CHGX vs. SPGP ETF Comparison
Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to Invesco S&P 500 GARP ETF (SPGP)
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
SPGP
Invesco S&P 500 GARP ETF
SPGP Description
The investment seeks to track the investment results (before fees and expenses) of the S&P 500 GARP Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 75 growth stocks in the S&P 500 that exhibit quality characteristics and have attractive valuation.Grade (RS Rating)
Last Trade
$111.19
Average Daily Volume
231,624
Number of Holdings
*
74
* may have additional holdings in another (foreign) market
Performance
| Period | CHGX | SPGP |
|---|---|---|
| 30 Days | 3.66% | 6.49% |
| 60 Days | 4.50% | 7.07% |
| 90 Days | 6.28% | 7.20% |
| 12 Months | 28.25% | 21.29% |
23 Overlapping Holdings
| Symbol | Grade | Weight in CHGX | Weight in SPGP | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.96% | 0.87% | 0.87% | |
| AMP | A | 1.2% | 1.12% | 1.12% | |
| ANET | C | 1.05% | 2.03% | 1.05% | |
| CAT | B | 1.04% | 1.33% | 1.04% | |
| CPRT | A | 1.04% | 1.0% | 1.0% | |
| DE | A | 0.98% | 1.34% | 0.98% | |
| DECK | A | 1.06% | 1.1% | 1.06% | |
| GOOG | C | 1.03% | 1.03% | 1.03% | |
| GWW | B | 1.15% | 1.13% | 1.13% | |
| IT | C | 1.05% | 1.31% | 1.05% | |
| KLAC | D | 0.76% | 1.03% | 0.76% | |
| LEN | D | 0.9% | 0.98% | 0.9% | |
| MA | C | 1.03% | 1.16% | 1.03% | |
| MCHP | D | 0.77% | 0.65% | 0.65% | |
| NVDA | C | 1.18% | 2.53% | 1.18% | |
| ON | D | 0.83% | 1.09% | 0.83% | |
| PANW | C | 1.04% | 1.57% | 1.04% | |
| PHM | D | 0.94% | 1.18% | 0.94% | |
| ROST | C | 0.91% | 1.69% | 0.91% | |
| STLD | B | 1.11% | 2.05% | 1.11% | |
| SYY | B | 0.92% | 1.24% | 0.92% | |
| TJX | A | 0.98% | 1.97% | 0.98% | |
| V | A | 1.07% | 0.92% | 0.92% |
CHGX Overweight 77 Positions Relative to SPGP
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | B | 1.29% | |
| ORCL | B | 1.27% | |
| CRM | B | 1.26% | |
| SQ | B | 1.21% | |
| CRWD | B | 1.19% | |
| FTNT | C | 1.18% | |
| SCHW | B | 1.18% | |
| NOW | A | 1.17% | |
| DIS | B | 1.16% | |
| NFLX | A | 1.15% | |
| PYPL | B | 1.14% | |
| ADSK | A | 1.14% | |
| MRVL | B | 1.14% | |
| CSCO | B | 1.1% | |
| INTC | D | 1.09% | |
| BK | A | 1.09% | |
| CDNS | B | 1.08% | |
| INTU | C | 1.07% | |
| AXP | A | 1.07% | |
| ADP | B | 1.05% | |
| AON | A | 1.05% | |
| CMCSA | B | 1.05% | |
| EA | A | 1.04% | |
| STT | A | 1.04% | |
| NDAQ | A | 1.04% | |
| ORLY | B | 1.04% | |
| MCK | B | 1.04% | |
| FIS | C | 1.03% | |
| GOOGL | C | 1.03% | |
| CHD | B | 1.02% | |
| ACN | C | 1.02% | |
| SYK | C | 1.02% | |
| SPG | B | 1.02% | |
| ORA | B | 1.02% | |
| VRSK | A | 1.01% | |
| SNPS | B | 1.01% | |
| CTSH | B | 1.0% | |
| MSCI | C | 1.0% | |
