CHGX vs. XVV ETF Comparison
Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to iShares ESG Screened S&P 500 ETF (XVV)
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
XVV
iShares ESG Screened S&P 500 ETF
XVV Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P 500 Sustainability Screened Index, which measures the performance of the large-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.Grade (RS Rating)
Last Trade
$44.09
Average Daily Volume
15,071
Number of Holdings
*
444
* may have additional holdings in another (foreign) market
Performance
| Period | CHGX | XVV |
|---|---|---|
| 30 Days | 2.70% | 2.36% |
| 60 Days | 5.60% | 4.04% |
| 90 Days | 4.66% | 4.75% |
| 12 Months | 26.88% | 32.41% |
91 Overlapping Holdings
| Symbol | Grade | Weight in CHGX | Weight in XVV | Overlap | |
|---|---|---|---|---|---|
| A | C | 1.01% | 1.0% | 1.0% | |
| AAPL | C | 1.09% | 1.0% | 1.0% | |
| ABBV | C | 1.18% | 1.0% | 1.0% | |
| ABT | C | 1.09% | 1.0% | 1.0% | |
| ACN | C | 1.17% | 1.0% | 1.0% | |
| ADBE | F | 1.23% | 1.0% | 1.0% | |
| ADI | C | 0.89% | 1.0% | 0.89% | |
| ADP | B | 1.09% | 1.0% | 1.0% | |
| ADSK | C | 1.22% | 1.0% | 1.0% | |
| AMD | D | 0.82% | 1.0% | 0.82% | |
| AMGN | B | 1.02% | 1.0% | 1.0% | |
| AMP | A | 0.95% | 1.0% | 0.95% | |
| ANET | B | 1.05% | 1.0% | 1.0% | |
| AON | B | 1.19% | 1.0% | 1.0% | |
| AVGO | C | 1.06% | 1.0% | 1.0% | |
| AWK | B | 1.08% | 1.0% | 1.0% | |
| AXP | B | 0.97% | 1.0% | 0.97% | |
| AZO | D | 1.08% | 1.0% | 1.0% | |
| BK | B | 1.08% | 1.0% | 1.0% | |
| CARR | B | 1.08% | 1.0% | 1.0% | |
| CAT | B | 0.94% | 1.0% | 0.94% | |
| CDNS | D | 0.85% | 1.0% | 0.85% | |
| CHD | D | 0.94% | 1.0% | 0.94% | |
| CI | C | 0.99% | 1.0% | 0.99% | |
| CMCSA | D | 0.93% | 1.0% | 0.93% | |
| CME | C | 1.03% | 1.0% | 1.0% | |
| CPRT | D | 0.89% | 1.0% | 0.89% | |
| CRM | D | 1.0% | 1.0% | 1.0% | |
| CSCO | C | 1.0% | 1.0% | 1.0% | |
| CSGP | D | 0.96% | 1.0% | 0.96% | |
| CTSH | C | 1.1% | 1.0% | 1.0% | |
| DE | B | 0.98% | 1.0% | 0.98% | |
| DECK | C | 0.78% | 1.0% | 0.78% | |
| DIS | D | 0.81% | 1.0% | 0.81% | |
| EA | D | 1.03% | 1.0% | 1.0% | |
| ECL | B | 1.03% | 1.0% | 1.0% | |
| EL | F | 0.66% | 1.0% | 0.66% | |
| FAST | C | 0.99% | 1.0% | 0.99% | |
| FIS | B | 1.05% | 1.0% | 1.0% | |
| FTNT | C | 1.22% | 1.0% | 1.0% | |
| GOOG | D | 0.82% | 1.0% | 0.82% | |
| GOOGL | D | 0.82% | 1.0% | 0.82% | |
| HCA | B | 1.08% | 1.0% | 1.0% | |
| HPQ | D | 0.87% | 1.0% | 0.87% | |
| IBM | B | 1.17% | 1.0% | 1.0% | |
| ICE | C | 1.15% | 1.0% | 1.0% | |
| INTC | F | 0.59% | 1.0% | 0.59% | |
| INTU | C | 1.05% | 1.0% | 1.0% | |
