CHGX vs. MOTG ETF Comparison

Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to VanEck Morningstar Global Wide Moat ETF (MOTG)

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

$39.48

Average Daily Volume

5,639

Number of Holdings ^*

100

* may have additional holdings in another (foreign) market

MOTG

VanEck Morningstar Global Wide Moat ETF

MOTG Description

VanEck Morningstar Global Wide Moat ETF is an exchange traded fund launched and managed by Van Eck Associates Corporation. The fund invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. The fund invests in momentum stocks of companies across diversified market capitalization. It seeks to track the performance of the Morningstar Global Wide Moat Focus Index, by using full replication technique. It employs proprietary research to create its portfolio. VanEck Morningstar Global Wide Moat ETF was formed on October 30, 2018 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$38.79

Average Daily Volume

579

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CHGX	MOTG
30 Days	1.23%	-2.67%
60 Days	4.73%	-1.64%
90 Days	6.88%	1.42%
12 Months	28.48%	19.74%

12 Overlapping Holdings

Symbol	Grade	Weight in CHGX	Weight in MOTG	Overlap
A	F	0.96%	1.01%	0.96%
ADBE	C	0.83%	0.96%	0.83%
ADSK	B	1.11%	1.19%	1.11%
BK	B	1.09%	1.18%	1.09%
CMCSA	B	1.06%	1.06%	1.06%
DIS	B	1.05%	1.97%	1.05%
EFX	F	0.86%	1.01%	0.86%
GOOGL	C	1.02%	1.12%	1.02%
ICE	C	0.96%	1.07%	0.96%
MCHP	F	0.9%	0.96%	0.9%
SCHW	B	1.08%	1.12%	1.08%
WDAY	B	0.9%	1.06%	0.9%

CHGX Overweight 88 Positions Relative to MOTG

Symbol	Grade	Weight
ORCL	A	1.19%
CRM	B	1.16%
NVDA	A	1.15%
FICO	B	1.14%
ANET	C	1.13%
NOW	A	1.12%
GWW	B	1.12%
MRVL	B	1.12%
AMP	A	1.12%
STLD	C	1.11%
CRWD	B	1.09%
CSCO	A	1.09%
SQ	B	1.08%
MU	D	1.08%
ORA	B	1.08%
NFLX	A	1.07%
PYPL	A	1.07%
CAT	B	1.06%
CDNS	B	1.06%
STT	B	1.05%
AXP	B	1.05%
AVGO	C	1.05%
AON	B	1.05%
ADP	A	1.04%
NDAQ	B	1.04%
INTC	C	1.04%
V	A	1.04%
CME	B	1.03%
MA	B	1.03%
FIS	B	1.03%
GOOG	C	1.02%
DE	D	1.02%
ABT	C	1.02%
SPG	A	1.02%
IT	B	1.02%
DECK	B	1.01%
EA	A	1.01%
VRSK	A	1.01%
SYK	A	1.01%
IBM	D	1.01%
ABBV	F	1.01%
ORLY	A	1.01%
MSCI	B	1.0%
CARR	C	1.0%
FTNT	B	1.0%
CHD	A	1.0%
SNPS	C	0.99%
PANW	B	0.99%
ACN	B	0.99%
PHM	D	0.99%
MDT	D	0.99%
HPQ	B	0.99%
CPRT	A	0.98%
PGR	A	0.97%
LEN	D	0.96%
MMC	D	0.96%
ECL	C	0.96%
AAPL	C	0.96%
COR	B	0.96%
ROP	A	0.96%
SYY	D	0.96%
INTU	A	0.96%
AZO	B	0.95%
PFE	F	0.95%
CTSH	A	0.95%
TJX	A	0.95%
AMD	F	0.94%
SPGI	C	0.94%
JNJ	D	0.94%
AMGN	F	0.94%
AWK	D	0.94%
TXN	B	0.93%
GIS	F	0.93%
ROST	D	0.93%
QCOM	F	0.93%
MCO	C	0.93%
NKE	F	0.92%
MCK	B	0.92%
ADI	D	0.91%
HCA	D	0.91%
TMO	F	0.9%
ON	F	0.89%
PLD	D	0.88%
MRK	F	0.84%
LLY	F	0.83%
IQV	F	0.83%
MPWR	F	0.8%
KLAC	F	0.8%

CHGX Underweight 23 Positions Relative to MOTG

Symbol	Grade	Weight
TRU	D	-2.25%
CTVA	C	-2.21%
MAS	D	-2.13%
ALLE	D	-2.1%
EMR	A	-2.04%
VEEV	B	-1.99%
IFF	F	-1.91%
TD	D	-1.82%
HII	F	-1.48%
BABA	D	-1.21%
TYL	B	-1.18%
USB	B	-1.13%
NOC	D	-1.12%
GILD	B	-1.11%
NXPI	F	-1.03%
BRK.A	B	-1.02%
MO	A	-1.01%
SBUX	B	-0.99%
SONY	C	-0.97%
ROK	B	-0.96%
CPB	F	-0.94%
STZ	D	-0.88%
TER	F	-0.79%