CHGX vs. IVW ETF Comparison
Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to iShares S&P 500 Growth ETF (IVW)
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
IVW
iShares S&P 500 Growth ETF
IVW Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth 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 S&P 500® Growth Index (the "underlying index"), which measures the performance of the large-capitalization growth sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$95.11
Average Daily Volume
2,559,522
Number of Holdings
*
231
* may have additional holdings in another (foreign) market
Performance
| Period | CHGX | IVW |
|---|---|---|
| 30 Days | 2.70% | 1.47% |
| 60 Days | 5.60% | 3.29% |
| 90 Days | 4.66% | 3.00% |
| 12 Months | 26.88% | 36.71% |
68 Overlapping Holdings
| Symbol | Grade | Weight in CHGX | Weight in IVW | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 1.09% | 1.0% | 1.0% | |
| ABBV | C | 1.18% | 1.0% | 1.0% | |
| ACN | C | 1.17% | 1.0% | 1.0% | |
| ADBE | F | 1.23% | 1.0% | 1.0% | |
| ADI | C | 0.89% | 1.0% | 0.89% | |
| ADP | B | 1.09% | 1.0% | 1.0% | |
| ADSK | C | 1.22% | 1.0% | 1.0% | |
| AMD | D | 0.82% | 1.0% | 0.82% | |
| AMP | A | 0.95% | 1.0% | 0.95% | |
| ANET | B | 1.05% | 1.0% | 1.0% | |
| AON | B | 1.19% | 1.0% | 1.0% | |
| AVGO | C | 1.06% | 1.0% | 1.0% | |
| AXP | B | 0.97% | 1.0% | 0.97% | |
| AZO | D | 1.08% | 1.0% | 1.0% | |
| CARR | B | 1.08% | 1.0% | 1.0% | |
| CAT | B | 0.94% | 1.0% | 0.94% | |
| CDNS | D | 0.85% | 1.0% | 0.85% | |
| CHD | D | 0.94% | 1.0% | 0.94% | |
| CME | C | 1.03% | 1.0% | 1.0% | |
| CPRT | D | 0.89% | 1.0% | 0.89% | |
| CRM | D | 1.0% | 1.0% | 1.0% | |
| CRWD | D | 0.75% | 1.0% | 0.75% | |
| CSGP | D | 0.96% | 1.0% | 0.96% | |
| DE | B | 0.98% | 1.0% | 0.98% | |
| DECK | C | 0.78% | 1.0% | 0.78% | |
| EA | D | 1.03% | 1.0% | 1.0% | |
| ECL | B | 1.03% | 1.0% | 1.0% | |
| FAST | C | 0.99% | 1.0% | 0.99% | |
| FTNT | C | 1.22% | 1.0% | 1.0% | |
| GOOG | D | 0.82% | 1.0% | 0.82% | |
| GOOGL | D | 0.82% | 1.0% | 0.82% | |
| GWW | B | 1.01% | 1.0% | 1.0% | |
| HCA | B | 1.08% | 1.0% | 1.0% | |
| INTU | C | 1.05% | 1.0% | 1.0% | |
| IT | B | 1.13% | 1.0% | 1.0% | |
| KLAC | D | 0.89% | 1.0% | 0.89% | |
| LEN | B | 1.07% | 1.0% | 1.0% | |
| LLY | C | 1.05% | 1.0% | 1.0% | |
| MA | B | 1.04% | 1.0% | 1.0% | |
| MCHP | F | 0.74% | 1.0% | 0.74% | |
| MCO | B | 1.16% | 1.0% | 1.0% | |
| MMC | C | 1.06% | 1.0% | 1.0% | |
| MPWR | C | 1.1% | 1.0% | 1.0% | |
| MRK | D | 0.87% | 1.0% | 0.87% | |
| MSCI | C | 1.08% | 1.0% | 1.0% | |
| NFLX | B | 1.0% | 1.0% | 1.0% | |
| NKE | D | 0.78% | 1.0% | 0.78% | |
| NOW | B | 1.25% | 1.0% | 1.0% | |
| NVDA | D | 0.94% | 1.0% | 0.94% | |
| ORCL | C | 1.27% | 1.0% | 1.0% | |
| ORLY | C | 1.12% | 1.0% | 1.0% | |
| PANW | D | 1.12% | 1.0% | 1.0% | |
