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CHGXvsLSVDETF 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

LSVD

LSV Disciplined Value ETF

This fund is part of

US Multi-Factor

+0.99%

Full LSVD fund page

Stance Sustainable Beta ETF (CHGX) belongs to the US Large Cap segment. LSV Disciplined Value ETF (LSVD) is part of the US Multi-Factor segment. CHGX's top 3 sector exposures are Information Technology, Financials and Health Care. In contrast, LSVD's top sector exposures are Information Technology, Communication Services and Health Care. CHGX is more expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.4% for LSVD. CHGX is up 10.58% year-to-date (YTD) with -$2M in YTD flows. LSVD performs worse with 8.27% YTD performance, and +$3M in YTD flows. Run a side-by-side ETF comparison of CHGX and LSVD 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 LSVD 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 LSVD	+15.20%+12.95%	+7.24%+4.31%	+10.58%+8.27%	+27.58%+41.64%	n/an/a	n/an/a
Flows	CHGX LSVD	-$1M-$227K	-$2M+$3M	-$2M+$3M	-$23M+$511M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	CHGX LSVD	+17.28%+15.63%	+13.72%+13.20%	n/an/a	n/an/a
Max drawdown	CHGX LSVD	-8.53%-8.09%	-8.53%-8.09%	n/an/a	n/an/a
Max drawdown duration	CHGX LSVD	43d63d	43d63d	n/an/a	n/an/a

Trading data

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	CHGX	LSVD
Last sale 4/30/2026 at 1:30 PM	$30.06	$32.67
Previous close 04/29/2026	$29.57	$32.67
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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LSVD

is actively managed and doesn’t replicate an index

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

Main metrics

Last update 4/30/2026 at 1:30 PM

Live

Closed

	CHGX	LSVD
Last price	$30.06	$32.67
1D performance	+1.66%	+0.00%
AuM	$151.04 M	$596.11 M
E/R	0.49%	0.4%

Characteristics

	CHGX	LSVD
Management strategy	Passive	Active
Provider	Stance Capital	LSV Asset Management
Benchmark	Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index	-
N° of holdings	92	124
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	November 14, 2024	December 18, 2024
ESG	Yes	No

More CHGX data on Trackinsight

More LSVD data on Trackinsight

Exposure

Countries

CHGX

USA

93.67%

Other

6.33%

LSVD

USA

96.12%

Other

3.88%

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%

LSVD

Information Techn.

33.27%

Communication Ser.

14.28%

Health Care

12.48%

Financials

11.61%

Consumer Discreti.

10.62%

Other

17.74%

Diversification

CHGX

Total weight of top 15 holdings out of 15

16.18%

LSVD

Total weight of top 15 holdings out of 15

37.96%

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%

LSVD

NVIDIA

6.07%

APPLE

4.76%

AMAZON.COM INC

3.73%

ALPHABET INC-CL

3.71%

ALPHABET INC-CL

3.18%

MICROSOFT-T

2.91%

META PLATFORMS

2.39%

JPMORGAN CHASE

1.67%

MERCK & CO INC

1.55%

APPLIED MATERIAL

1.49%

WESTERN DIGITAL

1.44%

CISCO-T

1.38%

MICRON TECHNOLOGY

1.25%

PFIZER

1.23%

BRISTOL-MYERS SQUIBB

1.20%

Frequently asked questions about CHGX and LSVD

How have the CHGX and LSVD ETFs performed in 2026?

As of April 30, 2026, CHGX is up 10.58% year-to-date (YTD), while LSVD has returned 8.27%. That puts CHGX better performer ahead so far this year.

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

Year-to-date, the CHGX ETF saw -$2M in flows, compared to +$3M for LSVD.

Which ETF is more volatile: CHGX or LSVD?

Over the past year, CHGX had a volatility of 13.72%, while LSVD experienced 13.2%.

Which ETF is bigger: CHGX or LSVD?

As of April 30, 2026, CHGX holds $151.04 M in assets under management (AUM), while LSVD manages $596.11 M.

What sectors do the CHGX and LSVD ETFs invest in?

CHGX leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, LSVD focuses on Information Technology, Communication Services and Health Care.

CHGXvsLSVDETF Comparison

Stance Sustainable Beta ETF

LSV Disciplined Value ETF

CHGX vs LSVD 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 LSVD ETFs performed in 2026?

As of April 30, 2026, CHGX is up 10.58% year-to-date (YTD), while LSVD has returned 8.27%. That puts CHGX better performer ahead so far this year.

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

Year-to-date, the CHGX ETF saw -$2M in flows, compared to +$3M for LSVD.

Which ETF is more volatile: CHGX or LSVD?

Over the past year, CHGX had a volatility of 13.72%, while LSVD experienced 13.2%.

Which ETF is bigger: CHGX or LSVD?

As of April 30, 2026, CHGX holds $151.04 M in assets under management (AUM), while LSVD manages $596.11 M.

What sectors do the CHGX and LSVD ETFs invest in?

CHGX leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, LSVD focuses on Information Technology, Communication Services and Health Care.

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

CHGX top holdings include DELL TECHNOLOGIES INC, CIENA and SALESFORCE INC. LSVD holds in its top three: NVIDIA, APPLE and AMAZON.COM INC.

Which ETF is more diversified: CHGX or LSVD?

CHGX holds 99 securities with 16.18% of its assets in the top 15. LSVD has 126 securities and a top 15 weight of 37.96%.

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