| IT | B | 1.13% | 1.0% | 1.0% | |
| KLAC | D | 0.89% | 1.0% | 0.89% | |
| LEN | B | 1.07% | 1.0% | 1.0% | |
| LLY | C | 1.05% | 1.0% | 1.0% | |
| MA | B | 1.04% | 1.0% | 1.0% | |
| MCHP | F | 0.74% | 1.0% | 0.74% | |
| MCK | F | 0.85% | 1.0% | 0.85% | |
| MCO | B | 1.16% | 1.0% | 1.0% | |
| MDT | C | 1.07% | 1.0% | 1.0% | |
| MMC | C | 1.06% | 1.0% | 1.0% | |
| MPWR | C | 1.1% | 1.0% | 1.0% | |
| MRK | D | 0.87% | 1.0% | 0.87% | |
| MSCI | C | 1.08% | 1.0% | 1.0% | |
| MU | F | 0.66% | 1.0% | 0.66% | |
| NFLX | B | 1.0% | 1.0% | 1.0% | |
| NKE | D | 0.78% | 1.0% | 0.78% | |
| NOW | B | 1.25% | 1.0% | 1.0% | |
| NVDA | D | 0.94% | 1.0% | 0.94% | |
| ORCL | C | 1.27% | 1.0% | 1.0% | |
| ORLY | C | 1.12% | 1.0% | 1.0% | |
| PANW | D | 1.12% | 1.0% | 1.0% | |
| PGR | B | 1.12% | 1.0% | 1.0% | |
| PHM | B | 1.08% | 1.0% | 1.0% | |
| PLD | C | 1.14% | 1.0% | 1.0% | |
| PPG | D | 0.91% | 1.0% | 0.91% | |
| PYPL | B | 1.04% | 1.0% | 1.0% | |
| QCOM | D | 0.75% | 1.0% | 0.75% | |
| REGN | C | 1.1% | 1.0% | 1.0% | |
| ROP | C | 0.99% | 1.0% | 0.99% | |
| ROST | C | 1.03% | 1.0% | 1.0% | |
| SCHW | D | 0.82% | 1.0% | 0.82% | |
| SNPS | D | 0.79% | 1.0% | 0.79% | |
| SPG | B | 1.03% | 1.0% | 1.0% | |
| SPGI | B | 1.16% | 1.0% | 1.0% | |
| STLD | F | 0.77% | 1.0% | 0.77% | |
| SYK | C | 1.02% | 1.0% | 1.0% | |
| SYY | D | 1.03% | 1.0% | 1.0% | |
| TJX | B | 1.09% | 1.0% | 1.0% | |
| TMO | B | 1.05% | 1.0% | 1.0% | |
| TROW | D | 0.84% | 1.0% | 0.84% | |
| TXN | C | 0.98% | 1.0% | 0.98% | |
| V | C | 1.0% | 1.0% | 1.0% | |
| VRSK | D | 1.03% | 1.0% | 1.0% |
CHGX Underweight 353 Positions Relative to XVV
| Symbol | Grade | Weight | |
|---|---|---|---|
| NWS | D | -1.0% | |
| PARA | F | -1.0% | |
| FOX | B | -1.0% | |
| BEN | F | -1.0% | |
| BBWI | F | -1.0% | |
| ETSY | F | -1.0% | |
| WBA | F | -1.0% | |
| RL | C | -1.0% | |
| BIO | C | -1.0% | |
| BWA | D | -1.0% | |
| WYNN | D | -1.0% | |
| AAL | D | -1.0% | |
| IVZ | B | -1.0% | |
| FMC | C | -1.0% | |
| NCLH | C | -1.0% | |
| CZR | C | -1.0% | |
| MOS | F | -1.0% | |
| PAYC | D | -1.0% | |
| MHK | C | -1.0% | |
| DVA | B | -1.0% | |
| GL | C | -1.0% | |
| MGM | F | -1.0% | |
| FRT | C | -1.0% | |
| GNRC | D | -1.0% | |
| HSIC | C | -1.0% | |
| DAY | D | -1.0% | |
| HAS | B | -1.0% | |
| LW | D | -1.0% | |
| TPR | C | -1.0% | |
| ALB | D | -1.0% | |
| HRL | C | -1.0% | |
| AOS | D | -1.0% | |
| FOXA | B | -1.0% | |
| MTCH | C | -1.0% | |
| CRL | F | -1.0% | |
| AIZ | B | -1.0% | |
| NWSA | D | -1.0% | |
| MKTX | C | -1.0% | |
| CPB | C | -1.0% | |
| QRVO | F | -1.0% | |
| TAP | D | -1.0% | |
| LKQ | F | -1.0% | |
| BXP | B | -1.0% | |
