CHGX vs. FXR ETF Comparison
Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to First Trust Industrials AlphaDEX (FXR)
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
$39.96
Average Daily Volume
6,526
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
FXR
First Trust Industrials AlphaDEX
FXR Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant(R) Industrials Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the industrials and producer durables sectors that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.Grade (RS Rating)
Last Trade
$82.15
Average Daily Volume
33,507
Number of Holdings
*
137
* may have additional holdings in another (foreign) market
Performance
| Period | CHGX | FXR |
|---|---|---|
| 30 Days | 3.66% | 7.85% |
| 60 Days | 4.50% | 9.12% |
| 90 Days | 6.28% | 12.26% |
| 12 Months | 28.25% | 40.52% |
10 Overlapping Holdings
CHGX Overweight 90 Positions Relative to FXR
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | B | 1.3% | |
| CRM | B | 1.27% | |
| CRWD | B | 1.23% | |
| NFLX | A | 1.22% | |
| AMP | A | 1.21% | |
| DIS | B | 1.21% | |
| SCHW | B | 1.18% | |
| NOW | A | 1.17% | |
| FTNT | C | 1.17% | |
| NVDA | C | 1.17% | |
| STLD | B | 1.16% | |
| MRVL | B | 1.16% | |
| ADSK | A | 1.16% | |
| BK | A | 1.1% | |
| DECK | A | 1.09% | |
| CSCO | B | 1.09% | |
| CDNS | B | 1.09% | |
| ANET | C | 1.09% | |
| MCK | B | 1.07% | |
| V | A | 1.07% | |
| NDAQ | A | 1.07% | |
| STT | A | 1.06% | |
| EA | A | 1.06% | |
| INTC | D | 1.06% | |
| AON | A | 1.06% | |
| PANW | C | 1.05% | |
| CMCSA | B | 1.05% | |
| IBM | C | 1.05% | |
| CHD | B | 1.05% | |
| SPG | B | 1.04% | |
| CPRT | A | 1.03% | |
| ORA | B | 1.03% | |
| INTU | C | 1.03% | |
| SYK | C | 1.03% | |
| MA | C | 1.02% | |
| ORLY | B | 1.02% | |
| MU | D | 1.02% | |
| SNPS | B | 1.02% | |
| VRSK | A | 1.01% | |
| IT | C | 1.01% | |
| ACN | C | 1.01% | |
| PGR | A | 1.0% | |
| HPQ | B | 1.0% | |
| CME | A | 1.0% | |
| ABT | B | 0.99% | |
| FIS | C | 0.99% | |
| GOOG | C | 0.98% | |
| COR | B | 0.98% | |
| GOOGL | C | 0.98% | |
| CTSH | B | 0.97% | |
| WDAY | B | 0.97% | |
| TJX | A | 0.97% | |
| MSCI | C | 0.96% | |
| AVGO | D | 0.96% | |
| SPGI | C | 0.95% | |
| AAPL | C | 0.95% | |
| ROP | B | 0.95% | |
| ICE | C | 0.94% | |
| MMC | B | 0.94% | |
| AWK | D | 0.93% | |
| PHM | D | 0.93% | |
| MCO | B | 0.93% | |
| ECL | D | 0.92% | |
| SYY | B | 0.92% | |
| AZO | C | 0.92% | |
| ROST | C | 0.91% | |
| MDT | D | 0.91% | |
| JNJ | D | 0.89% | |
| LEN | D | 0.88% | |
| A | D | 0.88% | |
| TXN | C | 0.88% | |
| AMD | F | 0.88% | |
| ADI | D | 0.87% | |
| NKE | D | 0.86% | |
| QCOM | F | 0.85% | |
| GIS | D | 0.85% | |
| PLD | D | 0.85% | |
| ADBE | C | 0.84% | |
| ON | D | 0.84% | |
| PFE | D | 0.83% | |
| AMGN | D | 0.83% | |
| ABBV | D | 0.83% | |
| TMO | F | 0.8% | |
| HCA | F | 0.8% | |
| MRK | F | 0.8% | |
| MCHP | D | 0.77% | |
| LLY | F | 0.75% | |
| IQV | D | 0.75% | |
| KLAC | D | 0.74% | |
| MPWR | F | 0.58% |
CHGX Underweight 127 Positions Relative to FXR
| Symbol | Grade | Weight | |
|---|---|---|---|
| AXON | A | -1.77% | |
| SYF | B | -1.52% | |
| WCC | B | -1.45% | |
| AAON | B | -1.44% | |
| SNA | A | -1.44% | |
| MDU | D | -1.38% | |
| PCAR | B | -1.36% | |
| G | B | -1.35% | |
| EME | C | -1.35% | |
| GPN | B | -1.33% | |
| FIX | A | -1.32% | |
| HWM | A | -1.32% | |
| OSK | B | -1.3% | |
| FOUR | B | -1.3% | |
| OC | A | -1.29% | |
| AL | B | -1.27% | |
| PWR | A | -1.27% | |
| HEI | B | -1.24% | |
| URI | B | -1.23% | |
| TT | A | -1.23% | |
| LPX | B | -1.22% | |
| CNH | C | -1.12% | |
| ALSN | B | -1.1% | |
| SON | D | -1.08% | |
| LMT | D | -1.08% | |
| GTES | A | -1.07% | |
