CHGX vs. VFH ETF Comparison

Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to Vanguard Financials ETF - DNQ (VFH)
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
VFH

Vanguard Financials ETF - DNQ

VFH Description The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Financials 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the Global Industry Classification Standard (GICS). It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$124.61

Average Daily Volume

330,233

Number of Holdings *

381

* may have additional holdings in another (foreign) market
Performance
Period CHGX VFH
30 Days 3.66% 8.84%
60 Days 4.50% 12.95%
90 Days 6.28% 15.94%
12 Months 28.25% 48.97%
19 Overlapping Holdings
Symbol Grade Weight in CHGX Weight in VFH Overlap
AMP A 1.2% 0.68% 0.68%
AON A 1.05% 0.96% 0.96%
AXP A 1.07% 2.08% 1.07%
BK A 1.09% 0.74% 0.74%
CME A 0.99% 1.08% 0.99%
FIS C 1.03% 0.67% 0.67%
ICE C 0.93% 1.19% 0.93%
MA C 1.03% 5.54% 1.03%
MCO B 0.95% 1.0% 0.95%
MMC B 0.93% 1.44% 0.93%
MSCI C 1.0% 0.6% 0.6%
NDAQ A 1.04% 0.43% 0.43%
PGR A 0.98% 1.9% 0.98%
PYPL B 1.14% 1.05% 1.05%
SCHW B 1.18% 1.43% 1.18%
SPGI C 0.96% 2.05% 0.96%
SQ A 1.21% 0.54% 0.54%
STT A 1.04% 0.37% 0.37%
V A 1.07% 4.17% 1.07%
CHGX Overweight 81 Positions Relative to VFH
Symbol Grade Weight
FICO B 1.29%
ORCL B 1.27%
CRM B 1.26%
CRWD B 1.19%
NVDA C 1.18%
FTNT C 1.18%
NOW A 1.17%
DIS B 1.16%
NFLX A 1.15%
GWW B 1.15%
ADSK A 1.14%
MRVL B 1.14%
STLD B 1.11%
CSCO B 1.1%
INTC D 1.09%
CDNS B 1.08%
INTU C 1.07%
DECK A 1.06%
IT C 1.05%
ANET C 1.05%
ADP B 1.05%
CMCSA B 1.05%
EA A 1.04%
CPRT A 1.04%
ORLY B 1.04%
PANW C 1.04%
MCK B 1.04%
CAT B 1.04%
GOOG 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%
AVGO D 1.0%
CARR D 0.99%
MU D 0.99%
WDAY B 0.99%
IBM C 0.99%
COR B 0.98%
ROP B 0.98%
TJX A 0.98%
DE A 0.98%
HPQ A 0.97%
ABT B 0.97%
AAPL C 0.96%
AZO C 0.95%
ECL D 0.94%
PHM D 0.94%
MDT D 0.93%
TXN C 0.92%
SYY B 0.92%
ROST C 0.91%
LEN D 0.9%
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%
ON D 0.83%
ABBV D 0.83%
TMO F 0.83%
EFX F 0.82%
MRK F 0.8%
LLY F 0.79%
MCHP F 0.77%
IQV D 0.77%
KLAC D 0.76%
MPWR F 0.59%
CHGX Underweight 362 Positions Relative to VFH
Symbol Grade Weight
JPM A -8.51%
BRK.A B -7.98%
BAC A -3.93%
WFC A -3.02%
GS A -2.23%
BLK C -1.95%
MS A -1.89%
C A -1.63%
BX A -1.6%
FI A -1.55%
CB C -1.46%
KKR A -1.15%
USB A -1.01%
PNC B -1.0%