| PGR | B | 1.12% | 1.0% | 1.0% | |
| PHM | B | 1.08% | 1.0% | 1.0% | |
| QCOM | D | 0.75% | 1.0% | 0.75% | |
| REGN | C | 1.1% | 1.0% | 1.0% | |
| ROP | C | 0.99% | 1.0% | 0.99% | |
| ROST | C | 1.03% | 1.0% | 1.0% | |
| SNPS | D | 0.79% | 1.0% | 0.79% | |
| SPG | B | 1.03% | 1.0% | 1.0% | |
| SPGI | B | 1.16% | 1.0% | 1.0% | |
| STLD | F | 0.77% | 1.0% | 0.77% | |
| SYK | C | 1.02% | 1.0% | 1.0% | |
| TJX | B | 1.09% | 1.0% | 1.0% | |
| TMO | B | 1.05% | 1.0% | 1.0% | |
| TXN | C | 0.98% | 1.0% | 0.98% | |
| V | C | 1.0% | 1.0% | 1.0% | |
| VRSK | D | 1.03% | 1.0% | 1.0% |
CHGX Overweight 31 Positions Relative to IVW
| Symbol | Grade | Weight | |
|---|---|---|---|
| IBM | B | 1.17% | |
| WDAY | D | 1.15% | |
| ICE | C | 1.15% | |
| PLD | C | 1.14% | |
| CTSH | C | 1.1% | |
| JNJ | C | 1.09% | |
| ABT | C | 1.09% | |
| BK | B | 1.08% | |
| AWK | B | 1.08% | |
| MDT | C | 1.07% | |
| FIS | B | 1.05% | |
| PYPL | B | 1.04% | |
| SYY | D | 1.03% | |
| AMGN | B | 1.02% | |
| A | C | 1.01% | |
| CSCO | C | 1.0% | |
| CI | C | 0.99% | |
| MRVL | C | 0.99% | |
| CMCSA | D | 0.93% | |
| ORA | C | 0.92% | |
| SQ | D | 0.91% | |
| PPG | D | 0.91% | |
| HPQ | D | 0.87% | |
| MCK | F | 0.85% | |
| TROW | D | 0.84% | |
| SCHW | D | 0.82% | |
| DIS | D | 0.81% | |
| DELL | D | 0.73% | |
| EL | F | 0.66% | |
| MU | F | 0.66% | |
| INTC | F | 0.59% |
CHGX Underweight 163 Positions Relative to IVW
| Symbol | Grade | Weight | |
|---|---|---|---|
| ETSY | F | -1.0% | |
| PAYC | D | -1.0% | |
| RL | C | -1.0% | |
| DVA | B | -1.0% | |
| CZR | C | -1.0% | |
| ALLE | B | -1.0% | |
| EPAM | F | -1.0% | |
| DAY | D | -1.0% | |
| GNRC | D | -1.0% | |
| ENPH | D | -1.0% | |
| DPZ | F | -1.0% | |
| AOS | D | -1.0% | |
| ROL | C | -1.0% | |
| LW | D | -1.0% | |
| MGM | F | -1.0% | |
| PODD | B | -1.0% | |
| EXPD | C | -1.0% | |
| SNA | C | -1.0% | |
| JBL | D | -1.0% | |
| AKAM | D | -1.0% | |
| WAT | C | -1.0% | |
| WYNN | D | -1.0% | |
| HST | C | -1.0% | |
| VRSN | D | -1.0% | |
| POOL | C | -1.0% | |
| CF | C | -1.0% | |
| MRO | C | -1.0% | |
| FDS | C | -1.0% | |
| STX | C | -1.0% | |
| NCLH | C | -1.0% | |
| APA | F | -1.0% | |
| LVS | D | -1.0% | |
| ALGN | D | -1.0% | |
| NTAP | D | -1.0% | |
| COO | B | -1.0% | |
| MAS | B | -1.0% | |
| HUBB | B | -1.0% | |
| DRI | B | -1.0% | |
| SBAC | C | -1.0% | |
| PNR | B | -1.0% | |
| HSY | C | -1.0% | |
| CTRA | D | -1.0% | |
| MTD | D | -1.0% | |
| ULTA | D | -1.0% | |
| CE | F | -1.0% | |
| CCL | C | -1.0% | |
| TTWO | C | -1.0% | |
| MOH | D | -1.0% | |
| PTC | D | -1.0% | |
| CDW | D | -1.0% | |
| TSCO | C | -1.0% | |
| ON | D | -1.0% | |
| STE | C | -1.0% | |
| LYV | B | -1.0% | |
| ROK | D | -1.0% | |
| CBOE | C | -1.0% | |
| BR | D | -1.0% | |
| EFX | B | -1.0% | |
| OTIS | C | -1.0% | |
