CHGX vs. SUSL ETF Comparison
Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to iShares ESG MSCI USA Leaders ETF (SUSL)
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
$38.19
Average Daily Volume
6,320
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
SUSL
iShares ESG MSCI USA Leaders ETF
SUSL Description
The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.Grade (RS Rating)
Last Trade
$100.36
Average Daily Volume
29,377
Number of Holdings
*
293
* may have additional holdings in another (foreign) market
Performance
| Period | CHGX | SUSL |
|---|---|---|
| 30 Days | 0.67% | 1.09% |
| 60 Days | 7.65% | 6.67% |
| 90 Days | 5.22% | 2.01% |
| 12 Months | 32.65% | 36.64% |
63 Overlapping Holdings
| Symbol | Grade | Weight in CHGX | Weight in SUSL | Overlap | |
|---|---|---|---|---|---|
| A | B | 1.01% | 0.16% | 0.16% | |
| ACN | B | 1.02% | 0.84% | 0.84% | |
| ADBE | F | 0.88% | 0.86% | 0.86% | |
| ADP | A | 0.98% | 0.42% | 0.42% | |
| ADSK | B | 1.04% | 0.22% | 0.22% | |
| AMD | D | 1.11% | 1.02% | 1.02% | |
| AMGN | D | 0.94% | 0.64% | 0.64% | |
| AMP | A | 1.02% | 0.17% | 0.17% | |
| AWK | B | 0.98% | 0.11% | 0.11% | |
| AXP | A | 1.02% | 0.58% | 0.58% | |
| AZO | D | 0.99% | 0.2% | 0.2% | |
| BK | C | 1.03% | 0.2% | 0.2% | |
| CARR | A | 1.08% | 0.24% | 0.24% | |
| CAT | A | 1.08% | 0.72% | 0.72% | |
| CDNS | D | 1.0% | 0.28% | 0.28% | |
| CHD | C | 0.99% | 0.09% | 0.09% | |
| CMCSA | B | 1.02% | 0.6% | 0.6% | |
| CRM | B | 1.07% | 1.01% | 1.01% | |
| DE | A | 1.05% | 0.4% | 0.4% | |
| DECK | B | 0.97% | 0.09% | 0.09% | |
| DIS | D | 1.04% | 0.65% | 0.65% | |
| EA | D | 0.93% | 0.14% | 0.14% | |
| ECL | B | 0.99% | 0.25% | 0.25% | |
| FICO | A | 1.09% | 0.18% | 0.18% | |
| FIS | C | 0.99% | 0.17% | 0.17% | |
| GIS | C | 1.01% | 0.16% | 0.16% | |
| GOOG | B | 0.98% | 3.12% | 0.98% | |
| GOOGL | B | 0.98% | 3.6% | 0.98% | |
| GWW | A | 1.04% | 0.17% | 0.17% | |
| HCA | B | 1.0% | 0.3% | 0.3% | |
| HPQ | C | 1.0% | 0.14% | 0.14% | |
| IBM | B | 1.09% | 0.77% | 0.77% | |
| ICE | A | 0.96% | 0.34% | 0.34% | |
| INTC | D | 1.07% | 0.38% | 0.38% | |
| INTU | F | 0.99% | 0.67% | 0.67% | |
| IQV | F | 0.92% | 0.16% | 0.16% | |
| IT | C | 1.03% | 0.15% | 0.15% | |
| JNJ | D | 0.96% | 1.46% | 0.96% | |
| LLY | D | 0.93% | 2.76% | 0.93% | |
| MA | A | 1.0% | 1.53% | 1.0% | |
| MCO | D | 0.96% | 0.29% | 0.29% | |
| MMC | D | 0.97% | 0.42% | 0.42% | |
| MRK | F | 0.94% | 1.08% | 0.94% | |
| MRVL | C | 0.95% | 0.24% | 0.24% | |
| NDAQ | C | 0.99% | 0.12% | 0.12% | |
| NKE | D | 1.06% | 0.41% | 0.41% | |
| NOW | C | 1.02% | 0.68% | 0.68% | |
