CHGXvsSHEETF Comparison
VS
ETF 2
SHE
State Street SPDR MSCI USA Gender Diversity ETF
Stance Sustainable Beta ETF (CHGX) belongs to the US Large Cap segment. State Street SPDR MSCI USA Gender Diversity ETF (SHE) is part of the segment. CHGX's top 3 sector exposures are Information Technology, Financials and Health Care. In contrast, SHE's top sector exposures are Information Technology, Communication Services and Financials. CHGX is more expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.2% for SHE. CHGX is up 10.58% year-to-date (YTD) with -$2M in YTD flows. SHE performs worse with 8.67% YTD performance, and -$10M in YTD flows. Run a side-by-side ETF comparison of CHGX and SHE 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 SHE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CHGX SHE | +15.20%+14.60% | +7.24%+5.71% | +10.58%+8.67% | +27.58%+27.42% | n/a+76.42% | n/a+54.00% |
| Flows | CHGX SHE | -$1M-$4M | -$2M-$10M | -$2M-$10M | -$23M-$5M | --$36M | --$18M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CHGX SHE | +17.28%+15.71% | +13.72%+12.60% | n/a+13.97% | n/a+17.02% |
| Max drawdown | CHGX SHE | -8.53%-8.39% | -8.53%-8.62% | n/a-17.02% | n/a-31.80% |
| Max drawdown duration | CHGX SHE | 43d70d | 43d75d | n/a126d | n/a841d |
Trading data
CHGX | SHE | |
Last sale 4/30/2026 at 1:30 PM | $30.06 | $143.84 |
| Previous close 04/29/2026 | $29.57 | $143.01 |
| 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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CHGX | SHE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/30/2026 at 1:30 PM
Live
Closed
CHGX | SHE | |
|---|---|---|
| Last price | $30.06 | $143.84 |
| 1D performance | +1.66% | +0.58% |
| AuM | $151.04 M | $296.67 M |
| E/R | 0.49% | 0.2% |
Characteristics
CHGX | SHE | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Stance Capital | State Street Investment Management |
| Benchmark | Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index | MSCI USA Gender Diversity Select Index |
| N° of holdings | 92 | 200 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 14, 2024 | March 7, 2016 |
| ESG | Yes | Yes |
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Exposure
Countries
CHGX
USA
93.67%
Other
6.33%
SHE
USA
93.35%
Other
6.65%
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%
SHE
Information Techn.
33.37%
Communication Ser.
10.66%
Financials
10.32%
Health Care
9.51%
Consumer Discreti.
9.32%
Industrials
7.97%
Other
18.86%
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Diversification
CHGX
Total weight of top 15 holdings out of 15
16.18%
SHE
Total weight of top 15 holdings out of 15
40.69%
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%
SHE
VERIZON COMMUNICATIONS
4.49%
NVIDIA
4.42%
MICROSOFT-T
4.37%
MICRON TECHNOLOGY
3.87%
ADVANCED MICRO DEVICES
3.56%
JPMORGAN CHASE
2.99%
AT&T
2.61%
ORACLE SYS
2.22%
WALT DISNEY
2.22%
INTEL-T
1.82%
EXXON
1.80%
JOHNSON&JOHNSON
1.61%
COSTCO WHOLESALE
1.59%
VISA INCORPORATION
1.58%
ANALOG DEVICES
1.53%
Frequently asked questions about CHGX and SHE
How have the CHGX and SHE ETFs performed in 2026?
As of April 30, 2026, CHGX is up 10.58% year-to-date (YTD), while SHE has returned 8.67%. That puts CHGX better performer ahead so far this year.
Which ETF is attracting more investor money: CHGX or SHE?
Year-to-date, the CHGX ETF saw -$2M in flows, compared to -$10M for SHE.
Which ETF is more volatile: CHGX or SHE?
Over the past year, CHGX had a volatility of 13.72%, while SHE experienced 12.6%.
Which ETF is bigger: CHGX or SHE?
As of April 30, 2026, CHGX holds $151.04 M in assets under management (AUM), while SHE manages $296.67 M.
What sectors do the CHGX and SHE ETFs invest in?
CHGX leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, SHE focuses on Information Technology, Communication Services and Financials.
What are the top holdings of the CHGX ETF and SHE ETF?
CHGX top holdings include DELL TECHNOLOGIES INC, CIENA and SALESFORCE INC. SHE holds in its top three: VERIZON COMMUNICATIONS, NVIDIA and MICROSOFT-T.
Which ETF is more diversified: CHGX or SHE?
CHGX holds 99 securities with 16.18% of its assets in the top 15. SHE has 212 securities and a top 15 weight of 40.69%.
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Latest news about CHGX & SHE
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