CHGX vs. IUSV ETF Comparison

Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to iShares Core U.S. Vaue ETF (IUSV)
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
IUSV

iShares Core U.S. Vaue ETF

IUSV Description The investment seeks to track the investment results of a broad-based index composed of U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell 3000 Value Index (the "underlying index"), which measures the performance of the value sector of the broad U.S. equity market.

Grade (RS Rating)

Last Trade

$98.97

Average Daily Volume

517,714

Number of Holdings *

728

* may have additional holdings in another (foreign) market
Performance
Period CHGX IUSV
30 Days 3.66% 3.05%
60 Days 4.50% 4.28%
90 Days 6.28% 6.30%
12 Months 28.25% 27.24%
70 Overlapping Holdings
Symbol Grade Weight in CHGX Weight in IUSV Overlap
A D 0.88% 0.17% 0.17%
ABBV D 0.83% 0.83% 0.83%
ABT B 0.99% 0.87% 0.87%
ACN C 1.01% 0.46% 0.46%
ADI D 0.87% 0.19% 0.19%
ADP B 1.05% 0.33% 0.33%
ADSK A 1.16% 0.14% 0.14%
AMGN D 0.83% 0.7% 0.7%
AMP A 1.21% 0.11% 0.11%
AON A 1.06% 0.17% 0.17%
AWK D 0.93% 0.11% 0.11%
AXP A 1.08% 0.21% 0.21%
AZO C 0.92% 0.07% 0.07%
BK A 1.1% 0.25% 0.25%
CARR D 1.0% 0.14% 0.14%
CAT B 1.04% 0.34% 0.34%
CHD B 1.05% 0.06% 0.06%
CMCSA B 1.05% 0.73% 0.73%
CME A 1.0% 0.22% 0.22%
COR B 0.98% 0.19% 0.19%
CSCO B 1.09% 1.02% 1.02%
CTSH B 0.97% 0.17% 0.17%
DE A 1.08% 0.19% 0.19%
DIS B 1.21% 0.87% 0.87%
EA A 1.06% 0.1% 0.1%
ECL D 0.92% 0.13% 0.13%
EFX F 0.79% 0.09% 0.09%
FIS C 0.99% 0.21% 0.21%
GIS D 0.85% 0.16% 0.16%
GWW B 1.16% 0.06% 0.06%
HCA F 0.8% 0.15% 0.15%
HPQ B 1.0% 0.16% 0.16%
IBM C 1.05% 0.84% 0.84%
ICE C 0.94% 0.39% 0.39%
INTC D 1.06% 0.47% 0.47%
IQV D 0.75% 0.09% 0.09%
JNJ D 0.89% 1.6% 0.89%
LEN D 0.88% 0.08% 0.08%
MA C 1.02% 0.53% 0.53%
MCHP D 0.77% 0.06% 0.06%
MCK B 1.07% 0.35% 0.35%
MCO B 0.93% 0.17% 0.17%
MDT D 0.91% 0.48% 0.48%
MMC B 0.94% 0.23% 0.23%
MRK F 0.8% 0.65% 0.65%
MSCI C 0.96% 0.09% 0.09%
MU D 1.02% 0.48% 0.48%
NDAQ A 1.07% 0.14% 0.14%
NKE D 0.86% 0.23% 0.23%
ON D 0.84% 0.07% 0.07%
ORA B 1.03% 0.02% 0.02%
ORLY B 1.02% 0.08% 0.08%
PFE D 0.83% 0.64% 0.64%
PGR A 1.0% 0.33% 0.33%
PLD D 0.85% 0.46% 0.46%
PYPL B 1.12% 0.38% 0.38%
QCOM F 0.85% 0.38% 0.38%
ROP B 0.95% 0.15% 0.15%
SCHW B 1.18% 0.52% 0.52%
SPG B 1.04% 0.15% 0.15%
SPGI C 0.95% 0.4% 0.4%
STLD B 1.16% 0.03% 0.03%
STT A 1.06% 0.12% 0.12%