| GNRC | B | -1.06% | |
| FI | A | -1.06% | |
| VNT | B | -1.04% | |
| R | B | -1.03% | |
| TTEK | F | -1.02% | |
| MLM | B | -0.99% | |
| SNDR | B | -0.97% | |
| EXP | A | -0.96% | |
| FDX | B | -0.96% | |
| CTAS | B | -0.95% | |
| ADTN | A | -0.93% | |
| MSM | C | -0.9% | |
| CSL | C | -0.9% | |
| CXT | B | -0.89% | |
| TXT | D | -0.88% | |
| BERY | B | -0.88% | |
| GPK | C | -0.87% | |
| BC | C | -0.87% | |
| MMM | D | -0.87% | |
| VSTS | C | -0.86% | |
| TRU | D | -0.86% | |
| BAH | F | -0.86% | |
| COF | B | -0.86% | |
| TDG | D | -0.85% | |
| AGCO | D | -0.85% | |
| GE | D | -0.85% | |
| AYI | B | -0.84% | |
| BLDR | D | -0.84% | |
| BWXT | B | -0.83% | |
| AWI | A | -0.82% | |
| PKG | A | -0.77% | |
| TDY | B | -0.76% | |
| ZBRA | B | -0.75% | |
| JBHT | C | -0.75% | |
| NVT | B | -0.74% | |
| DOV | A | -0.74% | |
| KEX | C | -0.74% | |
| KNX | B | -0.73% | |
| DCI | B | -0.73% | |
| LII | A | -0.72% | |
| SLGN | A | -0.72% | |
| EEFT | B | -0.72% | |
| CSX | B | -0.72% | |
| SHW | A | -0.71% | |
| MIDD | C | -0.68% | |
| HII | D | -0.67% | |
| SSD | D | -0.67% | |
| VLTO | D | -0.65% | |
| SPR | D | -0.65% | |
| BLD | D | -0.63% | |
| WU | D | -0.62% | |
| SAIA | B | -0.56% | |
| ESAB | B | -0.54% | |
| GXO | B | -0.52% | |
| CMI | A | -0.51% | |
| RHI | B | -0.5% | |
| LECO | B | -0.49% | |
| PNR | A | -0.49% | |
| ATR | B | -0.49% | |
| IEX | B | -0.48% | |
| J | F | -0.48% | |
| AZEK | A | -0.45% | |
| GD | F | -0.44% | |
| UPS | C | -0.44% | |
| SEE | C | -0.44% | |
| CNM | D | -0.43% | |
| TTC | D | -0.43% | |
| FTV | C | -0.43% | |
| PPG | F | -0.42% | |
| AMCR | D | -0.41% | |
| FCN | D | -0.39% | |
| ATI | D | -0.38% | |
| AOS | F | -0.37% | |
| DOW | F | -0.37% | |
| WMS | D | -0.37% | |
| EMR | A | -0.27% | |
| FLS | B | -0.26% | |
| CW | B | -0.25% | |
| PH | A | -0.25% | |
| HON | B | -0.25% | |
| AXTA | A | -0.25% | |
| RPM | A | -0.25% | |
| AME | A | -0.25% | |
| VMC | B | -0.25% | |
| LHX | C | -0.24% | |
| WAB | B | -0.24% | |
| WWD | B | -0.23% | |
| ITT | A | -0.23% | |
| GGG | B | -0.23% | |
| UNP | C | -0.22% | |
| KEYS | A | -0.22% | |
| ALLE | D | -0.22% | |
| MSA | D | -0.22% | |
| JKHY | D | -0.22% | |
| NDSN | B | -0.22% | |
| LSTR | D | -0.22% | |
| BALL | D | -0.21% | |
| EXPD | D | -0.21% | |
| LFUS | F | -0.21% | |
| MAS | D | -0.21% | |
| FBIN | D | -0.19% |
CHGX: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Drug Manufacturers - Major
Business Services
Capital Markets
Credit Services
Information Technology Services
Asset Management
Diagnostics & Research
Financial Data & Stock Exchanges
Medical Devices
Software - Infrastructure
Apparel Stores
Computer Systems
Farm & Construction Equipment
Footwear & Accessories
Insurance Brokers
Internet Content & Information
Media - Diversified
Medical Distribution
Keywords:
S&P 500
Nasdaq 100
Computing
Dow Jones Component
Integrated Circuits
Work From Home
Insurance
Mobile Devices
Semiconductor
Cloud Computing
Electronics
Smartphones
Telecommunications
Ethernet
IBD 50
Operating System
Payment Systems
Pharmaceutical Products
Risk Management
Electronic Engineering
FXR: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Building Materials
Business Services
Aerospace & Defense
Packaging & Containers
Credit Services
Engineering & Construction
Integrated Shipping & Logistics
Farm & Construction Equipment
Industrial Distribution
Rental & Leasing Services
Scientific & Technical Instruments
Specialty Chemicals
Specialty Industrial Machinery
Tools & Accessories
Railroads
Trucking
Building Products & Equipment
Communication Equipment
Electronic Components
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