A -1.0%
AVTR B -1.0%
PCG A -1.0%
VEEV A -1.0%
NEE A -1.0%
EXPD D -1.0%
APD B -1.0%
TDG B -1.0%
SRE B -1.0%
AZPN A -1.0%
COF C -1.0%
PNR B -1.0%
CZR D -1.0%
OMC B -1.0%
VZ B -1.0%
LDOS B -1.0%
VRSN C -1.0%
UHAL B -1.0%
DD C -1.0%
TDY B -1.0%
STX D -1.0%
ED A -1.0%
ON D -1.0%
NDSN C -1.0%
DRI A -1.0%
EPAM C -1.0%
APO D -1.0%
KEYS C -1.0%
ZTS A -1.0%
IFF A -1.0%
HPE D -1.0%
FSLR C -1.0%
GEN B -1.0%
TTWO B -1.0%
TW B -1.0%
TSN A -1.0%
GPN C -1.0%
NWSA C -1.0%
AMH A -1.0%
BR C -1.0%
CF B -1.0%
JKHY B -1.0%
NTAP D -1.0%
EVRG A -1.0%
URI C -1.0%
NTRS B -1.0%
DTE B -1.0%
TTC D -1.0%
ETR A -1.0%
TRV A -1.0%
HLT C -1.0%
ZBRA C -1.0%
PPL A -1.0%
GRMN B -1.0%
KMB A -1.0%
MKC A -1.0%
SO A -1.0%
KDP A -1.0%
TT B -1.0%
BSX A -1.0%
RPRX B -1.0%
BKR D -1.0%
LIN B -1.0%
JBHT C -1.0%
SUI A -1.0%
DUK A -1.0%
FWONK C -1.0%
AEP A -1.0%
PEG B -1.0%
ROL B -1.0%
UNP B -1.0%
AKAM D -1.0%
CPB A -1.0%
J C -1.0%
RVTY B -1.0%
CMS A -1.0%
XEL A -1.0%
FE A -1.0%
HBAN B -1.0%
ES A -1.0%
MCD A -1.0%
HOLX A -1.0%
ATO A -1.0%
CB A -1.0%
ALLY C -1.0%
TTD B -1.0%
GE C -1.0%
CMI B -1.0%
KMI B -1.0%
ENPH D -1.0%
HD B -1.0%
COO A -1.0%
IQV B -1.0%
KVUE A -1.0%
OKE A -1.0%
DGX B -1.0%
PH B -1.0%
FNF B -1.0%
ODFL D -1.0%
GS C -1.0%
APP B -1.0%
CRH B -1.0%
WMB B -1.0%
NET F -1.0%
FBIN B -1.0%
WEC A -1.0%
LOW B -1.0%
CCI A -1.0%
COR B -1.0%
RSG B -1.0%
NOC B -1.0%
ZM B -1.0%
BX B -1.0%
MRO C -1.0%
VTRS C -1.0%
COST B -1.0%
ACM B -1.0%
AEE A -1.0%
DFS C -1.0%
BAX A -1.0%
TSLA D -1.0%
EQR B -1.0%
KNX D -1.0%
CTLT A -1.0%
VICI A -1.0%
JPM B -1.0%
NSC B -1.0%
ALLE B -1.0%
BLK B -1.0%
UDR B -1.0%
GM B -1.0%
RMD A -1.0%
RCL C -1.0%
ELS A -1.0%
MTB B -1.0%
VLTO B -1.0%
DVA B -1.0%
VRTX D -1.0%
STT B -1.0%
CL A -1.0%
TFC B -1.0%
ZS F -1.0%
O A -1.0%
META C -1.0%
LNT A -1.0%
WCN B -1.0%
PRU C -1.0%
DASH B -1.0%
LH B -1.0%
ACGL B -1.0%
PODD A -1.0%
FCNCA C -1.0%
HII B -1.0%
SYF C -1.0%
EBAY A -1.0%
UNH A -1.0%
AVB B -1.0%
CBOE A -1.0%
AMCR B -1.0%
ESS B -1.0%
DOC B -1.0%
GLPI A -1.0%
FITB B -1.0%
KEY B -1.0%
ALL B -1.0%
JNPR A -1.0%
MAS B -1.0%
MKTX A -1.0%
UBER B -1.0%
PKG B -1.0%
SBAC A -1.0%
WRB B -1.0%
L B -1.0%
NDAQ A -1.0%
EIX A -1.0%
NI A -1.0%
CTAS B -1.0%
MELI B -1.0%
AJG A -1.0%
USB B -1.0%
LNG B -1.0%
INCY C -1.0%
TFX A -1.0%
AMT A -1.0%
KKR B -1.0%
T A -1.0%
KO B -1.0%
BIO A -1.0%
GLW C -1.0%
WTW A -1.0%
IP B -1.0%
HWM B -1.0%
CINF B -1.0%
SWK B -1.0%
RTX B -1.0%
FFIV B -1.0%
SHW B -1.0%
GEV A -1.0%
EXAS B -1.0%
MO A -1.0%
PNC B -1.0%
QRVO D -1.0%
SWKS D -1.0%
CPAY B -1.0%
WMT A -1.0%
MET B -1.0%
MANH B -1.0%
CAH A -1.0%
LII C -1.0%
CLX A -1.0%
BMY B -1.0%
CPT B -1.0%
SSNC B -1.0%
FDX D -1.0%
GILD A -1.0%
BMRN D -1.0%
TYL A -1.0%
MSI B -1.0%
ROKU C -1.0%
BRO A -1.0%
MAA B -1.0%
GDDY C -1.0%
KMX C -1.0%
WELL A -1.0%
NVR B -1.0%
REG A -1.0%
RF B -1.0%
BXP A -1.0%
CFG B -1.0%
EXR B -1.0%
ISRG B -1.0%
FI B -1.0%
NEM B -1.0%
SBUX B -1.0%
TMUS B -1.0%
LMT A -1.0%
PSA A -1.0%
BRK.A B -1.0%
KIM A -1.0%
AIZ B -1.0%
PM A -1.0%
MTCH B -1.0%
ILMN B -1.0%
TRU B -1.0%
DHI B -1.0%
CHRW B -1.0%
DKS C -1.0%
FICO A -1.0%
HIG B -1.0%
AXON B -1.0%
CBRE B -1.0%
TRGP A -1.0%
EXPE C -1.0%
ERIE A -1.0%
EFX B -1.0%
CHTR C -1.0%
VTR A -1.0%
K A -1.0%
MMM B -1.0%
UTHR B -1.0%
UHS B -1.0%
Z B -1.0%
RBLX B -1.0%
IRM B -1.0%
AFL B -1.0%
BBY A -1.0%
RIVN F -1.0%
TPL C -1.0%
BURL B -1.0%
PLTR B -1.0%
ALNY C -1.0%
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