CHGX vs. SDG ETF Comparison

Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to iShares MSCI Global Impact ETF (SDG)
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
SDG

iShares MSCI Global Impact ETF

SDG Description The iShares MSCI Global Impact ETF seeks to track the investment results of an index composed of positive impact companies that derive a majority of their revenue from products and services that address at least one of the world's major social and environmental challenges as identified by the United Nations Sustainable Development Goals.

Grade (RS Rating)

Last Trade

$82.29

Average Daily Volume

9,643

Number of Holdings *

22

* may have additional holdings in another (foreign) market
Performance
Period CHGX SDG
30 Days 2.70% 4.79%
60 Days 5.60% 6.54%
90 Days 4.66% 9.14%
12 Months 26.88% 9.01%
3 Overlapping Holdings
Symbol Grade Weight in CHGX Weight in SDG Overlap
AMGN B 1.02% 1.0% 1.0%
NVDA D 0.94% 1.0% 0.94%
REGN C 1.1% 1.0% 1.0%
CHGX Overweight 96 Positions Relative to SDG
Symbol Grade Weight
ORCL C 1.27%
NOW B 1.25%
ADBE F 1.23%
ADSK C 1.22%
FTNT C 1.22%
AON B 1.19%
ABBV C 1.18%
IBM B 1.17%
ACN C 1.17%
SPGI B 1.16%
MCO B 1.16%
WDAY D 1.15%
ICE C 1.15%
PLD C 1.14%
IT B 1.13%
ORLY C 1.12%
PANW D 1.12%
PGR B 1.12%
MPWR C 1.1%
CTSH C 1.1%
ADP B 1.09%
JNJ C 1.09%
TJX B 1.09%
AAPL C 1.09%
ABT C 1.09%
PHM B 1.08%
BK B 1.08%
AZO D 1.08%
AWK B 1.08%
MSCI C 1.08%
CARR B 1.08%
HCA B 1.08%
MDT C 1.07%
LEN B 1.07%
AVGO C 1.06%
MMC C 1.06%
ANET B 1.05%
INTU C 1.05%
LLY C 1.05%
TMO B 1.05%
FIS B 1.05%
MA B 1.04%
PYPL B 1.04%
CME C 1.03%
SYY D 1.03%
ROST C 1.03%
ECL B 1.03%
EA D 1.03%
VRSK D 1.03%
SPG B 1.03%
SYK C 1.02%
A C 1.01%
GWW B 1.01%
V C 1.0%
CSCO C 1.0%
CRM D 1.0%
NFLX B 1.0%
ROP C 0.99%
CI C 0.99%
MRVL C 0.99%
FAST C 0.99%
TXN C 0.98%
DE B 0.98%
AXP B 0.97%
CSGP D 0.96%
AMP A 0.95%
CAT B 0.94%
CHD D 0.94%
CMCSA D 0.93%
ORA C 0.92%
SQ D 0.91%
PPG D 0.91%
ADI C 0.89%
CPRT D 0.89%
KLAC D 0.89%
HPQ D 0.87%
MRK D 0.87%
MCK F 0.85%
CDNS D 0.85%
TROW D 0.84%
AMD D 0.82%
SCHW D 0.82%
GOOGL D 0.82%
GOOG D 0.82%
DIS D 0.81%
SNPS D 0.79%
DECK C 0.78%
NKE D 0.78%
STLD F 0.77%
CRWD D 0.75%
QCOM D 0.75%
MCHP F 0.74%
DELL D 0.73%
EL F 0.66%
MU F 0.66%
INTC F 0.59%
CHGX Underweight 19 Positions Relative to SDG
Symbol Grade Weight
VRTX D -1.0%
HRL C -1.0%
WY C -1.0%
XYL C -1.0%
DLR B -1.0%
ENPH D -1.0%
FSLR C -1.0%
BXP B -1.0%
ARE C -1.0%
SUI B -1.0%
DXCM F -1.0%
INCY C -1.0%
UTHR C -1.0%
BMRN F -1.0%
PODD B -1.0%
ALNY C -1.0%
NBIX F -1.0%
EW F -1.0%
SAR C --1.05%
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