FWD vs. CHGX ETF Comparison
Comparison of AB Disruptors ETF (FWD) to Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)
FWD
AB Disruptors ETF
FWD Description
FWD seeks capital growth by actively investing in companies globally, believed to be at the forefront of innovative growth trends. The funds adviser considers such companies as market disrupters. Many may utilize technology to enhance or create new demand for their product or service. The selection process combines a top-down evaluation of macroeconomic growth trends with fundamental, bottom-up analysis of individual companies. Factors such as current and projected profitability, pricing power, competitiveness, technological superiority, and management robustness of a company are considered. Targeted themes may include cloud infrastructure & AI, energy transition, transportation & logistics, medical innovation, digital transactions & media, and industrial innovation. The resulting portfolio of 80-120 stocks is considered non-diversified and may heavily focus on industries within the Information Technology sector.
Grade (RS Rating)
Last Trade
$83.95
Average Daily Volume
20,955
79
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
100
Performance
| Period | FWD | CHGX |
|---|---|---|
| 30 Days | 6.41% | 3.66% |
| 60 Days | 8.28% | 4.50% |
| 90 Days | 8.11% | 6.28% |
| 12 Months | 46.37% | 28.25% |
24 Overlapping Holdings
| Symbol | Grade | Weight in FWD | Weight in CHGX | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.73% | 0.83% | 0.73% | |
| ABT | B | 0.52% | 0.99% | 0.52% | |
| ADBE | C | 0.71% | 0.84% | 0.71% | |
| ADI | D | 0.63% | 0.87% | 0.63% | |
| AMD | F | 0.7% | 0.88% | 0.7% | |
| ANET | C | 1.53% | 1.09% | 1.09% | |
| AVGO | D | 1.29% | 0.96% | 0.96% | |
| CAT | B | 0.98% | 1.04% | 0.98% | |
| CRWD | B | 1.11% | 1.23% | 1.11% | |
| FTNT | C | 1.15% | 1.17% | 1.15% | |
| GOOGL | C | 1.3% | 0.98% | 0.98% | |
| IQV | D | 0.43% | 0.75% | 0.43% | |
| LLY | F | 0.76% | 0.75% | 0.75% | |
| MRVL | B | 1.02% | 1.16% | 1.02% | |
| MU | D | 1.01% | 1.02% | 1.01% | |
| NFLX | A | 1.54% | 1.22% | 1.22% | |
| NOW | A | 0.55% | 1.17% | 0.55% | |
| NVDA | C | 5.29% | 1.17% | 1.17% | |
| ON | D | 0.98% | 0.84% | 0.84% | |
| ORCL | B | 1.81% | 1.3% | 1.3% | |
| SNPS | B | 0.72% | 1.02% | 0.72% | |
| SYK | C | 0.81% | 1.03% | 0.81% | |
| TMO | F | 0.58% | 0.8% | 0.58% | |
| TXN | C | 1.51% | 0.88% | 0.88% |
FWD Overweight 55 Positions Relative to CHGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | B | 3.08% | |
| VST | B | 2.35% | |
| GEV | B | 2.15% | |
| AMZN | C | 1.73% | |
| VRT | B | 1.67% | |
| ISRG | A | 1.62% | |
| BSX | B | 1.56% | |
| META | D | 1.41% | |
| SHOP | B | 1.39% | |
| PLTR | B | 1.33% | |
| HWM | A | 1.21% | |
| SPOT | B | 1.16% | |
| EPAM | C | 1.14% | |
| ETN | A | 1.09% | |
| APO | B | 1.09% | |
| COHR | B | 1.06% | |