| NVDA | C | 1.02% | 11.48% | 1.02% | |
| ORLY | A | 1.01% | 0.26% | 0.26% | |
| PANW | D | 0.92% | 0.41% | 0.41% | |
| PGR | C | 0.98% | 0.56% | 0.56% | |
| PHM | A | 1.05% | 0.11% | 0.11% | |
| PLD | D | 0.96% | 0.44% | 0.44% | |
| PYPL | C | 1.09% | 0.3% | 0.3% | |
| SCHW | D | 0.97% | 0.36% | 0.36% | |
| SNPS | F | 0.98% | 0.3% | 0.3% | |
| SPGI | C | 0.98% | 0.62% | 0.62% | |
| STLD | B | 1.03% | 0.07% | 0.07% | |
| STT | C | 1.0% | 0.1% | 0.1% | |
| TJX | C | 0.99% | 0.5% | 0.5% | |
| TXN | C | 0.96% | 0.72% | 0.72% | |
| V | C | 0.97% | 1.61% | 0.97% | |
| WDAY | D | 0.92% | 0.2% | 0.2% |
CHGX Overweight 36 Positions Relative to SUSL
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | B | 1.17% | |
| MU | D | 1.12% | |
| ANET | A | 1.08% | |
| AVGO | C | 1.08% | |
| CSCO | A | 1.03% | |
| ORA | C | 1.02% | |
| CME | A | 1.0% | |
| NFLX | A | 1.0% | |
| ROST | C | 1.0% | |
| CRWD | D | 1.0% | |
| SYK | C | 0.99% | |
| LEN | B | 0.99% | |
| FTNT | A | 0.99% | |
| SQ | D | 0.99% | |
| TMO | C | 0.99% | |
| MDT | B | 0.99% | |
| AON | A | 0.99% | |
| MPWR | B | 0.99% | |
| CTSH | B | 0.98% | |
| AAPL | C | 0.98% | |
| SPG | A | 0.98% | |
| ABT | B | 0.98% | |
| ROP | C | 0.98% | |
| PFE | D | 0.98% | |
| SYY | B | 0.98% | |
| KLAC | B | 0.97% | |
| CPRT | B | 0.97% | |
| QCOM | D | 0.97% | |
| ADI | C | 0.97% | |
| VRSK | D | 0.96% | |
| MSCI | B | 0.96% | |
| MCHP | F | 0.96% | |
| ABBV | A | 0.96% | |
| ON | F | 0.93% | |
| EFX | C | 0.93% | |
| MCK | F | 0.84% |
CHGX Underweight 230 Positions Relative to SUSL
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | D | -11.46% | |
| TSLA | C | -2.74% | |
| PG | C | -1.54% | |
| HD | A | -1.48% | |
| KO | C | -1.1% | |
| PEP | D | -0.88% | |
| LIN | B | -0.87% | |
| MCD | A | -0.82% | |
| GE | C | -0.76% | |
| VZ | A | -0.71% | |
| DHR | C | -0.69% | |
| AMAT | B | -0.65% | |
| LOW | A | -0.57% | |
| UNP | D | -0.56% | |
| BKNG | C | -0.54% | |
| BLK | A | -0.53% | |
| ETN | C | -0.5% | |
| MS | B | -0.48% | |
| ELV | F | -0.45% | |
| LRCX | D | -0.42% | |
| AMT | C | -0.41% | |
| GILD | A | -0.39% | |
| FI | A | -0.39% | |
| BMY | B | -0.38% | |
| UPS | D | -0.37% | |
| CI | D | -0.37% | |
| MELI | C | -0.36% | |
| TT | A | -0.33% | |
| ZTS | C | -0.33% | |
| EQIX | B | -0.31% | |
| CL | D | -0.3% | |
| MMM | C | -0.29% | |
| ITW | A | -0.29% | |
| CTAS | B | -0.28% | |
| WELL | C | -0.28% | |
| USB | C | -0.27% | |
| TGT | C | -0.27% | |
| PNC | C | -0.27% | |
| CSX | D | -0.25% | |
| APD | C | -0.25% | |
| NEM | C | -0.24% | |
| CRH | C | -0.24% | |
| NXPI | F | -0.23% | |