| CTLT | B | -1.0% | |
| EMN | B | -1.0% | |
| TFX | C | -1.0% | |
| TECH | C | -1.0% | |
| INCY | C | -1.0% | |
| FFIV | B | -1.0% | |
| HST | C | -1.0% | |
| ALLE | B | -1.0% | |
| CHRW | B | -1.0% | |
| CE | F | -1.0% | |
| IPG | C | -1.0% | |
| EPAM | F | -1.0% | |
| JBL | D | -1.0% | |
| KMX | D | -1.0% | |
| REG | C | -1.0% | |
| JNPR | B | -1.0% | |
| SJM | C | -1.0% | |
| JKHY | B | -1.0% | |
| CPT | B | -1.0% | |
| POOL | C | -1.0% | |
| VTRS | D | -1.0% | |
| TRMB | C | -1.0% | |
| DLTR | F | -1.0% | |
| NDSN | C | -1.0% | |
| LYV | B | -1.0% | |
| UHS | B | -1.0% | |
| JBHT | D | -1.0% | |
| BG | D | -1.0% | |
| UDR | C | -1.0% | |
| L | C | -1.0% | |
| ROL | C | -1.0% | |
| GEN | B | -1.0% | |
| ENPH | D | -1.0% | |
| PNR | B | -1.0% | |
| CF | C | -1.0% | |
| AKAM | D | -1.0% | |
| DPZ | F | -1.0% | |
| LVS | D | -1.0% | |
| SNA | C | -1.0% | |
| RVTY | B | -1.0% | |
| IEX | D | -1.0% | |
| SWK | B | -1.0% | |
| KEY | B | -1.0% | |
| KIM | C | -1.0% | |
| CAG | C | -1.0% | |
| DOC | C | -1.0% | |
| VRSN | D | -1.0% | |
| WBD | D | -1.0% | |
| UAL | C | -1.0% | |
| AMCR | B | -1.0% | |
| SWKS | D | -1.0% | |
| ALGN | D | -1.0% | |
| PODD | B | -1.0% | |
| IP | B | -1.0% | |
| CCL | C | -1.0% | |
| EXPE | C | -1.0% | |
| FDS | C | -1.0% | |
| DGX | B | -1.0% | |
| EXPD | C | -1.0% | |
| PFG | B | -1.0% | |
| ZBRA | B | -1.0% | |
| LUV | C | -1.0% | |
| MAS | B | -1.0% | |
| AVY | C | -1.0% | |
| CNP | C | -1.0% | |
| DG | F | -1.0% | |
| APTV | D | -1.0% | |
| WRB | C | -1.0% | |
| TSN | C | -1.0% | |
| ULTA | D | -1.0% | |
| NTRS | A | -1.0% | |
| CFG | C | -1.0% | |
| PKG | B | -1.0% | |
| SYF | C | -1.0% | |
| LH | C | -1.0% | |
| BBY | C | -1.0% | |
| DRI | B | -1.0% | |
| ARE | C | -1.0% | |
| GPC | D | -1.0% | |
| MAA | B | -1.0% | |
| HOLX | B | -1.0% | |
| MOH | D | -1.0% | |
| WAT | C | -1.0% | |
| TER | D | -1.0% | |
| ESS | B | -1.0% | |
| OMC | B | -1.0% | |
| STX | C | -1.0% | |
| BAX | C | -1.0% | |
| PTC | D | -1.0% | |
| RF | B | -1.0% | |
| BALL | C | -1.0% | |
| HUBB | B | -1.0% | |
| WDC | D | -1.0% | |
| ATO | B | -1.0% | |
| HBAN | B | -1.0% | |
| SMCI | F | -1.0% | |
| HPE | D | -1.0% | |
| INVH | C | -1.0% | |
| CLX | C | -1.0% | |
| MKC | C | -1.0% | |
| K | B | -1.0% | |
| BLDR | C | -1.0% | |
| CINF | B | -1.0% | |
| COO | B | -1.0% | |
| CPAY | B | -1.0% | |
| ZBH | F | -1.0% | |
| RJF | C | -1.0% | |
| CBOE | C | -1.0% | |
| FSLR | C | -1.0% | |
| WST | D | -1.0% | |
| WY | C | -1.0% | |
| SW | B | -1.0% | |
| NTAP | D | -1.0% | |
| LYB | D | -1.0% | |
| VLTO | C | -1.0% | |
| ES | C | -1.0% | |
| BRO | C | -1.0% | |