SYK C 1.03% 0.21% 0.21%
SYY B 0.92% 0.16% 0.16%
TJX A 0.97% 0.21% 0.21%
TMO F 0.8% 0.55% 0.55%
TXN C 0.88% 0.52% 0.52%
V A 1.07% 0.77% 0.77%
VRSK A 1.01% 0.08% 0.08%
CHGX Overweight 30 Positions Relative to IUSV
Symbol Grade Weight
SQ B 1.34%
ORCL B 1.3%
FICO B 1.29%
CRM B 1.27%
CRWD B 1.23%
NFLX A 1.22%
NOW A 1.17%
FTNT C 1.17%
NVDA C 1.17%
MRVL B 1.16%
DECK A 1.09%
CDNS B 1.09%
ANET C 1.09%
PANW C 1.05%
CPRT A 1.03%
INTU C 1.03%
SNPS B 1.02%
IT C 1.01%
GOOG C 0.98%
GOOGL C 0.98%
WDAY B 0.97%
AVGO D 0.96%
AAPL C 0.95%
PHM D 0.93%
ROST C 0.91%
AMD F 0.88%
ADBE C 0.84%
LLY F 0.75%
KLAC D 0.74%
MPWR F 0.58%
CHGX Underweight 658 Positions Relative to IUSV
Symbol Grade Weight
BRK.A B -3.74%
JPM A -3.01%
XOM B -2.34%
WMT A -1.6%
UNH C -1.48%
BAC A -1.35%
CVX A -1.2%
HD A -1.11%
WFC A -1.08%
PG A -1.05%
COST B -1.04%
GS A -0.81%
VZ C -0.75%
MS A -0.72%
T A -0.7%
RTX C -0.69%
NEE D -0.68%
LOW D -0.67%
DHR F -0.67%
HON B -0.66%
KO D -0.65%
BLK C -0.64%
PEP F -0.63%
C A -0.57%
PM B -0.55%
BMY B -0.52%
MCD D -0.52%
TMUS B -0.51%
LMT D -0.5%
GILD C -0.5%
GE D -0.48%
CB C -0.47%
LIN D -0.46%
UPS C -0.42%
ELV F -0.41%
MO A -0.41%
SO D -0.41%
CI F -0.4%
DUK C -0.37%
PNC B -0.36%
WELL A -0.34%
USB A -0.34%
UNP C -0.34%
GD F -0.33%
MMM D -0.32%
EMR A -0.32%
COF B -0.31%
APD A -0.31%
TGT F -0.31%
NOC D -0.3%
CVS D -0.3%
BDX F -0.29%
FDX B -0.29%
GM B -0.28%
ISRG A -0.28%
SLB C -0.27%
TFC A -0.27%
TRV B -0.26%
FI A -0.26%
NSC B -0.26%
BA F -0.25%
JCI C -0.25%
SRE A -0.25%
BSX B -0.25%
PSX C -0.24%
ETN A -0.24%
AFL B -0.24%
ALL A -0.23%
KMI A -0.23%
AMT D -0.23%
AEP D -0.22%
CMI A -0.22%
MDLZ F -0.22%
GEV B -0.22%
LHX C -0.21%
D C -0.21%
MET A -0.21%
AIG B -0.21%
O D -0.21%
CCI D -0.2%
VLO C -0.2%
PCG A -0.2%
PRU A -0.2%
VRTX F -0.2%
SHW A -0.2%
EQIX A -0.2%
KVUE A -0.2%
CL D -0.2%
SBUX A -0.2%
NEM D -0.2%
BKR B -0.19%
WM A -0.19%
F C -0.19%
PEG A -0.19%
KMB D -0.19%
COP C -0.18%
WMB A -0.18%
GEHC F -0.17%
STZ D -0.17%
EXC C -0.17%
APH A -0.17%
XEL A -0.17%
CEG D -0.17%
KR B -0.17%
ITW B -0.17%
CTVA C -0.17%
CBRE B -0.17%
ZTS D -0.16%
MTB A -0.16%
GLW B -0.16%
BX A -0.16%
KDP D -0.16%
REGN F -0.15%
CTAS B -0.15%
HUM C -0.15%
RMD C -0.15%
OXY D -0.15%
HIG B -0.15%
WAB B -0.15%
CSX B -0.15%
MSI B -0.15%
EXR D -0.15%
DD D -0.15%
FCX D -0.14%
DOW F -0.14%
ETR B -0.14%
AJG B -0.14%
EIX B -0.14%
WTW B -0.14%
FITB A -0.14%
