CHGX vs. NULV ETF Comparison
Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to NuShares ESG Large-Cap Value ETF (NULV)
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
$40.16
Average Daily Volume
6,631
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
NULV
NuShares ESG Large-Cap Value ETF
NULV Description
The Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG USA Large-Cap Value Index.Grade (RS Rating)
Last Trade
$42.87
Average Daily Volume
109,278
Number of Holdings
*
103
* may have additional holdings in another (foreign) market
Performance
| Period | CHGX | NULV |
|---|---|---|
| 30 Days | 4.75% | 4.51% |
| 60 Days | 4.52% | 3.83% |
| 90 Days | 6.90% | 6.82% |
| 12 Months | 28.90% | 27.02% |
30 Overlapping Holdings
| Symbol | Grade | Weight in CHGX | Weight in NULV | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.88% | 0.77% | 0.77% | |
| ACN | B | 1.01% | 0.03% | 0.03% | |
| ADI | D | 0.87% | 1.56% | 0.87% | |
| ADP | B | 1.05% | 1.36% | 1.05% | |
| AMGN | D | 0.83% | 1.71% | 0.83% | |
| AWK | D | 0.93% | 0.04% | 0.04% | |
| AXP | A | 1.08% | 1.24% | 1.08% | |
| BK | A | 1.1% | 1.64% | 1.1% | |
| CAT | B | 1.04% | 1.04% | 1.04% | |
| CHD | B | 1.05% | 0.7% | 0.7% | |
| COR | C | 0.98% | 1.39% | 0.98% | |
| CSCO | A | 1.09% | 1.48% | 1.09% | |
| DE | B | 1.08% | 1.6% | 1.08% | |
| DIS | B | 1.21% | 2.25% | 1.21% | |
| ECL | D | 0.92% | 1.29% | 0.92% | |
| FIS | D | 0.99% | 0.82% | 0.82% | |
| HCA | F | 0.8% | 1.37% | 0.8% | |
| HPQ | B | 1.0% | 0.59% | 0.59% | |
| IBM | C | 1.05% | 2.05% | 1.05% | |
| INTC | C | 1.06% | 1.85% | 1.06% | |
| JNJ | D | 0.89% | 1.64% | 0.89% | |
| MMC | A | 0.94% | 1.46% | 0.94% | |
| MRK | F | 0.8% | 1.52% | 0.8% | |
| ORCL | C | 1.3% | 2.85% | 1.3% | |
| PGR | A | 1.0% | 1.5% | 1.0% | |
| PHM | C | 0.93% | 0.42% | 0.42% | |
| SPGI | C | 0.95% | 0.29% | 0.29% | |
| STLD | B | 1.16% | 0.54% | 0.54% | |
| SYY | C | 0.92% | 0.16% | 0.16% | |
| TXN | D | 0.88% | 1.97% | 0.88% |
CHGX Overweight 70 Positions Relative to NULV
| Symbol | Grade | Weight | |
|---|---|---|---|
| SQ | B | 1.34% | |
| FICO | B | 1.29% | |
| CRM | B | 1.27% | |
| CRWD | B | 1.23% | |
| NFLX | B | 1.22% | |
| AMP | B | 1.21% | |
| SCHW | A | 1.18% | |
| NOW | B | 1.17% | |
| FTNT | C | 1.17% | |
| NVDA | C | 1.17% | |
| GWW | A | 1.16% | |
| MRVL | B | 1.16% | |
| ADSK | B | 1.16% | |
| PYPL | A | 1.12% | |
| DECK | A | 1.09% | |
| CDNS | B | 1.09% | |
| ANET | C | 1.09% | |
| MCK | C | 1.07% | |
| V | A | 1.07% | |
| NDAQ | A | 1.07% | |
| STT | A | 1.06% | |
| EA | C | 1.06% | |
| AON | A | 1.06% | |
| PANW | C | 1.05% | |
| CMCSA | C | 1.05% | |
| SPG | C | 1.04% | |
| CPRT | A | 1.03% | |
| ORA | B | 1.03% | |
| INTU | C | 1.03% | |
| SYK | C | 1.03% | |
| MA | B | 1.02% | |
| ORLY | B | 1.02% | |
| MU | D | 1.02% | |
| SNPS | B | 1.02% | |
| VRSK | A | 1.01% | |
| IT | C | 1.01% | |
| CARR | C | 1.0% | |
| CME | A | 1.0% | |
| ABT | B | 0.99% | |
| GOOG | C | 0.98% | |
| GOOGL | C | 0.98% | |
| CTSH | B | 0.97% | |
