CHGX vs. LCDS ETF Comparison
Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to JPMorgan Fundamental Data Science Large Core ETF (LCDS)
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
LCDS
JPMorgan Fundamental Data Science Large Core ETF
LCDS Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large, well established companies. Many of the equity securities in the fund"s portfolio will be technology companies or companies that rely heavily on technological advances. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management. The fund is non-diversified.Grade (RS Rating)
Last Trade
$57.58
Average Daily Volume
109
Number of Holdings
*
87
* may have additional holdings in another (foreign) market
Performance
| Period | CHGX | LCDS |
|---|---|---|
| 30 Days | 3.66% | 2.99% |
| 60 Days | 4.50% | 5.00% |
| 90 Days | 6.28% | 6.45% |
| 12 Months | 28.25% |
26 Overlapping Holdings
| Symbol | Grade | Weight in CHGX | Weight in LCDS | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.95% | 5.88% | 0.95% | |
| ABBV | D | 0.83% | 1.51% | 0.83% | |
| AMP | A | 1.21% | 1.13% | 1.13% | |
| AVGO | D | 0.96% | 1.31% | 0.96% | |
| AXP | A | 1.08% | 1.46% | 1.08% | |
| AZO | C | 0.92% | 0.54% | 0.54% | |
| CHD | B | 1.05% | 0.3% | 0.3% | |
| CMCSA | B | 1.05% | 1.24% | 1.05% | |
| CME | A | 1.0% | 0.76% | 0.76% | |
| CRM | B | 1.27% | 1.25% | 1.25% | |
| CTSH | B | 0.97% | 0.48% | 0.48% | |
| DE | A | 1.08% | 0.54% | 0.54% | |
| FICO | B | 1.29% | 0.71% | 0.71% | |
| GOOGL | C | 0.98% | 3.04% | 0.98% | |
| INTU | C | 1.03% | 0.88% | 0.88% | |
| LLY | F | 0.75% | 1.11% | 0.75% | |
| MA | C | 1.02% | 1.98% | 1.02% | |
| MDT | D | 0.91% | 0.66% | 0.66% | |
| MU | D | 1.02% | 0.87% | 0.87% | |
| NVDA | C | 1.17% | 7.58% | 1.17% | |
| PGR | A | 1.0% | 1.02% | 1.0% | |
| PLD | D | 0.85% | 0.61% | 0.61% | |
| SNPS | B | 1.02% | 0.32% | 0.32% | |
| SQ | B | 1.34% | 0.75% | 0.75% | |
| SYK | C | 1.03% | 1.47% | 1.03% | |
| TJX | A | 0.97% | 0.53% | 0.53% |
CHGX Overweight 74 Positions Relative to LCDS
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | B | 1.3% | |
| CRWD | B | 1.23% | |
| NFLX | A | 1.22% | |
| DIS | B | 1.21% | |
| SCHW | B | 1.18% | |
| NOW | A | 1.17% | |
| FTNT | C | 1.17% | |
| STLD | B | 1.16% | |
| GWW | B | 1.16% | |
| MRVL | B | 1.16% | |
| ADSK | A | 1.16% | |
| PYPL | B | 1.12% | |
| 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% | |
| IBM | C | 1.05% | |
| ADP | B | 1.05% | |
| SPG | B | 1.04% | |
| CAT | B | 1.04% | |
| CPRT | A | 1.03% | |
| ORA | B | 1.03% | |
| ORLY | B | 1.02% | |
| VRSK | A | 1.01% | |
| IT | C | 1.01% | |
| ACN | C | 1.01% | |
| CARR | D | 1.0% | |
| HPQ | B | 1.0% | |
| ABT | B | 0.99% | |
| FIS | C | 0.99% | |
| GOOG | C | 0.98% | |
| COR | B | 0.98% | |
| WDAY | B | 0.97% | |
| MSCI | C | 0.96% | |
| SPGI | 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% | |
| ROST | C | 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% | |
| ADBE | C | 0.84% | |
| ON | D | 0.84% | |
| PFE | D | 0.83% | |
| AMGN | D | 0.83% | |
| TMO | F | 0.8% | |
| HCA | F | 0.8% | |
| MRK | F | 0.8% | |
| EFX | F | 0.79% | |
| MCHP | D | 0.77% | |
| IQV | D | 0.75% | |
| KLAC | D | 0.74% | |
| MPWR | F | 0.58% |
CHGX Underweight 61 Positions Relative to LCDS
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | F | -7.47% | |
| AMZN | C | -4.7% | |
| META | D | -3.39% | |
| WFC | A | -2.44% | |
| UNH | C | -2.16% | |
| XOM | B | -1.79% | |
| BMY | B | -1.47% | |
| PM | B | -1.45% | |
| BAC | A | -1.34% | |
| LOW | D | -1.33% | |
| TT | A | -1.32% | |
| UPS | C | -1.22% | |
| HWM | A | -1.15% | |
| TSLA | B | -1.14% | |
| EOG | A | -1.14% | |
| HON | B | -1.12% | |
| CSX | B | -1.1% | |
| COP | C | -1.02% | |
| MDLZ | F | -0.99% | |
| NXPI | D | -0.93% | |
| MET | A | -0.91% | |
| REGN | F | -0.89% | |
| NOC | D | -0.87% | |
| SO | D | -0.87% | |
| MCD | D | -0.87% | |
| DHR | F | -0.76% | |
| BRK.A | B | -0.75% | |
| NEE | D | -0.73% | |
| KO | D | -0.73% | |
| DOV | A | -0.71% | |
| DD | D | -0.71% | |
| DLR | B | -0.7% | |
| STX | D | -0.7% | |
| TMUS | B | -0.69% | |
| PCG | A | -0.69% | |
| APH | A | -0.68% | |
| MS | A | -0.66% | |
| AXTA | A | -0.66% | |
| TFC | A | -0.64% | |
| HLT | A | -0.63% | |
| SPOT | B | -0.62% | |
| CI | F | -0.6% | |
| CMS | C | -0.59% | |
| HPE | B | -0.58% | |
| CMG | B | -0.55% | |
| LDOS | C | -0.53% | |
| PFGC | B | -0.47% | |
| VRTX | F | -0.45% | |
| FCNCA | A | -0.41% | |
| ELAN | D | -0.39% | |
| WEX | D | -0.38% | |
| BJ | A | -0.36% | |
| MTG | C | -0.35% | |
| COST | B | -0.34% | |
| EQIX | A | -0.25% | |
| LRCX | F | -0.22% | |
| MSI | B | -0.21% | |
| SBUX | A | -0.14% | |
| LIN | D | -0.13% | |
| APTV | D | -0.11% | |
| EL | F | -0.1% |
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
LCDS: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Internet Content & Information
Restaurants
Semiconductors
Specialty Retail
Banks - Global
Banks - Regional - US
Biotechnology
Communication Equipment
Credit Services
Diversified Industrials
Health Care Plans
Household & Personal Products
Information Technology Services
Medical Devices
Oil & Gas E&P
Software - Infrastructure
Specialty Chemicals
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