CHGXvsFDRRETF Comparison
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Stance Sustainable Beta ETF (CHGX) belongs to the US Large Cap segment. Fidelity Dividend for Rising Rates ETF (FDRR) is part of the US High Dividend segment. Both ETFs have the same top 3 sector exposures: Information Technology, Financials and Health Care. CHGX is more expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.15% for FDRR. CHGX is up 10.58% year-to-date (YTD) with -$2M in YTD flows. FDRR performs worse with 4.64% YTD performance, and +$444K in YTD flows. Run a side-by-side ETF comparison of CHGX and FDRR 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 FDRR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CHGX FDRR | +15.20%+10.32% | +7.24%+2.57% | +10.58%+4.64% | +27.58%+32.98% | n/a+66.45% | n/a+73.95% |
| Flows | CHGX FDRR | -$1M- | -$2M+$444K | -$2M+$444K | -$23M+$13M | --$107M | -+$31M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CHGX FDRR | +17.28%+13.08% | +13.72%+11.14% | n/a+13.41% | n/a+14.79% |
| Max drawdown | CHGX FDRR | -8.53%-8.52% | -8.53%-8.52% | n/a-17.87% | n/a-20.85% |
| Max drawdown duration | CHGX FDRR | 43d66d | 43d66d | n/a126d | n/a708d |
Trading data
CHGX | FDRR | |
Last sale 5/1/2026 at 1:30 PM | $30.25 | $63.42 |
| Previous close 04/29/2026 | $30.06 | $63.33 |
| 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 | FDRR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 5/1/2026 at 1:30 PM
Live
Closed
CHGX | FDRR | |
|---|---|---|
| Last price | $30.25 | $63.42 |
| 1D performance | +0.61% | +0.14% |
| AuM | $151.04 M | $686.72 M |
| E/R | 0.49% | 0.15% |
Characteristics
CHGX | FDRR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Stance Capital | Fidelity |
| Benchmark | Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index | Fidelity Dividend for Rising Rates Index |
| N° of holdings | 92 | 105 |
| 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
93.67%
Other
6.33%
FDRR
USA
90.7%
Other
9.3%
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%
FDRR
Information Techn.
32.75%
Financials
11.09%
Health Care
10%
Communication Ser.
9.45%
Industrials
9.35%
Consumer Discreti.
9.2%
Other
18.16%
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Diversification
CHGX
Total weight of top 15 holdings out of 15
16.18%
FDRR
Total weight of top 15 holdings out of 15
44.97%
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%
FDRR
NVIDIA
7.91%
APPLE
7.18%
MICROSOFT-T
5.41%
ALPHABET INC-CL
4.92%
BROADCOM LIMITED
3.45%
JPMORGAN CHASE
2.02%
META PLATFORMS
1.99%
LILLY
1.78%
JOHNSON&JOHNSON
1.77%
DELL TECHNOLOGIES INC
1.61%
CISCO-T
1.59%
EXXON
1.47%
ABBVIE
1.36%
MERCK & CO INC
1.27%
HOME DEPOT
1.25%
Frequently asked questions about CHGX and FDRR
How have the CHGX and FDRR ETFs performed in 2026?
As of April 30, 2026, CHGX is up 10.58% year-to-date (YTD), while FDRR has returned 4.64%. That puts CHGX better performer ahead so far this year.
Which ETF is attracting more investor money: CHGX or FDRR?
Year-to-date, the CHGX ETF saw -$2M in flows, compared to +$444K for FDRR.
Which ETF is more volatile: CHGX or FDRR?
Over the past year, CHGX had a volatility of 13.72%, while FDRR experienced 11.14%.
Which ETF is bigger: CHGX or FDRR?
As of April 30, 2026, CHGX holds $151.04 M in assets under management (AUM), while FDRR manages $686.72 M.
What sectors do the CHGX and FDRR ETFs invest in?
CHGX leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, FDRR focuses on Information Technology, Financials and Health Care.
What are the top holdings of the CHGX ETF and FDRR ETF?
CHGX top holdings include DELL TECHNOLOGIES INC, CIENA and SALESFORCE INC. FDRR holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: CHGX or FDRR?
CHGX holds 99 securities with 16.18% of its assets in the top 15. FDRR has 110 securities and a top 15 weight of 44.97%.
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