| DASH | A | 1.06% | |
| TTD | B | 1.05% | |
| TT | A | 1.05% | |
| DDOG | A | 0.99% | |
| IOT | A | 0.98% | |
| TEAM | A | 0.95% | |
| LSCC | D | 0.94% | |
| LRCX | F | 0.94% | |
| TER | D | 0.93% | |
| ARM | D | 0.91% | |
| MDB | C | 0.91% | |
| AMAT | F | 0.87% | |
| WAB | B | 0.86% | |
| BKR | B | 0.85% | |
| NEE | D | 0.79% | |
| GWRE | A | 0.79% | |
| CIEN | B | 0.74% | |
| FROG | C | 0.74% | |
| MNDY | C | 0.74% | |
| RBLX | C | 0.72% | |
| MSFT | F | 0.7% | |
| LITE | B | 0.66% | |
| AFRM | B | 0.66% | |
| SLAB | D | 0.65% | |
| HUBS | A | 0.65% | |
| BKNG | A | 0.63% | |
| MELI | D | 0.62% | |
| ILMN | D | 0.56% | |
| GTLB | B | 0.53% | |
| RDDT | B | 0.53% | |
| UBER | D | 0.52% | |
| CRL | C | 0.5% | |
| BSY | D | 0.48% | |
| CFLT | B | 0.48% | |
| ABNB | C | 0.46% | |
| IPGP | D | 0.44% | |
| FCX | D | 0.42% | |
| RGEN | D | 0.41% | |
| Z | A | 0.4% |
FWD Underweight 76 Positions Relative to CHGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| SQ | B | -1.34% | |
| FICO | B | -1.29% | |
| CRM | B | -1.27% | |
| AMP | A | -1.21% | |
| DIS | B | -1.21% | |
| SCHW | B | -1.18% | |
| STLD | B | -1.16% | |
| GWW | B | -1.16% | |
| ADSK | A | -1.16% | |
| PYPL | B | -1.12% | |
| BK | A | -1.1% | |
| DECK | A | -1.09% | |
| CSCO | B | -1.09% | |
| CDNS | B | -1.09% | |
| AXP | A | -1.08% | |
| DE | A | -1.08% | |
| MCK | B | -1.07% | |
| V | A | -1.07% | |
| NDAQ | A | -1.07% | |
| STT | A | -1.06% | |
| EA | A | -1.06% | |
| INTC | D | -1.06% | |
| AON | A | -1.06% | |
| PANW | C | -1.05% | |
| CMCSA | B | -1.05% | |
| IBM | C | -1.05% | |
| CHD | B | -1.05% | |
| ADP | B | -1.05% | |
| SPG | B | -1.04% | |
| CPRT | A | -1.03% | |
| ORA | B | -1.03% | |
| INTU | C | -1.03% | |
| MA | C | -1.02% | |
| ORLY | B | -1.02% | |
| VRSK | A | -1.01% | |
| IT | C | -1.01% | |
| ACN | C | -1.01% | |
| CARR | D | -1.0% | |
| PGR | A | -1.0% | |
| HPQ | B | -1.0% | |
| CME | A | -1.0% | |
| FIS | C | -0.99% | |
| GOOG | C | -0.98% | |
| COR | B | -0.98% | |
| CTSH | B | -0.97% | |
| WDAY | B | -0.97% | |
| TJX | A | -0.97% | |
| MSCI | C | -0.96% | |
| SPGI | C | -0.95% | |
| AAPL | C | -0.95% | |
| ROP | B | -0.95% | |
| ICE | C | -0.94% | |
| MMC | B | -0.94% | |
| AWK | D | -0.93% | |
| PHM | D | -0.93% | |
| MCO | B | -0.93% | |
| ECL | D | -0.92% | |
| SYY | B | -0.92% | |
| AZO | C | -0.92% | |
| ROST | C | -0.91% | |
| MDT | D | -0.91% | |
| JNJ | D | -0.89% | |
| LEN | D | -0.88% | |
| A | D | -0.88% | |
| NKE | D | -0.86% | |
| QCOM | F | -0.85% | |
| GIS | D | -0.85% | |
| PLD | D | -0.85% | |
| PFE | D | -0.83% | |
| AMGN | D | -0.83% | |
| HCA | F | -0.8% | |
| MRK | F | -0.8% | |
| EFX | F | -0.79% | |
| MCHP | D | -0.77% | |
| KLAC | D | -0.74% | |
| MPWR | F | -0.58% |
FWD: Top Represented Industries & Keywords
CHGX: Top Represented Industries & Keywords
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