CHGXvsRECSETF Comparison
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. CHGX's top 3 sector exposures are Information Technology, Financials and Health Care. In contrast, RECS's top sector exposures are Information Technology, Financials and Consumer Discretionary. CHGX is more expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.15% for RECS. CHGX is up 10.58% year-to-date (YTD) with -$2M in YTD flows. RECS performs worse with 2.69% YTD performance, and +$478M 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.
CHGX vs RECS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CHGX RECS | +15.20%+10.56% | +7.24%+1.16% | +10.58%+2.69% | +27.58%+29.61% | n/a+76.53% | n/a+88.72% |
| Flows | CHGX RECS | -$1M+$135M | -$2M+$260M | -$2M+$478M | -$23M+$2.11B | -+$4.36B | -+$4.40B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CHGX RECS | +17.28%+14.90% | +13.72%+12.37% | n/a+14.58% | n/a+16.65% |
| Max drawdown | CHGX RECS | -8.53%-8.79% | -8.53%-8.79% | n/a-18.49% | n/a-22.06% |
| Max drawdown duration | CHGX RECS | 43d66d | 43d66d | n/a126d | n/a573d |
CHGX | RECS | |
Last sale 5/1/2026 at 1:30 PM | $30.25 | $42.15 |
| Previous close 04/29/2026 | $30.06 | $42.14 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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CHGX | RECS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
CHGX | RECS | |
|---|---|---|
| Last price | $30.25 | $42.15 |
| 1D performance | +0.61% | +0.02% |
| AuM | $151.04 M | $5.39 B |
| E/R | 0.49% | 0.15% |
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 | 92 | 332 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 14, 2024 | September 25, 2019 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
