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CHGXvsESMVETF Comparison

ETF 1

CHGX

Stance Sustainable Beta ETF

This fund is part of

US Large Cap

+1.03%

Full CHGX fund page

VS

ETF 2

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor ETF

This fund is part of

US Low Volatility

+0.79%

Full ESMV fund page

Stance Sustainable Beta ETF (CHGX) belongs to the US Large Cap segment. iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) is part of the US Low Volatility segment. CHGX's top 3 sector exposures are Information Technology, Financials and Health Care. In contrast, ESMV's top sector exposures are Information Technology, Health Care and Consumer Staples. CHGX is more expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.18% for ESMV. CHGX is up 10.58% year-to-date (YTD) with -$2M in YTD flows. ESMV performs worse with 2.07% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of CHGX and ESMV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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CHGX vs ESMV performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/30/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	CHGX ESMV	+15.20%+5.46%	+7.24%+1.00%	+10.58%+2.07%	+27.58%+5.52%	n/a+31.24%	n/an/a
Flows	CHGX ESMV	-$1M-	-$2M-	-$2M-	-$23M-$1M	--$875K	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	CHGX ESMV	+17.28%+10.36%	+13.72%+9.20%	n/a+10.73%	n/an/a
Max drawdown	CHGX ESMV	-8.53%-7.10%	-8.53%-7.10%	n/a-12.08%	n/an/a
Max drawdown duration	CHGX ESMV	43d60d	43d60d	n/a423d	n/an/a

Trading data

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	CHGX	ESMV
Last sale 5/1/2026 at 1:30 PM	$30.25	$29.34
Previous close 04/29/2026	$30.06	$29.31
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of April 30, 2026

1-year trailing difference

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	CHGX	ESMV
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 5/1/2026 at 1:30 PM

Live

Closed

	CHGX	ESMV
Last price	$30.25	$29.34
1D performance	+0.61%	+0.08%
AuM	$151.04 M	$7.33 M
E/R	0.49%	0.18%

Characteristics

	CHGX	ESMV
Management strategy	Passive	Passive
Provider	Stance Capital	iShares
Benchmark	Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index	MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index
N° of holdings	92	151
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	November 14, 2024	November 4, 2021
ESG	Yes	Yes

More CHGX data on Trackinsight

More ESMV data on Trackinsight

Exposure

Countries

CHGX

USA

93.67%

Other

6.33%

ESMV

USA

94.33%

Other

5.67%

Sectors

CHGX

Information Techn.

33.19%

Financials

12.5%

Health Care

10.95%

Consumer Discreti.

9.75%

Communication Ser.

8.87%

Industrials

7.84%

Other

16.9%

ESMV

Information Techn.

31.66%

Health Care

14.26%

Consumer Staples

9.3%

Financials

8.95%

Other

35.83%

Diversification

CHGX

Total weight of top 15 holdings out of 15

16.18%

ESMV

Total weight of top 15 holdings out of 15

22.46%

Top 15 holdings

Data as of March 31, 2026

CHGX

DELL TECHNOLOGIES INC

1.21%

CIENA

1.15%

SALESFORCE INC

1.08%

EQUINIX INC COMMON STOCK REIT

1.07%

AON

1.07%

ELECTRONIC ARTS

1.07%

MERCK & CO INC

1.07%

MARSH AND MCLENNAN

1.06%

CHARLES SCHWAB

1.06%

ROPER TECHNOLOGIES INC

1.06%

BANK OF NEW YORK MELLON

1.06%

ALLSTATE

1.06%

US FOODS HOLDING CORP

1.06%

REPUBLIC SVCS

1.05%

BEST BUY

1.05%

ESMV

US36828A1016

1.66%

VERIZON COMMUNICATIONS

1.59%

CISCO-T

1.58%

MERCK & CO INC

1.55%

SERVICENOW

1.54%

TRAVELERS COS INC/THE

1.53%

NORTHROP GRUMMAN

1.52%

NVIDIA

1.47%

VERTEX PHARMACEUTICALS

1.46%

MOTOROLA SOLUTIONS

1.45%

WELLTOWER INC

1.43%

ELECTRONIC ARTS

1.43%

MCKESSON

1.42%

KROGER

1.42%

WASTE MANAGEMENT

1.41%

Frequently asked questions about CHGX and ESMV

How have the CHGX and ESMV ETFs performed in 2026?

As of April 30, 2026, CHGX is up 10.58% year-to-date (YTD), while ESMV has returned 2.07%. That puts CHGX better performer ahead so far this year.

Which ETF is attracting more investor money: CHGX or ESMV?

Year-to-date, the CHGX ETF saw -$2M in flows, compared to - for ESMV.

Which ETF is more volatile: CHGX or ESMV?

Over the past year, CHGX had a volatility of 13.72%, while ESMV experienced 9.2%.

Which ETF is bigger: CHGX or ESMV?

As of April 30, 2026, CHGX holds $151.04 M in assets under management (AUM), while ESMV manages $7.33 M.

What sectors do the CHGX and ESMV ETFs invest in?

CHGX leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, ESMV focuses on Information Technology, Health Care and Consumer Staples.

What are the top holdings of the CHGX ETF and ESMV ETF?

CHGX top holdings include DELL TECHNOLOGIES INC, CIENA and SALESFORCE INC. ESMV holds in its top three: US36828A1016, VERIZON COMMUNICATIONS and CISCO-T.

CHGXvsESMVETF Comparison

Stance Sustainable Beta ETF

iShares ESG Optimized MSCI USA Min Vol Factor ETF

CHGX vs ESMV performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the CHGX and ESMV ETFs performed in 2026?

As of April 30, 2026, CHGX is up 10.58% year-to-date (YTD), while ESMV has returned 2.07%. That puts CHGX better performer ahead so far this year.

Which ETF is attracting more investor money: CHGX or ESMV?

Year-to-date, the CHGX ETF saw -$2M in flows, compared to - for ESMV.

Which ETF is more volatile: CHGX or ESMV?

Over the past year, CHGX had a volatility of 13.72%, while ESMV experienced 9.2%.

Which ETF is bigger: CHGX or ESMV?

As of April 30, 2026, CHGX holds $151.04 M in assets under management (AUM), while ESMV manages $7.33 M.

What sectors do the CHGX and ESMV ETFs invest in?

CHGX leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, ESMV focuses on Information Technology, Health Care and Consumer Staples.

What are the top holdings of the CHGX ETF and ESMV ETF?

CHGX top holdings include DELL TECHNOLOGIES INC, CIENA and SALESFORCE INC. ESMV holds in its top three: US36828A1016, VERIZON COMMUNICATIONS and CISCO-T.

Which ETF is more diversified: CHGX or ESMV?

CHGX holds 99 securities with 16.18% of its assets in the top 15. ESMV has 157 securities and a top 15 weight of 22.46%.

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