| MPC | F | -0.22% | |
| HLT | A | -0.22% | |
| SLB | D | -0.22% | |
| AFL | A | -0.22% | |
| WMB | A | -0.21% | |
| PSX | D | -0.21% | |
| DHI | C | -0.21% | |
| TFC | D | -0.21% | |
| COF | C | -0.21% | |
| OKE | B | -0.2% | |
| DLR | C | -0.2% | |
| URI | C | -0.2% | |
| TRV | C | -0.2% | |
| ALL | B | -0.19% | |
| CCI | C | -0.19% | |
| JCI | B | -0.19% | |
| SRE | A | -0.19% | |
| KMB | B | -0.18% | |
| CMI | B | -0.17% | |
| VLO | F | -0.17% | |
| RCL | C | -0.17% | |
| IDXX | D | -0.16% | |
| ACGL | A | -0.16% | |
| PAYX | A | -0.16% | |
| PRU | C | -0.16% | |
| PWR | B | -0.16% | |
| DASH | A | -0.16% | |
| YUM | A | -0.15% | |
| IR | A | -0.15% | |
| EW | F | -0.15% | |
| EXC | A | -0.15% | |
| GEHC | C | -0.15% | |
| COR | F | -0.15% | |
| LNG | A | -0.15% | |
| KDP | C | -0.15% | |
| FERG | F | -0.15% | |
| NUE | D | -0.14% | |
| HUM | F | -0.14% | |
| CBRE | A | -0.14% | |
| ODFL | D | -0.14% | |
| KR | C | -0.14% | |
| IRM | A | -0.13% | |
| HIG | A | -0.13% | |
| DFS | C | -0.13% | |
| BKR | B | -0.13% | |
| ED | A | -0.13% | |
| TSCO | A | -0.12% | |
| LULU | D | -0.12% | |
| TRGP | B | -0.12% | |
| ROK | D | -0.12% | |
| PPG | D | -0.12% | |
| MTD | B | -0.12% | |
| EBAY | A | -0.12% | |
| XYL | C | -0.12% | |
| EIX | A | -0.12% | |
| MLM | D | -0.12% | |
| AXON | A | -0.11% | |
| ANSS | D | -0.11% | |
| BIIB | F | -0.11% | |
| CHTR | D | -0.11% | |
| WTW | B | -0.11% | |
| NVR | A | -0.11% | |
| TTWO | F | -0.1% | |
| SBAC | B | -0.1% | |
| NTAP | D | -0.1% | |
| SW | C | -0.1% | |
| FSLR | C | -0.1% | |
| HUBS | D | -0.1% | |
| TEAM | D | -0.1% | |
| HPE | B | -0.1% | |
| DOV | C | -0.1% | |
| IFF | C | -0.1% | |
| DXCM | F | -0.1% | |
| VLTO | A | -0.1% | |
| FTV | B | -0.1% | |
| KEYS | B | -0.1% | |
| WDC | C | -0.09% | |
| STE | D | -0.09% | |
| ES | C | -0.09% | |
| WY | B | -0.09% | |
| RJF | B | -0.09% | |
| TROW | D | -0.09% | |
| HAL | F | -0.09% | |
| BR | B | -0.09% | |
| LYB | D | -0.09% | |
| DRI | C | -0.08% | |
| CLX | B | -0.08% | |
| OMC | C | -0.08% | |
| EME | C | -0.08% | |
| PFG | C | -0.08% | |
| TRU | A | -0.08% | |
| BBY | B | -0.08% | |
| ATO | A | -0.08% | |
| BALL | C | -0.08% | |
| RF | C | -0.08% | |
| CMS | A | -0.08% | |
| HBAN | D | -0.08% | |
| MKC | C | -0.08% | |
| WAT | B | -0.08% | |
| CBOE | A | -0.08% | |
| COO | C | -0.08% | |
| PTC | D | -0.08% | |
| STX | B | -0.08% | |
| K | B | -0.08% | |
| ZBH | F | -0.08% | |
| WST | D | -0.08% | |
| MANH | C | -0.07% | |
| AVTR | D | -0.07% | |
| BURL | D | -0.07% | |
| AVY | C | -0.07% | |
| ALGN | D | -0.07% | |
| EXPD | C | -0.07% | |
