CHGXvsFDLOETF Comparison
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Stance Sustainable Beta ETF (CHGX) belongs to the US Large Cap segment. Fidelity Low Volatility Factor ETF (FDLO) is part of the US Low Volatility segment. CHGX's top 3 sector exposures are Technology, Finance and Healthcare. In contrast, FDLO's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. CHGX is more expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.15% for FDLO. CHGX is up 18.33% year-to-date (YTD) with +$5M in YTD flows. FDLO performs worse with 5.64% YTD performance, and -$139M in YTD flows. Run a side-by-side ETF comparison of CHGX and FDLO 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 FDLO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CHGX FDLO | -1.70%+2.39% | +9.16%+2.38% | +18.33%+5.64% | +24.28%+12.45% | n/a+45.51% | n/a+57.91% |
| Flows | CHGX FDLO | +$6M-$3M | +$7M-$44M | +$5M-$139M | +$6M+$30M | -+$482M | -+$496M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CHGX FDLO | +15.94%+9.22% | +14.50%+9.14% | n/a+11.24% | n/a+13.37% |
| Max drawdown | CHGX FDLO | -4.91%-4.12% | -8.53%-7.10% | n/a-13.57% | n/a-19.20% |
| Max drawdown duration | CHGX FDLO | 45d36d | 43d73d | n/a131d | n/a688d |
Trading data
CHGX | FDLO | |
Last sale 7/17/2026 at 1:30 PM | $32.19 | $70.05 |
| Previous close 07/16/2026 | $32.51 | $70.43 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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CHGX | FDLO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
CHGX | FDLO | |
|---|---|---|
| Last price | $32.19 | $70.05 |
| 1D performance | -0.97% | -0.54% |
| AuM | $169.03 M | $1.40 B |
| E/R | 0.49% | 0.15% |
Characteristics
CHGX | FDLO | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Stance Capital | Fidelity |
| Benchmark | Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index | Fidelity U.S. Low Volatility Factor Index |
| N° of holdings | 101 | 122 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 14, 2024 | September 12, 2016 |
| ESG | Yes | No |
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Exposure
Countries
CHGX
USA
96.44%
Other
3.56%
FDLO
USA
97.31%
Other
2.69%
Sectors
CHGX
Technology
45.58%
Finance
13.1%
Healthcare
9.05%
Consumer Cyclical.
7.11%
Other
25.16%
FDLO
Technology
41.28%
Finance
13.93%
Consumer Non-Cycl.
10.02%
Healthcare
9.56%
Other
25.21%
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Diversification
CHGX
Total weight of top 15 holdings out of 15
26.22%
FDLO
Total weight of top 15 holdings out of 15
46.99%
Top 15 holdings
Data as of May 31, 2026
CHGX
Intel Corp.
2.26%
Sandisk Corp.
2.20%
Advanced Micro Devices, Inc.
2.13%
Marvell Technology, Inc.
1.91%
Micron Technology, Inc.
1.90%
Seagate Technology Holdings Plc
1.88%
Dell Technologies, Inc.
1.81%
Rocket Lab Corp.
1.78%
Western Digital Corp.
1.69%
Bloom Energy Corp.
1.68%
Ciena Corp.
1.53%
Texas Instruments Incorporated
1.41%
Fortinet, Inc.
1.36%
Monolithic Power Systems, Inc.
1.35%
Palo Alto Networks, Inc.
1.33%
FDLO
Apple, Inc.
8.26%
Alphabet, Inc.
6.93%
Microsoft Corp.
5.96%
Amazon.com, Inc.
4.62%
Broadcom Inc.
4.58%
Cisco Systems, Inc.
2.30%
Texas Instruments Incorporated
1.97%
Eli Lilly & Co.
1.80%
Analog Devices, Inc.
1.74%
Berkshire Hathaway, Inc.
1.71%
JPMorgan Chase & Co.
1.61%
Amphenol Corp.
1.51%
International Business Machines Corp.
1.37%
VeriSign, Inc.
1.37%
Johnson & Johnson
1.27%
Frequently asked questions about CHGX and FDLO
How have the CHGX and FDLO ETFs performed in 2026?
As of July 17, 2026, CHGX is up 18.33% year-to-date (YTD), while FDLO has returned 5.64%. That puts CHGX better performer ahead so far this year.
Which ETF is attracting more investor money: CHGX or FDLO?
Year-to-date, the CHGX ETF saw +$5M in flows, compared to -$139M for FDLO.
Which ETF is more volatile: CHGX or FDLO?
Over the past year, CHGX had a volatility of 14.5%, while FDLO experienced 9.14%.
Which ETF is bigger: CHGX or FDLO?
As of July 17, 2026, CHGX holds $169.03 M in assets under management (AUM), while FDLO manages $1.40 B.
What sectors do the CHGX and FDLO ETFs invest in?
CHGX leans toward sectors like Technology, Finance and Healthcare. Meanwhile, FDLO focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the CHGX ETF and FDLO ETF?
CHGX top holdings include Intel Corp., Sandisk Corp. and Advanced Micro Devices, Inc.. FDLO holds in its top three: Apple, Inc., Alphabet, Inc. and Microsoft Corp..
Which ETF is more diversified: CHGX or FDLO?
CHGX holds 101 securities with 26.22% of its assets in the top 15. FDLO has 122 securities and a top 15 weight of 46.99%.
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