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CHGXvsFDLOETF 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

FDLO

Fidelity Low Volatility Factor ETF

This fund is part of

US Low Volatility

+0.79%

Full FDLO fund page

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 Information Technology, Financials and Health Care. In contrast, FDLO's top sector exposures are Information Technology, Financials and Communication Services. CHGX is more expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.15% for FDLO. CHGX is up 10.58% year-to-date (YTD) with -$2M in YTD flows. FDLO performs worse with 4% YTD performance, and -$126M 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

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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 FDLO	+15.20%+8.80%	+7.24%+2.05%	+10.58%+4.00%	+27.58%+17.93%	n/a+47.97%	n/a+61.14%
Flows	CHGX FDLO	-$1M-$53M	-$2M-$96M	-$2M-$126M	-$23M+$40M	-+$520M	-+$550M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	CHGX FDLO	+17.28%+10.98%	+13.72%+9.35%	n/a+11.25%	n/a+13.41%
Max drawdown	CHGX FDLO	-8.53%-7.10%	-8.53%-7.10%	n/a-13.57%	n/a-19.20%
Max drawdown duration	CHGX FDLO	43d73d	43d73d	n/a131d	n/a688d

Trading data

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	CHGX	FDLO
Last sale 5/1/2026 at 1:30 PM	$30.25	$69.16
Previous close 04/29/2026	$30.06	$69.11
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	FDLO
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	FDLO
Last price	$30.25	$69.16
1D performance	+0.61%	+0.07%
AuM	$151.04 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	92	122
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	November 14, 2024	September 12, 2016
ESG	Yes	No

More CHGX data on Trackinsight

More FDLO data on Trackinsight

Exposure

Countries

CHGX

USA

93.67%

Other

6.33%

FDLO

USA

95.82%

Other

4.18%

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%

FDLO

Information Techn.

33.82%

Financials

10.72%

Communication Ser.

10.02%

Consumer Discreti.

9.77%

Health Care

9.6%

Industrials

9.46%

Other

16.6%

Diversification

CHGX

Total weight of top 15 holdings out of 15

16.18%

FDLO

Total weight of top 15 holdings out of 15

40.68%

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%

FDLO

APPLE

7.26%

MICROSOFT-T

5.49%

ALPHABET INC-CL

5.39%

AMAZON.COM INC

3.72%

BROADCOM LIMITED

3.55%

BERKSHIRE HATHWAY

1.88%

CISCO-T

1.71%

JPMORGAN CHASE

1.70%

LILLY

1.55%

JOHNSON&JOHNSON

1.47%

EXXON

1.40%

ANALOG DEVICES

1.40%

MOTOROLA SOLUTIONS

1.40%

AMPHENOL

1.40%

INTL BUSINESS MACHINES CORP

1.35%

Frequently asked questions about CHGX and FDLO

How have the CHGX and FDLO ETFs performed in 2026?

As of April 30, 2026, CHGX is up 10.58% year-to-date (YTD), while FDLO has returned 4%. 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 -$2M in flows, compared to -$126M for FDLO.

Which ETF is more volatile: CHGX or FDLO?

Over the past year, CHGX had a volatility of 13.72%, while FDLO experienced 9.35%.

Which ETF is bigger: CHGX or FDLO?

As of April 30, 2026, CHGX holds $151.04 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 Information Technology, Financials and Health Care. Meanwhile, FDLO focuses on Information Technology, Financials and Communication Services.

CHGXvsFDLOETF Comparison

Stance Sustainable Beta ETF

Fidelity Low Volatility Factor ETF

CHGX vs FDLO 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 FDLO ETFs performed in 2026?

As of April 30, 2026, CHGX is up 10.58% year-to-date (YTD), while FDLO has returned 4%. 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 -$2M in flows, compared to -$126M for FDLO.

Which ETF is more volatile: CHGX or FDLO?

Over the past year, CHGX had a volatility of 13.72%, while FDLO experienced 9.35%.

Which ETF is bigger: CHGX or FDLO?

As of April 30, 2026, CHGX holds $151.04 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 Information Technology, Financials and Health Care. Meanwhile, FDLO focuses on Information Technology, Financials and Communication Services.

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

CHGX top holdings include DELL TECHNOLOGIES INC, CIENA and SALESFORCE INC. FDLO holds in its top three: APPLE, MICROSOFT-T and ALPHABET INC-CL.

Which ETF is more diversified: CHGX or FDLO?

CHGX holds 99 securities with 16.18% of its assets in the top 15. FDLO has 123 securities and a top 15 weight of 40.68%.

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