| AVGO | D | 1.0% | |
| CARR | D | 0.99% | |
| MU | D | 0.99% | |
| WDAY | B | 0.99% | |
| IBM | C | 0.99% | |
| CME | A | 0.99% | |
| COR | B | 0.98% | |
| ROP | B | 0.98% | |
| PGR | A | 0.98% | |
| HPQ | B | 0.97% | |
| ABT | B | 0.97% | |
| SPGI | C | 0.96% | |
| AZO | C | 0.95% | |
| MCO | B | 0.95% | |
| ECL | D | 0.94% | |
| ICE | C | 0.93% | |
| MDT | D | 0.93% | |
| MMC | B | 0.93% | |
| TXN | C | 0.92% | |
| AMD | F | 0.9% | |
| QCOM | F | 0.9% | |
| ADBE | C | 0.89% | |
| AWK | D | 0.89% | |
| JNJ | D | 0.88% | |
| ADI | D | 0.87% | |
| NKE | D | 0.87% | |
| A | D | 0.87% | |
| GIS | D | 0.86% | |
| PFE | D | 0.86% | |
| PLD | D | 0.86% | |
| AMGN | D | 0.85% | |
| HCA | F | 0.84% | |
| ABBV | D | 0.83% | |
| TMO | F | 0.83% | |
| EFX | F | 0.82% | |
| MRK | F | 0.8% | |
| LLY | F | 0.79% | |
| IQV | D | 0.77% | |
| MPWR | F | 0.59% |
CHGX Underweight 51 Positions Relative to SPGP
| Symbol | Grade | Weight | |
|---|---|---|---|
| UAL | A | -3.16% | |
| DAL | C | -2.35% | |
| EOG | A | -2.32% | |
| VLO | C | -1.97% | |
| COP | C | -1.94% | |
| PAYC | B | -1.93% | |
| MPC | D | -1.83% | |
| MRO | B | -1.83% | |
| DFS | B | -1.82% | |
| OKE | A | -1.67% | |
| ULTA | F | -1.64% | |
| SYF | B | -1.63% | |
| CVX | A | -1.62% | |
| JBL | B | -1.59% | |
| NUE | C | -1.56% | |
| LULU | C | -1.52% | |
| BLDR | D | -1.52% | |
| FANG | D | -1.51% | |
| CF | B | -1.48% | |
| XOM | B | -1.45% | |
| PSX | C | -1.44% | |
| TPR | B | -1.38% | |
| COF | B | -1.36% | |
| CTRA | B | -1.35% | |
| PCAR | B | -1.33% | |
| NXPI | D | -1.32% | |
| GPC | D | -1.28% | |
| DHI | D | -1.26% | |
| ACGL | D | -1.16% | |
| L | A | -1.13% | |
| APA | D | -1.11% | |
| BRK.A | B | -1.1% | |
| ODFL | B | -1.09% | |
| INCY | C | -1.09% | |
| WRB | A | -1.04% | |
| META | D | -1.04% | |
| MOH | F | -1.03% | |
| EG | C | -0.99% | |
| MOS | F | -0.98% | |
| DVN | F | -0.96% | |
| CB | C | -0.95% | |
| HPE | B | -0.83% | |
| MLM | B | -0.83% | |
| HAL | C | -0.82% | |
| VRTX | F | -0.81% | |
| LRCX | F | -0.8% | |
| OXY | D | -0.79% | |
| LW | C | -0.76% | |
| AMAT | F | -0.75% | |
| ADM | D | -0.7% | |
| CE | F | -0.57% |
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
SPGP: Top Represented Industries & Keywords
Industries:
Oil & Gas E&P
Credit Services
Semiconductors
Apparel Stores
Insurance - Property & Casualty
Oil & Gas Refining & Marketing
Residential Construction
Semiconductor Equipment & Materials
Agricultural Inputs
Airlines
Biotechnology
Building Materials
Farm & Construction Equipment
Insurance - Diversified
Internet Content & Information
Oil & Gas Integrated
Software - Application
Specialty Retail
Steel
Asset Management
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