| WDAY | C | 0.97% | |
| TJX | A | 0.97% | |
| MSCI | C | 0.96% | |
| AVGO | D | 0.96% | |
| AAPL | B | 0.95% | |
| ROP | B | 0.95% | |
| ICE | D | 0.94% | |
| MCO | A | 0.93% | |
| AZO | C | 0.92% | |
| ROST | C | 0.91% | |
| MDT | D | 0.91% | |
| LEN | C | 0.88% | |
| AMD | F | 0.88% | |
| NKE | F | 0.86% | |
| QCOM | F | 0.85% | |
| GIS | D | 0.85% | |
| PLD | D | 0.85% | |
| ADBE | C | 0.84% | |
| ON | C | 0.84% | |
| PFE | D | 0.83% | |
| ABBV | D | 0.83% | |
| TMO | F | 0.8% | |
| EFX | D | 0.79% | |
| MCHP | F | 0.77% | |
| LLY | F | 0.75% | |
| IQV | F | 0.75% | |
| KLAC | F | 0.74% | |
| MPWR | F | 0.58% |
CHGX Underweight 73 Positions Relative to NULV
| Symbol | Grade | Weight | |
|---|---|---|---|
| KO | D | -2.11% | |
| FI | A | -1.99% | |
| PEP | F | -1.92% | |
| LOW | C | -1.89% | |
| VZ | B | -1.89% | |
| C | A | -1.82% | |
| PNC | A | -1.76% | |
| OKE | C | -1.74% | |
| WELL | C | -1.7% | |
| DHR | D | -1.69% | |
| GS | B | -1.69% | |
| BKR | C | -1.67% | |
| MS | B | -1.54% | |
| TRV | B | -1.54% | |
| CI | D | -1.5% | |
| MMM | D | -1.5% | |
| KR | A | -1.45% | |
| EXC | D | -1.36% | |
| SBUX | B | -1.36% | |
| NXPI | D | -1.28% | |
| ED | D | -1.26% | |
| BAC | A | -1.23% | |
| AMT | D | -1.21% | |
| CAH | B | -1.2% | |
| FDX | B | -1.12% | |
| FTV | B | -1.08% | |
| ADM | F | -1.06% | |
| RF | B | -0.95% | |
| UPS | C | -0.93% | |
| ES | D | -0.88% | |
| LYB | F | -0.87% | |
| CBOE | B | -0.85% | |
| FSLR | F | -0.81% | |
| HD | A | -0.76% | |
| KMB | C | -0.72% | |
| BR | A | -0.71% | |
| J | F | -0.71% | |
| IR | A | -0.7% | |
| URI | B | -0.7% | |
| KDP | D | -0.69% | |
| WTW | B | -0.68% | |
| GILD | B | -0.65% | |
| JCI | C | -0.64% | |
| PPG | D | -0.55% | |
| BG | F | -0.51% | |
| MET | A | -0.45% | |
| NEM | F | -0.43% | |
| SOLV | C | -0.41% | |
| HIG | B | -0.41% | |
| EQIX | A | -0.41% | |
| ATO | A | -0.4% | |
| HOLX | D | -0.37% | |
| OC | B | -0.36% | |
| HOOD | B | -0.35% | |
| MOS | F | -0.34% | |
| CNP | A | -0.32% | |
| DINO | F | -0.28% | |
| QRVO | F | -0.26% | |
| IPG | C | -0.23% | |
| PSA | C | -0.19% | |
| WDC | C | -0.19% | |
| TGT | F | -0.17% | |
| TFC | B | -0.17% | |
| ETN | A | -0.14% | |
| IRM | C | -0.1% | |
| BALL | D | -0.1% | |
| BMY | B | -0.09% | |
| ZBH | C | -0.09% | |
| PRU | A | -0.08% | |
| REGN | F | -0.04% | |
| STE | F | -0.02% | |
| CNH | A | -0.02% | |
| WTRG | B | -0.02% |
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
NULV: Top Represented Industries & Keywords
Industries:
Business Services
Drug Manufacturers - Major
Semiconductors
Banks - Regional - US
Beverages - Soft Drinks
Capital Markets
Farm & Construction Equipment
Specialty Chemicals
Banks - Global
Diagnostics & Research
Diversified Industrials
Engineering & Construction
Farm Products
Home Improvement Stores
Household & Personal Products
Information Technology Services
Insurance - Life
Insurance - Property & Casualty
Insurance Brokers
Integrated Shipping & Logistics
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