CHGXvsROEETF Comparison
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Stance Sustainable Beta ETF (CHGX) belongs to the US Large Cap segment. Astoria US Quality Kings ETF (ROE) is part of the US Multi-Factor segment. CHGX's top 3 sector exposures are Technology, Finance and Healthcare. In contrast, ROE's top sector exposures are Technology, Finance and Industrials. Both CHGX and ROE have the same Total Expense Ratio (TER) of 0.49%. CHGX is up 18.33% year-to-date (YTD) with +$5M in YTD flows. ROE performs worse with 18.25% YTD performance, and +$48M in YTD flows. Run a side-by-side ETF comparison of CHGX and ROE 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 ROE 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 ROE | -1.70%-1.13% | +9.16%+7.48% | +18.33%+18.25% | +24.28%+30.09% | n/an/a | n/an/a |
| Flows | CHGX ROE | +$6M-$1M | +$7M+$1M | +$5M+$48M | +$6M+$36M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CHGX ROE | +15.94%+16.22% | +14.50%+14.90% | n/an/a | n/an/a |
| Max drawdown | CHGX ROE | -4.91%-4.51% | -8.53%-8.64% | n/an/a | n/an/a |
| Max drawdown duration | CHGX ROE | 45d8d | 43d50d | n/an/a | n/an/a |
Trading data
CHGX | ROE | |
Last sale 7/17/2026 at 1:30 PM | $32.19 | $41.56 |
| Previous close 07/16/2026 | $32.51 | $41.68 |
| 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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ROE
is actively managed and doesn’t replicate an indexCHGX | ROE | |
|---|---|---|
| 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 | ROE | |
|---|---|---|
| Last price | $32.19 | $41.56 |
| 1D performance | -0.97% | -0.30% |
| AuM | $169.03 M | $256.66 M |
| E/R | 0.49% | 0.49% |
Characteristics
CHGX | ROE | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Stance Capital | Astoria Portfolio Advisors |
| Benchmark | Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index | - |
| N° of holdings | 101 | 100 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 14, 2024 | August 1, 2023 |
| ESG | Yes | No |
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Exposure
Countries
CHGX
USA
96.44%
Other
3.56%
ROE
USA
92.2%
Other
7.8%
Sectors
CHGX
Technology
45.58%
Finance
13.1%
Healthcare
9.05%
Consumer Cyclical.
7.11%
Other
25.16%
ROE
Technology
40.93%
Finance
12.8%
Industrials
9.14%
Healthcare
8.27%
Other
28.86%
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Diversification
CHGX
Total weight of top 15 holdings out of 15
26.22%
ROE
Total weight of top 15 holdings out of 15
21.3%
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%
ROE
QUALCOMM, Inc.
1.64%
Credo Technology Group Holding Ltd.
1.63%
Dell Technologies, Inc.
1.62%
Micron Technology, Inc.
1.54%
Sanmina Corp.
1.46%
NXP Semiconductors NV
1.44%
Western Digital Corp.
1.44%
Texas Instruments Incorporated
1.42%
Seagate Technology Holdings Plc
1.41%
Fortinet, Inc.
1.39%
Cisco Systems, Inc.
1.30%
Lam Research Corp.
1.30%
Monolithic Power Systems, Inc.
1.30%
Jabil, Inc.
1.23%
First Solar, Inc.
1.18%
Frequently asked questions about CHGX and ROE
How have the CHGX and ROE ETFs performed in 2026?
As of July 17, 2026, CHGX is up 18.33% year-to-date (YTD), while ROE has returned 18.25%. That puts CHGX better performer ahead so far this year.
Which ETF is attracting more investor money: CHGX or ROE?
Year-to-date, the CHGX ETF saw +$5M in flows, compared to +$48M for ROE.
Which ETF is more volatile: CHGX or ROE?
Over the past year, CHGX had a volatility of 14.5%, while ROE experienced 14.9%.
Which ETF is bigger: CHGX or ROE?
As of July 17, 2026, CHGX holds $169.03 M in assets under management (AUM), while ROE manages $256.66 M.
What sectors do the CHGX and ROE ETFs invest in?
CHGX leans toward sectors like Technology, Finance and Healthcare. Meanwhile, ROE focuses on Technology, Finance and Industrials.
What are the top holdings of the CHGX ETF and ROE ETF?
CHGX top holdings include Intel Corp., Sandisk Corp. and Advanced Micro Devices, Inc.. ROE holds in its top three: QUALCOMM, Inc., Credo Technology Group Holding Ltd. and Dell Technologies, Inc..
Which ETF is more diversified: CHGX or ROE?
CHGX holds 101 securities with 26.22% of its assets in the top 15. ROE has 100 securities and a top 15 weight of 21.3%.
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