CHGXvsJHDVETF Comparison
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Stance Sustainable Beta ETF (CHGX) belongs to the US Large Cap segment. John Hancock U.S. High Dividend ETF (JHDV) is part of the US High Dividend segment. CHGX's top 3 sector exposures are Technology, Finance and Healthcare. In contrast, JHDV's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. CHGX is less expensive with a Total Expense Ratio (TER) of 0.49%, versus 1.9% for JHDV. CHGX is up 18.33% year-to-date (YTD) with +$5M in YTD flows. JHDV performs worse with 18.19% YTD performance, and +$2M in YTD flows. Run a side-by-side ETF comparison of CHGX and JHDV 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 JHDV 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 JHDV | -1.70%+0.29% | +9.16%+7.46% | +18.33%+18.19% | +24.28%+24.79% | n/a+71.97% | n/an/a |
| Flows | CHGX JHDV | +$6M-$8K | +$7M+$1M | +$5M+$2M | +$6M+$1M | -+$713K | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CHGX JHDV | +15.94%+12.42% | +14.50%+12.26% | n/a+14.57% | n/an/a |
| Max drawdown | CHGX JHDV | -4.91%-3.78% | -8.53%-8.24% | n/a-18.77% | n/an/a |
| Max drawdown duration | CHGX JHDV | 45d45d | 43d47d | n/a207d | n/an/a |
Trading data
CHGX | JHDV | |
Last sale 7/20/2026 at 1:30 PM | $32.09 | $46.42 |
| Previous close 07/17/2026 | $32.19 | $46.56 |
| Consolidated volume 07/17/2026 | ||
| 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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JHDV
is actively managed and doesn’t replicate an indexCHGX | JHDV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/20/2026 at 1:30 PM
Live
Closed
CHGX | JHDV | |
|---|---|---|
| Last price | $32.09 | $46.42 |
| 1D performance | -0.32% | -0.29% |
| AuM | $169.03 M | $12.10 M |
| E/R | 0.49% | 1.9% |
Characteristics
CHGX | JHDV | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Stance Capital | John Hancock Investments |
| Benchmark | Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index | - |
| N° of holdings | 101 | 72 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 14, 2024 | September 27, 2022 |
| ESG | Yes | No |
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Exposure
Countries
CHGX
USA
96.44%
Other
3.56%
JHDV
USA
96.51%
Other
3.49%
Sectors
CHGX
Technology
45.58%
Finance
13.1%
Healthcare
9.05%
Consumer Cyclical.
7.11%
Other
25.16%
JHDV
Technology
40.16%
Finance
23.66%
Consumer Non-Cycl.
7.92%
Healthcare
7.11%
Other
21.15%
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Diversification
CHGX
Total weight of top 15 holdings out of 15
26.22%
JHDV
Total weight of top 15 holdings out of 15
43.34%
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%
JHDV
NVIDIA Corp.
7.58%
Apple, Inc.
5.54%
Microsoft Corp.
4.56%
Micron Technology, Inc.
3.14%
Broadcom Inc.
2.77%
Lam Research Corp.
2.12%
Altria Group, Inc.
2.06%
T. Rowe Price Group, Inc.
2.00%
Verizon Communications, Inc.
1.99%
Cisco Systems, Inc.
1.97%
The Goldman Sachs Group, Inc.
1.96%
Paychex, Inc.
1.95%
Simon Property Group, Inc.
1.90%
American Financial Group, Inc.
1.90%
VICI Properties, Inc.
1.88%
Frequently asked questions about CHGX and JHDV
How have the CHGX and JHDV ETFs performed in 2026?
As of July 17, 2026, CHGX is up 18.33% year-to-date (YTD), while JHDV has returned 18.19%. That puts CHGX better performer ahead so far this year.
Which ETF is attracting more investor money: CHGX or JHDV?
Year-to-date, the CHGX ETF saw +$5M in flows, compared to +$2M for JHDV.
Which ETF is more volatile: CHGX or JHDV?
Over the past year, CHGX had a volatility of 14.5%, while JHDV experienced 12.26%.
Which ETF is bigger: CHGX or JHDV?
As of July 17, 2026, CHGX holds $169.03 M in assets under management (AUM), while JHDV manages $12.10 M.
What sectors do the CHGX and JHDV ETFs invest in?
CHGX leans toward sectors like Technology, Finance and Healthcare. Meanwhile, JHDV focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the CHGX ETF and JHDV ETF?
CHGX top holdings include Intel Corp., Sandisk Corp. and Advanced Micro Devices, Inc.. JHDV holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: CHGX or JHDV?
CHGX holds 101 securities with 26.22% of its assets in the top 15. JHDV has 72 securities and a top 15 weight of 43.34%.
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