IWL vs. CHGX ETF Comparison
Comparison of iShares Russell Top 200 ETF (IWL) to Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)
IWL
iShares Russell Top 200 ETF
IWL Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$140.37
Average Daily Volume
60,395
Number of Holdings
*
198
* 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
$38.36
Average Daily Volume
6,331
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | IWL | CHGX |
|---|---|---|
| 30 Days | 4.60% | 3.12% |
| 60 Days | 11.48% | 10.93% |
| 90 Days | 2.53% | 5.33% |
| 12 Months | 38.05% | 31.89% |
68 Overlapping Holdings
| Symbol | Grade | Weight in IWL | Weight in CHGX | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 8.08% | 0.98% | 0.98% | |
| ABBV | C | 0.86% | 0.96% | 0.86% | |
| ABT | C | 0.48% | 0.98% | 0.48% | |
| ACN | B | 0.54% | 1.02% | 0.54% | |
| ADBE | F | 0.55% | 0.88% | 0.55% | |
| ADI | B | 0.27% | 0.97% | 0.27% | |
| ADP | A | 0.28% | 0.98% | 0.28% | |
| ADSK | B | 0.14% | 1.04% | 0.14% | |
| AMD | C | 0.63% | 1.11% | 0.63% | |
| AMGN | D | 0.42% | 0.94% | 0.42% | |
| ANET | A | 0.24% | 1.08% | 0.24% | |
| AON | A | 0.17% | 0.99% | 0.17% | |
| AVGO | B | 1.87% | 1.08% | 1.08% | |
| AXP | A | 0.37% | 1.02% | 0.37% | |
| AZO | D | 0.13% | 0.99% | 0.13% | |
| CARR | A | 0.16% | 1.08% | 0.16% | |
| CAT | A | 0.47% | 1.08% | 0.47% | |
| CDNS | D | 0.18% | 1.0% | 0.18% | |
| CMCSA | B | 0.39% | 1.02% | 0.39% | |
| CME | A | 0.2% | 1.0% | 0.2% | |
| CPRT | B | 0.11% | 0.97% | 0.11% | |
| CRM | B | 0.62% | 1.07% | 0.62% | |
| CRWD | D | 0.15% | 1.0% | 0.15% | |
| CSCO | A | 0.53% | 1.03% | 0.53% | |
| DE | C | 0.26% | 1.05% | 0.26% | |
| DIS | D | 0.42% | 1.04% | 0.42% | |
| ECL | C | 0.16% | 0.99% | 0.16% | |
| FTNT | A | 0.12% | 0.99% | 0.12% | |
| GOOG | B | 2.04% | 0.98% | 0.98% | |
| GOOGL | B | 2.41% | 0.98% | 0.98% | |
| HCA | C | 0.19% | 1.0% | 0.19% | |
| IBM | A | 0.49% | 1.09% | 0.49% | |
| ICE | A | 0.23% | 0.96% | 0.23% | |
| INTC | D | 0.24% | 1.07% | 0.24% | |
| INTU | F | 0.41% | 0.99% | 0.41% | |
| JNJ | D | 0.96% | 0.96% | 0.96% | |
| KLAC | B | 0.25% | 0.97% | 0.25% | |
| LLY | D | 1.74% | 0.93% | 0.93% | |
| MA | A | 1.01% | 1.0% | 1.0% | |
| MCK | F | 0.16% | 0.84% | 0.16% | |
| MCO | D | 0.18% | 0.96% | 0.18% | |
| MDT | C | 0.28% | 0.99% | 0.28% | |
| MMC | D | 0.27% | 0.97% | 0.27% | |
| MRK | F | 0.71% | 0.94% | 0.71% | |
| MRVL | C | 0.15% | 0.95% | 0.15% | |
| MU | D | 0.27% | 1.12% | 0.27% | |
| NFLX | A | 0.74% | 1.0% | 0.74% | |
| NKE | D | 0.26% | 1.06% | 0.26% | |