DLR B -0.14%
AVB B -0.14%
VICI C -0.14%
ED D -0.14%
TT A -0.13%
PPG F -0.13%
XYL D -0.13%
CAH B -0.13%
ABNB C -0.13%
GPN B -0.13%
RJF A -0.13%
UAL A -0.13%
PSA D -0.13%
WEC A -0.13%
EBAY D -0.13%
CNC D -0.13%
HAL C -0.12%
TROW B -0.12%
KEYS A -0.12%
HPE B -0.12%
DOV A -0.12%
PAYX C -0.12%
KHC F -0.12%
TEL B -0.12%
BIIB F -0.11%
RF A -0.11%
OTIS C -0.11%
PPL B -0.11%
DVN F -0.11%
DTE C -0.11%
EQR B -0.11%
SW A -0.11%
ADM D -0.11%
EW C -0.11%
VLTO D -0.11%
EQT B -0.11%
HBAN A -0.11%
SYF B -0.11%
EOG A -0.11%
VTR C -0.11%
ES D -0.1%
WBD C -0.1%
ZBH C -0.1%
TDY B -0.1%
ATO A -0.1%
WY D -0.1%
ILMN D -0.1%
LDOS C -0.1%
IFF D -0.1%
AME A -0.1%
CINF A -0.1%
FAST B -0.1%
MPC D -0.1%
OKE A -0.1%
AEE A -0.1%
HWM A -0.09%
EXE B -0.09%
CNP B -0.09%
PH A -0.09%
IP B -0.09%
DFS B -0.09%
CMS C -0.09%
LH C -0.09%
ZBRA B -0.09%
OMC C -0.09%
CLX B -0.09%
WDC D -0.09%
CHTR C -0.09%
YUM B -0.09%
FE C -0.09%
FSLR F -0.09%
CFG B -0.09%
PKG A -0.09%
LYB F -0.09%
NTRS A -0.09%
K A -0.09%
TRMB B -0.08%
TSCO D -0.08%
TER D -0.08%
GPC D -0.08%
IEX B -0.08%
DGX A -0.08%
CSGP D -0.08%
J F -0.08%
KEY B -0.08%
BBY D -0.08%
HOLX D -0.08%
WRB A -0.08%
DELL C -0.08%
RSG A -0.08%
TSN B -0.08%
DAL C -0.08%
PFG D -0.08%
MAA B -0.08%
NRG B -0.08%
BALL D -0.08%
MKC D -0.08%
INVH D -0.08%
ESS B -0.08%
LUV C -0.08%
DOC D -0.07%
VTRS A -0.07%
EL F -0.07%
GRMN B -0.07%
L A -0.07%
RGA A -0.07%
NTAP C -0.07%
FNF B -0.07%
LNT A -0.07%
IDXX F -0.07%
COHR B -0.07%
THC D -0.07%
EG C -0.07%
MNST C -0.07%
AVY D -0.07%
BAX D -0.07%
PCAR B -0.07%
MTD D -0.07%
TXT D -0.07%
USFD A -0.07%
NI A -0.07%
GEN B -0.07%
HSY F -0.07%
IRM D -0.07%
DOCU A -0.07%
KIM A -0.07%
ARE D -0.07%
DG F -0.07%
ROK B -0.07%
JNPR F -0.06%
JKHY D -0.06%
CPT B -0.06%
NUE C -0.06%
ANSS B -0.06%
HUBB B -0.06%
CAG D -0.06%
CHRW C -0.06%
SWK D -0.06%
DLTR F -0.06%
UDR B -0.06%
MRNA F -0.06%
VMC B -0.06%
TPR B -0.06%
SWKS F -0.06%
PFGC B -0.06%
CDW F -0.06%
NDSN B -0.06%
SBAC D -0.06%
FFIV B -0.06%
NXPI D -0.06%
WAT B -0.06%
RVTY F -0.06%
EVRG A -0.06%
APTV D -0.06%
AMCR D -0.06%
PWR A -0.06%
JBHT C -0.06%
TTWO A -0.06%
AFG A -0.05%
SNA A -0.05%
GME C -0.05%
AA B -0.05%
FOXA B -0.05%
EXPD D -0.05%
CTLT B -0.05%
FHN A -0.05%
IPG D -0.05%
NWSA B -0.05%
TAP C -0.05%
AIZ A -0.05%
TECH D -0.05%
PODD C -0.05%
BR A -0.05%
BJ A -0.05%
DXCM D -0.05%
RRX B -0.05%
COO D -0.05%
BXP D -0.05%