| STE | C | -1.0% | |
| TTWO | C | -1.0% | |
| DOV | B | -1.0% | |
| HAL | F | -1.0% | |
| STT | A | -1.0% | |
| BR | D | -1.0% | |
| TYL | C | -1.0% | |
| FTV | C | -1.0% | |
| AXON | B | -1.0% | |
| KEYS | C | -1.0% | |
| ETR | B | -1.0% | |
| SBAC | C | -1.0% | |
| IFF | B | -1.0% | |
| VTR | C | -1.0% | |
| MRNA | F | -1.0% | |
| EQR | B | -1.0% | |
| ANSS | D | -1.0% | |
| DXCM | F | -1.0% | |
| CAH | C | -1.0% | |
| MTB | B | -1.0% | |
| GRMN | D | -1.0% | |
| GPN | D | -1.0% | |
| DAL | C | -1.0% | |
| FITB | B | -1.0% | |
| KHC | C | -1.0% | |
| LULU | D | -1.0% | |
| NVR | B | -1.0% | |
| CDW | D | -1.0% | |
| WAB | B | -1.0% | |
| ADM | D | -1.0% | |
| BIIB | F | -1.0% | |
| ON | D | -1.0% | |
| TSCO | C | -1.0% | |
| ROK | D | -1.0% | |
| WTW | C | -1.0% | |
| NDAQ | A | -1.0% | |
| HSY | C | -1.0% | |
| MTD | D | -1.0% | |
| EBAY | B | -1.0% | |
| VMC | D | -1.0% | |
| MLM | D | -1.0% | |
| XYL | C | -1.0% | |
| TRGP | B | -1.0% | |
| GLW | C | -1.0% | |
| CHTR | D | -1.0% | |
| AVB | B | -1.0% | |
| DFS | B | -1.0% | |
| EIX | C | -1.0% | |
| BKR | C | -1.0% | |
| NUE | F | -1.0% | |
| IRM | C | -1.0% | |
| ODFL | D | -1.0% | |
| HIG | B | -1.0% | |
| KR | C | -1.0% | |
| CBRE | A | -1.0% | |
| IR | C | -1.0% | |
| MNST | D | -1.0% | |
| VICI | C | -1.0% | |
| DOW | D | -1.0% | |
| HWM | B | -1.0% | |
| ED | C | -1.0% | |
| GEHC | C | -1.0% | |
| PWR | B | -1.0% | |
| EFX | B | -1.0% | |
| RMD | C | -1.0% | |
| OTIS | C | -1.0% | |
| RCL | B | -1.0% | |
| YUM | D | -1.0% | |
| EXR | B | -1.0% | |
| CNC | D | -1.0% | |
| AME | C | -1.0% | |
| CTVA | B | -1.0% | |
| KDP | B | -1.0% | |
| EXC | C | -1.0% | |
| COR | D | -1.0% | |
| PEG | B | -1.0% | |
| STZ | D | -1.0% | |
| EW | F | -1.0% | |
| CMI | C | -1.0% | |
| F | F | -1.0% | |
| KMI | B | -1.0% | |
| IDXX | C | -1.0% | |
| PRU | C | -1.0% | |
| ACGL | C | -1.0% | |
| HUM | F | -1.0% | |
| RSG | D | -1.0% | |
| GIS | B | -1.0% | |
| IQV | C | -1.0% | |
| PAYX | C | -1.0% | |
| TEL | D | -1.0% | |
| VLO | F | -1.0% | |
| MET | B | -1.0% | |
| FICO | B | -1.0% | |
| URI | B | -1.0% | |
| JCI | B | -1.0% | |
| AIG | D | -1.0% | |
| ALL | B | -1.0% | |
| KMB | D | -1.0% | |
| PCAR | D | -1.0% | |
| ABNB | D | -1.0% | |
| DLR | B | -1.0% | |
| GM | C | -1.0% | |
| SRE | C | -1.0% | |
| CCI | C | -1.0% | |
| HLT | B | -1.0% | |
| COF | B | -1.0% | |
| OKE | B | -1.0% | |
| PSX | F | -1.0% | |
| MAR | C | -1.0% | |
| O | C | -1.0% | |
| WMB | B | -1.0% | |
| TRV | C | -1.0% | |
| GEV | B | -1.0% | |
| DHI | B | -1.0% | |
| AFL | C | -1.0% | |
| TFC | C | -1.0% | |
| SLB | F | -1.0% | |
| CEG | C | -1.0% | |
