FELG vs. CHGX ETF Comparison
Comparison of Fidelity Enhanced Large Cap Growth ETF (FELG) to Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)
FELG
Fidelity Enhanced Large Cap Growth ETF
FELG Description
The fund will invest at least 80% of assets in common stocks included in the Russell 1000® Growth Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap growth segment of the U.S. equity market. The adviser will generally use computer-aided, quantitative analysis of historical valuation, growth, profitability, and other factors to select a broadly diversified group of stocks that may have the potential to provide a higher total return than that of the index. It will invest in domestic and foreign issuers. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$35.09
Average Daily Volume
209,010
Number of Holdings
*
78
* may have additional holdings in another (foreign) market
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
$39.84
Average Daily Volume
5,540
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
Performance
| Period | FELG | CHGX |
|---|---|---|
| 30 Days | 4.40% | 2.36% |
| 60 Days | 8.67% | 5.67% |
| 90 Days | 11.75% | 9.95% |
| 12 Months | 32.63% |
30 Overlapping Holdings
| Symbol | Grade | Weight in FELG | Weight in CHGX | Overlap | |
|---|---|---|---|---|---|
| AAPL | D | 12.1% | 0.96% | 0.96% | |
| ABBV | D | 1.1% | 1.01% | 1.01% | |
| ADBE | C | 1.27% | 0.83% | 0.83% | |
| AMD | F | 0.07% | 0.94% | 0.07% | |
| ANET | C | 0.9% | 1.13% | 0.9% | |
| AVGO | B | 3.26% | 1.05% | 1.05% | |
| CAT | B | 0.61% | 1.06% | 0.61% | |
| CRM | B | 0.55% | 1.16% | 0.55% | |
| ECL | D | 0.66% | 0.96% | 0.66% | |
| FTNT | A | 0.25% | 1.0% | 0.25% | |
| GOOG | B | 2.87% | 1.02% | 1.02% | |
| GOOGL | B | 3.6% | 1.02% | 1.02% | |
| INTU | A | 0.1% | 0.96% | 0.1% | |
| KLAC | F | 0.83% | 0.8% | 0.8% | |
| LLY | D | 1.86% | 0.83% | 0.83% | |
| MA | A | 2.0% | 1.03% | 1.03% | |
| MPWR | F | 0.53% | 0.8% | 0.53% | |
| MRK | F | 1.42% | 0.84% | 0.84% | |
| MSCI | B | 0.61% | 1.0% | 0.61% | |
| NFLX | A | 1.66% | 1.07% | 1.07% | |
| NOW | A | 0.49% | 1.12% | 0.49% | |
| NVDA | A | 11.86% | 1.15% | 1.15% | |
| ORCL | A | 0.42% | 1.19% | 0.42% | |
| QCOM | F | 1.12% | 0.93% | 0.93% | |
| SCHW | A | 0.54% | 1.08% | 0.54% | |
| SPG | B | 0.53% | 1.02% | 0.53% | |
| SQ | A | 0.54% | 1.08% | 0.54% | |
| TJX | B | 0.74% | 0.95% | 0.74% | |
| V | A | 1.48% | 1.04% | 1.04% | |
| WDAY | B | 0.67% | 0.9% | 0.67% |
FELG Overweight 48 Positions Relative to CHGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | C | 10.43% | |
| AMZN | B | 6.03% | |
| META | B | 4.94% | |
| TSLA | B | 2.53% | |
| BKNG | A | 1.14% | |
| AMAT | F | 1.01% | |
| UBER | F | 1.0% | |
| COST | B | 0.9% | |
| LRCX | F | 0.87% | |
| CMG | B | 0.78% | |
| UNP | D | 0.75% | |
| CTAS | A | 0.74% | |
| DASH | A | 0.73% | |
| HD | B | 0.62% | |
| CPNG | C | 0.61% | |
| MSI | B | 0.61% | |
| EXEL | B | 0.61% | |
| TT | A | 0.59% | |