SF B -0.05%
EMN D -0.05%
SJM D -0.05%
UHS D -0.05%
JEF A -0.05%
REG B -0.05%
WPC D -0.05%
ALB C -0.05%
STX D -0.05%
MLM B -0.05%
KMX B -0.05%
INCY C -0.05%
JLL D -0.05%
BG F -0.05%
VRSN F -0.04%
SNV B -0.04%
MTCH D -0.04%
HAS D -0.04%
X C -0.04%
SSB B -0.04%
AVTR F -0.04%
EPAM C -0.04%
SFM A -0.04%
OGE B -0.04%
HSIC B -0.04%
MOS F -0.04%
MTZ B -0.04%
FRT B -0.04%
GPK C -0.04%
TPL A -0.04%
ZION B -0.04%
WTFC A -0.04%
FLR B -0.04%
SNX C -0.04%
AR B -0.04%
CPB D -0.04%
ORI A -0.04%
HRL D -0.04%
TFX F -0.04%
XPO B -0.04%
DPZ C -0.04%
KNX B -0.04%
GMED A -0.04%
PTC A -0.04%
WCC B -0.04%
CNH C -0.04%
AAL B -0.04%
UTHR C -0.04%
SOLV C -0.04%
STE F -0.04%
IR B -0.04%
DRI B -0.04%
NLY C -0.04%
GL B -0.04%
ALLY C -0.04%
AES F -0.04%
LAD A -0.04%
FDS B -0.04%
MKTX D -0.04%
WBS A -0.04%
CRL C -0.04%
UNM A -0.04%
PNW B -0.04%
ARMK B -0.04%
LKQ D -0.04%
BRO B -0.03%
THO B -0.03%
FOX A -0.03%
JHG A -0.03%
KRG B -0.03%
FNB A -0.03%
THG A -0.03%
PVH C -0.03%
LITE B -0.03%
POOL C -0.03%
RNR C -0.03%
CIEN B -0.03%
SCI B -0.03%
ESNT D -0.03%
ULTA F -0.03%
OHI C -0.03%
ARW D -0.03%
INGR B -0.03%
STWD C -0.03%
WHR B -0.03%
QRVO F -0.03%
PAYC B -0.03%
WBA F -0.03%
HR C -0.03%
GBCI B -0.03%
CTRA B -0.03%
DAR C -0.03%
NOV C -0.03%
COLB A -0.03%
KD B -0.03%
LVS C -0.03%
BEN C -0.03%
EWBC A -0.03%
BIO D -0.03%
JBL B -0.03%
PARA C -0.03%
FAF A -0.03%
CACI D -0.03%
FMC D -0.03%
BURL A -0.03%
CMC B -0.03%
DINO D -0.03%
VNO B -0.03%
VMI B -0.03%
CCL B -0.03%
ALGN D -0.03%
ONB B -0.03%
AKAM D -0.03%
OSK B -0.03%
TMHC B -0.03%
CF B -0.03%
R B -0.03%
MHK D -0.03%
MOH F -0.03%
G B -0.03%
BERY B -0.03%
CBOE B -0.03%
ADC B -0.03%
GLPI C -0.03%
ALLE D -0.03%
MRO B -0.03%
FYBR D -0.03%
HII D -0.03%
ACM A -0.03%
BWA D -0.03%
IBKR A -0.03%
IVZ B -0.03%
PB A -0.03%
MAS D -0.03%
ROL B -0.03%
RPM A -0.03%
CYTK F -0.02%
CNM D -0.02%
CZR F -0.02%
PII D -0.02%
GATX A -0.02%
DTM B -0.02%
FR C -0.02%
XRAY F -0.02%
NWS B -0.02%
PRGO B -0.02%
MIDD C -0.02%
ALE A -0.02%
MAT D -0.02%
ASH D -0.02%
RL B -0.02%
IDA A -0.02%
CGNX C -0.02%
HOG D -0.02%
MKSI C -0.02%
LW C -0.02%
SR A -0.02%
DCI B -0.02%
MTG C -0.02%
HQY B -0.02%
ASB B -0.02%
SEIC B -0.02%
ASGN F -0.02%
KRC C -0.02%
TXNM A -0.02%
CNO A -0.02%
TCBI B -0.02%
FLS B -0.02%
ERIE D -0.02%
SAIC F -0.02%
OGS A -0.02%
SLGN A -0.02%
KBR F -0.02%
KMPR B -0.02%
TTC D -0.02%
AN C -0.02%
FLO D -0.02%
RGLD C -0.02%