COF B -0.83%
AJG B -0.82%
TFC A -0.77%
AFL B -0.76%
APO B -0.76%
TRV B -0.75%
AIG B -0.67%
ALL A -0.66%
MET A -0.63%
PRU A -0.59%
DFS B -0.5%
ACGL D -0.49%
COIN C -0.46%
HIG B -0.44%
MTB A -0.43%
ARES A -0.42%
WTW B -0.41%
FITB A -0.4%
RJF A -0.39%
GPN B -0.35%
BRO B -0.34%
TROW B -0.33%
CBOE B -0.3%
HBAN A -0.3%
SYF B -0.29%
RF A -0.29%
CPAY A -0.29%
CINF A -0.29%
LPLA A -0.28%
MKL A -0.27%
NTRS A -0.27%
CFG B -0.26%
PFG D -0.26%
FCNCA A -0.26%
FDS B -0.23%
WRB A -0.23%
KEY B -0.22%
EG C -0.21%
IBKR A -0.21%
FNF B -0.21%
EQH B -0.2%
TW A -0.2%
L A -0.2%
RGA A -0.19%
RNR C -0.19%
JKHY D -0.18%
EWBC A -0.18%
HOOD B -0.17%
CG A -0.16%
UNM A -0.16%
MKTX D -0.15%
SOFI A -0.15%
ERIE D -0.15%
AFRM A -0.14%
JEF A -0.14%
OWL A -0.14%
SF B -0.14%
TOST B -0.14%
KNSL B -0.13%
FHN A -0.13%
PRI A -0.13%
ALLY C -0.13%
EVR B -0.13%
GL B -0.13%
AIZ A -0.13%
WAL B -0.12%
CRBG B -0.12%
WBS A -0.12%
ORI A -0.12%
MORN B -0.12%
HLI B -0.12%
AFG A -0.12%
VOYA B -0.11%
PNFP B -0.11%
SEIC B -0.11%
CMA A -0.11%
WEX D -0.1%
SNV B -0.1%
SSB B -0.1%
JXN C -0.1%
CBSH A -0.1%
ZION B -0.1%
WTFC A -0.1%
CFR B -0.1%
RLI B -0.09%
ESNT D -0.09%
BPOP B -0.09%
FAF A -0.09%
RYAN B -0.09%
MTG C -0.09%
AGNC D -0.09%
HLNE B -0.09%
PB A -0.09%
COOP B -0.08%
IVZ B -0.08%
STWD C -0.08%
LNC B -0.08%
OMF A -0.08%
GBCI B -0.08%
COLB A -0.08%
BEN C -0.08%
CADE B -0.08%
AMG B -0.08%
ONB B -0.08%
AXS A -0.08%
PIPR B -0.07%
TPG A -0.07%
FOUR B -0.07%
UMBF B -0.07%
UBSI B -0.07%
FNB A -0.07%
HOMB A -0.07%
JHG A -0.07%
RDN C -0.07%
THG A -0.07%
SIGI C -0.07%
EEFT B -0.06%
SFBS B -0.06%
AGO B -0.06%
PFSI D -0.06%
SLM A -0.06%
FFIN B -0.06%
HWC B -0.06%
WTM A -0.06%
OZK B -0.06%
MC B -0.06%
AUB B -0.05%
IBOC A -0.05%
BGC C -0.05%
STEP B -0.05%
TCBI B -0.05%
ASB B -0.05%
WU D -0.05%
UPST B -0.05%
AX A -0.05%
WD D -0.05%
CNO A -0.05%
ESGR B -0.05%
HASI D -0.05%
KMPR B -0.05%
ABCB B -0.05%
VLY B -0.05%
BKU A -0.04%
INDB B -0.04%
CVBF A -0.04%
OSCR D -0.04%
DBRG F -0.04%
CNS B -0.04%
ABR C -0.04%
WAFD B -0.04%
PRK B -0.04%
CACC D -0.04%
BOH B -0.04%
SFNC B -0.04%
FIBK A -0.04%
NMIH D -0.04%
WSFS A -0.04%
GNW A -0.04%
BHF B -0.04%
BXMT C -0.04%
APAM B -0.04%
BOKF B -0.04%
EBC B -0.04%
CATY B -0.04%
FHB A -0.04%
PJT A -0.04%
FHI A -0.04%
FBP B -0.04%
CBU B -0.04%
FULT A -0.04%
UCB A -0.04%
MCY A -0.03%
FLYW C -0.03%
STC B -0.03%
PRG C -0.03%
FRHC B -0.03%
TFIN A -0.03%