| IDXX | D | 0.59% | |
| DBX | B | 0.55% | |
| GILD | B | 0.55% | |
| GRMN | A | 0.54% | |
| BMY | B | 0.53% | |
| ZM | A | 0.53% | |
| HWM | B | 0.5% | |
| ANF | D | 0.49% | |
| CSX | B | 0.47% | |
| INCY | B | 0.46% | |
| FANG | D | 0.45% | |
| BBWI | C | 0.41% | |
| NXPI | F | 0.4% | |
| LYFT | B | 0.39% | |
| TDC | D | 0.35% | |
| WMT | A | 0.34% | |
| TMUS | A | 0.33% | |
| MEDP | D | 0.3% | |
| NOC | C | 0.23% | |
| NTRA | B | 0.2% | |
| PEP | F | 0.16% | |
| CAH | B | 0.13% | |
| DXCM | C | 0.11% | |
| ISRG | A | 0.1% | |
| PCTY | A | 0.04% | |
| PM | C | 0.03% | |
| KO | F | 0.02% | |
| TPL | A | 0.02% | |
| GE | C | 0.02% | |
| LMT | D | 0.01% |
FELG Underweight 70 Positions Relative to CHGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | A | -1.14% | |
| GWW | B | -1.12% | |
| MRVL | B | -1.12% | |
| AMP | A | -1.12% | |
| ADSK | B | -1.11% | |
| STLD | B | -1.11% | |
| CRWD | B | -1.09% | |
| CSCO | A | -1.09% | |
| BK | B | -1.09% | |
| MU | C | -1.08% | |
| ORA | C | -1.08% | |
| PYPL | B | -1.07% | |
| CMCSA | B | -1.06% | |
| CDNS | B | -1.06% | |
| STT | B | -1.05% | |
| AXP | B | -1.05% | |
| DIS | C | -1.05% | |
| AON | A | -1.05% | |
| ADP | A | -1.04% | |
| NDAQ | B | -1.04% | |
| INTC | C | -1.04% | |
| CME | B | -1.03% | |
| FIS | C | -1.03% | |
| DE | D | -1.02% | |
| ABT | B | -1.02% | |
| IT | A | -1.02% | |
| DECK | B | -1.01% | |
| EA | A | -1.01% | |
| VRSK | A | -1.01% | |
| SYK | A | -1.01% | |
| IBM | D | -1.01% | |
| ORLY | A | -1.01% | |
| CARR | D | -1.0% | |
| CHD | B | -1.0% | |
| SNPS | B | -0.99% | |
| PANW | A | -0.99% | |
| ACN | C | -0.99% | |
| PHM | D | -0.99% | |
| MDT | D | -0.99% | |
| HPQ | B | -0.99% | |
| CPRT | B | -0.98% | |
| PGR | B | -0.97% | |
| LEN | D | -0.96% | |
| MMC | C | -0.96% | |
| COR | A | -0.96% | |
| ICE | D | -0.96% | |
| ROP | B | -0.96% | |
| SYY | B | -0.96% | |
| A | F | -0.96% | |
| AZO | C | -0.95% | |
| PFE | F | -0.95% | |
| CTSH | A | -0.95% | |
| SPGI | D | -0.94% | |
| JNJ | F | -0.94% | |
| AMGN | F | -0.94% | |
| AWK | D | -0.94% | |
| TXN | B | -0.93% | |
| GIS | F | -0.93% | |
| ROST | F | -0.93% | |
| MCO | C | -0.93% | |
| NKE | F | -0.92% | |
| MCK | B | -0.92% | |
| ADI | D | -0.91% | |
| HCA | D | -0.91% | |
| TMO | F | -0.9% | |
| MCHP | F | -0.9% | |
| ON | D | -0.89% | |
| PLD | F | -0.88% | |
| EFX | D | -0.86% | |
| IQV | F | -0.83% |
FELG: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Drug Manufacturers - Major
Diagnostics & Research
Apparel Stores
Internet Content & Information
Semiconductor Equipment & Materials
Software - Infrastructure
Specialty Industrial Machinery
Aerospace & Defense
Beverages - Soft Drinks
Biotechnology
Capital Markets
Credit Services
Discount Stores
Railroads
Telecom Services
Auto Manufacturers
Business Services
Communication Equipment
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
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