| NOW | B | 0.44% | 1.02% | 0.44% | |
| NVDA | B | 6.72% | 1.02% | 1.02% | |
| ORCL | A | 0.64% | 1.17% | 0.64% | |
| ORLY | A | 0.17% | 1.01% | 0.17% | |
| PANW | B | 0.25% | 0.92% | 0.25% | |
| PFE | D | 0.4% | 0.98% | 0.4% | |
| PGR | B | 0.36% | 0.98% | 0.36% | |
| PLD | D | 0.28% | 0.96% | 0.28% | |
| PYPL | A | 0.2% | 1.09% | 0.2% | |
| QCOM | D | 0.45% | 0.97% | 0.45% | |
| ROP | D | 0.14% | 0.98% | 0.14% | |
| SCHW | D | 0.23% | 0.97% | 0.23% | |
| SNPS | F | 0.19% | 0.98% | 0.19% | |
| SPGI | C | 0.39% | 0.98% | 0.39% | |
| SYK | C | 0.32% | 0.99% | 0.32% | |
| TJX | D | 0.32% | 0.99% | 0.32% | |
| TMO | D | 0.57% | 0.99% | 0.57% | |
| TXN | C | 0.45% | 0.96% | 0.45% | |
| V | B | 1.07% | 0.97% | 0.97% | |
| WDAY | D | 0.12% | 0.92% | 0.12% |
IWL Overweight 130 Positions Relative to CHGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | D | 7.68% | |
| AMZN | C | 4.22% | |
| META | A | 3.1% | |
| BRK.A | B | 2.06% | |
| TSLA | C | 1.76% | |
| JPM | C | 1.46% | |
| UNH | B | 1.32% | |
| XOM | A | 1.32% | |
| HD | A | 1.0% | |
| PG | D | 1.0% | |
| COST | C | 0.96% | |
| WMT | A | 0.87% | |
| KO | C | 0.68% | |
| BAC | B | 0.65% | |
| CVX | B | 0.63% | |
| PEP | F | 0.58% | |
| LIN | C | 0.56% | |
| MCD | A | 0.54% | |
| GE | B | 0.5% | |
| WFC | B | 0.48% | |
| VZ | C | 0.47% | |
| PM | D | 0.46% | |
| DHR | D | 0.44% | |
| NEE | C | 0.43% | |
| ISRG | C | 0.42% | |
| RTX | A | 0.41% | |
| AMAT | C | 0.4% | |
| T | B | 0.39% | |
| GS | B | 0.38% | |
| LOW | C | 0.38% | |
| UBER | C | 0.37% | |
| UNP | F | 0.37% | |
| BLK | A | 0.34% | |
| BKNG | B | 0.34% | |
| HON | C | 0.33% | |
| LMT | A | 0.32% | |
| ETN | B | 0.32% | |
| COP | D | 0.31% | |
| MS | A | 0.3% | |
| VRTX | D | 0.3% | |
| BSX | A | 0.3% | |
| CB | A | 0.29% | |
| C | B | 0.29% | |
| ELV | F | 0.29% | |
| AMT | D | 0.27% | |
| REGN | D | 0.27% | |
| SBUX | B | 0.27% | |
| LRCX | D | 0.26% | |
| GILD | A | 0.26% | |
| BX | C | 0.26% | |
| BMY | A | 0.26% | |
| FI | A | 0.25% | |
| UPS | D | 0.24% | |
| CI | D | 0.24% | |
| MDLZ | D | 0.24% | |
| TMUS | A | 0.24% | |
| SO | A | 0.24% | |
| ZTS | C | 0.22% | |
| SHW | C | 0.22% | |
| BA | F | 0.22% | |
| DUK | C | 0.22% | |
| CEG | A | 0.21% | |
| EQIX | C | 0.21% | |
| KKR | A | 0.21% | |
| TT | A | 0.21% | |
| MO | D | 0.21% | |
| PH | A | 0.2% | |
| GD | C | 0.2% | |
| WM | B | 0.2% | |
| CL | D | 0.2% | |
| APH | D | 0.19% | |
| MMM | C | 0.19% | |
| WELL | C | 0.19% | |
| ITW | C | 0.19% | |
| CVS | D | 0.19% | |
