CHGXvsRECSETF Comparison
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Stance Sustainable Beta ETF (CHGX) belongs to the US Large Cap segment. Columbia Research Enhanced Core ETF (RECS) is part of the US Multi-Factor segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. CHGX is more expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.15% for RECS. CHGX is up 18.33% year-to-date (YTD) with +$5M in YTD flows. RECS performs worse with 8.35% YTD performance, and +$679M in YTD flows. Run a side-by-side ETF comparison of CHGX and RECS 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 RECS 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 RECS | -1.70%+2.83% | +9.16%+5.00% | +18.33%+8.35% | +24.28%+19.46% | n/a+73.95% | n/a+94.98% |
| Flows | CHGX RECS | +$6M+$38M | +$7M+$236M | +$5M+$679M | +$6M+$2.01B | -+$4.48B | -+$4.68B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CHGX RECS | +15.94%+10.64% | +14.50%+12.00% | n/a+14.55% | n/a+16.59% |
| Max drawdown | CHGX RECS | -4.91%-3.45% | -8.53%-8.79% | n/a-18.49% | n/a-22.06% |
| Max drawdown duration | CHGX RECS | 45d34d | 43d66d | n/a126d | n/a573d |
Trading data
CHGX | RECS | |
Last sale 7/17/2026 at 1:30 PM | $32.19 | $44.23 |
| Previous close 07/16/2026 | $32.51 | $44.65 |
| 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 | RECS | |
|---|---|---|
| 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 | RECS | |
|---|---|---|
| Last price | $32.19 | $44.23 |
| 1D performance | -0.97% | -0.94% |
| AuM | $169.03 M | $5.90 B |
| E/R | 0.49% | 0.15% |
Characteristics
CHGX | RECS | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Stance Capital | Columbia Threadneedle Investments |
| Benchmark | Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index | Beta Advantage Research Enhanced U.S. Equity Index |
| N° of holdings | 101 | 867 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 14, 2024 | September 25, 2019 |
| ESG | Yes | No |
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Exposure
Countries
CHGX
USA
96.44%
Other
3.56%
RECS
USA
97.35%
Other
2.65%
Sectors
CHGX
Technology
45.58%
Finance
13.1%
Healthcare
9.05%
Consumer Cyclical.
7.11%
Other
25.16%
RECS
Technology
41.56%
Finance
14.34%
Healthcare
8.18%
Consumer Non-Cycl.
7.59%
Other
28.33%
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Diversification
CHGX
Total weight of top 15 holdings out of 15
26.22%
RECS
Total weight of top 15 holdings out of 15
45.25%
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%
RECS
NVIDIA Corp.
9.53%
Apple, Inc.
9.07%
Microsoft Corp.
4.84%
Alphabet, Inc.
3.29%
Meta Platforms, Inc.
2.67%
Procter & Gamble Co.
2.18%
Advanced Micro Devices, Inc.
1.91%
Wells Fargo & Co.
1.66%
Alphabet, Inc.
1.65%
Exxon Mobil Corp.
1.62%
Citigroup, Inc.
1.60%
Morgan Stanley
1.59%
Booking Holdings, Inc.
1.46%
Lam Research Corp.
1.13%
Pfizer Inc.
1.07%
Frequently asked questions about CHGX and RECS
How have the CHGX and RECS ETFs performed in 2026?
As of July 17, 2026, CHGX is up 18.33% year-to-date (YTD), while RECS has returned 8.35%. That puts CHGX better performer ahead so far this year.
Which ETF is attracting more investor money: CHGX or RECS?
Year-to-date, the CHGX ETF saw +$5M in flows, compared to +$679M for RECS.
Which ETF is more volatile: CHGX or RECS?
Over the past year, CHGX had a volatility of 14.5%, while RECS experienced 12%.
Which ETF is bigger: CHGX or RECS?
As of July 17, 2026, CHGX holds $169.03 M in assets under management (AUM), while RECS manages $5.90 B.
What sectors do the CHGX and RECS ETFs invest in?
CHGX leans toward sectors like Technology, Finance and Healthcare. Meanwhile, RECS focuses on Technology, Finance and Healthcare.
What are the top holdings of the CHGX ETF and RECS ETF?
CHGX top holdings include Intel Corp., Sandisk Corp. and Advanced Micro Devices, Inc.. RECS holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: CHGX or RECS?
CHGX holds 101 securities with 26.22% of its assets in the top 15. RECS has 876 securities and a top 15 weight of 45.25%.
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