| EMR | D | -1.0% | |
| PSA | B | -1.0% | |
| MPC | F | -1.0% | |
| NXPI | F | -1.0% | |
| FCX | D | -1.0% | |
| NSC | C | -1.0% | |
| NEM | B | -1.0% | |
| APD | B | -1.0% | |
| FDX | C | -1.0% | |
| AJG | D | -1.0% | |
| CSX | D | -1.0% | |
| ITW | C | -1.0% | |
| BDX | D | -1.0% | |
| TGT | C | -1.0% | |
| USB | B | -1.0% | |
| CTAS | B | -1.0% | |
| PNC | B | -1.0% | |
| CVS | D | -1.0% | |
| APH | D | -1.0% | |
| MSI | B | -1.0% | |
| CMG | C | -1.0% | |
| PH | B | -1.0% | |
| WM | D | -1.0% | |
| WELL | C | -1.0% | |
| TT | B | -1.0% | |
| EQIX | C | -1.0% | |
| SHW | B | -1.0% | |
| ZTS | C | -1.0% | |
| CL | D | -1.0% | |
| UPS | D | -1.0% | |
| LRCX | F | -1.0% | |
| BMY | C | -1.0% | |
| MDLZ | B | -1.0% | |
| FI | A | -1.0% | |
| TMUS | C | -1.0% | |
| GILD | B | -1.0% | |
| BX | B | -1.0% | |
| SBUX | C | -1.0% | |
| C | C | -1.0% | |
| AMT | C | -1.0% | |
| ETN | C | -1.0% | |
| CB | B | -1.0% | |
| MS | D | -1.0% | |
| VRTX | D | -1.0% | |
| BSX | B | -1.0% | |
| BLK | B | -1.0% | |
| ELV | C | -1.0% | |
| BKNG | C | -1.0% | |
| LOW | B | -1.0% | |
| UBER | C | -1.0% | |
| AMAT | D | -1.0% | |
| GS | C | -1.0% | |
| UNP | C | -1.0% | |
| T | C | -1.0% | |
| PFE | C | -1.0% | |
| NEE | C | -1.0% | |
| ISRG | B | -1.0% | |
| DHR | B | -1.0% | |
| GE | B | -1.0% | |
| VZ | B | -1.0% | |
| MCD | B | -1.0% | |
| LIN | B | -1.0% | |
| PEP | C | -1.0% | |
| BAC | D | -1.0% | |
| KO | C | -1.0% | |
| HD | B | -1.0% | |
| COST | B | -1.0% | |
| PG | C | -1.0% | |
| UNH | C | -1.0% | |
| JPM | D | -1.0% | |
| TSLA | C | -1.0% | |
| BRK.A | C | -1.0% | |
| META | B | -1.0% | |
| AMZN | C | -1.0% | |
| MSFT | C | -1.0% |
CHGX: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Drug Manufacturers - Major
Capital Markets
Credit Services
Information Technology Services
Asset Management
Business Services
Computer Systems
Medical Devices
Apparel Stores
Diagnostics & Research
Farm & Construction Equipment
Financial Data & Stock Exchanges
Footwear & Accessories
Household & Personal Products
Industrial Distribution
Insurance Brokers
Internet Content & Information
Media - Diversified
XVV: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Business Services
Diagnostics & Research
Semiconductors
Asset Management
Banks - Regional - US
Capital Markets
Medical Instruments & Supplies
Packaged Foods
Specialty Retail
Drug Manufacturers - Major
Medical Devices
Credit Services
Health Care Plans
Insurance - Property & Casualty
REIT - Residential
Specialty Chemicals
Household & Personal Products
Information Technology Services
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