| CFG | D | -0.07% | |
| NTRS | C | -0.07% | |
| LH | D | -0.07% | |
| HOLX | D | -0.07% | |
| NRG | A | -0.07% | |
| SYF | B | -0.07% | |
| ULTA | D | -0.07% | |
| WSM | B | -0.07% | |
| GPC | D | -0.07% | |
| APTV | D | -0.07% | |
| LII | C | -0.07% | |
| MOH | D | -0.07% | |
| TRMB | B | -0.06% | |
| DPZ | D | -0.06% | |
| OC | C | -0.06% | |
| GEN | B | -0.06% | |
| NI | A | -0.06% | |
| AKAM | D | -0.06% | |
| CAG | D | -0.06% | |
| ZS | F | -0.06% | |
| ENPH | D | -0.06% | |
| KEY | C | -0.06% | |
| DOC | C | -0.06% | |
| IEX | D | -0.06% | |
| IP | C | -0.06% | |
| PNR | C | -0.06% | |
| PODD | C | -0.06% | |
| LPLA | D | -0.06% | |
| FDS | C | -0.06% | |
| DGX | B | -0.06% | |
| TECH | C | -0.05% | |
| KMX | F | -0.05% | |
| JNPR | B | -0.05% | |
| ALLE | A | -0.05% | |
| CHRW | A | -0.05% | |
| SJM | C | -0.05% | |
| DOCU | B | -0.05% | |
| EQH | C | -0.05% | |
| BG | F | -0.05% | |
| JBHT | D | -0.05% | |
| POOL | B | -0.05% | |
| GGG | B | -0.05% | |
| HRL | F | -0.04% | |
| ALLY | F | -0.04% | |
| CPB | D | -0.04% | |
| LW | D | -0.04% | |
| MKTX | C | -0.04% | |
| CNH | B | -0.04% | |
| FOXA | A | -0.04% | |
| WTRG | D | -0.04% | |
| SOLV | C | -0.04% | |
| NLY | C | -0.04% | |
| AIZ | A | -0.04% | |
| TWLO | B | -0.04% | |
| LKQ | F | -0.04% | |
| CTLT | A | -0.04% | |
| FBIN | C | -0.04% | |
| TFX | C | -0.04% | |
| NBIX | F | -0.04% | |
| IPG | C | -0.04% | |
| BXP | C | -0.04% | |
| AZPN | C | -0.03% | |
| BBWI | F | -0.03% | |
| ACI | F | -0.03% | |
| DINO | F | -0.03% | |
| RIVN | F | -0.03% | |
| DAL | C | -0.03% | |
| KNX | D | -0.03% | |
| DVA | C | -0.03% | |
| TTC | D | -0.03% | |
| HSIC | D | -0.03% | |
| DAY | B | -0.03% | |
| FOX | A | -0.02% | |
| BEN | F | -0.02% | |
| WBA | F | -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
Residential Construction
Keywords:
S&P 500
Nasdaq 100
Computing
Dow Jones Component
Integrated Circuits
Work From Home
IBD 50
Insurance
Mobile Devices
Semiconductor
Cloud Computing
Electronics
Smartphones
Telecommunications
Ethernet
Operating System
Payment Systems
Pharmaceutical Products
Risk Management
Electronic Engineering
SUSL: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Diagnostics & Research
Specialty Retail
Business Services
Capital Markets
Packaged Foods
Asset Management
Banks - Regional - US
Credit Services
Drug Manufacturers - Major
Semiconductors
Specialty Chemicals
Household & Personal Products
Medical Instruments & Supplies
Health Care Plans
Insurance - Diversified
Integrated Shipping & Logistics
Medical Devices
Oil & Gas Midstream
Compare ETFs