SBRA C -0.02%
KEX C -0.02%
M D -0.02%
GNRC B -0.02%
BKH A -0.02%
BRBR A -0.02%
TKO B -0.02%
JAZZ B -0.02%
SWX B -0.02%
AVNT B -0.02%
CUZ B -0.02%
IRT A -0.02%
LAMR D -0.02%
ATR B -0.02%
AVT C -0.02%
VLY B -0.02%
AMH D -0.02%
ELS C -0.02%
CUBE D -0.02%
POR C -0.02%
NJR A -0.02%
BRX A -0.02%
CW B -0.02%
NNN D -0.02%
HST C -0.02%
SON D -0.02%
ST F -0.02%
WAL B -0.02%
AYI B -0.02%
GAP C -0.02%
WTRG B -0.02%
BDC B -0.02%
CBSH A -0.02%
VOYA B -0.02%
UGI A -0.02%
NXST C -0.02%
POST C -0.02%
CFR B -0.02%
DAY B -0.02%
UMBF B -0.02%
ENPH F -0.02%
PNR A -0.02%
DKS C -0.02%
BMRN D -0.02%
UBSI B -0.02%
NFG A -0.02%
CLF F -0.02%
LEA D -0.02%
EHC B -0.02%
PNFP B -0.02%
AMG B -0.02%
CG A -0.02%
REXR F -0.02%
FBIN D -0.02%
HOMB A -0.02%
AGCO D -0.02%
CCK C -0.02%
UA C -0.01%
HGV B -0.01%
TNL A -0.01%
IPGP D -0.01%
YETI C -0.01%
CPRI F -0.01%
EPR D -0.01%
MMS F -0.01%
PSN D -0.01%
NSP D -0.01%
BLKB B -0.01%
VC D -0.01%
WEN D -0.01%
NSA D -0.01%
COLM B -0.01%
KNF A -0.01%
TEX D -0.01%
SAM C -0.01%
GEF A -0.01%
AMED F -0.01%
SYNA C -0.01%
POWI D -0.01%
OPCH D -0.01%
LIVN F -0.01%
CHH A -0.01%
MSM C -0.01%
HAE C -0.01%
VSH D -0.01%
IRDM D -0.01%
UAA C -0.01%
DLB B -0.01%
CNXC F -0.01%
VNOM A -0.01%
CADE B -0.01%
LFUS F -0.01%
LANC C -0.01%
ROIV C -0.01%
CRI D -0.01%
CHX C -0.01%
CBT C -0.01%
PPC C -0.01%
ALGM D -0.01%
SRPT D -0.01%
EEFT B -0.01%
CDP C -0.01%
ALTM C -0.01%
SMG D -0.01%
EQH B -0.01%
LSTR D -0.01%
ZI D -0.01%
AM A -0.01%
BC C -0.01%
JWN C -0.01%
IBOC A -0.01%
ENS D -0.01%
RCM F -0.01%
MTN C -0.01%
CRUS D -0.01%
EXPO D -0.01%
BRKR D -0.01%
HWC B -0.01%
RYN D -0.01%
NOVT D -0.01%
LPX B -0.01%
GNTX C -0.01%
HXL D -0.01%
ENOV C -0.01%
RLI B -0.01%
OZK B -0.01%
GXO B -0.01%
CHWY B -0.01%
GT C -0.01%
WU D -0.01%
WH B -0.01%
MASI A -0.01%
MUR D -0.01%
SIGI C -0.01%
RH B -0.01%
MGM D -0.01%
MTSI B -0.01%
CXT B -0.01%
KBH D -0.01%
CC C -0.01%
NEOG F -0.01%
ALV C -0.01%
TKR D -0.01%
AMKR D -0.01%
OLN D -0.01%
PCH D -0.01%
VAC B -0.01%
MAN D -0.01%
PBF D -0.01%
CVLT B -0.01%
SLM A -0.01%
PAG B -0.01%
FFIN B -0.01%
EVR B -0.01%
GHC C -0.01%
EXLS B -0.01%
AZPN A -0.01%
EGP F -0.01%
DVA B -0.01%
DOCS C -0.01%
FLG C -0.01%
STAG F -0.01%
BHF B -0.01%
AMTM D -0.01%
CHE D -0.01%
AOS F -0.01%
NWE B -0.01%
NVST B -0.01%
FHI A -0.01%
MAGN F -0.0%
AZTA D -0.0%
WMG C -0.0%
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