EFSC B -0.03%
TRMK B -0.03%
RKT F -0.03%
NBTB B -0.03%
FRME B -0.03%
RNST B -0.03%
EVTC B -0.03%
IBTX B -0.03%
BANC A -0.03%
BANR B -0.03%
PLMR B -0.03%
MQ F -0.03%
SBCF A -0.03%
PFS B -0.03%
BANF B -0.03%
ENVA B -0.03%
TOWN B -0.03%
FFBC A -0.03%
PPBI B -0.03%
BFH B -0.03%
TBBK B -0.03%
VCTR B -0.03%
HTLF B -0.03%
PAYO A -0.03%
VIRT B -0.03%
SNEX B -0.03%
GSHD A -0.03%
BHLB B -0.02%
RC D -0.02%
PMT D -0.02%
SAFT C -0.02%
NAVI C -0.02%
ARI C -0.02%
GABC B -0.02%
LMND B -0.02%
EIG B -0.02%
WT B -0.02%
LADR B -0.02%
LOB B -0.02%
SPNT A -0.02%
QCRH A -0.02%
NIC B -0.02%
TCBK B -0.02%
BUSE B -0.02%
WABC B -0.02%
CUBI B -0.02%
STBA B -0.02%
VBTX B -0.02%
CODI B -0.02%
HOPE B -0.02%
HTH B -0.02%
SKWD A -0.02%
SASR B -0.02%
VRTS B -0.02%
HMN B -0.02%
NWBI B -0.02%
NNI D -0.02%
LC A -0.02%
DFIN D -0.02%
LKFN B -0.02%
NBHC B -0.02%
FCF A -0.02%
FBNC A -0.02%
AGM C -0.02%
CHCO B -0.02%
SYBT B -0.02%
CASH A -0.02%
NATL B -0.02%
TRUP B -0.02%
FBK B -0.02%
WSBC B -0.02%
OFG B -0.02%
WRLD C -0.01%
HIFS B -0.01%
KRNY B -0.01%
FFIC B -0.01%
MPB B -0.01%
DHIL A -0.01%
SPFI B -0.01%
UFCS B -0.01%
PAY B -0.01%
CARE C -0.01%
PX A -0.01%
HONE B -0.01%
SMBK B -0.01%
THFF B -0.01%
TIPT B -0.01%
AROW B -0.01%
BHB B -0.01%
NFBK B -0.01%
CCBG B -0.01%
TRTX B -0.01%
AMBC C -0.01%
PGC C -0.01%
FMNB B -0.01%
MCB B -0.01%
MSBI B -0.01%
GDOT D -0.01%
IIIV C -0.01%
CCNE B -0.01%
CASS B -0.01%
UVE B -0.01%
GSBC B -0.01%
AMAL B -0.01%
LPRO C -0.01%
NRDS C -0.01%
IMXI B -0.01%
UWMC D -0.01%
WASH C -0.01%
SMBC B -0.01%
EQBK A -0.01%
HTBK A -0.01%
EZPW A -0.01%
CAC B -0.01%
TRST B -0.01%
BFST C -0.01%
RPAY D -0.01%
TREE F -0.01%
MBWM B -0.01%
KREF D -0.01%
IBCP B -0.01%
CFB B -0.01%
CCB A -0.01%
HBNC B -0.01%
FCBC B -0.01%
HAFC A -0.01%
CMTG F -0.01%
AMTB B -0.01%
BY B -0.01%
OSBC A -0.01%
PRA C -0.01%
CPF A -0.01%
PRAA C -0.01%
EGBN B -0.01%
MBIN D -0.01%
FMBH B -0.01%
CTBI B -0.01%
BSIG A -0.01%
TMP B -0.01%
BRSP B -0.01%
HFWA B -0.01%
UVSP B -0.01%
CFFN B -0.01%
PFC A -0.01%
BFC B -0.01%
CNOB B -0.01%
SBSI B -0.01%
DX B -0.01%
HCI C -0.01%
OBK B -0.01%
RWT D -0.01%
BRKL B -0.01%
FBMS B -0.01%
PEBO A -0.01%
EFC C -0.01%
AMSF B -0.01%
DCOM A -0.01%
ECPG B -0.01%
FBRT C -0.01%
OCFC B -0.01%
PFBC B -0.01%
SRCE B -0.01%
CNNE B -0.01%
RILY F -0.0%
AC C -0.0%
HMST D -0.0%
JRVR F -0.0%
DGICA A -0.0%
ACRE C -0.0%
BMRC B -0.0%
FFWM C -0.0%
Compare ETFs