| TDG | A | 0.19% | |
| CMG | C | 0.19% | |
| PNC | C | 0.18% | |
| FCX | B | 0.18% | |
| EOG | B | 0.18% | |
| MSI | A | 0.18% | |
| NOC | B | 0.18% | |
| CSX | D | 0.17% | |
| APO | A | 0.17% | |
| USB | C | 0.17% | |
| GEV | A | 0.17% | |
| BDX | C | 0.17% | |
| TGT | C | 0.17% | |
| CTAS | C | 0.17% | |
| APD | C | 0.16% | |
| FDX | F | 0.15% | |
| SLB | D | 0.15% | |
| EMR | B | 0.15% | |
| NEM | C | 0.15% | |
| CRH | C | 0.15% | |
| SPOT | C | 0.14% | |
| COF | A | 0.14% | |
| TFC | D | 0.14% | |
| PSX | D | 0.14% | |
| NSC | C | 0.14% | |
| MAR | A | 0.14% | |
| PSA | C | 0.14% | |
| MPC | D | 0.14% | |
| JCI | C | 0.13% | |
| SRE | C | 0.13% | |
| TRV | B | 0.13% | |
| AEP | C | 0.13% | |
| ABNB | D | 0.13% | |
| AIG | C | 0.12% | |
| KMB | D | 0.12% | |
| MET | A | 0.12% | |
| D | A | 0.12% | |
| DASH | A | 0.12% | |
| PCAR | D | 0.12% | |
| GM | D | 0.12% | |
| VLO | F | 0.11% | |
| EW | F | 0.1% | |
| KDP | C | 0.1% | |
| STZ | D | 0.1% | |
| RSG | D | 0.1% | |
| F | D | 0.1% | |
| SNOW | F | 0.09% | |
| OXY | D | 0.09% | |
| MNST | D | 0.09% | |
| DELL | C | 0.08% | |
| KHC | F | 0.08% | |
| LULU | D | 0.08% | |
| TEAM | D | 0.06% | |
| MRNA | F | 0.05% | |
| EL | D | 0.05% |
IWL Underweight 31 Positions Relative to CHGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | C | -1.09% | |
| PHM | C | -1.05% | |
| GWW | B | -1.04% | |
| STLD | C | -1.03% | |
| BK | A | -1.03% | |
| IT | A | -1.03% | |
| ORA | C | -1.02% | |
| AMP | A | -1.02% | |
| GIS | C | -1.01% | |
| A | B | -1.01% | |
| STT | A | -1.0% | |
| ROST | D | -1.0% | |
| HPQ | B | -1.0% | |
| LEN | C | -0.99% | |
| FIS | A | -0.99% | |
| NDAQ | C | -0.99% | |
| SQ | D | -0.99% | |
| CHD | D | -0.99% | |
| MPWR | B | -0.99% | |
| CTSH | B | -0.98% | |
| SPG | A | -0.98% | |
| SYY | D | -0.98% | |
| AWK | D | -0.98% | |
| DECK | B | -0.97% | |
| VRSK | D | -0.96% | |
| MSCI | B | -0.96% | |
| MCHP | F | -0.96% | |
| ON | F | -0.93% | |
| EA | D | -0.93% | |
| EFX | D | -0.93% | |
| IQV | F | -0.92% |
IWL: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Aerospace & Defense
Diversified Industrials
Capital Markets
Credit Services
Medical Devices
Asset Management
Banks - Global
Beverages - Soft Drinks
Health Care Plans
Household & Personal Products
Internet Content & Information
Telecom Services
Utilities - Regulated Electric
Auto Manufacturers
Banks - Regional - US
Biotechnology
Business Services
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
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