| GRMN | D | -1.0% | |
| EW | F | -1.0% | |
| CHTR | D | -1.0% | |
| ANSS | D | -1.0% | |
| DAL | C | -1.0% | |
| IQV | C | -1.0% | |
| DXCM | F | -1.0% | |
| EXPE | C | -1.0% | |
| PAYX | C | -1.0% | |
| TEL | D | -1.0% | |
| YUM | D | -1.0% | |
| IRM | C | -1.0% | |
| DFS | B | -1.0% | |
| AME | C | -1.0% | |
| BRO | C | -1.0% | |
| VMC | D | -1.0% | |
| MLM | D | -1.0% | |
| HWM | B | -1.0% | |
| NUE | F | -1.0% | |
| MNST | D | -1.0% | |
| DLR | B | -1.0% | |
| WMB | B | -1.0% | |
| BLDR | C | -1.0% | |
| CPAY | B | -1.0% | |
| GDDY | C | -1.0% | |
| WST | D | -1.0% | |
| SMCI | F | -1.0% | |
| IDXX | C | -1.0% | |
| PSA | B | -1.0% | |
| RSG | D | -1.0% | |
| TYL | C | -1.0% | |
| GEV | B | -1.0% | |
| FTV | C | -1.0% | |
| ABNB | D | -1.0% | |
| VST | C | -1.0% | |
| CEG | C | -1.0% | |
| PWR | B | -1.0% | |
| AXON | B | -1.0% | |
| IR | C | -1.0% | |
| NVR | B | -1.0% | |
| LULU | D | -1.0% | |
| FCX | D | -1.0% | |
| FANG | D | -1.0% | |
| ITW | C | -1.0% | |
| MPC | F | -1.0% | |
| TRGP | B | -1.0% | |
| CSX | D | -1.0% | |
| OKE | B | -1.0% | |
| AJG | D | -1.0% | |
| CL | D | -1.0% | |
| ODFL | D | -1.0% | |
| HES | F | -1.0% | |
| WM | D | -1.0% | |
| PCAR | D | -1.0% | |
| EQIX | C | -1.0% | |
| CTAS | B | -1.0% | |
| RCL | B | -1.0% | |
| ACGL | C | -1.0% | |
| BA | F | -1.0% | |
| MDLZ | B | -1.0% | |
| MSI | B | -1.0% | |
| APH | D | -1.0% | |
| NXPI | F | -1.0% | |
| SHW | B | -1.0% | |
| EOG | D | -1.0% | |
| AMT | C | -1.0% | |
| FICO | B | -1.0% | |
| URI | B | -1.0% | |
| ZTS | C | -1.0% | |
| FI | A | -1.0% | |
| HLT | B | -1.0% | |
| MAR | C | -1.0% | |
| DHI | B | -1.0% | |
| TT | B | -1.0% | |
| PH | B | -1.0% | |
| SBUX | C | -1.0% | |
| BSX | B | -1.0% | |
| UNP | C | -1.0% | |
| PM | C | -1.0% | |
| ETN | C | -1.0% | |
| BX | B | -1.0% | |
| TDG | B | -1.0% | |
| CMG | C | -1.0% | |
| VRTX | D | -1.0% | |
| GE | B | -1.0% | |
| KKR | B | -1.0% | |
| COP | D | -1.0% | |
| PEP | C | -1.0% | |
| MCD | B | -1.0% | |
| LRCX | F | -1.0% | |
| KO | C | -1.0% | |
| ISRG | B | -1.0% | |
| LIN | B | -1.0% | |
| BKNG | C | -1.0% | |
| HD | B | -1.0% | |
| UBER | C | -1.0% | |
| AMAT | D | -1.0% | |
| PG | C | -1.0% | |
| COST | B | -1.0% | |
| UNH | C | -1.0% | |
| TSLA | C | -1.0% | |
| AMZN | C | -1.0% | |
| META | B | -1.0% | |
| MSFT | C | -1.0% |
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
IVW: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Semiconductors
Diversified Industrials
Oil & Gas E&P
Diagnostics & Research
Restaurants
Specialty Retail
Internet Content & Information
Leisure
Medical Devices
Specialty Industrial Machinery
Building Materials
Capital Markets
Credit Services
Information Technology Services
Insurance Brokers
Medical Instruments & Supplies
Residential Construction
Resorts & Casinos
Compare ETFs
